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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52 Million 0.02% of portfolio
1,564,345
Q4 2024 Added 26.59%
$0
$58.9 Million 0.02% of portfolio
2,486,614
Q4 2024 Added 385.24%
$0
$47 Million 0.02% of portfolio
2,071,157
Q4 2024 Added 212.86%
$0
$45.2 Million 0.02% of portfolio
1,630,257
Q4 2024 Added 202.09%
$0
$38.1 Million 0.02% of portfolio
791,063
Q4 2024 Added 61.6%
$0
$38.6 Million 0.02% of portfolio
1,382,416
Q4 2024 Added 28.07%
$0
$59.1 Million 0.02% of portfolio
790,135
Q4 2024 Reduced 0.71%
$0
$44.1 Million 0.02% of portfolio
2,386,718
Q4 2024 Reduced 7.48%
$0
$55.4 Million 0.02% of portfolio
1,801,505
Q4 2024 Reduced 21.32%
$0
$41.8 Million 0.02% of portfolio
269,748
Q4 2024 Reduced 1.38%
$0
$54.7 Million 0.02% of portfolio
1,199,652
Q4 2024 Added 20.42%
$0
$38.1 Million 0.02% of portfolio
188,857
Q4 2024 Added 33.72%
$0
$39.2 Million 0.02% of portfolio
1,549,007
Q4 2024 Added 9.53%
$0
$54.4 Million 0.02% of portfolio
2,447,707
Q4 2024 Reduced 2.43%
$0
$57.8 Million 0.02% of portfolio
641,784
Q4 2024 Reduced 7.17%
$0
$41.4 Million 0.02% of portfolio
396,616
Q4 2024 Added 6.65%
$0
$41.1 Million 0.02% of portfolio
2,473,204
Q4 2024 Added 3.18%
$0
$45.2 Million 0.02% of portfolio
855,783
Q4 2024 Added 19.82%
$0
$37.4 Million 0.02% of portfolio
2,170,656
Q4 2024 Added 1.6%
$1.01B
$44.8 Million 0.02% of portfolio
1,769,006
Q4 2024 Reduced 9.91%
$0
$49.7 Million 0.02% of portfolio
468,646
Q4 2024 Added 8.83%
$0
$41.4 Million 0.02% of portfolio
361,269
Q4 2024 Added 55.79%
$0
$46.3 Million 0.02% of portfolio
618,967
Q4 2024 Added 22.75%
$0
$38.8 Million 0.02% of portfolio
250,170
Q4 2024 Added 19.44%
$0
$44 Million 0.02% of portfolio
650,245
Q4 2024 Added 8.89%
$0
$49.2 Million 0.02% of portfolio
193,398
Q4 2024 Added 12.8%
$0
$57.6 Million 0.02% of portfolio
1,253,462
Q4 2024 Added 108.25%
$0
$36 Million 0.02% of portfolio
716,137
Q4 2024 Added 97.81%
$0
$42.5 Million 0.02% of portfolio
678,854
Q4 2024 Reduced 2.06%
$0
$46.2 Million 0.02% of portfolio
1,514,887
Q4 2024 Added 7.41%
$0
$37.5 Million 0.02% of portfolio
712,441
Q4 2024 Reduced 3.89%
$0
$36.3 Million 0.02% of portfolio
388,493
Q4 2024 Reduced 1.24%
$0
$50.3 Million 0.02% of portfolio
804,153
Q4 2024 Added 536.56%
$0
$53.3 Million 0.02% of portfolio
703,215
Q4 2024 Added 6.93%
$0
$56.1 Million 0.02% of portfolio
1,307,034
Q4 2024 Added 12.37%
$1.41B
$21.8 Million 0.01% of portfolio
198,113
Q4 2024 Added 5.58%
$1.45B
$25 Million 0.01% of portfolio
903,961
Q4 2024 Added 30.14%
$0
$27.5 Million 0.01% of portfolio
517,021
Q4 2024 Reduced 0.19%
$0
$26.3 Million 0.01% of portfolio
603,217
Q4 2024 Added 13.09%
$0
$12.5 Million 0.01% of portfolio
221,924
Q4 2024 Reduced 4.87%
$0
$13.1 Million 0.01% of portfolio
323,606
Q4 2024 Reduced 7.97%
$0
$17.9 Million 0.01% of portfolio
329,039
Q4 2024 Added 18.14%
$0
$14.2 Million 0.01% of portfolio
308,389
Q4 2024 Reduced 14.04%
$0
$27.9 Million 0.01% of portfolio
555,686
Q4 2024 Added 10.17%
$0
$24.3 Million 0.01% of portfolio
373,496
Q4 2024 Added 14.69%
$0
$32.5 Million 0.01% of portfolio
752,730
Q4 2024 Added 17.3%
$0
$24.4 Million 0.01% of portfolio
2,120,126
Q4 2024 Added 13.21%
$0
$15 Million 0.01% of portfolio
194,702
Q4 2024 Added 1.59%
$0
$31.9 Million 0.01% of portfolio
861,231
Q4 2024 Added 3.24%

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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