Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.2B
$2.29 Million 0.0% of portfolio
6,392
Q3 2024 Added 3.56%
$1.42B
$141,000 0.0% of portfolio
25,056
Q3 2024 Reduced 52.19%
$954M
$456,000 0.0% of portfolio
7,538
Q3 2024 Added 32.13%
$7.02B
$2.11 Million 0.0% of portfolio
93,111
Q3 2024 Reduced 16.0%
$1.39B
$1.08 Million 0.0% of portfolio
20,375
Q3 2024 Added 0.27%
$7.64B
$8.69 Million 0.0% of portfolio
41,346
Q3 2024 Added 148.52%
$565M
$506,000 0.0% of portfolio
11,072
Q3 2024 Reduced 0.57%
$13.5B
$7.84 Million 0.0% of portfolio
34,230
Q3 2024 Added 50.8%
$706M
$440,000 0.0% of portfolio
19,900
Q3 2024 Reduced 18.68%
$937M
$846,000 0.0% of portfolio
30,089
Q3 2024 Reduced 1.02%
$1.58B
$561,000 0.0% of portfolio
21,057
Q3 2024 Added 0.01%
$6.39B
$2.42 Million 0.0% of portfolio
60,395
Q3 2024 Reduced 6.44%
$2.95B
$634,000 0.0% of portfolio
102,275
Q3 2024 Added 2.16%
$3.7B
$4.63 Million 0.0% of portfolio
120,780
Q3 2024 Reduced 1.53%
$290M
$46,000 0.0% of portfolio
39,279
Q3 2024 New
$15.8B
$5.96 Million 0.0% of portfolio
96,863
Q3 2024 Reduced 1.14%
$1.38B
$673,000 0.0% of portfolio
38,090
Q3 2024 Reduced 0.7%
$661M
$1.82 Million 0.0% of portfolio
213,129
Q3 2024 Added 94.79%
$7.94B
$5.54 Million 0.0% of portfolio
277,869
Q3 2024 Reduced 6.2%
$1.84B
$257,000 0.0% of portfolio
4,604
Q3 2024 New
$571M
$712,000 0.0% of portfolio
124,122
Q3 2024 Added 31.38%
$7.36B
$2.28 Million 0.0% of portfolio
13,080
Q3 2024 Added 35.6%
$3.46B
$590,000 0.0% of portfolio
10,585
Q3 2024 Added 20.85%
$45B
$7.84 Million 0.0% of portfolio
670,997
Q3 2024 Added 10.97%
$5.41B
$646,000 0.0% of portfolio
71,327
Q3 2024 Added 8.1%
$7.51B
$840,000 0.0% of portfolio
2,901
Q3 2024 Added 27.8%
$6.87B
$1.12 Million 0.0% of portfolio
26,775
Q3 2024 Added 43.27%
$0
$3.25 Million 0.0% of portfolio
374,742
Q3 2024 Added 0.82%
-
$0 0.0% of portfolio
-
Q3 2024 Added 39.13%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 14.08%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 5.78%
$5.48B
$704,000 0.0% of portfolio
12,462
Q3 2024 Added 48.71%
$77.2M
$50,000 0.0% of portfolio
58,959
Q3 2024 Added 363.99%
$5.42B
$1.54 Million 0.0% of portfolio
13,465
Q3 2024 Added 41.47%
$2.32B
$1.04 Million 0.0% of portfolio
69,988
Q3 2024 Added 35.4%
$1.4B
$339,000 0.0% of portfolio
10,247
Q3 2024 Added 3.04%
$3.07B
$937,000 0.0% of portfolio
27,549
Q3 2024 Reduced 6.71%
$2.77B
$1.88 Million 0.0% of portfolio
44,406
Q3 2024 Added 20.17%
$6.18M
$136,000 0.0% of portfolio
95,727
Q3 2024 Reduced 1.87%
$19.6B
$6.12 Million 0.0% of portfolio
32,229
Q3 2024 Added 34.66%
$2.42B
$415,000 0.0% of portfolio
14,435
Q3 2024 Added 41.78%
$3.62B
$3.9 Million 0.0% of portfolio
140,148
Q3 2024 Added 5.81%
$3.78M
$2,000 0.0% of portfolio
23,654
Q3 2024 New
$2.67B
$1.15 Million 0.0% of portfolio
29,788
Q3 2024 Reduced 16.31%
$55.3M
$67,000 0.0% of portfolio
87,145
Q3 2024 Reduced 3.01%
$317M
$93,000 0.0% of portfolio
19,347
Q3 2024 Added 48.38%
$263M
$148,000 0.0% of portfolio
13,381
Q3 2024 New
$657M
$526,000 0.0% of portfolio
44,056
Q3 2024 Reduced 12.78%
$15.9B
$6.91 Million 0.0% of portfolio
595,312
Q3 2024 Added 1.62%

Summary

  • Portfolio
  • No. of Stocks 5,156
  • Current Value $218 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 307 stocks
  • Additional Purchases 3,004 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,665 stocks
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