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
$23.3B
$18.2 Million 0.01% of portfolio
730,544
Q4 2024 Added 11.05%
$15.1B
$31.5 Million 0.01% of portfolio
79,483
Q4 2024 Added 15.81%
$22.8B
$19.7 Million 0.01% of portfolio
100,593
Q4 2024 Added 35.57%
$38.4B
$35 Million 0.01% of portfolio
188,828
Q4 2024 Added 7.65%
$33.4B
$13.1 Million 0.01% of portfolio
216,928
Q4 2024 Added 85.58%
$28.6B
$30.9 Million 0.01% of portfolio
165,243
Q4 2024 Added 14.3%
$26B
$19.3 Million 0.01% of portfolio
184,133
Q4 2024 Added 13.39%
$23.2B
$17.7 Million 0.01% of portfolio
122,836
Q4 2024 Added 5.96%
$20.4B
$17.2 Million 0.01% of portfolio
392,417
Q4 2024 Added 2.17%
$10.6B
$13.7 Million 0.01% of portfolio
59,639
Q4 2024 Added 8.13%
$33.7B
$13.2 Million 0.01% of portfolio
122,171
Q4 2024 Added 3.38%
$21.3B
$17.1 Million 0.01% of portfolio
257,150
Q4 2024 Reduced 6.3%
$39.6B
$20 Million 0.01% of portfolio
260,691
Q4 2024 Added 36.36%
$0
$12.8 Million 0.01% of portfolio
534,252
Q4 2024 Added 2.65%
$0
$15.8 Million 0.01% of portfolio
756,768
Q4 2024 Added 4.16%
$12.3B
$12.5 Million 0.01% of portfolio
449,539
Q4 2024 Reduced 13.87%
$12.8B
$33.9 Million 0.01% of portfolio
591,398
Q4 2024 Added 15.29%
$31.9B
$31 Million 0.01% of portfolio
432,769
Q4 2024 Added 214.5%
$22.8B
$17 Million 0.01% of portfolio
664,401
Q4 2024 Added 63.53%
$14.3B
$20.5 Million 0.01% of portfolio
61,575
Q4 2024 Reduced 0.78%
$44.8B
$33.1 Million 0.01% of portfolio
236,514
Q4 2024 Added 8.02%
$24.5B
$15.7 Million 0.01% of portfolio
83,951
Q4 2024 Added 19.47%
$30.5B
$21.8 Million 0.01% of portfolio
152,243
Q4 2024 Added 34.36%
$30B
$35.3 Million 0.01% of portfolio
584,285
Q4 2024 Added 17.47%
$23.7B
$28 Million 0.01% of portfolio
855,580
Q4 2024 Reduced 7.53%
$28.5B
$14.6 Million 0.01% of portfolio
188,306
Q4 2024 Added 62.21%
$28.2B
$29.8 Million 0.01% of portfolio
181,642
Q4 2024 Added 3.73%
$45B
$30.2 Million 0.01% of portfolio
174,282
Q4 2024 Added 29.35%
$0
$19.4 Million 0.01% of portfolio
2,202,234
Q4 2024 Added 1.98%
$17.7B
$18.9 Million 0.01% of portfolio
209,927
Q4 2024 Added 12.41%
$18.9B
$12.6 Million 0.01% of portfolio
165,917
Q4 2024 Added 27.45%
$16.3B
$16.2 Million 0.01% of portfolio
38,662
Q4 2024 Reduced 1.81%
$68.2B
$12.6 Million 0.01% of portfolio
75,192
Q4 2024 Added 22.95%
$25.2B
$27.1 Million 0.01% of portfolio
144,679
Q4 2024 Added 3.35%
$17.7B
$14.6 Million 0.01% of portfolio
392,012
Q4 2024 Reduced 8.45%
$26.6B
$22.9 Million 0.01% of portfolio
189,734
Q4 2024 Added 6.61%
$37.7B
$21.7 Million 0.01% of portfolio
283,971
Q4 2024 Reduced 0.69%
$2.59B
$16.2 Million 0.01% of portfolio
309,390
Q4 2024 Reduced 1.25%
$8.04B
$16 Million 0.01% of portfolio
64,672
Q4 2024 Added 11.52%
$10.6B
$17.4 Million 0.01% of portfolio
190,050
Q4 2024 Added 11.0%
$0
$23 Million 0.01% of portfolio
1,593,287
Q4 2024 Reduced 1.42%
$36.1B
$19.8 Million 0.01% of portfolio
319,118
Q4 2024 Added 17.91%
$22.2B
$18.7 Million 0.01% of portfolio
233,786
Q4 2024 Reduced 2.04%
$43.6B
$19.4 Million 0.01% of portfolio
261,680
Q4 2024 Added 8.82%
$40.1B
$13.9 Million 0.01% of portfolio
94,888
Q4 2024 Added 6.33%
$18.8B
$20.5 Million 0.01% of portfolio
45,224
Q4 2024 Added 42.49%
$19.4B
$13.6 Million 0.01% of portfolio
295,464
Q4 2024 Added 30.58%
$29.9B
$18.4 Million 0.01% of portfolio
72,135
Q4 2024 Added 11.33%
$76B
$31.6 Million 0.01% of portfolio
33,554
Q4 2024 Added 5.75%

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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