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
$152 Million 0.07% of portfolio
2,088,553
Q3 2024 Added 15.32%
$0
$153 Million 0.07% of portfolio
469,157
Q3 2024 Added 3.03%
$0
$146 Million 0.07% of portfolio
973,776
Q3 2024 Added 7.64%
$238B
$162 Million 0.07% of portfolio
1,362,782
Q3 2024 Added 3.61%
$0
$153 Million 0.07% of portfolio
2,249,880
Q3 2024 Added 2.47%
$207B
$157 Million 0.07% of portfolio
175,461
Q3 2024 Reduced 0.62%
$0
$148 Million 0.07% of portfolio
2,284,769
Q3 2024 Reduced 3.46%
$0
$163 Million 0.07% of portfolio
1,032,922
Q3 2024 Reduced 3.07%
$0
$163 Million 0.07% of portfolio
5,380,590
Q3 2024 Added 7.85%
$0
$152 Million 0.07% of portfolio
1,734,389
Q3 2024 Added 2.92%
$201B
$146 Million 0.07% of portfolio
236,844
Q3 2024 Added 8.76%
$61.3B
$155 Million 0.07% of portfolio
3,630,761
Q3 2024 Added 20.77%
$0
$158 Million 0.07% of portfolio
3,975,803
Q3 2024 Added 0.35%
$0
$150 Million 0.07% of portfolio
615,926
Q3 2024 Reduced 0.11%
$0
$158 Million 0.07% of portfolio
941,833
Q3 2024 Added 2.46%
$0
$149 Million 0.07% of portfolio
1,531,147
Q3 2024 Added 1.61%
$0
$150 Million 0.07% of portfolio
688,580
Q3 2024 Added 0.71%
$0
$128 Million 0.06% of portfolio
1,342,266
Q3 2024 Added 7.81%
$262B
$120 Million 0.06% of portfolio
144,298
Q3 2024 Added 11.53%
$87.1B
$135 Million 0.06% of portfolio
888,355
Q3 2024 Reduced 3.04%
$0
$127 Million 0.06% of portfolio
5,490,411
Q3 2024 Added 69.44%
$189B
$136 Million 0.06% of portfolio
3,249,567
Q3 2024 Reduced 1.65%
$75.2B
$120 Million 0.06% of portfolio
429,521
Q3 2024 Added 18.24%
$0
$126 Million 0.06% of portfolio
3,002,234
Q3 2024 Reduced 0.51%
$0
$140 Million 0.06% of portfolio
2,249,572
Q3 2024 Added 9.02%
$0
$130 Million 0.06% of portfolio
2,784,376
Q3 2024 Added 27.52%
$0
$133 Million 0.06% of portfolio
3,181,209
Q3 2024 Added 26.58%
$0
$131 Million 0.06% of portfolio
6,826,996
Q3 2024 Added 4.69%
$0
$130 Million 0.06% of portfolio
2,507,371
Q3 2024 Added 6.92%
$0
$139 Million 0.06% of portfolio
1,859,927
Q3 2024 Added 22.68%
$0
$138 Million 0.06% of portfolio
5,526,715
Q3 2024 Added 28.27%
$0
$132 Million 0.06% of portfolio
2,367,312
Q3 2024 Added 28.67%
$76.9B
$133 Million 0.06% of portfolio
441,544
Q3 2024 Added 4.7%
$0
$133 Million 0.06% of portfolio
3,213,625
Q3 2024 Added 3.56%
$183B
$121 Million 0.06% of portfolio
195,175
Q3 2024 Added 6.51%
$0
$139 Million 0.06% of portfolio
2,887,779
Q3 2024 Added 25.85%
$0
$121 Million 0.06% of portfolio
2,406,049
Q3 2024 Added 4.78%
$0
$133 Million 0.06% of portfolio
2,909,738
Q3 2024 Added 3.24%
$0
$138 Million 0.06% of portfolio
3,653,540
Q3 2024 Added 13.22%
$0
$133 Million 0.06% of portfolio
1,424,672
Q3 2024 Added 5.69%
$0
$139 Million 0.06% of portfolio
3,351,160
Q3 2024 Added 3.48%
$0
$126 Million 0.06% of portfolio
619,786
Q3 2024 Added 1.97%
$0
$139 Million 0.06% of portfolio
488,873
Q3 2024 Added 25.51%
$0
$131 Million 0.06% of portfolio
987,928
Q3 2024 Added 12.57%
$0
$120 Million 0.06% of portfolio
863,752
Q3 2024 Added 10.53%
$0
$129 Million 0.06% of portfolio
2,506,748
Q3 2024 Added 18.66%
$75.7B
$128 Million 0.06% of portfolio
242,983
Q3 2024 Added 4.0%
$0
$121 Million 0.06% of portfolio
1,273,677
Q3 2024 Added 40.69%
$35.1B
$129 Million 0.06% of portfolio
2,030,819
Q3 2024 Added 3.84%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email