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
$378 Million 0.16% of portfolio
2,861,694
Q4 2024 Added 2.11%
$0
$371 Million 0.16% of portfolio
1,080,875
Q4 2024 Added 14.46%
$0
$363 Million 0.15% of portfolio
8,449,335
Q4 2024 Reduced 10.4%
$0
$367 Million 0.15% of portfolio
9,111,719
Q4 2024 Added 7.77%
$0
$352 Million 0.15% of portfolio
6,940,942
Q4 2024 Added 35.74%
$0
$323 Million 0.14% of portfolio
9,225,156
Q4 2024 Added 38.33%
$0
$328 Million 0.14% of portfolio
2,848,039
Q4 2024 Added 1.13%
$0
$337 Million 0.14% of portfolio
3,213,038
Q4 2024 Reduced 4.78%
$0
$331 Million 0.14% of portfolio
2,679,516
Q4 2024 Added 53.56%
$0
$342 Million 0.14% of portfolio
3,702,913
Q4 2024 Added 4.84%
$0
$331 Million 0.14% of portfolio
3,102,280
Q4 2024 Added 19.36%
$0
$341 Million 0.14% of portfolio
6,876,078
Q4 2024 Added 11.68%
$0
$339 Million 0.14% of portfolio
4,536,942
Q4 2024 Added 17.29%
$0
$299 Million 0.13% of portfolio
3,956,333
Q4 2024 Added 7.06%
$0
$300 Million 0.13% of portfolio
2,990,051
Q4 2024 Added 27.62%
$0
$319 Million 0.13% of portfolio
3,202,566
Q4 2024 Added 2.14%
$0
$295 Million 0.12% of portfolio
11,963,596
Q4 2024 Added 15.94%
$0
$274 Million 0.12% of portfolio
6,776,463
Q4 2024 Added 21.34%
$0
$282 Million 0.12% of portfolio
6,403,570
Q4 2024 Reduced 7.36%
$0
$273 Million 0.12% of portfolio
3,595,006
Q4 2024 Added 6.68%
$0
$286 Million 0.12% of portfolio
13,264,447
Q4 2024 Added 9.73%
$0
$274 Million 0.12% of portfolio
6,047,503
Q4 2024 Added 16.73%
$0
$264 Million 0.11% of portfolio
4,465,129
Q4 2024 Added 6.62%
$0
$267 Million 0.11% of portfolio
2,379,555
Q4 2024 Added 6.42%
$0
$266 Million 0.11% of portfolio
8,451,693
Q4 2024 Added 17.82%
$0
$273 Million 0.11% of portfolio
2,154,407
Q4 2024 Added 18.76%
$0
$266 Million 0.11% of portfolio
5,273,176
Q4 2024 Reduced 5.65%
$0
$253 Million 0.11% of portfolio
2,393,095
Q4 2024 Added 8.01%
$0
$273 Million 0.11% of portfolio
4,564,840
Q4 2024 Added 0.13%
$0
$255 Million 0.11% of portfolio
2,571,571
Q4 2024 Added 14.41%
$0
$272 Million 0.11% of portfolio
10,389,606
Q4 2024 Reduced 5.65%
$0
$255 Million 0.11% of portfolio
1,287,839
Q4 2024 Added 4.65%
$0
$271 Million 0.11% of portfolio
5,411,784
Q4 2024 Added 8.45%
$0
$253 Million 0.11% of portfolio
5,823,756
Q4 2024 Added 14.93%
$0
$231 Million 0.1% of portfolio
13,028,056
Q4 2024 Added 9.69%
$0
$234 Million 0.1% of portfolio
3,687,276
Q4 2024 Added 10.62%
$0
$246 Million 0.1% of portfolio
4,899,319
Q4 2024 Added 8.27%
$0
$234 Million 0.1% of portfolio
2,641,941
Q4 2024 Added 1.07%
$0
$238 Million 0.1% of portfolio
3,052,140
Q4 2024 Added 13.48%
$0
$231 Million 0.1% of portfolio
2,964,255
Q4 2024 Added 9.37%
$0
$223 Million 0.09% of portfolio
5,511,892
Q4 2024 Added 15.04%
$0
$204 Million 0.09% of portfolio
2,654,421
Q4 2024 Added 42.72%
$0
$223 Million 0.09% of portfolio
7,082,879
Q4 2024 Added 6.79%
$0
$223 Million 0.09% of portfolio
12,248,780
Q4 2024 Added 13.69%
$0
$217 Million 0.09% of portfolio
6,888,586
Q4 2024 Added 3.61%
$0
$207 Million 0.09% of portfolio
2,178,729
Q4 2024 Added 75.31%
$0
$209 Million 0.09% of portfolio
2,991,425
Q4 2024 Added 1.88%
$0
$220 Million 0.09% of portfolio
2,210,335
Q4 2024 Added 21.4%
$0
$202 Million 0.09% of portfolio
1,749,286
Q4 2024 Reduced 2.02%

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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