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
$23.9 Million 0.01% of portfolio
1,433,674
Q3 2024 Added 25.11%
$0
$14.3 Million 0.01% of portfolio
630,600
Q3 2024 Added 1.35%
$0
$18.2 Million 0.01% of portfolio
823,000
Q3 2024 Added 61.06%
$0
$32.3 Million 0.01% of portfolio
1,907,015
Q3 2024 Added 36.92%
$0
$26.4 Million 0.01% of portfolio
1,127,134
Q3 2024 Added 12.33%
$0
$15.5 Million 0.01% of portfolio
195,041
Q3 2024 Reduced 2.22%
$0
$27.4 Million 0.01% of portfolio
521,084
Q3 2024 Reduced 8.25%
$0
$12.7 Million 0.01% of portfolio
82,788
Q3 2024 Added 54.11%
$0
$12.6 Million 0.01% of portfolio
312,499
Q3 2024 Added 32.26%
$0
$26.8 Million 0.01% of portfolio
259,561
Q3 2024 Added 20.45%
$0
$19.6 Million 0.01% of portfolio
1,252,124
Q3 2024 Added 6.68%
$0
$18.2 Million 0.01% of portfolio
418,591
Q3 2024 Reduced 11.16%
$0
$22.1 Million 0.01% of portfolio
398,926
Q3 2024 Added 3.05%
$0
$14.8 Million 0.01% of portfolio
301,231
Q3 2024 Reduced 1.82%
$0
$11.7 Million 0.01% of portfolio
98,837
Q3 2024 Reduced 3.84%
$0
$11.9 Million 0.01% of portfolio
108,816
Q3 2024 Reduced 3.12%
$0
$32.2 Million 0.01% of portfolio
559,071
Q3 2024 Added 11.54%
$0
$19.6 Million 0.01% of portfolio
181,287
Q3 2024 Reduced 9.67%
$37.3B
$22.5 Million 0.01% of portfolio
95,195
Q3 2024 Added 6.86%
$0
$17.1 Million 0.01% of portfolio
411,632
Q3 2024 Reduced 4.56%
$0
$12.2 Million 0.01% of portfolio
155,107
Q3 2024 Reduced 1.72%
$0
$18.6 Million 0.01% of portfolio
356,892
Q3 2024 Added 3.13%
$0
$19.3 Million 0.01% of portfolio
477,575
Q3 2024 Reduced 14.0%
$0
$18.6 Million 0.01% of portfolio
477,597
Q3 2024 Reduced 27.58%
$0
$23.1 Million 0.01% of portfolio
428,708
Q3 2024 Reduced 6.8%
$0
$16.8 Million 0.01% of portfolio
107,291
Q3 2024 Added 6.14%
$0
$11.8 Million 0.01% of portfolio
149,386
Q3 2024 Added 6.94%
$0
$13 Million 0.01% of portfolio
407,537
Q3 2024 Added 19.13%
$0
$21 Million 0.01% of portfolio
318,040
Q3 2024 Added 12.21%
$0
$17.8 Million 0.01% of portfolio
459,837
Q3 2024 Added 9.29%
$0
$27.5 Million 0.01% of portfolio
565,927
Q3 2024 Added 0.92%
$0
$23.6 Million 0.01% of portfolio
388,014
Q3 2024 Added 109.15%
$0
$13.5 Million 0.01% of portfolio
219,203
Q3 2024 Added 12.86%
$0
$17 Million 0.01% of portfolio
349,540
Q3 2024 Reduced 9.38%
$0
$17 Million 0.01% of portfolio
382,680
Q3 2024 Added 21.49%
$0
$16.8 Million 0.01% of portfolio
668,380
Q3 2024 Added 22.86%
$0
$27.9 Million 0.01% of portfolio
1,174,656
Q3 2024 Added 6.1%
$0
$15.7 Million 0.01% of portfolio
218,326
Q3 2024 Added 18.21%
$0
$28.8 Million 0.01% of portfolio
586,101
Q3 2024 Added 4.09%
$0
$11.6 Million 0.01% of portfolio
786,316
Q3 2024 Reduced 12.07%
$0
$14 Million 0.01% of portfolio
142,256
Q3 2024 Added 7.59%
$0
$28.5 Million 0.01% of portfolio
702,917
Q3 2024 Reduced 6.22%
$0
$28 Million 0.01% of portfolio
1,048,946
Q3 2024 Reduced 2.3%
$0
$20.6 Million 0.01% of portfolio
347,952
Q3 2024 Added 12.45%
$0
$22.7 Million 0.01% of portfolio
471,510
Q3 2024 Added 19.42%
$0
$11.3 Million 0.01% of portfolio
485,443
Q3 2024 Reduced 28.15%
$0
$18.7 Million 0.01% of portfolio
804,188
Q3 2024 Added 109.75%
$0
$15.9 Million 0.01% of portfolio
690,017
Q3 2024 Added 20.09%
$0
$24.4 Million 0.01% of portfolio
1,036,055
Q3 2024 Added 12.04%

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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