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
$5.58 Million 0.0% of portfolio
137,521
Q3 2024 Added 7.76%
$0
$1.57 Million 0.0% of portfolio
32,154
Q3 2024 Added 24.19%
$0
$2.05 Million 0.0% of portfolio
37,993
Q3 2024 Reduced 0.93%
$0
$5.72 Million 0.0% of portfolio
91,785
Q3 2024 Added 3.37%
$0
$0 0.0% of portfolio
1,779,911
Q3 2024 Added 9.53%
$0
$3.12 Million 0.0% of portfolio
46,292
Q3 2024 Added 37.75%
$0
$1.74 Million 0.0% of portfolio
18,437
Q3 2024 Added 5.79%
$0
$0 0.0% of portfolio
52,422
Q3 2024 Added 25.41%
$0
$0 0.0% of portfolio
1,480,604
Q3 2024 Added 0.77%
$0
$1.5 Million 0.0% of portfolio
14,909
Q3 2024 Added 210.28%
$0
$6.52 Million 0.0% of portfolio
135,112
Q3 2024 Added 149.97%
$0
$8.43 Million 0.0% of portfolio
140,252
Q3 2024 Added 0.75%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 30.29%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.1%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 254.85%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 30.17%
$0
$981,000 0.0% of portfolio
20,451
Q3 2024 Reduced 11.31%
$0
$7.37 Million 0.0% of portfolio
151,385
Q3 2024 Added 3.53%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 48.49%
$0
$3.56 Million 0.0% of portfolio
29,729
Q3 2024 Added 55.54%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$4.9 Million 0.0% of portfolio
96,194
Q3 2024 Added 9.65%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.46%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 Added 79.23%
$0
$9.4 Million 0.0% of portfolio
231,448
Q3 2024 Added 237.64%
$18B
$3.95 Million 0.0% of portfolio
33,001
Q3 2024 Reduced 9.4%
$987M
$429,000 0.0% of portfolio
9,224
Q3 2024 Added 23.75%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 9.66%
$0
$7.42 Million 0.0% of portfolio
113,442
Q3 2024 Added 7.74%
$7.5B
$4.14 Million 0.0% of portfolio
108,720
Q3 2024 Added 10.07%
$1.08B
$343,000 0.0% of portfolio
33,990
Q3 2024 Added 2.78%
$7.69B
$2.45 Million 0.0% of portfolio
21,952
Q3 2024 Added 67.02%
$58.1B
$7.1 Million 0.0% of portfolio
177,381
Q3 2024 Added 32.55%
$18.1B
$7.05 Million 0.0% of portfolio
114,470
Q3 2024 Added 7.48%
$1.93B
$485,000 0.0% of portfolio
74,070
Q3 2024 Reduced 9.24%
$14.8M
$326,000 0.0% of portfolio
65,500
Q3 2024 Reduced 0.61%
$3.09B
$533,000 0.0% of portfolio
18,369
Q3 2024 Added 21.24%
$4.86B
$598,000 0.0% of portfolio
119,003
Q3 2024 Added 25.14%
$3.99B
$2.12 Million 0.0% of portfolio
21,545
Q3 2024 Added 13.38%
$0
$1.19 Million 0.0% of portfolio
53,202
Q3 2024 Added 102.88%
$0
$3.32 Million 0.0% of portfolio
116,134
Q3 2024 Added 2.02%
$0
$256,000 0.0% of portfolio
11,045
Q3 2024 Reduced 0.13%
$0
$374,000 0.0% of portfolio
34,166
Q3 2024 Reduced 4.91%
$13.5B
$2.14 Million 0.0% of portfolio
7,914
Q3 2024 Added 91.48%
$2.76B
$410,000 0.0% of portfolio
11,331
Q3 2024 Added 7.98%
Jpmorgan Chase Finl CO LLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 297.7%
$398M
$857,000 0.0% of portfolio
160,502
Q3 2024 Added 46.07%
$11.7B
$1.38 Million 0.0% of portfolio
35,489
Q3 2024 Reduced 32.43%
$4.71B
$444,000 0.0% of portfolio
1,316
Q3 2024 Reduced 1.64%

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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