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
$6.11B
$23.5 Million 0.01% of portfolio
741,330
Q4 2024 Added 115.22%
$30.8B
$21.4 Million 0.01% of portfolio
114,066
Q4 2024 Added 3.79%
$4.33B
$17.5 Million 0.01% of portfolio
299,165
Q4 2024 Added 1.61%
$57.5B
$17.5 Million 0.01% of portfolio
569,540
Q4 2024 Added 6.46%
$2.64B
$14.3 Million 0.01% of portfolio
631,872
Q4 2024 Reduced 7.0%
$29.8B
$19.9 Million 0.01% of portfolio
38,602
Q4 2024 Added 4.82%
$15.7B
$12.7 Million 0.01% of portfolio
175,207
Q4 2024 Added 5.19%
$20.1B
$28.1 Million 0.01% of portfolio
369,120
Q4 2024 Reduced 1.24%
$12.4B
$14.6 Million 0.01% of portfolio
421,900
Q4 2024 Reduced 9.82%
$28.6B
$31.1 Million 0.01% of portfolio
542,005
Q4 2024 Added 37.52%
$12.8B
$15.3 Million 0.01% of portfolio
367,878
Q4 2024 Added 261.03%
$54B
$15.2 Million 0.01% of portfolio
317,548
Q4 2024 Reduced 5.63%
$5.87B
$12.4 Million 0.01% of portfolio
74,940
Q4 2024 Added 2.67%
$45B
$27.2 Million 0.01% of portfolio
45,404
Q4 2024 Added 13.36%
$4.39B
$12.8 Million 0.01% of portfolio
161,041
Q4 2024 Added 59.94%
$37.1B
$34.1 Million 0.01% of portfolio
441,271
Q4 2024 Added 17.89%
$3.5B
$20.2 Million 0.01% of portfolio
533,812
Q4 2024 Added 3.83%
$37.6B
$19.4 Million 0.01% of portfolio
522,551
Q4 2024 Reduced 9.5%
$11.7B
$25.3 Million 0.01% of portfolio
120,925
Q4 2024 Added 19.26%
$23.7B
$19.9 Million 0.01% of portfolio
221,039
Q4 2024 Added 19.57%
$31.4B
$28.7 Million 0.01% of portfolio
245,703
Q4 2024 Reduced 15.07%
$0
$24.4 Million 0.01% of portfolio
2,735,715
Q4 2024 Reduced 1.42%
$0
$13.7 Million 0.01% of portfolio
505,872
Q4 2024 Added 0.53%
$0
$26.9 Million 0.01% of portfolio
3,421,081
Q4 2024 Added 0.18%
$0
$23.5 Million 0.01% of portfolio
1,681,686
Q4 2024 Reduced 0.33%
$44.7B
$29.3 Million 0.01% of portfolio
593,176
Q4 2024 Added 4.39%
$18.5B
$22.5 Million 0.01% of portfolio
127,572
Q4 2024 Added 11.94%
$8.75B
$18.2 Million 0.01% of portfolio
480,881
Q4 2024 Added 2.41%
$16.5B
$18.9 Million 0.01% of portfolio
219,326
Q4 2024 Added 15.7%
$13B
$24.2 Million 0.01% of portfolio
441,922
Q4 2024 Added 3.79%
$19B
$29 Million 0.01% of portfolio
460,275
Q4 2024 Added 5.6%
$42.2B
$19.5 Million 0.01% of portfolio
210,063
Q4 2024 Added 20.7%
$13.5B
$13.1 Million 0.01% of portfolio
76,747
Q4 2024 Added 43.94%
$33.8B
$22.1 Million 0.01% of portfolio
212,405
Q4 2024 Added 6.06%
$18.2B
$26.8 Million 0.01% of portfolio
119,071
Q4 2024 Reduced 0.47%
$4.08B
$13.9 Million 0.01% of portfolio
370,636
Q4 2024 Added 12.6%
$0
$32.1 Million 0.01% of portfolio
2,235,344
Q4 2024 Added 10.5%
$19B
$12.7 Million 0.01% of portfolio
438,427
Q4 2024 Added 3.58%
$4.15B
$13.3 Million 0.01% of portfolio
726,056
Q4 2024 Added 4.63%
$12.7B
$14.2 Million 0.01% of portfolio
41,596
Q4 2024 Added 7.8%
$26B
$25.8 Million 0.01% of portfolio
216,106
Q4 2024 Added 0.21%
$51.1B
$26.5 Million 0.01% of portfolio
88,354
Q4 2024 Added 20.92%
$30.3B
$15.2 Million 0.01% of portfolio
97,692
Q4 2024 Added 12.57%
$0
$18.5 Million 0.01% of portfolio
585,115
Q4 2024 Added 4.74%
$20.3B
$22.1 Million 0.01% of portfolio
939,376
Q4 2024 Added 4.04%
$12.9B
$23.1 Million 0.01% of portfolio
108,229
Q4 2024 Added 234.68%
$32.2B
$12.2 Million 0.01% of portfolio
53,342
Q4 2024 Added 60.63%
$100B
$18.9 Million 0.01% of portfolio
321,608
Q4 2024 Reduced 12.63%
$25.4B
$14.9 Million 0.01% of portfolio
322,428
Q4 2024 Added 18.92%

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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