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
$19.4 Million 0.01% of portfolio
222,678
Q3 2024 Added 2.35%
$0
$12.3 Million 0.01% of portfolio
255,020
Q3 2024 Added 6.35%
$0
$18.8 Million 0.01% of portfolio
279,723
Q3 2024 Reduced 20.77%
$0
$20.9 Million 0.01% of portfolio
542,849
Q3 2024 Added 24.31%
$0
$14.3 Million 0.01% of portfolio
263,195
Q3 2024 Reduced 2.07%
$0
$13.1 Million 0.01% of portfolio
236,676
Q3 2024 Reduced 10.91%
$0
$11.1 Million 0.01% of portfolio
310,547
Q3 2024 Reduced 2.53%
$0
$28.9 Million 0.01% of portfolio
770,426
Q3 2024 Added 14.42%
$0
$14.7 Million 0.01% of portfolio
309,304
Q3 2024 Added 12.08%
$0
$16.2 Million 0.01% of portfolio
972,352
Q3 2024 Added 25.72%
$0
$12.8 Million 0.01% of portfolio
356,079
Q3 2024 Reduced 8.04%
$0
$29.1 Million 0.01% of portfolio
1,421,669
Q3 2024 Added 15.44%
$0
$29.8 Million 0.01% of portfolio
680,133
Q3 2024 Reduced 10.73%
$0
$12.9 Million 0.01% of portfolio
447,137
Q3 2024 Reduced 27.99%
$0
$13.5 Million 0.01% of portfolio
566,788
Q3 2024 Added 1.69%
$0
$30.5 Million 0.01% of portfolio
177,118
Q3 2024 Reduced 11.15%
$0
$19.4 Million 0.01% of portfolio
966,711
Q3 2024 Added 11.13%
$0
$32.2 Million 0.01% of portfolio
292,022
Q3 2024 Reduced 13.09%
$0
$16.5 Million 0.01% of portfolio
619,075
Q3 2024 Added 123.28%
$0
$15.1 Million 0.01% of portfolio
531,127
Q3 2024 Reduced 13.88%
$0
$16.3 Million 0.01% of portfolio
674,617
Q3 2024 Added 21.96%
$0
$12.9 Million 0.01% of portfolio
659,842
Q3 2024 Added 3.5%
$0
$11.1 Million 0.01% of portfolio
82,922
Q3 2024 Added 0.44%
$24.4B
$11.8 Million 0.01% of portfolio
265,507
Q3 2024 Reduced 1.11%
$0
$12.6 Million 0.01% of portfolio
304,669
Q3 2024 Reduced 9.08%
$0
$22.6 Million 0.01% of portfolio
314,663
Q3 2024 Added 0.74%
$74.2B
$17.2 Million 0.01% of portfolio
222,146
Q3 2024 Added 0.13%
$28.1B
$11.4 Million 0.01% of portfolio
144,848
Q3 2024 Added 11.57%
$11.3B
$17.3 Million 0.01% of portfolio
858,621
Q3 2024 Added 64.24%
$0
$26.6 Million 0.01% of portfolio
1,062,773
Q3 2024 Added 17.45%
$0
$30.8 Million 0.01% of portfolio
1,013,886
Q3 2024 Reduced 0.01%
$0
$14.9 Million 0.01% of portfolio
607,448
Q3 2024 Added 28.21%
$0
$19.9 Million 0.01% of portfolio
818,373
Q3 2024 Reduced 44.36%
$0
$23.4 Million 0.01% of portfolio
402,533
Q3 2024 Added 3.48%
$0
$15.1 Million 0.01% of portfolio
2,743,836
Q3 2024 Added 20.73%
$40.7B
$14.6 Million 0.01% of portfolio
82,927
Q3 2024 Added 28.75%
$41.1B
$15.5 Million 0.01% of portfolio
30,535
Q3 2024 Reduced 2.17%
$12.2B
$13.5 Million 0.01% of portfolio
84,944
Q3 2024 Reduced 5.11%
$78.8B
$26.5 Million 0.01% of portfolio
590,460
Q3 2024 Added 8.36%
$17.9B
$23.4 Million 0.01% of portfolio
167,845
Q3 2024 Added 10.01%
$0
$16.5 Million 0.01% of portfolio
532,735
Q3 2024 Reduced 19.35%
$0
$12.9 Million 0.01% of portfolio
273,351
Q3 2024 Reduced 35.12%
$0
$20.6 Million 0.01% of portfolio
588,459
Q3 2024 Added 0.41%
$0
$13.9 Million 0.01% of portfolio
808,688
Q3 2024 Added 9.05%
$0
$18.4 Million 0.01% of portfolio
421,567
Q3 2024 Reduced 18.54%
$10.9B
$28.9 Million 0.01% of portfolio
272,435
Q3 2024 Added 86.65%
$0
$22.8 Million 0.01% of portfolio
535,912
Q3 2024 Added 2.44%
$0
$13.9 Million 0.01% of portfolio
304,048
Q3 2024 Added 2.46%
$0
$27.5 Million 0.01% of portfolio
549,268
Q3 2024 Added 2.4%

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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