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.

Portfolio value $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.7B
$65.5 Million 0.03% of portfolio
629,271
Q3 2024 Added 3.74%
$45.2B
$56.3 Million 0.03% of portfolio
474,459
Q3 2024 Added 7.94%
$72.7B
$54.8 Million 0.03% of portfolio
1,587,497
Q3 2024 Added 3.48%
$34.7B
$54.6 Million 0.03% of portfolio
460,203
Q3 2024 Added 29.12%
$68B
$58.7 Million 0.03% of portfolio
418,027
Q3 2024 Added 74.3%
$0
$58.6 Million 0.03% of portfolio
1,537,773
Q3 2024 Reduced 0.86%
$0
$58.3 Million 0.03% of portfolio
2,072,173
Q3 2024 Added 4.73%
$48.1B
$61.7 Million 0.03% of portfolio
1,068,024
Q3 2024 Reduced 20.51%
$30.9B
$68.2 Million 0.03% of portfolio
1,248,493
Q3 2024 Added 5.05%
$56.4B
$75.9 Million 0.03% of portfolio
4,726,388
Q3 2024 Added 12.19%
$30.7B
$60.9 Million 0.03% of portfolio
463,005
Q3 2024 Added 7.45%
$0
$57.1 Million 0.03% of portfolio
1,007,126
Q3 2024 Added 9.42%
$0
$55.2 Million 0.03% of portfolio
771,105
Q3 2024 Added 0.87%
$0
$54.9 Million 0.03% of portfolio
2,877,129
Q3 2024 Added 1.48%
$0
$65.4 Million 0.03% of portfolio
2,760,498
Q3 2024 Reduced 13.1%
$0
$69.3 Million 0.03% of portfolio
1,354,639
Q3 2024 Reduced 2.13%
$0
$62 Million 0.03% of portfolio
446,939
Q3 2024 Reduced 2.02%
$0
$63.7 Million 0.03% of portfolio
2,842,501
Q3 2024 Added 49.02%
$0
$66.6 Million 0.03% of portfolio
1,982,544
Q3 2024 Added 15.43%
$0
$71.1 Million 0.03% of portfolio
1,550,376
Q3 2024 Reduced 27.55%
$0
$63.1 Million 0.03% of portfolio
797,106
Q3 2024 Reduced 0.77%
$0
$68.4 Million 0.03% of portfolio
3,464,049
Q3 2024 Added 3.33%
$37.9B
$58.2 Million 0.03% of portfolio
787,944
Q3 2024 Added 3.02%
$0
$71.4 Million 0.03% of portfolio
1,920,276
Q3 2024 Reduced 5.31%
$0
$58.5 Million 0.03% of portfolio
1,818,852
Q3 2024 Reduced 1.65%
$59.5B
$60.5 Million 0.03% of portfolio
58,213
Q3 2024 Added 1.81%
$51.5B
$56.4 Million 0.03% of portfolio
1,116,728
Q3 2024 Added 8.32%
$10.2B
$58.9 Million 0.03% of portfolio
3,102,563
Q3 2024 Added 10.64%
$25.6B
$64.5 Million 0.03% of portfolio
336,232
Q3 2024 Added 4.85%
$98.6B
$72.4 Million 0.03% of portfolio
3,087,776
Q3 2024 Added 6.69%
$87B
$64.1 Million 0.03% of portfolio
399,255
Q3 2024 Added 5.29%
$0
$64.1 Million 0.03% of portfolio
2,555,800
Q3 2024 Reduced 5.28%
$0
$64.9 Million 0.03% of portfolio
557,519
Q3 2024 Reduced 3.71%
$0
$57.1 Million 0.03% of portfolio
1,319,926
Q3 2024 Added 19.86%
$0
$61.6 Million 0.03% of portfolio
2,933,485
Q3 2024 Reduced 4.44%
$0
$65.8 Million 0.03% of portfolio
1,128,788
Q3 2024 Added 4.22%
$0
$69.5 Million 0.03% of portfolio
679,701
Q3 2024 Added 20.24%
$33.8B
$70.2 Million 0.03% of portfolio
590,630
Q3 2024 Added 17.77%
$0
$71.4 Million 0.03% of portfolio
623,563
Q3 2024 Reduced 1.42%
$0
$62.9 Million 0.03% of portfolio
1,449,194
Q3 2024 Added 11.9%
$0
$59.6 Million 0.03% of portfolio
1,211,706
Q3 2024 Added 57.12%
$0
$66.2 Million 0.03% of portfolio
1,366,451
Q3 2024 Added 129.17%
$0
$63.5 Million 0.03% of portfolio
1,306,610
Q3 2024 Added 8.76%
$0
$71.7 Million 0.03% of portfolio
722,583
Q3 2024 Reduced 0.05%
$0
$69.6 Million 0.03% of portfolio
843,337
Q3 2024 Reduced 1.14%
$0
$70.6 Million 0.03% of portfolio
1,314,739
Q3 2024 Added 6.91%
$0
$72 Million 0.03% of portfolio
986,537
Q3 2024 Added 7.59%
$0
$61.9 Million 0.03% of portfolio
1,215,052
Q3 2024 Reduced 0.8%
$0
$75.6 Million 0.03% of portfolio
985,556
Q3 2024 Added 18.86%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email