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
$13.7 Million 0.01% of portfolio
270,287
Q3 2024 Added 139.87%
$0
$25.6 Million 0.01% of portfolio
504,187
Q3 2024 Added 1.09%
$0
$12.8 Million 0.01% of portfolio
107,146
Q3 2024 Added 359.42%
$862M
$12.4 Million 0.01% of portfolio
476,876
Q3 2024 Added 123.51%
$1.43B
$16.8 Million 0.01% of portfolio
647,478
Q3 2024 Added 11.03%
$0
$25.1 Million 0.01% of portfolio
1,592,313
Q3 2024 Added 19.76%
$28.9B
$13.9 Million 0.01% of portfolio
478,613
Q3 2024 Added 6.89%
$0
$14.4 Million 0.01% of portfolio
929,849
Q3 2024 Added 27.16%
$39.4B
$24.3 Million 0.01% of portfolio
206,767
Q3 2024 Added 15.73%
$93.4B
$20.6 Million 0.01% of portfolio
50,804
Q3 2024 Added 11.59%
$12.7B
$11.2 Million 0.01% of portfolio
63,179
Q3 2024 Added 11.93%
$2.4B
$19.4 Million 0.01% of portfolio
986,915
Q3 2024 Added 15.26%
$5.27B
$14.3 Million 0.01% of portfolio
231,731
Q3 2024 Added 0.99%
$67.7B
$20.4 Million 0.01% of portfolio
88,414
Q3 2024 Added 8.58%
$19.8B
$20.5 Million 0.01% of portfolio
251,150
Q3 2024 Added 124.55%
$48.5B
$16.8 Million 0.01% of portfolio
167,465
Q3 2024 Added 82.54%
$34.7B
$15.9 Million 0.01% of portfolio
29,829
Q3 2024 Reduced 3.08%
$37.5B
$11 Million 0.01% of portfolio
34,640
Q3 2024 Reduced 10.72%
$7.96B
$16.6 Million 0.01% of portfolio
62,747
Q3 2024 Added 7.49%
$17.4B
$29 Million 0.01% of portfolio
100,961
Q3 2024 Added 4.66%
$35.1B
$21.8 Million 0.01% of portfolio
43,137
Q3 2024 Added 3.46%
$42B
$22.8 Million 0.01% of portfolio
232,555
Q3 2024 Added 13.42%
$0
$18.9 Million 0.01% of portfolio
428,690
Q3 2024 Added 179.81%
$17.4B
$19.4 Million 0.01% of portfolio
138,837
Q3 2024 Added 9.15%
$11.8B
$14.6 Million 0.01% of portfolio
461,277
Q3 2024 Added 18.85%
$3.48B
$11.3 Million 0.01% of portfolio
507,949
Q3 2024 Reduced 7.17%
$0
$12.8 Million 0.01% of portfolio
509,689
Q3 2024 Added 28.57%
$0
$18.9 Million 0.01% of portfolio
961,309
Q3 2024 Reduced 17.27%
$0
$16.6 Million 0.01% of portfolio
178,746
Q3 2024 Added 4.4%
$0
$14.1 Million 0.01% of portfolio
654,497
Q3 2024 Added 4.47%
$0
$13.9 Million 0.01% of portfolio
751,157
Q3 2024 Reduced 5.63%
$0
$11.1 Million 0.01% of portfolio
459,021
Q3 2024 Added 110.53%
$0
$25.2 Million 0.01% of portfolio
482,974
Q3 2024 Added 9.14%
$0
$17.6 Million 0.01% of portfolio
869,570
Q3 2024 Added 1.92%
$0
$15.4 Million 0.01% of portfolio
377,976
Q3 2024 Added 39.87%
$0
$13.8 Million 0.01% of portfolio
235,119
Q3 2024 Added 7.35%
$0
$11.8 Million 0.01% of portfolio
770,430
Q3 2024 Added 0.06%
$0
$15.7 Million 0.01% of portfolio
136,227
Q3 2024 Reduced 12.36%
$0
$10.9 Million 0.01% of portfolio
517,189
Q3 2024 Added 3.96%
$0
$16 Million 0.01% of portfolio
627,131
Q3 2024 Reduced 10.88%
$0
$18.4 Million 0.01% of portfolio
320,099
Q3 2024 Reduced 12.26%
$0
$12.8 Million 0.01% of portfolio
143,899
Q3 2024 Reduced 23.84%
$0
$21.8 Million 0.01% of portfolio
836,732
Q3 2024 Reduced 13.77%
$0
$19.8 Million 0.01% of portfolio
471,051
Q3 2024 Added 15.38%
$0
$24.2 Million 0.01% of portfolio
396,754
Q3 2024 Reduced 9.35%
$0
$27.1 Million 0.01% of portfolio
541,988
Q3 2024 Reduced 2.42%
$0
$13.7 Million 0.01% of portfolio
498,390
Q3 2024 Reduced 9.73%
$0
$14.4 Million 0.01% of portfolio
632,869
Q3 2024 Added 72.14%
$0
$13.2 Million 0.01% of portfolio
601,838
Q3 2024 Added 145.52%

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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