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
$0
$73.7 Million 0.03% of portfolio
675,704
Q3 2024 Reduced 3.46%
$0
$74.9 Million 0.03% of portfolio
605,531
Q3 2024 Reduced 0.53%
$0
$59.8 Million 0.03% of portfolio
847,433
Q3 2024 Added 4.63%
$0
$57.2 Million 0.03% of portfolio
1,087,332
Q3 2024 Added 16.64%
$0
$67.1 Million 0.03% of portfolio
1,100,576
Q3 2024 Added 33.61%
$0
$68.9 Million 0.03% of portfolio
992,781
Q3 2024 Added 0.0%
$144B
$67.2 Million 0.03% of portfolio
514,883
Q3 2024 Added 30.11%
$105B
$73.5 Million 0.03% of portfolio
94,906
Q3 2024 Added 4.29%
$72.7B
$64.4 Million 0.03% of portfolio
395,423
Q3 2024 Reduced 5.2%
$85.5B
$63.3 Million 0.03% of portfolio
128,048
Q3 2024 Reduced 5.66%
$96.8B
$71.4 Million 0.03% of portfolio
34,812
Q3 2024 Added 2.99%
$69B
$68.9 Million 0.03% of portfolio
835,412
Q3 2024 Added 2.07%
$99.2B
$72.5 Million 0.03% of portfolio
699,354
Q3 2024 Added 1.73%
$59.1B
$62.6 Million 0.03% of portfolio
251,851
Q3 2024 Added 3.1%
$0
$65.9 Million 0.03% of portfolio
1,226,485
Q3 2024 Added 23.54%
$0
$69.3 Million 0.03% of portfolio
838,777
Q3 2024 Added 3.28%
$102B
$71.7 Million 0.03% of portfolio
918,614
Q3 2024 Added 0.21%
$0
$56.1 Million 0.03% of portfolio
1,058,278
Q3 2024 Reduced 24.84%
$0
$70.8 Million 0.03% of portfolio
712,029
Q3 2024 Added 14.93%
$44.9B
$61.9 Million 0.03% of portfolio
511,028
Q3 2024 Added 5.14%
$68.5B
$63.8 Million 0.03% of portfolio
317,714
Q3 2024 Added 11.19%
$52.3B
$59.1 Million 0.03% of portfolio
393,101
Q3 2024 Added 23.55%
$136B
$65.8 Million 0.03% of portfolio
1,141,806
Q3 2024 Added 5.47%
$0
$58 Million 0.03% of portfolio
1,127,132
Q3 2024 Reduced 4.43%
$92.8B
$75.1 Million 0.03% of portfolio
196,918
Q3 2024 Added 7.93%
$56.9B
$59.4 Million 0.03% of portfolio
351,327
Q3 2024 Added 3.41%
$0
$59.5 Million 0.03% of portfolio
795,823
Q3 2024 Reduced 2.61%
$0
$70.6 Million 0.03% of portfolio
2,289,575
Q3 2024 Added 22.93%
$0
$62.3 Million 0.03% of portfolio
2,370,479
Q3 2024 Added 6.58%
$0
$60.6 Million 0.03% of portfolio
2,508,657
Q3 2024 Reduced 9.92%
$0
$66.8 Million 0.03% of portfolio
595,587
Q3 2024 Added 0.01%
$0
$68.3 Million 0.03% of portfolio
691,377
Q3 2024 Added 10.63%
$0
$75 Million 0.03% of portfolio
1,325,681
Q3 2024 Added 11.64%
$0
$65 Million 0.03% of portfolio
352,478
Q3 2024 Reduced 18.54%
$290B
$69.6 Million 0.03% of portfolio
337,037
Q3 2024 Added 9.46%
$173B
$69.5 Million 0.03% of portfolio
1,013,636
Q3 2024 Added 2.09%
$84.1B
$60 Million 0.03% of portfolio
154,421
Q3 2024 Added 8.08%
$145B
$58.6 Million 0.03% of portfolio
902,840
Q3 2024 Added 2.19%
$51.3B
$60.4 Million 0.03% of portfolio
447,345
Q3 2024 Added 2.56%
$0
$58.6 Million 0.03% of portfolio
2,301,801
Q3 2024 Added 7.47%
$0
$74.2 Million 0.03% of portfolio
1,580,846
Q3 2024 Added 2.21%
$0
$70.7 Million 0.03% of portfolio
1,433,268
Q3 2024 Reduced 2.74%
$0
$68.9 Million 0.03% of portfolio
1,120,197
Q3 2024 Added 20.56%
$0
$63.4 Million 0.03% of portfolio
709,326
Q3 2024 Added 16.31%
$0
$67.5 Million 0.03% of portfolio
551,251
Q3 2024 Added 1.75%
$0
$72.4 Million 0.03% of portfolio
659,138
Q3 2024 Added 0.94%
$31.3B
$63.1 Million 0.03% of portfolio
655,515
Q3 2024 Added 41.82%
$0
$55.4 Million 0.03% of portfolio
523,085
Q3 2024 Reduced 43.01%
$0
$64.4 Million 0.03% of portfolio
1,073,009
Q3 2024 Added 4.59%

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
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