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
$136 Million 0.06% of portfolio
7,181,535
Q4 2024 Added 5.19%
$0
$137 Million 0.06% of portfolio
2,526,850
Q4 2024 Added 6.74%
$0
$150 Million 0.06% of portfolio
3,573,475
Q4 2024 Added 11.2%
$0
$150 Million 0.06% of portfolio
3,708,002
Q4 2024 Added 1.89%
$0
$148 Million 0.06% of portfolio
3,200,175
Q4 2024 Added 10.82%
$0
$142 Million 0.06% of portfolio
3,102,472
Q4 2024 Added 6.62%
$0
$141 Million 0.06% of portfolio
3,837,284
Q4 2024 Added 5.03%
$0
$154 Million 0.06% of portfolio
1,534,546
Q4 2024 Added 30.21%
$0
$138 Million 0.06% of portfolio
1,757,411
Q4 2024 Added 30.96%
$0
$146 Million 0.06% of portfolio
3,938,589
Q4 2024 Added 17.53%
$0
$154 Million 0.06% of portfolio
535,490
Q4 2024 Added 9.54%
$0
$143 Million 0.06% of portfolio
1,102,590
Q4 2024 Added 11.61%
$0
$131 Million 0.06% of portfolio
2,836,196
Q4 2024 Added 30.89%
$0
$133 Million 0.06% of portfolio
2,659,326
Q4 2024 Added 6.09%
$0
$134 Million 0.06% of portfolio
1,482,055
Q4 2024 Added 16.36%
$0
$144 Million 0.06% of portfolio
2,279,815
Q4 2024 Reduced 0.22%
$0
$153 Million 0.06% of portfolio
1,755,895
Q4 2024 Added 1.24%
$0
$133 Million 0.06% of portfolio
1,521,746
Q4 2024 Added 1.64%
$0
$147 Million 0.06% of portfolio
1,649,466
Q4 2024 Added 7.73%
$0
$150 Million 0.06% of portfolio
2,608,751
Q4 2024 Added 6.81%
$0
$149 Million 0.06% of portfolio
703,664
Q4 2024 Added 2.19%
$0
$127 Million 0.05% of portfolio
1,907,422
Q4 2024 Added 25.55%
$0
$119 Million 0.05% of portfolio
2,102,316
Q4 2024 Reduced 10.18%
$0
$126 Million 0.05% of portfolio
1,907,555
Q4 2024 Added 11.36%
$0
$107 Million 0.05% of portfolio
2,101,776
Q4 2024 Reduced 16.18%
$0
$129 Million 0.05% of portfolio
5,525,369
Q4 2024 Added 16.24%
$0
$120 Million 0.05% of portfolio
2,903,116
Q4 2024 Reduced 8.74%
$0
$108 Million 0.05% of portfolio
930,345
Q4 2024 Added 3.06%
$0
$107 Million 0.05% of portfolio
856,301
Q4 2024 Added 12.16%
$0
$122 Million 0.05% of portfolio
1,222,484
Q4 2024 Added 10.12%
$0
$129 Million 0.05% of portfolio
2,576,173
Q4 2024 Added 7.07%
$0
$110 Million 0.05% of portfolio
2,278,767
Q4 2024 Added 18.37%
$0
$116 Million 0.05% of portfolio
5,610,388
Q4 2024 Added 7.94%
$0
$109 Million 0.05% of portfolio
5,616,538
Q4 2024 Added 10.97%
$0
$119 Million 0.05% of portfolio
1,794,668
Q4 2024 Added 41.29%
$0
$119 Million 0.05% of portfolio
1,161,225
Q4 2024 Added 29.59%
$0
$113 Million 0.05% of portfolio
3,241,738
Q4 2024 Added 19.08%
$0
$111 Million 0.05% of portfolio
1,005,714
Q4 2024 Added 22.93%
$0
$124 Million 0.05% of portfolio
1,361,626
Q4 2024 Added 8.13%
$0
$114 Million 0.05% of portfolio
842,916
Q4 2024 Reduced 2.41%
$0
$118 Million 0.05% of portfolio
1,103,898
Q4 2024 Added 4.99%
$0
$131 Million 0.05% of portfolio
2,237,467
Q4 2024 Added 24.66%
$0
$111 Million 0.05% of portfolio
2,193,609
Q4 2024 Added 6.97%
$0
$128 Million 0.05% of portfolio
2,229,146
Q4 2024 Added 17.31%
$0
$118 Million 0.05% of portfolio
2,328,339
Q4 2024 Added 20.91%
$0
$109 Million 0.05% of portfolio
2,230,660
Q4 2024 Added 25.02%
$0
$124 Million 0.05% of portfolio
4,073,970
Q4 2024 Added 30.43%
$0
$119 Million 0.05% of portfolio
5,088,465
Q4 2024 Added 13.56%
$0
$118 Million 0.05% of portfolio
2,827,389
Q4 2024 Added 7.56%

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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