Lpl Financial LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $183 Billion distributed in 4909 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 $4.77B, Spdr S&P 500 ETF Trust with a value of $4.26B, Invesco Qqq Trust, Series 1 with a value of $3.77B, Vanguard Total Stock Market Et with a value of $3.25B, and Apple Inc. with a value of $2.82B.
Examining the 13F form we can see an increase of $19.4B in the current position value, from $163B to 183B.
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
$183 Billion
ETFs: $134 Billion
Technology: $13.2 Billion
Financial Services: $6.99 Billion
Healthcare: $5.2 Billion
Consumer Cyclical: $4.92 Billion
Industrials: $4.57 Billion
Communication Services: $3.59 Billion
Consumer Defensive: $3.23 Billion
Other: $5.7 Billion
Stock Holdings Table Market Cap. of Under $50 Millions