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
$12.3 Million 0.01% of portfolio
59,451
Q3 2024 Added 4.38%
$0
$14.1 Million 0.01% of portfolio
95,995
Q3 2024 Added 10.95%
$0
$21.6 Million 0.01% of portfolio
85,308
Q3 2024 Added 2.44%
$0
$16.8 Million 0.01% of portfolio
268,847
Q3 2024 Added 6.26%
$0
$30.5 Million 0.01% of portfolio
209,446
Q3 2024 Reduced 5.2%
$0
$22.2 Million 0.01% of portfolio
218,478
Q3 2024 Added 1.76%
$0
$28.6 Million 0.01% of portfolio
135,342
Q3 2024 Added 28.26%
$31.9B
$24.3 Million 0.01% of portfolio
115,614
Q3 2024 Added 17.36%
$25.8B
$13.8 Million 0.01% of portfolio
214,614
Q3 2024 Added 7.48%
$46.2B
$24.9 Million 0.01% of portfolio
92,870
Q3 2024 Added 19.37%
$0
$28.8 Million 0.01% of portfolio
601,895
Q3 2024 Added 59.79%
$0
$18.4 Million 0.01% of portfolio
362,035
Q3 2024 Added 15.02%
$0
$25.9 Million 0.01% of portfolio
370,457
Q3 2024 Reduced 2.51%
$0
$14.1 Million 0.01% of portfolio
264,694
Q3 2024 Added 1.92%
$64.3B
$23.6 Million 0.01% of portfolio
199,238
Q3 2024 Added 11.36%
$38.1B
$22.5 Million 0.01% of portfolio
89,841
Q3 2024 Added 2.35%
$18.4B
$11.1 Million 0.01% of portfolio
22,659
Q3 2024 Added 15.24%
$64.5B
$27.7 Million 0.01% of portfolio
216,190
Q3 2024 Added 5.11%
$23.9B
$15.7 Million 0.01% of portfolio
52,456
Q3 2024 Reduced 27.66%
$10.2B
$11.8 Million 0.01% of portfolio
136,058
Q3 2024 Reduced 10.12%
$23.9B
$26 Million 0.01% of portfolio
767,883
Q3 2024 Added 13.22%
$27.9B
$11 Million 0.01% of portfolio
179,532
Q3 2024 Added 5.1%
$0
$14.1 Million 0.01% of portfolio
509,542
Q3 2024 Added 14.26%
$0
$27.4 Million 0.01% of portfolio
509,917
Q3 2024 Reduced 1.42%
$0
$21 Million 0.01% of portfolio
466,930
Q3 2024 Added 3.63%
$0
$29.1 Million 0.01% of portfolio
738,006
Q3 2024 Added 5.71%
$0
$13.1 Million 0.01% of portfolio
593,425
Q3 2024 Reduced 0.12%
$0
$32 Million 0.01% of portfolio
816,483
Q3 2024 Added 9.06%
$0
$14.2 Million 0.01% of portfolio
634,062
Q3 2024 Reduced 11.04%
$0
$24.3 Million 0.01% of portfolio
585,321
Q3 2024 Added 46.97%
$0
$13.9 Million 0.01% of portfolio
296,778
Q3 2024 Reduced 24.7%
$0
$25.9 Million 0.01% of portfolio
502,345
Q3 2024 Reduced 0.14%
$0
$19.3 Million 0.01% of portfolio
365,436
Q3 2024 Added 2.84%
$0
$13 Million 0.01% of portfolio
195,354
Q3 2024 Added 7.72%
$39.6B
$30 Million 0.01% of portfolio
214,479
Q3 2024 Added 6.13%
$21B
$10.9 Million 0.01% of portfolio
29,459
Q3 2024 Reduced 1.81%
$29.3B
$11.8 Million 0.01% of portfolio
69,137
Q3 2024 Added 6.86%
$1.47B
$604,000 0.0% of portfolio
26,757
Q3 2024 Added 42.86%
$1.6B
$577,000 0.0% of portfolio
9,649
Q3 2024 Added 14.49%
2023 ETF Series Trust Ii
-
$0 0.0% of portfolio
-
Q3 2024 Added 89.24%
$816M
$13,000 0.0% of portfolio
37,852
Q3 2024 Added 30.29%
$127M
$14,000 0.0% of portfolio
10,992
Q3 2024 New
$384M
$1.41 Million 0.0% of portfolio
495,449
Q3 2024 Added 14.91%
$343M
$374,000 0.0% of portfolio
184,427
Q3 2024 Reduced 27.12%
$82.8M
$194,000 0.0% of portfolio
55,992
Q3 2024 Added 4.49%
$7.23B
$4.07 Million 0.0% of portfolio
37,804
Q3 2024 Added 25.1%
$2.44B
$669,000 0.0% of portfolio
10,239
Q3 2024 Reduced 9.16%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 9.01%
Ab Active Etfs Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 10.15%

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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