Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

Lpl Financial LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 5274 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 $6B, Spdr S&P 500 ETF Trust with a value of $5.24B, Apple Inc. with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.85B, and Vanguard Total Stock Market Et with a value of $3.74B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $218B to 238B.

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 $238 Billion
ETFs: $171 Billion
Technology: $19.8 Billion
Financial Services: $9.77 Billion
Consumer Cyclical: $7.28 Billion
Healthcare: $5.91 Billion
Industrials: $5.79 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.24 Billion
Other: $6.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.82B
$51.7 Million 0.02% of portfolio
973,523
Q4 2024 Added 482.88%
$60.2B
$47.6 Million 0.02% of portfolio
197,793
Q4 2024 Added 0.74%
$149B
$56.1 Million 0.02% of portfolio
989,748
Q4 2024 Added 9.63%
$50.7B
$56.1 Million 0.02% of portfolio
457,540
Q4 2024 Added 2.28%
$32.7B
$52.7 Million 0.02% of portfolio
608,384
Q4 2024 Added 18.4%
$54.4B
$43.5 Million 0.02% of portfolio
315,464
Q4 2024 Added 58.34%
$50.1B
$43.7 Million 0.02% of portfolio
169,293
Q4 2024 Added 26.26%
$12.7B
$38.1 Million 0.02% of portfolio
699,961
Q4 2024 Reduced 3.76%
$21.3B
$37.4 Million 0.02% of portfolio
322,272
Q4 2024 Reduced 4.95%
$13.1B
$15.2 Million 0.01% of portfolio
142,015
Q4 2024 Added 3.2%
$35.7B
$15.7 Million 0.01% of portfolio
116,679
Q4 2024 Added 0.68%
$47.5B
$16.7 Million 0.01% of portfolio
213,637
Q4 2024 Added 0.0%
$51.4B
$35.2 Million 0.01% of portfolio
267,517
Q4 2024 Added 26.91%
$9.08B
$23.8 Million 0.01% of portfolio
276,830
Q4 2024 Added 101.18%
$44.4B
$30.6 Million 0.01% of portfolio
359,917
Q4 2024 Added 5.91%
$15.7B
$25.4 Million 0.01% of portfolio
260,485
Q4 2024 Added 45.61%
$15.8B
$28.6 Million 0.01% of portfolio
483,759
Q4 2024 Added 4.74%
$14.1B
$16.8 Million 0.01% of portfolio
1,780,179
Q4 2024 Reduced 5.06%
$63.3B
$24.5 Million 0.01% of portfolio
336,331
Q4 2024 Added 26.17%
$25.7B
$31.7 Million 0.01% of portfolio
254,976
Q4 2024 Added 1.15%
$40.1B
$21 Million 0.01% of portfolio
116,305
Q4 2024 Added 8.86%
$80.7B
$24.6 Million 0.01% of portfolio
68,425
Q4 2024 Added 9.02%
$25.3B
$17.8 Million 0.01% of portfolio
352,851
Q4 2024 Reduced 7.36%
$25.4B
$20.4 Million 0.01% of portfolio
115,176
Q4 2024 Added 16.13%
$20.8B
$12.7 Million 0.01% of portfolio
91,019
Q4 2024 Added 22.53%
$29.3B
$17.6 Million 0.01% of portfolio
80,120
Q4 2024 Added 1.39%
$15.9B
$14.5 Million 0.01% of portfolio
263,545
Q4 2024 Reduced 3.3%
$65.2B
$31.5 Million 0.01% of portfolio
324,268
Q4 2024 Added 276.73%
$67.5B
$34.5 Million 0.01% of portfolio
448,672
Q4 2024 Added 20.05%
$5.24B
$16.1 Million 0.01% of portfolio
362,195
Q4 2024 Added 4.84%
$11.6B
$15.5 Million 0.01% of portfolio
330,954
Q4 2024 Added 4.58%
$16.8B
$19.6 Million 0.01% of portfolio
335,549
Q4 2024 Added 2.87%
$124B
$12 Million 0.01% of portfolio
244,889
Q4 2024 Reduced 18.03%
$0
$12.8 Million 0.01% of portfolio
1,222,614
Q4 2024 Added 0.25%
$0
$12.1 Million 0.01% of portfolio
1,455,651
Q4 2024 Added 2.13%
$5.45B
$18.7 Million 0.01% of portfolio
579,202
Q4 2024 Added 8.05%
$5.27B
$26.2 Million 0.01% of portfolio
1,953,683
Q4 2024 Added 1.53%
$13.8B
$13.9 Million 0.01% of portfolio
107,690
Q4 2024 Added 17.14%
$106B
$33.4 Million 0.01% of portfolio
1,129,466
Q4 2024 Reduced 2.48%
$91.6B
$26.9 Million 0.01% of portfolio
739,411
Q4 2024 Reduced 34.17%
$33.5B
$22.2 Million 0.01% of portfolio
217,848
Q4 2024 Added 30.44%
$6.58B
$13.7 Million 0.01% of portfolio
233,005
Q4 2024 Added 0.01%
$0
$14.6 Million 0.01% of portfolio
1,202,832
Q4 2024 Added 2.28%
$0
$16.1 Million 0.01% of portfolio
911,027
Q4 2024 Added 2.63%
$19.3B
$12.6 Million 0.01% of portfolio
246,009
Q4 2024 Added 16.71%
$51.3B
$20.7 Million 0.01% of portfolio
327,288
Q4 2024 Reduced 37.86%
$34.6B
$27.4 Million 0.01% of portfolio
231,276
Q4 2024 Added 6.75%
$17.4B
$17.5 Million 0.01% of portfolio
47,391
Q4 2024 Added 5.11%
$11.3B
$16.4 Million 0.01% of portfolio
200,024
Q4 2024 Added 13.12%

Summary

  • Portfolio
  • No. of Stocks 5,274
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 326 stocks
  • Additional Purchases 3,301 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,454 stocks
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