Lpl Financial LLC Portfolio Holdings
Lpl Financial LLC
- $218 Billion
- Q3 2024
Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 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 $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.
Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 5,156
- Current Value $218 Billion
- Prior Value $196 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 307 stocks
- Additional Purchases 3,004 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,665 stocks