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
$21.3B
$15 Million 0.01% of portfolio
261,194
Q4 2024 Added 9.11%
$42.6B
$13.3 Million 0.01% of portfolio
352,704
Q4 2024 Reduced 8.65%
$18.6B
$14.3 Million 0.01% of portfolio
128,911
Q4 2024 Reduced 3.85%
$20.7B
$16.6 Million 0.01% of portfolio
110,870
Q4 2024 Added 6.03%
$42.8B
$25.7 Million 0.01% of portfolio
357,489
Q4 2024 Added 3.16%
$92.1B
$18.6 Million 0.01% of portfolio
43,792
Q4 2024 Added 18.8%
$16B
$13.1 Million 0.01% of portfolio
233,716
Q4 2024 Added 11.2%
$41.9B
$17.5 Million 0.01% of portfolio
216,823
Q4 2024 Added 0.46%
$30.2B
$22 Million 0.01% of portfolio
519,339
Q4 2024 Added 16.42%
$0
$12.5 Million 0.01% of portfolio
693,772
Q4 2024 Added 5.14%
$88B
$26.6 Million 0.01% of portfolio
281,070
Q4 2024 Added 26.52%
$10.2B
$30.8 Million 0.01% of portfolio
1,517,598
Q4 2024 Added 76.75%
$0
$18.9 Million 0.01% of portfolio
3,520,427
Q4 2024 Added 28.3%
$40.8B
$21 Million 0.01% of portfolio
101,635
Q4 2024 Added 22.56%
$40.7B
$14.9 Million 0.01% of portfolio
30,726
Q4 2024 Added 0.63%
$9.37B
$15.1 Million 0.01% of portfolio
97,492
Q4 2024 Added 14.77%
$17.6B
$23 Million 0.01% of portfolio
196,887
Q4 2024 Added 17.3%
$29.3B
$14.2 Million 0.01% of portfolio
126,430
Q4 2024 Added 34.6%
$11.9B
$32.5 Million 0.01% of portfolio
291,234
Q4 2024 Added 6.9%
$28.5B
$13 Million 0.01% of portfolio
66,109
Q4 2024 Added 22.92%
$0
$26.1 Million 0.01% of portfolio
1,712,240
Q4 2024 Added 7.53%
$23.8B
$17.4 Million 0.01% of portfolio
641,066
Q4 2024 Added 33.94%
$35.6B
$22.6 Million 0.01% of portfolio
206,579
Q4 2024 Reduced 0.09%
$90.8B
$18.5 Million 0.01% of portfolio
61,581
Q4 2024 Added 21.21%
$12.1B
$14 Million 0.01% of portfolio
79,693
Q4 2024 Added 26.14%
$2.71B
$19.8 Million 0.01% of portfolio
987,320
Q4 2024 Added 0.04%
$5.51B
$15 Million 0.01% of portfolio
239,060
Q4 2024 Added 3.16%
$71.9B
$29.9 Million 0.01% of portfolio
120,936
Q4 2024 Added 36.78%
$15.8B
$18.2 Million 0.01% of portfolio
253,140
Q4 2024 Added 0.79%
$8.85B
$14.6 Million 0.01% of portfolio
84,159
Q4 2024 Added 50.93%
$55.4B
$19.6 Million 0.01% of portfolio
179,333
Q4 2024 Added 7.09%
$34.8B
$13.6 Million 0.01% of portfolio
415,970
Q4 2024 Added 6.44%
$39B
$22.2 Million 0.01% of portfolio
31,805
Q4 2024 Added 6.62%
$6.44B
$22.3 Million 0.01% of portfolio
118,183
Q4 2024 Added 88.35%
$15.2B
$21.7 Million 0.01% of portfolio
103,483
Q4 2024 Added 2.5%
$37B
$13.9 Million 0.01% of portfolio
33,537
Q4 2024 Reduced 22.25%
$0
$27.7 Million 0.01% of portfolio
617,165
Q4 2024 Added 43.97%
$21.3B
$26.7 Million 0.01% of portfolio
151,272
Q4 2024 Added 8.96%
$10.5B
$13 Million 0.01% of portfolio
465,454
Q4 2024 Added 0.91%
$35.9B
$19 Million 0.01% of portfolio
96,506
Q4 2024 Added 1.38%
$8.2B
$16.1 Million 0.01% of portfolio
184,994
Q4 2024 Added 5.19%
$16.4B
$29.4 Million 0.01% of portfolio
375,531
Q4 2024 Added 228.06%
$16.5B
$16 Million 0.01% of portfolio
931,782
Q4 2024 Added 22.44%
$35.4B
$20.1 Million 0.01% of portfolio
655,747
Q4 2024 Added 8.26%
$46.6B
$30.9 Million 0.01% of portfolio
505,905
Q4 2024 Added 1.59%
$18.1B
$15.8 Million 0.01% of portfolio
109,849
Q4 2024 Added 52.32%
$31.6B
$19.4 Million 0.01% of portfolio
142,424
Q4 2024 Reduced 19.22%
$22.1B
$18.9 Million 0.01% of portfolio
31,095
Q4 2024 Added 18.41%
$0
$25.4 Million 0.01% of portfolio
3,648,171
Q4 2024 Added 3.16%

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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