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
$51.6 Million 0.02% of portfolio
1,239,605
Q4 2024 Added 1.38%
$0
$41.2 Million 0.02% of portfolio
1,937,371
Q4 2024 Added 2.43%
$0
$45.2 Million 0.02% of portfolio
1,094,473
Q4 2024 Added 0.49%
$0
$49.4 Million 0.02% of portfolio
750,169
Q4 2024 Added 10.22%
$0
$37.3 Million 0.02% of portfolio
1,118,521
Q4 2024 Added 10.88%
$0
$37.4 Million 0.02% of portfolio
644,983
Q4 2024 Added 12.3%
$0
$49.9 Million 0.02% of portfolio
744,355
Q4 2024 Reduced 40.35%
$0
$50.6 Million 0.02% of portfolio
1,016,824
Q4 2024 Added 30.7%
$0
$51.1 Million 0.02% of portfolio
1,034,793
Q4 2024 Added 18.01%
$0
$47.3 Million 0.02% of portfolio
825,517
Q4 2024 Added 11.46%
$0
$48 Million 0.02% of portfolio
743,817
Q4 2024 Added 13.27%
$0
$44.8 Million 0.02% of portfolio
781,468
Q4 2024 Added 256.5%
$0
$43.2 Million 0.02% of portfolio
301,675
Q4 2024 Reduced 10.14%
$0
$37 Million 0.02% of portfolio
609,238
Q4 2024 Added 4.59%
$0
$39.3 Million 0.02% of portfolio
516,418
Q4 2024 Added 3.45%
$0
$39.5 Million 0.02% of portfolio
1,738,960
Q4 2024 Added 48.04%
$0
$41.4 Million 0.02% of portfolio
692,872
Q4 2024 Reduced 0.89%
$0
$53 Million 0.02% of portfolio
1,984,243
Q4 2024 Added 3.29%
$0
$35.8 Million 0.02% of portfolio
1,494,856
Q4 2024 Added 42.51%
$0
$40.4 Million 0.02% of portfolio
1,621,651
Q4 2024 Added 12.26%
$0
$54.3 Million 0.02% of portfolio
2,329,584
Q4 2024 Added 24.26%
$0
$45 Million 0.02% of portfolio
1,879,150
Q4 2024 Added 19.78%
$0
$54.4 Million 0.02% of portfolio
2,288,819
Q4 2024 Added 7.46%
$0
$56.1 Million 0.02% of portfolio
2,241,227
Q4 2024 Added 15.9%
$0
$53.7 Million 0.02% of portfolio
790,688
Q4 2024 Added 18.48%
$0
$45.1 Million 0.02% of portfolio
1,648,938
Q4 2024 Added 0.74%
$0
$58.5 Million 0.02% of portfolio
1,319,131
Q4 2024 Reduced 40.21%
$0
$55.5 Million 0.02% of portfolio
419,597
Q4 2024 Reduced 31.49%
$0
$41.3 Million 0.02% of portfolio
949,981
Q4 2024 Added 1.2%
$0
$37.1 Million 0.02% of portfolio
458,437
Q4 2024 Added 13.79%
$0
$42.8 Million 0.02% of portfolio
812,591
Q4 2024 Reduced 56.0%
$0
$37.7 Million 0.02% of portfolio
310,078
Q4 2024 Reduced 2.0%
$0
$56.1 Million 0.02% of portfolio
530,755
Q4 2024 Reduced 21.45%
$0
$44.3 Million 0.02% of portfolio
306,260
Q4 2024 Added 0.43%
$0
$41.2 Million 0.02% of portfolio
442,770
Q4 2024 Added 9.94%
$0
$47 Million 0.02% of portfolio
716,145
Q4 2024 Reduced 15.49%
$0
$39.3 Million 0.02% of portfolio
294,409
Q4 2024 Reduced 4.22%
$0
$58.3 Million 0.02% of portfolio
1,160,398
Q4 2024 Added 6.72%
$0
$36 Million 0.02% of portfolio
832,819
Q4 2024 Added 3.28%
$0
$51.2 Million 0.02% of portfolio
1,040,976
Q4 2024 Added 31.17%
$0
$37.7 Million 0.02% of portfolio
502,635
Q4 2024 Added 5.78%
$0
$46.9 Million 0.02% of portfolio
1,060,942
Q4 2024 Reduced 7.48%
$0
$43.3 Million 0.02% of portfolio
1,351,370
Q4 2024 Added 4.67%
$0
$48.6 Million 0.02% of portfolio
1,474,205
Q4 2024 Added 31.59%
$0
$42.8 Million 0.02% of portfolio
1,087,180
Q4 2024 Added 2.51%
$0
$45.5 Million 0.02% of portfolio
1,184,105
Q4 2024 Added 35.77%
$0
$59.2 Million 0.02% of portfolio
862,921
Q4 2024 Reduced 22.35%
$0
$55.9 Million 0.02% of portfolio
693,589
Q4 2024 Added 6.99%
$0
$39.3 Million 0.02% of portfolio
653,868
Q4 2024 Added 20.7%

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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