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
$631,000 0.0% of portfolio
15,070
Q4 2024 Reduced 14.69%
$0
$836,000 0.0% of portfolio
38,492
Q4 2024 Added 122.24%
$0
$276,000 0.0% of portfolio
13,655
Q4 2024 Reduced 1.02%
$0
$9.17 Million 0.0% of portfolio
121,941
Q4 2024 Reduced 1.76%
$0
$877,000 0.0% of portfolio
15,402
Q4 2024 Added 6.39%
$0
$4.59 Million 0.0% of portfolio
112,920
Q4 2024 Added 61.66%
$0
$3.68 Million 0.0% of portfolio
156,163
Q4 2024 Added 7.45%
$0
$670,000 0.0% of portfolio
28,833
Q4 2024 Added 2.07%
$0
$3.29 Million 0.0% of portfolio
119,262
Q4 2024 Added 16.17%
$0
$1.49 Million 0.0% of portfolio
64,242
Q4 2024 Added 0.65%
$0
$887,000 0.0% of portfolio
12,886
Q4 2024 Reduced 8.43%
$0
$10.8 Million 0.0% of portfolio
298,320
Q4 2024 Reduced 2.08%
$0
$6.54 Million 0.0% of portfolio
30,292
Q4 2024 Reduced 0.55%
$0
$341,000 0.0% of portfolio
6,702
Q4 2024 Reduced 20.06%
$0
$10.7 Million 0.0% of portfolio
152,403
Q4 2024 Added 1.05%
$0
$710,000 0.0% of portfolio
4,230
Q4 2024 Added 0.48%
$0
$7.07 Million 0.0% of portfolio
108,503
Q4 2024 Added 13.79%
$0
$3.31 Million 0.0% of portfolio
49,902
Q4 2024 Reduced 0.32%
$0
$10.1 Million 0.0% of portfolio
111,770
Q4 2024 Added 88.81%
$0
$396,000 0.0% of portfolio
10,714
Q4 2024 Reduced 9.81%
$0
$324,000 0.0% of portfolio
14,282
Q4 2024 Added 2.33%
$0
$7.13 Million 0.0% of portfolio
188,000
Q4 2024 Reduced 9.4%
$0
$474,000 0.0% of portfolio
33,533
Q4 2024 Reduced 10.73%
$0
$509,000 0.0% of portfolio
13,913
Q4 2024 Reduced 2.45%
$0
$497,000 0.0% of portfolio
17,936
Q4 2024 Reduced 6.71%
$0
$1.11 Million 0.0% of portfolio
35,357
Q4 2024 Added 43.04%
$0
$210,000 0.0% of portfolio
12,066
Q4 2024 Reduced 23.38%
$0
$272,000 0.0% of portfolio
5,750
Q4 2024 Added 1.45%
$0
$5.52 Million 0.0% of portfolio
210,903
Q4 2024 Reduced 18.28%
$0
$534,000 0.0% of portfolio
16,965
Q4 2024 Added 19.5%
$0
$7.86 Million 0.0% of portfolio
387,418
Q4 2024 Added 8.95%
$0
$0 0.0% of portfolio
3,672,260
Q4 2024 Reduced 6.63%
$0
$440,000 0.0% of portfolio
18,537
Q4 2024 Added 9.75%
$0
$1.09 Million 0.0% of portfolio
45,788
Q4 2024 Added 64.1%
$0
$6.78 Million 0.0% of portfolio
321,610
Q4 2024 Reduced 8.58%
$0
$10.2 Million 0.0% of portfolio
245,163
Q4 2024 Added 9.27%
$0
$2.38 Million 0.0% of portfolio
118,475
Q4 2024 Added 47.55%
$0
$0 0.0% of portfolio
37,827
Q4 2024 Added 18.23%
$0
$3.91 Million 0.0% of portfolio
111,532
Q4 2024 Reduced 0.87%
$0
$4.19 Million 0.0% of portfolio
361,341
Q4 2024 Reduced 4.34%
$0
$7.74 Million 0.0% of portfolio
337,146
Q4 2024 Reduced 1.88%
$0
$224,000 0.0% of portfolio
32,994
Q4 2024 Added 41.17%
$0
$4.91 Million 0.0% of portfolio
204,977
Q4 2024 Reduced 3.63%
$0
$3.32 Million 0.0% of portfolio
84,987
Q4 2024 Added 7.75%
$0
$7.97 Million 0.0% of portfolio
500,172
Q4 2024 Added 55.17%
$0
$2.8 Million 0.0% of portfolio
84,014
Q4 2024 Added 17.93%
$0
$9.5 Million 0.0% of portfolio
423,731
Q4 2024 Added 18.31%
$0
$5.71 Million 0.0% of portfolio
182,753
Q4 2024 Added 9.82%
$0
$10.7 Million 0.0% of portfolio
129,549
Q4 2024 Added 167.22%

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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