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
$48.8B
$6.14 Million 0.0% of portfolio
34,324
Q3 2024 Added 0.86%
$22.4B
$5.5 Million 0.0% of portfolio
15,286
Q3 2024 Added 8.7%
$5.88B
$1.28 Million 0.0% of portfolio
6,182
Q3 2024 Added 18.95%
$3.55B
$679,000 0.0% of portfolio
12,096
Q3 2024 Added 28.67%
$3.86B
$1.92 Million 0.0% of portfolio
7,437
Q3 2024 Added 5.59%
$6.06B
$1.93 Million 0.0% of portfolio
22,684
Q3 2024 Reduced 38.61%
$10.9B
$2.54 Million 0.0% of portfolio
54,528
Q3 2024 Reduced 16.63%
$3.83B
$2.96 Million 0.0% of portfolio
168,911
Q3 2024 Added 4.76%
$2.53B
$457,000 0.0% of portfolio
11,847
Q3 2024 Added 14.33%
$2.16B
$782,000 0.0% of portfolio
26,280
Q3 2024 Added 9.72%
$10.7B
$2.16 Million 0.0% of portfolio
12,865
Q3 2024 Reduced 39.62%
$7.96B
$441,000 0.0% of portfolio
4,531
Q3 2024 Added 54.69%
$1.55B
$648,000 0.0% of portfolio
13,125
Q3 2024 Added 14.8%
$0
$2.45 Million 0.0% of portfolio
156,516
Q3 2024 Added 1.75%
$0
$5.98 Million 0.0% of portfolio
587,278
Q3 2024 Reduced 0.84%
$0
$852,000 0.0% of portfolio
122,869
Q3 2024 Reduced 23.62%
$0
$316,000 0.0% of portfolio
78,045
Q3 2024 Added 40.78%
$0
$364,000 0.0% of portfolio
29,479
Q3 2024 Reduced 8.03%
$0
$1.28 Million 0.0% of portfolio
156,524
Q3 2024 Reduced 5.83%
$0
$664,000 0.0% of portfolio
51,643
Q3 2024 Added 1.73%
$0
$202,000 0.0% of portfolio
11,259
Q3 2024 Reduced 31.38%
$0
$828,000 0.0% of portfolio
76,388
Q3 2024 Reduced 73.17%
$0
$988,000 0.0% of portfolio
82,603
Q3 2024 Reduced 0.64%
$0
$314,000 0.0% of portfolio
45,947
Q3 2024 Added 29.8%
$0
$3.62 Million 0.0% of portfolio
321,063
Q3 2024 Reduced 0.37%
$0
$467,000 0.0% of portfolio
52,933
Q3 2024 Reduced 89.84%
$21.1B
$10.1 Million 0.0% of portfolio
147,548
Q3 2024 Added 10.83%
$15B
$7.44 Million 0.0% of portfolio
194,479
Q3 2024 Added 19.33%
$4.27B
$1.02 Million 0.0% of portfolio
85,407
Q3 2024 Added 72.81%
$823M
$692,000 0.0% of portfolio
30,883
Q3 2024 Added 3.99%
$16.7B
$3.85 Million 0.0% of portfolio
25,626
Q3 2024 Added 5.62%
$8.08B
$5.45 Million 0.0% of portfolio
25,969
Q3 2024 Added 5.26%
$6.13B
$9.46 Million 0.0% of portfolio
88,365
Q3 2024 Reduced 66.86%
$5.12B
$2.14 Million 0.0% of portfolio
1,262
Q3 2024 Added 15.78%
$245M
$158,000 0.0% of portfolio
13,687
Q3 2024 Reduced 73.26%
$727M
$400,000 0.0% of portfolio
29,635
Q3 2024 Added 4.69%
$2.39B
$682,000 0.0% of portfolio
14,155
Q3 2024 Added 5.43%
$11.5B
$9.21 Million 0.0% of portfolio
59,451
Q3 2024 Added 92.8%
$34B
$4.95 Million 0.0% of portfolio
16,801
Q3 2024 Added 9.45%
$7.76B
$2.62 Million 0.0% of portfolio
69,746
Q3 2024 Reduced 1.89%
$10.1B
$5.01 Million 0.0% of portfolio
12,042
Q3 2024 Added 45.17%
$1.39B
$626,000 0.0% of portfolio
1,636
Q3 2024 Added 45.81%
$1.8B
$970,000 0.0% of portfolio
16,695
Q3 2024 Reduced 4.16%
$8.33B
$1.34 Million 0.0% of portfolio
12,358
Q3 2024 Added 16.99%
$38.2B
$376,000 0.0% of portfolio
58,055
Q3 2024 Added 12.53%
-
$0 0.0% of portfolio
-
Q3 2024 Added 56.98%
$366M
$248,000 0.0% of portfolio
12,473
Q3 2024 Reduced 7.19%
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.6%
$12.5B
$977,000 0.0% of portfolio
5,848
Q3 2024 Reduced 53.57%

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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