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
$2.29B
$297,000 0.0% of portfolio
32,932
Q3 2024 Added 3.57%
$1.78B
$264,000 0.0% of portfolio
6,280
Q3 2024 New
$4.68B
$1.06 Million 0.0% of portfolio
19,165
Q3 2024 Added 5.67%
-
$0 0.0% of portfolio
-
Q3 2024 Added 3,449.37%
$334M
$1.41 Million 0.0% of portfolio
191,690
Q3 2024 Added 1.59%
$4.03B
$5.18 Million 0.0% of portfolio
81,829
Q3 2024 Added 42.3%
$67.3M
$110,000 0.0% of portfolio
119,164
Q3 2024 Reduced 7.78%
$8.42B
$176,000 0.0% of portfolio
11,245
Q3 2024 Reduced 73.77%
$257M
$205,000 0.0% of portfolio
14,911
Q3 2024 Reduced 80.68%
$3.78B
$1.79 Million 0.0% of portfolio
58,852
Q3 2024 Added 4.8%
$0
$1.24 Million 0.0% of portfolio
56,651
Q3 2024 Added 17.59%
$0
$904,000 0.0% of portfolio
290,745
Q3 2024 Added 4.44%
$0
$2.7 Million 0.0% of portfolio
771,136
Q3 2024 Reduced 4.94%
$0
$5.91 Million 0.0% of portfolio
275,627
Q3 2024 Reduced 9.04%
$0
$2.58 Million 0.0% of portfolio
198,191
Q3 2024 Added 8.14%
$0
$2.7 Million 0.0% of portfolio
117,196
Q3 2024 Added 4.16%
$1.76B
$215,000 0.0% of portfolio
1,030
Q3 2024 Reduced 0.29%
$0
$1.35 Million 0.0% of portfolio
258,168
Q3 2024 Added 6.12%
$0
$5.62 Million 0.0% of portfolio
907,161
Q3 2024 Added 4.91%
$2.09B
$470,000 0.0% of portfolio
24,870
Q3 2024 Added 19.0%
$4.93B
$419,000 0.0% of portfolio
9,496
Q3 2024 Added 2.15%
$67.4M
$11,000 0.0% of portfolio
15,380
Q3 2024 Added 46.59%
$2.51B
$1.11 Million 0.0% of portfolio
28,439
Q3 2024 Added 2.66%
$2.59B
$572,000 0.0% of portfolio
6,010
Q3 2024 Added 12.48%
$2.01B
$608,000 0.0% of portfolio
21,489
Q3 2024 Reduced 20.01%
$831M
$563,000 0.0% of portfolio
11,592
Q3 2024 Added 8.72%
$1.24B
$415,000 0.0% of portfolio
11,853
Q3 2024 Added 19.87%
$289M
$182,000 0.0% of portfolio
49,224
Q3 2024 Added 11.71%
$85.5M
$268,000 0.0% of portfolio
54,369
Q3 2024 Added 4.3%
$24.1B
$7.53 Million 0.0% of portfolio
751,095
Q3 2024 Added 15.36%
$6.13B
$877,000 0.0% of portfolio
26,003
Q3 2024 Added 32.88%
$8.14B
$2.78 Million 0.0% of portfolio
70,519
Q3 2024 Added 12.46%
$0
$93,000 0.0% of portfolio
13,614
Q3 2024 Added 0.7%
$8B
$806,000 0.0% of portfolio
10,180
Q3 2024 Added 4.45%
$0
$1.64 Million 0.0% of portfolio
172,572
Q3 2024 Reduced 6.86%
$0
$4.23 Million 0.0% of portfolio
750,561
Q3 2024 Reduced 2.02%
$0
$1.05 Million 0.0% of portfolio
92,255
Q3 2024 Added 6.0%
$1.5B
$234,000 0.0% of portfolio
2,832
Q3 2024 New
$109M
$29,000 0.0% of portfolio
24,904
Q3 2024 Added 18.85%
$282M
$23,000 0.0% of portfolio
10,716
Q3 2024 Reduced 49.34%
$926M
$374,000 0.0% of portfolio
19,497
Q3 2024 Added 1.96%
$2.43B
$1.41 Million 0.0% of portfolio
40,492
Q3 2024 Added 8.66%
$7.49B
$8.06 Million 0.0% of portfolio
899,899
Q3 2024 Reduced 10.62%
$3.58B
$871,000 0.0% of portfolio
7,669
Q3 2024 Added 190.71%
$95.5M
$33,000 0.0% of portfolio
27,752
Q3 2024 Added 2.2%
$24.9B
$6.71 Million 0.0% of portfolio
813,143
Q3 2024 Reduced 13.67%
$4.37B
$512,000 0.0% of portfolio
16,386
Q3 2024 New
$3.63B
$347,000 0.0% of portfolio
5,433
Q3 2024 Added 4.78%
$642M
$565,000 0.0% of portfolio
17,555
Q3 2024 New

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email