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
$251B
$509 Million 0.23% of portfolio
6,300,261
Q3 2024 Added 5.44%
$0
$489 Million 0.22% of portfolio
5,357,623
Q3 2024 Added 6.91%
$0
$473 Million 0.22% of portfolio
6,009,935
Q3 2024 Added 1.44%
$318B
$463 Million 0.21% of portfolio
3,147,686
Q3 2024 Added 5.75%
$0
$447 Million 0.21% of portfolio
4,293,248
Q3 2024 Added 12.16%
$0
$454 Million 0.21% of portfolio
5,624,545
Q3 2024 Added 14.24%
$0
$433 Million 0.2% of portfolio
12,438,170
Q3 2024 Added 24.62%
$0
$427 Million 0.2% of portfolio
9,430,365
Q3 2024 Added 6.99%
$0
$442 Million 0.2% of portfolio
8,054,339
Q3 2024 Added 11.6%
$0
$428 Million 0.2% of portfolio
1,743,333
Q3 2024 Added 6.98%
$0
$423 Million 0.19% of portfolio
8,560,709
Q3 2024 Added 12.17%
$0
$404 Million 0.19% of portfolio
5,121,925
Q3 2024 Reduced 1.29%
$0
$414 Million 0.19% of portfolio
1,883,035
Q3 2024 Added 0.88%
$0
$424 Million 0.19% of portfolio
4,691,450
Q3 2024 Added 3.34%
$507B
$396 Million 0.18% of portfolio
801,782
Q3 2024 Added 6.26%
$0
$398 Million 0.18% of portfolio
9,644,278
Q3 2024 Added 5.2%
$0
$371 Million 0.17% of portfolio
3,863,012
Q3 2024 Added 13.66%
$0
$379 Million 0.17% of portfolio
7,979,467
Q3 2024 Added 10.25%
$0
$379 Million 0.17% of portfolio
7,537,606
Q3 2024 Added 2.45%
$212B
$344 Million 0.16% of portfolio
879,638
Q3 2024 Added 5.21%
$0
$355 Million 0.16% of portfolio
8,454,951
Q3 2024 Added 7.19%
$0
$340 Million 0.16% of portfolio
3,464,953
Q3 2024 Added 16.96%
$0
$353 Million 0.16% of portfolio
3,374,367
Q3 2024 Reduced 7.29%
$0
$347 Million 0.16% of portfolio
3,531,829
Q3 2024 Added 2.29%
$215B
$357 Million 0.16% of portfolio
1,173,859
Q3 2024 Added 6.17%
$400B
$357 Million 0.16% of portfolio
503,852
Q3 2024 Added 6.05%
$42.2B
$317 Million 0.15% of portfolio
6,377,347
Q3 2024 Added 0.28%
$0
$318 Million 0.15% of portfolio
2,816,097
Q3 2024 Added 1.1%
$136B
$333 Million 0.15% of portfolio
570,221
Q3 2024 Added 3.17%
$255B
$325 Million 0.15% of portfolio
2,858,482
Q3 2024 Added 4.1%
$0
$322 Million 0.15% of portfolio
6,912,301
Q3 2024 Added 2.25%
$0
$335 Million 0.15% of portfolio
3,135,520
Q3 2024 Added 4.13%
$0
$320 Million 0.15% of portfolio
11,011,941
Q3 2024 Added 12.68%
$184B
$336 Million 0.15% of portfolio
7,488,172
Q3 2024 Added 6.52%
$275B
$298 Million 0.14% of portfolio
4,148,867
Q3 2024 Added 7.1%
$0
$305 Million 0.14% of portfolio
3,025,475
Q3 2024 Added 4.55%
$0
$309 Million 0.14% of portfolio
3,695,552
Q3 2024 Added 0.62%
$225B
$314 Million 0.14% of portfolio
1,844,337
Q3 2024 Added 8.35%
$0
$306 Million 0.14% of portfolio
6,156,917
Q3 2024 Added 0.93%
$0
$303 Million 0.14% of portfolio
3,868,222
Q3 2024 Added 3.75%
$0
$304 Million 0.14% of portfolio
944,289
Q3 2024 Reduced 1.67%
$229B
$276 Million 0.13% of portfolio
1,681,325
Q3 2024 Added 12.78%
$204B
$274 Million 0.13% of portfolio
1,238,400
Q3 2024 Added 2.73%
$0
$294 Million 0.13% of portfolio
2,599,192
Q3 2024 Added 12.87%
$0
$283 Million 0.13% of portfolio
5,588,716
Q3 2024 Reduced 1.73%
$0
$274 Million 0.13% of portfolio
4,558,833
Q3 2024 Added 5.65%
$489B
$275 Million 0.13% of portfolio
1,612,950
Q3 2024 Added 7.98%
$145B
$289 Million 0.13% of portfolio
10,001,242
Q3 2024 Added 8.43%
$377B
$260 Million 0.12% of portfolio
6,561,826
Q3 2024 Added 4.66%

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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