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
$49.5 Million 0.02% of portfolio
1,636,876
Q3 2024 Reduced 0.52%
$0
$42.3 Million 0.02% of portfolio
938,699
Q3 2024 Added 4.16%
$0
$33.1 Million 0.02% of portfolio
402,877
Q3 2024 Added 5.84%
$0
$38.1 Million 0.02% of portfolio
316,419
Q3 2024 Reduced 2.74%
$0
$42.8 Million 0.02% of portfolio
304,958
Q3 2024 Added 3.6%
$0
$35.9 Million 0.02% of portfolio
441,503
Q3 2024 Added 743.93%
$0
$52.7 Million 0.02% of portfolio
506,919
Q3 2024 Added 6.52%
$0
$41 Million 0.02% of portfolio
402,726
Q3 2024 Added 40.09%
$0
$40 Million 0.02% of portfolio
314,618
Q3 2024 Added 15.84%
$0
$41.1 Million 0.02% of portfolio
307,372
Q3 2024 Reduced 2.19%
$0
$35.1 Million 0.02% of portfolio
806,388
Q3 2024 Reduced 5.66%
$0
$38.8 Million 0.02% of portfolio
793,590
Q3 2024 Added 14.11%
$0
$34.5 Million 0.02% of portfolio
475,148
Q3 2024 Added 1.05%
$0
$53.5 Million 0.02% of portfolio
1,146,680
Q3 2024 Added 41.98%
$0
$45.7 Million 0.02% of portfolio
1,291,128
Q3 2024 Added 51.03%
$57.5B
$35.8 Million 0.02% of portfolio
461,177
Q3 2024 Added 11.21%
$43.1B
$33.1 Million 0.02% of portfolio
176,314
Q3 2024 Added 15.33%
$27.4B
$53.2 Million 0.02% of portfolio
554,694
Q3 2024 Added 3.62%
$92.3B
$41.4 Million 0.02% of portfolio
166,349
Q3 2024 Reduced 3.43%
$113B
$53.2 Million 0.02% of portfolio
238,493
Q3 2024 Added 5.48%
$78.9B
$40.5 Million 0.02% of portfolio
561,943
Q3 2024 Added 13.86%
$12.1B
$33.7 Million 0.02% of portfolio
586,316
Q3 2024 Added 484.01%
$28.5B
$42.1 Million 0.02% of portfolio
807,084
Q3 2024 Added 11.1%
$88.1B
$51.6 Million 0.02% of portfolio
108,746
Q3 2024 Added 9.24%
$83.6B
$45.1 Million 0.02% of portfolio
100,241
Q3 2024 Reduced 2.3%
$46.2B
$52.7 Million 0.02% of portfolio
756,490
Q3 2024 Added 2.37%
$0
$36.4 Million 0.02% of portfolio
1,120,274
Q3 2024 Added 5.14%
$224B
$49.6 Million 0.02% of portfolio
431,589
Q3 2024 Added 7.34%
$39B
$43.5 Million 0.02% of portfolio
289,284
Q3 2024 Added 3.94%
$0
$44.2 Million 0.02% of portfolio
1,060,571
Q3 2024 Added 2.29%
$59.4B
$48.2 Million 0.02% of portfolio
200,658
Q3 2024 Added 8.18%
$77.1B
$36.9 Million 0.02% of portfolio
32,061
Q3 2024 Added 7.96%
$0
$33.1 Million 0.02% of portfolio
872,153
Q3 2024 Added 45.16%
$42.5B
$39.3 Million 0.02% of portfolio
1,988,022
Q3 2024 Added 0.55%
$0
$52.9 Million 0.02% of portfolio
2,611,312
Q3 2024 Added 3.22%
$25.4B
$40 Million 0.02% of portfolio
1,208,787
Q3 2024 Added 5.51%
$27B
$40.1 Million 0.02% of portfolio
368,002
Q3 2024 Added 35.93%
$0
$53 Million 0.02% of portfolio
648,285
Q3 2024 Reduced 2.79%
$46.1B
$49.6 Million 0.02% of portfolio
555,711
Q3 2024 Added 10.6%
$29.6B
$50.4 Million 0.02% of portfolio
351,258
Q3 2024 Added 6.05%
$48.9B
$47.8 Million 0.02% of portfolio
160,383
Q3 2024 Added 4.03%
$79.1B
$52.2 Million 0.02% of portfolio
49,619
Q3 2024 Added 5.03%
$33.6B
$33.9 Million 0.02% of portfolio
126,343
Q3 2024 Added 3.35%
$59.4B
$33.3 Million 0.02% of portfolio
59,821
Q3 2024 Added 12.93%
$61.6B
$36.8 Million 0.02% of portfolio
207,302
Q3 2024 Added 9.63%
$62.7B
$34.5 Million 0.02% of portfolio
823,559
Q3 2024 Reduced 9.17%
$0
$46.2 Million 0.02% of portfolio
1,235,805
Q3 2024 Added 4.99%
$0
$36.8 Million 0.02% of portfolio
512,446
Q3 2024 Added 8.55%
$0
$44 Million 0.02% of portfolio
661,999
Q3 2024 Added 3.32%

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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