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
$716B
$831 Million 0.38% of portfolio
937,917
Q3 2024 Added 10.36%
$0
$838 Million 0.38% of portfolio
13,363,898
Q3 2024 Added 3.19%
$0
$824 Million 0.38% of portfolio
7,582,923
Q3 2024 Added 8.37%
$0
$799 Million 0.37% of portfolio
17,561,504
Q3 2024 Reduced 5.27%
$0
$804 Million 0.37% of portfolio
7,942,784
Q3 2024 Added 14.1%
$84.4B
$811 Million 0.37% of portfolio
3,334,764
Q3 2024 Added 6.64%
$1.08T
$784 Million 0.36% of portfolio
4,689,666
Q3 2024 Added 5.65%
$66.1B
$786 Million 0.36% of portfolio
4,555,660
Q3 2024 Added 969.7%
$706B
$782 Million 0.36% of portfolio
3,711,324
Q3 2024 Added 6.66%
$0
$753 Million 0.35% of portfolio
2,394,007
Q3 2024 Added 2.25%
$0
$762 Million 0.35% of portfolio
2,888,967
Q3 2024 Added 2.5%
$0
$733 Million 0.34% of portfolio
4,090,639
Q3 2024 Added 9.48%
$0
$735 Million 0.34% of portfolio
12,773,389
Q3 2024 Added 91.44%
$411B
$726 Million 0.33% of portfolio
818,807
Q3 2024 Added 7.53%
$0
$692 Million 0.32% of portfolio
5,399,549
Q3 2024 Added 3.37%
$0
$697 Million 0.32% of portfolio
1,188,742
Q3 2024 Added 2.31%
$0
$676 Million 0.31% of portfolio
6,280,782
Q3 2024 Reduced 4.83%
$0
$681 Million 0.31% of portfolio
15,035,281
Q3 2024 Added 9.08%
$0
$685 Million 0.31% of portfolio
26,224,086
Q3 2024 Added 14.77%
$0
$667 Million 0.31% of portfolio
12,201,636
Q3 2024 Reduced 1.3%
$0
$676 Million 0.31% of portfolio
7,877,723
Q3 2024 Added 8.45%
$0
$654 Million 0.3% of portfolio
17,987,114
Q3 2024 Added 17.12%
$0
$648 Million 0.3% of portfolio
12,903,153
Q3 2024 Reduced 1.51%
$0
$625 Million 0.29% of portfolio
3,293,977
Q3 2024 Added 0.71%
$0
$627 Million 0.29% of portfolio
4,133,439
Q3 2024 Added 2.9%
$0
$623 Million 0.29% of portfolio
7,090,455
Q3 2024 Reduced 12.39%
$1.08T
$631 Million 0.29% of portfolio
2,410,178
Q3 2024 Added 2.3%
$503B
$641 Million 0.29% of portfolio
2,330,719
Q3 2024 Added 5.32%
$0
$608 Million 0.28% of portfolio
17,745,074
Q3 2024 Added 0.5%
$409B
$620 Million 0.28% of portfolio
1,529,906
Q3 2024 Added 6.37%
$400B
$602 Million 0.28% of portfolio
3,714,260
Q3 2024 Added 10.23%
$0
$607 Million 0.28% of portfolio
1,435,157
Q3 2024 Added 0.23%
$0
$611 Million 0.28% of portfolio
8,719,643
Q3 2024 Reduced 0.74%
$0
$589 Million 0.27% of portfolio
16,169,046
Q3 2024 Added 26.78%
$501B
$584 Million 0.27% of portfolio
4,979,085
Q3 2024 Added 9.31%
$0
$596 Million 0.27% of portfolio
4,741,032
Q3 2024 Reduced 0.13%
$0
$587 Million 0.27% of portfolio
12,270,433
Q3 2024 Added 3.67%
$0
$567 Million 0.26% of portfolio
5,776,592
Q3 2024 Added 18.09%
$0
$567 Million 0.26% of portfolio
11,172,018
Q3 2024 Added 7.6%
$0
$562 Million 0.26% of portfolio
4,150,859
Q3 2024 Added 0.04%
$0
$554 Million 0.25% of portfolio
6,658,791
Q3 2024 Added 21.83%
$405B
$541 Million 0.25% of portfolio
3,127,615
Q3 2024 Added 3.18%
$297B
$525 Million 0.24% of portfolio
2,657,804
Q3 2024 Added 3.61%
$0
$521 Million 0.24% of portfolio
7,743,714
Q3 2024 Added 1.86%
$562B
$524 Million 0.24% of portfolio
895,944
Q3 2024 Added 7.82%
$0
$501 Million 0.23% of portfolio
8,368,518
Q3 2024 Reduced 2.34%
$0
$509 Million 0.23% of portfolio
4,960,121
Q3 2024 Added 7.74%
$0
$491 Million 0.23% of portfolio
8,034,635
Q3 2024 Added 29.88%
$0
$499 Million 0.23% of portfolio
5,172,862
Q3 2024 Added 10.27%

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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