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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$41.1 Million 0.02% of portfolio
287,571
Q4 2024 Added 12.57%
$0
$58 Million 0.02% of portfolio
846,459
Q4 2024 Added 13.74%
$67B
$45.9 Million 0.02% of portfolio
257,496
Q4 2024 Added 34.11%
$55.6B
$38.8 Million 0.02% of portfolio
568,482
Q4 2024 Added 11.57%
$19.7B
$58.3 Million 0.02% of portfolio
319,259
Q4 2024 Added 18.09%
$17.9B
$48.2 Million 0.02% of portfolio
296,503
Q4 2024 Reduced 5.76%
$95.8B
$36.6 Million 0.02% of portfolio
157,769
Q4 2024 Added 20.45%
$27B
$43.5 Million 0.02% of portfolio
175,377
Q4 2024 Added 36.2%
$0
$44 Million 0.02% of portfolio
1,486,080
Q4 2024 Added 4.79%
$71.7B
$49.1 Million 0.02% of portfolio
218,192
Q4 2024 Added 10.07%
$41.2B
$52.6 Million 0.02% of portfolio
1,107,368
Q4 2024 Added 1.82%
$44.4B
$38 Million 0.02% of portfolio
667,511
Q4 2024 Added 24.15%
$45.3B
$42.9 Million 0.02% of portfolio
472,940
Q4 2024 Reduced 0.32%
$63B
$55.2 Million 0.02% of portfolio
1,712,112
Q4 2024 Added 7.85%
$90.1B
$48.4 Million 0.02% of portfolio
1,079,222
Q4 2024 Reduced 14.98%
$3.07B
$39.8 Million 0.02% of portfolio
196,013
Q4 2024 Added 30.27%
$61.5B
$54.1 Million 0.02% of portfolio
425,429
Q4 2024 Added 1.77%
$43.5B
$45.1 Million 0.02% of portfolio
254,370
Q4 2024 Added 20.92%
$0
$52 Million 0.02% of portfolio
1,257,504
Q4 2024 Added 1.59%
$0
$41.4 Million 0.02% of portfolio
1,579,210
Q4 2024 Added 12.86%
$0
$58.4 Million 0.02% of portfolio
1,647,603
Q4 2024 Added 7.14%
$0
$48.4 Million 0.02% of portfolio
1,182,555
Q4 2024 Reduced 1.68%
$0
$56.5 Million 0.02% of portfolio
868,263
Q4 2024 Added 16.28%
$0
$37.7 Million 0.02% of portfolio
1,224,192
Q4 2024 Added 18.19%
$0
$54.8 Million 0.02% of portfolio
984,227
Q4 2024 Added 13.65%
$45.8B
$42.6 Million 0.02% of portfolio
791,292
Q4 2024 Reduced 25.91%
$25.8B
$39.2 Million 0.02% of portfolio
975,922
Q4 2024 Reduced 21.83%
$71.8B
$48.1 Million 0.02% of portfolio
205,477
Q4 2024 Added 4.17%
$72.8B
$57 Million 0.02% of portfolio
464,681
Q4 2024 Added 12.46%
$0
$38.1 Million 0.02% of portfolio
1,004,288
Q4 2024 Added 1.92%
$0
$54.2 Million 0.02% of portfolio
987,612
Q4 2024 Reduced 1.94%
$0
$44 Million 0.02% of portfolio
2,009,622
Q4 2024 Added 14.79%
$16.4B
$36.5 Million 0.02% of portfolio
75,986
Q4 2024 Added 5.97%
$46.8B
$47.1 Million 0.02% of portfolio
23,663
Q4 2024 Reduced 0.8%
$0
$37.5 Million 0.02% of portfolio
760,481
Q4 2024 Added 1.14%
$0
$47.5 Million 0.02% of portfolio
984,276
Q4 2024 Added 10.13%
$0
$54.8 Million 0.02% of portfolio
2,291,015
Q4 2024 Reduced 17.01%
$0
$35.8 Million 0.02% of portfolio
1,609,562
Q4 2024 Added 10.5%
$0
$39 Million 0.02% of portfolio
374,326
Q4 2024 Reduced 15.42%
$0
$56.9 Million 0.02% of portfolio
760,456
Q4 2024 Added 14.43%
$0
$44.4 Million 0.02% of portfolio
573,829
Q4 2024 Added 7.04%
$0
$41.6 Million 0.02% of portfolio
1,145,089
Q4 2024 Added 20.58%
$16.3B
$47.7 Million 0.02% of portfolio
1,241,587
Q4 2024 Reduced 2.21%
$39.5B
$38.7 Million 0.02% of portfolio
3,905,707
Q4 2024 Reduced 15.59%
$70.3B
$51.8 Million 0.02% of portfolio
182,470
Q4 2024 Added 41.7%
$34.6B
$51.6 Million 0.02% of portfolio
808,678
Q4 2024 Added 2.63%
$0
$37.7 Million 0.02% of portfolio
763,739
Q4 2024 Added 6.86%
$0
$56.5 Million 0.02% of portfolio
2,109,269
Q4 2024 Added 56.48%
$0
$52.8 Million 0.02% of portfolio
3,230,420
Q4 2024 Added 10.37%

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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