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
$259 Million 0.12% of portfolio
10,319,218
Q3 2024 Added 27.21%
$0
$263 Million 0.12% of portfolio
2,236,027
Q3 2024 Added 13.67%
$0
$260 Million 0.12% of portfolio
5,113,419
Q3 2024 Added 38.58%
$151B
$251 Million 0.12% of portfolio
2,966,471
Q3 2024 Added 5.09%
$202B
$251 Million 0.12% of portfolio
2,067,129
Q3 2024 Added 1.95%
$175B
$262 Million 0.12% of portfolio
2,159,217
Q3 2024 Added 3.48%
$326B
$255 Million 0.12% of portfolio
932,159
Q3 2024 Added 2.46%
$0
$256 Million 0.12% of portfolio
3,369,766
Q3 2024 Added 12.74%
$0
$272 Million 0.12% of portfolio
12,088,143
Q3 2024 Added 14.36%
$144B
$264 Million 0.12% of portfolio
1,070,709
Q3 2024 Added 4.65%
$0
$255 Million 0.12% of portfolio
4,990,070
Q3 2024 Added 9.52%
$154B
$242 Million 0.11% of portfolio
751,945
Q3 2024 Added 0.67%
$236B
$230 Million 0.11% of portfolio
4,330,067
Q3 2024 Added 2.35%
$0
$244 Million 0.11% of portfolio
4,187,814
Q3 2024 Reduced 0.55%
$0
$247 Million 0.11% of portfolio
4,525,106
Q3 2024 Added 15.58%
$0
$230 Million 0.11% of portfolio
5,584,797
Q3 2024 Reduced 1.54%
$0
$238 Million 0.11% of portfolio
7,173,549
Q3 2024 Added 9.99%
$0
$230 Million 0.11% of portfolio
2,613,866
Q3 2024 Reduced 16.51%
$0
$230 Million 0.11% of portfolio
2,215,723
Q3 2024 Added 31.92%
$0
$236 Million 0.11% of portfolio
2,342,867
Q3 2024 Added 3.7%
$0
$244 Million 0.11% of portfolio
1,218,006
Q3 2024 Added 3.19%
$0
$247 Million 0.11% of portfolio
1,230,640
Q3 2024 Added 6.98%
$0
$245 Million 0.11% of portfolio
5,180,600
Q3 2024 Added 3.68%
$0
$232 Million 0.11% of portfolio
5,067,153
Q3 2024 Reduced 4.92%
$232B
$221 Million 0.1% of portfolio
426,883
Q3 2024 Added 0.34%
$0
$229 Million 0.1% of portfolio
6,668,760
Q3 2024 Added 35.72%
$0
$215 Million 0.1% of portfolio
11,876,712
Q3 2024 Added 9.55%
$0
$209 Million 0.1% of portfolio
6,648,623
Q3 2024 Reduced 3.3%
$0
$211 Million 0.1% of portfolio
2,936,084
Q3 2024 Added 16.25%
$0
$210 Million 0.1% of portfolio
1,744,946
Q3 2024 Added 19.29%
$0
$214 Million 0.1% of portfolio
1,785,428
Q3 2024 Added 23.02%
$0
$213 Million 0.1% of portfolio
1,814,140
Q3 2024 Added 11.12%
$163B
$220 Million 0.1% of portfolio
813,617
Q3 2024 Added 3.93%
$117B
$224 Million 0.1% of portfolio
655,853
Q3 2024 Added 14.15%
$173B
$219 Million 0.1% of portfolio
1,286,536
Q3 2024 Added 10.59%
$0
$224 Million 0.1% of portfolio
2,247,660
Q3 2024 Added 14.43%
$0
$216 Million 0.1% of portfolio
2,321,334
Q3 2024 Added 2.06%
$0
$209 Million 0.1% of portfolio
4,039,488
Q3 2024 Added 4.3%
$0
$214 Million 0.1% of portfolio
2,689,527
Q3 2024 Added 4.33%
$0
$213 Million 0.1% of portfolio
2,710,278
Q3 2024 Reduced 7.25%
$225B
$188 Million 0.09% of portfolio
532,534
Q3 2024 Added 8.73%
$0
$197 Million 0.09% of portfolio
4,791,328
Q3 2024 Added 6.8%
$163B
$207 Million 0.09% of portfolio
9,400,282
Q3 2024 Added 5.33%
$0
$203 Million 0.09% of portfolio
5,984,602
Q3 2024 Added 51.31%
$0
$202 Million 0.09% of portfolio
7,492,040
Q3 2024 Added 1.57%
$0
$197 Million 0.09% of portfolio
3,333,428
Q3 2024 Added 5.42%
$0
$201 Million 0.09% of portfolio
6,632,740
Q3 2024 Added 18.69%
$0
$194 Million 0.09% of portfolio
10,773,911
Q3 2024 Added 6.38%
$0
$199 Million 0.09% of portfolio
1,820,759
Q3 2024 Added 6.05%

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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