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
$4.86 Million 0.0% of portfolio
97,574
Q3 2024 Added 1.85%
$0
$529,000 0.0% of portfolio
19,227
Q3 2024 Added 0.25%
$0
$7.57 Million 0.0% of portfolio
304,957
Q3 2024 Added 7.06%
$0
$213,000 0.0% of portfolio
5,541
Q3 2024 Reduced 8.23%
$0
$1.74 Million 0.0% of portfolio
37,812
Q3 2024 Added 47.03%
$0
$6.69 Million 0.0% of portfolio
171,328
Q3 2024 Reduced 27.07%
$0
$897,000 0.0% of portfolio
23,604
Q3 2024 Added 1.92%
$0
$4.69 Million 0.0% of portfolio
173,037
Q3 2024 Added 179.26%
$0
$264,000 0.0% of portfolio
6,540
Q3 2024 Added 3.33%
$0
$10.1 Million 0.0% of portfolio
342,060
Q3 2024 Reduced 24.53%
$0
$6.84 Million 0.0% of portfolio
71,412
Q3 2024 Added 5.22%
$0
$4.02 Million 0.0% of portfolio
93,057
Q3 2024 Reduced 27.57%
$0
$2.77 Million 0.0% of portfolio
84,011
Q3 2024 Added 14.2%
$0
$2.64 Million 0.0% of portfolio
77,933
Q3 2024 Reduced 68.89%
$0
$1.92 Million 0.0% of portfolio
144,452
Q3 2024 Added 168.36%
$0
$1.14 Million 0.0% of portfolio
16,814
Q3 2024 Added 42.41%
$0
$3.37 Million 0.0% of portfolio
59,098
Q3 2024 Reduced 68.09%
$0
$437,000 0.0% of portfolio
16,175
Q3 2024 New
$0
$1.01 Million 0.0% of portfolio
19,855
Q3 2024 Reduced 84.39%
$0
$5.58 Million 0.0% of portfolio
114,226
Q3 2024 Added 12.25%
$0
$1.07 Million 0.0% of portfolio
48,505
Q3 2024 Added 156.53%
$0
$228,000 0.0% of portfolio
6,467
Q3 2024 Reduced 93.23%
$0
$2.16 Million 0.0% of portfolio
42,802
Q3 2024 New
$0
$1.21 Million 0.0% of portfolio
18,943
Q3 2024 Reduced 52.16%
$0
$511,000 0.0% of portfolio
11,772
Q3 2024 Reduced 5.52%
$0
$10.8 Million 0.0% of portfolio
207,193
Q3 2024 Added 13.98%
$0
$278,000 0.0% of portfolio
4,027
Q3 2024 Added 5.89%
$0
$1.28 Million 0.0% of portfolio
27,914
Q3 2024 Reduced 7.03%
$1.63B
$734,000 0.0% of portfolio
34,994
Q3 2024 Reduced 9.77%
-
$0 0.0% of portfolio
-
Q3 2024 Added 717.32%
$0
$673,000 0.0% of portfolio
9,107
Q3 2024 Added 0.9%
$0
$2.96 Million 0.0% of portfolio
26,820
Q3 2024 Reduced 5.65%
$0
$3.15 Million 0.0% of portfolio
43,539
Q3 2024 Added 747.89%
$0
$1.38 Million 0.0% of portfolio
29,245
Q3 2024 Added 17.24%
$0
$2.87 Million 0.0% of portfolio
58,612
Q3 2024 Reduced 5.56%
$0
$6.73 Million 0.0% of portfolio
126,331
Q3 2024 Added 10.3%
$0
$4.87 Million 0.0% of portfolio
73,154
Q3 2024 Added 10.68%
$0
$4.82 Million 0.0% of portfolio
108,338
Q3 2024 Added 58.91%
$0
$10.4 Million 0.0% of portfolio
284,275
Q3 2024 Reduced 1.34%
$0
$591,000 0.0% of portfolio
9,774
Q3 2024 Reduced 17.27%
$0
$992,000 0.0% of portfolio
20,973
Q3 2024 Added 16.96%
$0
$8.66 Million 0.0% of portfolio
207,178
Q3 2024 Added 2.9%
$0
$2.35 Million 0.0% of portfolio
23,186
Q3 2024 Reduced 2.7%
$0
$3.77 Million 0.0% of portfolio
89,044
Q3 2024 Added 27.07%
$0
$1.11 Million 0.0% of portfolio
26,625
Q3 2024 Added 17.48%
$0
$6.19 Million 0.0% of portfolio
139,888
Q3 2024 Added 14.37%
$0
$7.83 Million 0.0% of portfolio
134,419
Q3 2024 Reduced 35.88%
$0
$2.72 Million 0.0% of portfolio
39,948
Q3 2024 Reduced 0.81%
$0
$10.6 Million 0.0% of portfolio
330,942
Q3 2024 Reduced 5.51%

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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