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
$60.2B
$15.8 Million 0.01% of portfolio
534,998
Q3 2024 Reduced 2.28%
$2.64B
$15.3 Million 0.01% of portfolio
679,417
Q3 2024 Reduced 0.17%
$37.2B
$19.8 Million 0.01% of portfolio
36,826
Q3 2024 Added 19.09%
$18.1B
$14 Million 0.01% of portfolio
166,566
Q3 2024 Added 25.07%
$4.39B
$12.8 Million 0.01% of portfolio
137,160
Q3 2024 Added 8.52%
$19.5B
$30.8 Million 0.01% of portfolio
373,773
Q3 2024 Added 8.55%
$14.7B
$18.3 Million 0.01% of portfolio
467,864
Q3 2024 Added 14.46%
$37.5B
$31.6 Million 0.01% of portfolio
394,120
Q3 2024 Added 6.45%
$50.8B
$15 Million 0.01% of portfolio
336,496
Q3 2024 Added 10.91%
$6.83B
$12.9 Million 0.01% of portfolio
72,988
Q3 2024 Reduced 0.42%
$48.4B
$23.4 Million 0.01% of portfolio
40,054
Q3 2024 Added 34.27%
$40.8B
$27.3 Million 0.01% of portfolio
374,303
Q3 2024 Added 83.88%
$4.16B
$24.8 Million 0.01% of portfolio
514,119
Q3 2024 Added 2.08%
$0
$28.5 Million 0.01% of portfolio
1,029,383
Q3 2024 Added 10.0%
$0
$25.5 Million 0.01% of portfolio
1,035,678
Q3 2024 Added 0.5%
$0
$22.9 Million 0.01% of portfolio
933,324
Q3 2024 Added 19.37%
$7.86B
$12.1 Million 0.01% of portfolio
250,081
Q3 2024 Added 2.02%
$14.8B
$26.6 Million 0.01% of portfolio
101,400
Q3 2024 Added 16.17%
$0
$15.5 Million 0.01% of portfolio
382,249
Q3 2024 Added 12.85%
$23.3B
$16.8 Million 0.01% of portfolio
184,858
Q3 2024 Added 18.45%
$0
$18.8 Million 0.01% of portfolio
420,335
Q3 2024 Added 1.0%
$0
$13.7 Million 0.01% of portfolio
372,200
Q3 2024 Added 2.54%
$0
$26.2 Million 0.01% of portfolio
612,469
Q3 2024 Added 4.13%
$0
$24.5 Million 0.01% of portfolio
2,775,187
Q3 2024 Reduced 0.51%
$0
$11.1 Million 0.01% of portfolio
1,233,395
Q3 2024 Added 11.0%
$0
$12.6 Million 0.01% of portfolio
503,204
Q3 2024 Added 3.78%
$0
$27.5 Million 0.01% of portfolio
3,415,069
Q3 2024 Added 2.83%
$0
$23.1 Million 0.01% of portfolio
1,687,195
Q3 2024 Added 1.75%
$46.9B
$29.3 Million 0.01% of portfolio
568,255
Q3 2024 Reduced 4.21%
$25B
$22.6 Million 0.01% of portfolio
113,966
Q3 2024 Added 9.58%
$9.52B
$19.1 Million 0.01% of portfolio
469,573
Q3 2024 Reduced 1.66%
$21.3B
$19.6 Million 0.01% of portfolio
189,570
Q3 2024 Reduced 1.03%
$16.3B
$21.4 Million 0.01% of portfolio
425,793
Q3 2024 Added 212.51%
$30.5B
$31.6 Million 0.01% of portfolio
435,869
Q3 2024 Added 3.35%
$42.7B
$18.1 Million 0.01% of portfolio
174,031
Q3 2024 Added 10.08%
$40.4B
$19.8 Million 0.01% of portfolio
200,262
Q3 2024 Reduced 17.01%
$0
$12.6 Million 0.01% of portfolio
360,499
Q3 2024 Added 14.11%
$0
$32.6 Million 0.01% of portfolio
1,030,061
Q3 2024 Reduced 7.54%
$0
$20.2 Million 0.01% of portfolio
426,268
Q3 2024 Reduced 24.52%
$0
$18.5 Million 0.01% of portfolio
499,720
Q3 2024 Reduced 2.87%
$0
$15.1 Million 0.01% of portfolio
489,054
Q3 2024 Added 1.32%
$0
$11 Million 0.01% of portfolio
532,836
Q3 2024 Added 7.99%
$23.2B
$25.8 Million 0.01% of portfolio
119,635
Q3 2024 Added 3.24%
$6.49B
$23.7 Million 0.01% of portfolio
2,229,882
Q3 2024 Added 3.08%
$4.64B
$12.4 Million 0.01% of portfolio
329,168
Q3 2024 Added 14.9%
$0
$29.1 Million 0.01% of portfolio
2,022,960
Q3 2024 Added 6.49%
$0
$12.8 Million 0.01% of portfolio
133,510
Q3 2024 Added 10.69%
$0
$11.7 Million 0.01% of portfolio
222,258
Q3 2024 Reduced 23.08%
$0
$20.7 Million 0.01% of portfolio
215,237
Q3 2024 Added 1.32%

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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