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
$497,000 0.0% of portfolio
65,837
Q3 2024 Added 34.54%
$0
$2.13 Million 0.0% of portfolio
164,889
Q3 2024 Added 0.98%
$0
$253,000 0.0% of portfolio
23,619
Q3 2024 Added 21.45%
$0
$1.58 Million 0.0% of portfolio
108,809
Q3 2024 Reduced 65.43%
$0
$7.67 Million 0.0% of portfolio
505,397
Q3 2024 Added 7.48%
$0
$1.3 Million 0.0% of portfolio
108,306
Q3 2024 Reduced 2.61%
$0
$885,000 0.0% of portfolio
83,809
Q3 2024 Added 17.99%
$0
$8.67 Million 0.0% of portfolio
400,459
Q3 2024 Added 97.42%
$0
$2.67 Million 0.0% of portfolio
237,018
Q3 2024 Added 58.91%
$0
$3.33 Million 0.0% of portfolio
268,168
Q3 2024 Added 0.35%
$0
$555,000 0.0% of portfolio
44,329
Q3 2024 Reduced 8.63%
$0
$1.35 Million 0.0% of portfolio
111,050
Q3 2024 Added 10.56%
$0
$232,000 0.0% of portfolio
20,814
Q3 2024 Added 51.2%
$0
$2.41 Million 0.0% of portfolio
208,842
Q3 2024 Added 19.1%
$0
$1.45 Million 0.0% of portfolio
114,352
Q3 2024 Added 8.67%
$0
$722,000 0.0% of portfolio
67,608
Q3 2024 Added 7.16%
$0
$471,000 0.0% of portfolio
61,998
Q3 2024 Added 11.52%
$0
$1.84 Million 0.0% of portfolio
161,109
Q3 2024 Reduced 27.07%
$0
$910,000 0.0% of portfolio
75,823
Q3 2024 Added 11.17%
$0
$456,000 0.0% of portfolio
42,377
Q3 2024 Added 10.96%
$0
$916,000 0.0% of portfolio
73,281
Q3 2024 Added 21.17%
$0
$1.54 Million 0.0% of portfolio
128,692
Q3 2024 Added 3.76%
$0
$928,000 0.0% of portfolio
85,811
Q3 2024 Added 126.96%
$0
$1.42 Million 0.0% of portfolio
108,268
Q3 2024 Added 23.7%
$0
$552,000 0.0% of portfolio
50,264
Q3 2024 Added 0.31%
$0
$6.14 Million 0.0% of portfolio
639,640
Q3 2024 Reduced 0.52%
$0
$9.2 Million 0.0% of portfolio
260,188
Q3 2024 Added 9.38%
$0
$3.55 Million 0.0% of portfolio
184,994
Q3 2024 Added 5.53%
$0
$10.2 Million 0.0% of portfolio
568,428
Q3 2024 Reduced 34.06%
$0
$1.72 Million 0.0% of portfolio
207,079
Q3 2024 Reduced 15.15%
$0
$1.35 Million 0.0% of portfolio
54,178
Q3 2024 Added 0.61%
$3.29B
$4.92 Million 0.0% of portfolio
258,693
Q3 2024 Added 7.39%
$0
$808,000 0.0% of portfolio
57,257
Q3 2024 Reduced 4.5%
$0
$2.4 Million 0.0% of portfolio
195,076
Q3 2024 Added 1.58%
$314M
$84,000 0.0% of portfolio
28,696
Q3 2024 Reduced 3.65%
$79.3M
$106,000 0.0% of portfolio
61,681
Q3 2024 Added 28.63%
$9.41B
$4.66 Million 0.0% of portfolio
73,377
Q3 2024 Reduced 3.77%
$4.88B
$2.31 Million 0.0% of portfolio
219,173
Q3 2024 Added 166.12%
$1.27B
$467,000 0.0% of portfolio
28,257
Q3 2024 Reduced 23.57%
$1.3B
$811,000 0.0% of portfolio
16,913
Q3 2024 Added 8.23%
$10.5B
$1.71 Million 0.0% of portfolio
88,213
Q3 2024 Added 31.89%
$65M
$30,000 0.0% of portfolio
10,721
Q3 2024 Reduced 15.72%
$29.3M
$44,000 0.0% of portfolio
86,077
Q3 2024 Reduced 55.06%
$1.16B
$466,000 0.0% of portfolio
4,426
Q3 2024 Reduced 14.65%
$5.68B
$839,000 0.0% of portfolio
9,081
Q3 2024 Reduced 1.65%
$0
$178,000 0.0% of portfolio
19,400
Q3 2024 Reduced 20.49%
$0
$1.89 Million 0.0% of portfolio
35,170
Q3 2024 Added 45.08%
$0
$6.16 Million 0.0% of portfolio
142,853
Q3 2024 Added 6.49%
Bny Mellon ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 New

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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