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
$44.8 Million 0.02% of portfolio
539,657
Q3 2024 Added 4.59%
$29.6B
$44.9 Million 0.02% of portfolio
536,960
Q3 2024 Added 6.46%
$235B
$48.1 Million 0.02% of portfolio
728,784
Q3 2024 Reduced 2.03%
$0
$32.9 Million 0.02% of portfolio
1,079,449
Q3 2024 Reduced 3.69%
$0
$36.3 Million 0.02% of portfolio
281,629
Q3 2024 Added 17.7%
$0
$35.4 Million 0.02% of portfolio
1,036,056
Q3 2024 Added 0.84%
$0
$48.9 Million 0.02% of portfolio
2,579,711
Q3 2024 Reduced 44.11%
$0
$43.1 Million 0.02% of portfolio
273,511
Q3 2024 Reduced 0.32%
$0
$46.7 Million 0.02% of portfolio
996,234
Q3 2024 Added 5.55%
$0
$33.4 Million 0.02% of portfolio
693,468
Q3 2024 Added 3.95%
$0
$37.2 Million 0.02% of portfolio
1,414,231
Q3 2024 Reduced 12.89%
$0
$37 Million 0.02% of portfolio
285,118
Q3 2024 Reduced 3.92%
$0
$46.3 Million 0.02% of portfolio
371,893
Q3 2024 Added 11.61%
$0
$48.3 Million 0.02% of portfolio
200,952
Q3 2024 Reduced 4.53%
$0
$43.9 Million 0.02% of portfolio
1,076,701
Q3 2024 Reduced 5.32%
$1.74B
$42.5 Million 0.02% of portfolio
102,166
Q3 2024 Added 7.09%
$38.4B
$38.5 Million 0.02% of portfolio
492,714
Q3 2024 Reduced 2.75%
$50.4B
$39.8 Million 0.02% of portfolio
836,618
Q3 2024 Added 0.68%
$100B
$54.3 Million 0.02% of portfolio
156,860
Q3 2024 Added 5.56%
$31.3B
$48.6 Million 0.02% of portfolio
167,019
Q3 2024 Added 10.97%
$61.5B
$46 Million 0.02% of portfolio
196,338
Q3 2024 Added 10.6%
$0
$39.7 Million 0.02% of portfolio
2,397,009
Q3 2024 Added 12.89%
$0
$37.9 Million 0.02% of portfolio
714,210
Q3 2024 Added 19.29%
$0
$33.9 Million 0.02% of portfolio
638,189
Q3 2024 Added 13.07%
$0
$39 Million 0.02% of portfolio
2,136,375
Q3 2024 Added 5.54%
$954M
$49.9 Million 0.02% of portfolio
1,963,515
Q3 2024 Added 17.8%
$0
$46.6 Million 0.02% of portfolio
430,626
Q3 2024 Added 27.8%
$0
$33.4 Million 0.02% of portfolio
469,764
Q3 2024 Reduced 11.11%
$0
$41 Million 0.02% of portfolio
504,258
Q3 2024 Reduced 4.84%
$0
$52.3 Million 0.02% of portfolio
153,724
Q3 2024 Added 1.37%
$0
$47.6 Million 0.02% of portfolio
597,160
Q3 2024 Added 77.64%
$0
$44.6 Million 0.02% of portfolio
171,447
Q3 2024 Reduced 3.02%
$32.7B
$44.5 Million 0.02% of portfolio
513,842
Q3 2024 Added 49.67%
$31B
$35.3 Million 0.02% of portfolio
1,058,782
Q3 2024 Reduced 0.54%
$0
$45 Million 0.02% of portfolio
693,118
Q3 2024 Reduced 4.47%
$0
$36.6 Million 0.02% of portfolio
1,021,964
Q3 2024 Reduced 2.0%
$0
$46.6 Million 0.02% of portfolio
1,410,395
Q3 2024 Added 3.69%
$0
$42.7 Million 0.02% of portfolio
741,262
Q3 2024 Reduced 6.68%
$0
$36.9 Million 0.02% of portfolio
393,385
Q3 2024 Reduced 9.38%
$0
$50.4 Million 0.02% of portfolio
657,660
Q3 2024 Added 2.23%
$0
$44.5 Million 0.02% of portfolio
556,794
Q3 2024 Added 12.11%
$0
$52 Million 0.02% of portfolio
1,163,110
Q3 2024 Reduced 4.49%
$53.8B
$32.8 Million 0.02% of portfolio
134,082
Q3 2024 Added 10.64%
$11.8B
$45.3 Million 0.02% of portfolio
727,296
Q3 2024 Reduced 5.3%
$22.9B
$45.8 Million 0.02% of portfolio
339,053
Q3 2024 Added 4.48%
$1.37B
$21.3 Million 0.01% of portfolio
187,645
Q3 2024 Reduced 0.98%
$1.46B
$20.7 Million 0.01% of portfolio
694,632
Q3 2024 Added 19.65%
$1.05B
$12.2 Million 0.01% of portfolio
1,046,927
Q3 2024 Reduced 2.83%
$16.2B
$14.2 Million 0.01% of portfolio
137,615
Q3 2024 Added 1,018.91%

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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