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
$16.4 Million 0.01% of portfolio
153,497
Q3 2024 Added 32.37%
$0
$18.5 Million 0.01% of portfolio
1,567,883
Q3 2024 Added 200.55%
$0
$11.8 Million 0.01% of portfolio
455,602
Q3 2024 Added 13.33%
$0
$22.1 Million 0.01% of portfolio
278,567
Q3 2024 Added 53.26%
$0
$31.2 Million 0.01% of portfolio
410,120
Q3 2024 Reduced 3.83%
$0
$12.5 Million 0.01% of portfolio
163,365
Q3 2024 Reduced 8.77%
$0
$17.4 Million 0.01% of portfolio
354,750
Q3 2024 Added 9.58%
$0
$28.4 Million 0.01% of portfolio
237,888
Q3 2024 Added 31.17%
$0
$15.3 Million 0.01% of portfolio
267,846
Q3 2024 Added 16.52%
$0
$26.1 Million 0.01% of portfolio
303,445
Q3 2024 Added 17.4%
$0
$12.1 Million 0.01% of portfolio
499,971
Q3 2024 Reduced 6.2%
$0
$19.4 Million 0.01% of portfolio
418,965
Q3 2024 Reduced 29.38%
$0
$29.5 Million 0.01% of portfolio
415,933
Q3 2024 Added 8.55%
$0
$21.6 Million 0.01% of portfolio
167,347
Q3 2024 Reduced 12.04%
$0
$28.2 Million 0.01% of portfolio
276,124
Q3 2024 Added 53.56%
$0
$18.1 Million 0.01% of portfolio
141,074
Q3 2024 Added 3.93%
$0
$16.3 Million 0.01% of portfolio
285,782
Q3 2024 Reduced 4.2%
$0
$27.9 Million 0.01% of portfolio
419,815
Q3 2024 Added 27.59%
$0
$12.1 Million 0.01% of portfolio
176,104
Q3 2024 Reduced 12.07%
$0
$16.2 Million 0.01% of portfolio
322,859
Q3 2024 Added 7.5%
$0
$21.9 Million 0.01% of portfolio
235,144
Q3 2024 Added 8.17%
$0
$11.4 Million 0.01% of portfolio
157,045
Q3 2024 Added 80.59%
$0
$25.5 Million 0.01% of portfolio
404,573
Q3 2024 Reduced 37.74%
$0
$30.7 Million 0.01% of portfolio
517,409
Q3 2024 Reduced 10.38%
$0
$16.5 Million 0.01% of portfolio
290,536
Q3 2024 Added 6.7%
$0
$26.6 Million 0.01% of portfolio
553,045
Q3 2024 Reduced 13.73%
$0
$22.6 Million 0.01% of portfolio
215,297
Q3 2024 Added 1.44%
$0
$28.6 Million 0.01% of portfolio
423,835
Q3 2024 Added 1.38%
$0
$12.5 Million 0.01% of portfolio
218,487
Q3 2024 Added 9.42%
$8.5B
$16 Million 0.01% of portfolio
175,871
Q3 2024 Added 5.9%
$0
$32.6 Million 0.01% of portfolio
811,033
Q3 2024 Added 90.39%
$18.2B
$12.8 Million 0.01% of portfolio
761,003
Q3 2024 Reduced 1.78%
$39.1B
$21.3 Million 0.01% of portfolio
605,707
Q3 2024 Added 4.36%
$0
$18.5 Million 0.01% of portfolio
543,017
Q3 2024 Reduced 1.9%
$43.3B
$28.5 Million 0.01% of portfolio
497,970
Q3 2024 Added 5.44%
$11.6B
$11.3 Million 0.01% of portfolio
84,564
Q3 2024 Added 13.59%
$0
$23.9 Million 0.01% of portfolio
782,741
Q3 2024 Added 2.77%
$0
$22 Million 0.01% of portfolio
423,459
Q3 2024 Added 86.77%
$0
$24.2 Million 0.01% of portfolio
331,167
Q3 2024 Added 15.19%
$0
$31.1 Million 0.01% of portfolio
763,896
Q3 2024 Reduced 25.94%
$22.4B
$11.8 Million 0.01% of portfolio
72,116
Q3 2024 Added 113.15%
$23.4B
$15.9 Million 0.01% of portfolio
26,261
Q3 2024 Added 13.5%
$0
$25.3 Million 0.01% of portfolio
3,536,582
Q3 2024 Added 4.91%
$0
$24.3 Million 0.01% of portfolio
646,884
Q3 2024 Added 2.3%
$0
$19.8 Million 0.01% of portfolio
888,034
Q3 2024 Added 23.59%
$26B
$24.7 Million 0.01% of portfolio
106,135
Q3 2024 Added 5.65%
$39.1B
$29 Million 0.01% of portfolio
106,926
Q3 2024 Added 9.07%
$38.2B
$19.6 Million 0.01% of portfolio
109,903
Q3 2024 Added 4.68%
$4.14B
$14.8 Million 0.01% of portfolio
294,425
Q3 2024 Added 2.19%

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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