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
$110 Million 0.05% of portfolio
2,628,773
Q3 2024 Added 2.64%
$0
$106 Million 0.05% of portfolio
2,549,058
Q3 2024 Added 7.94%
$56B
$110 Million 0.05% of portfolio
704,168
Q3 2024 Added 3.11%
$177B
$116 Million 0.05% of portfolio
597,519
Q3 2024 Added 5.85%
$139B
$103 Million 0.05% of portfolio
875,211
Q3 2024 Added 3.89%
$56.9B
$101 Million 0.05% of portfolio
124,946
Q3 2024 Added 8.4%
$75.4B
$101 Million 0.05% of portfolio
2,206,025
Q3 2024 Added 5.62%
$0
$111 Million 0.05% of portfolio
3,772,806
Q3 2024 Added 7.0%
$0
$109 Million 0.05% of portfolio
914,701
Q3 2024 Reduced 0.15%
$0
$102 Million 0.05% of portfolio
1,690,053
Q3 2024 Added 23.43%
$0
$106 Million 0.05% of portfolio
1,802,512
Q3 2024 Added 3.07%
$0
$119 Million 0.05% of portfolio
1,434,011
Q3 2024 Added 18.74%
$0
$115 Million 0.05% of portfolio
899,191
Q3 2024 Reduced 10.61%
$0
$107 Million 0.05% of portfolio
614,776
Q3 2024 Added 4.83%
$279B
$117 Million 0.05% of portfolio
2,080,274
Q3 2024 Added 3.25%
$71.5B
$113 Million 0.05% of portfolio
2,464,154
Q3 2024 Reduced 11.63%
$0
$78.7 Million 0.04% of portfolio
1,217,799
Q3 2024 Added 12.12%
$0
$91 Million 0.04% of portfolio
1,356,991
Q3 2024 Added 21.54%
$49.7B
$89.8 Million 0.04% of portfolio
875,078
Q3 2024 Reduced 1.08%
$93.5B
$82.8 Million 0.04% of portfolio
356,228
Q3 2024 Added 4.63%
$117B
$96.1 Million 0.04% of portfolio
250,416
Q3 2024 Added 2.02%
$129B
$83 Million 0.04% of portfolio
989,998
Q3 2024 Reduced 2.53%
$83.4B
$84.1 Million 0.04% of portfolio
310,308
Q3 2024 Added 13.24%
$132B
$88.8 Million 0.04% of portfolio
1,418,723
Q3 2024 Added 4.5%
$78.3B
$78.4 Million 0.04% of portfolio
755,266
Q3 2024 Added 13.27%
$74.6B
$79.8 Million 0.04% of portfolio
1,269,375
Q3 2024 Reduced 11.18%
$94.5B
$97.8 Million 0.04% of portfolio
188,074
Q3 2024 Added 7.81%
$76.3B
$91.1 Million 0.04% of portfolio
833,171
Q3 2024 Added 3.29%
$69.2B
$87.5 Million 0.04% of portfolio
3,005,079
Q3 2024 Added 8.84%
$75B
$80.2 Million 0.04% of portfolio
293,153
Q3 2024 Added 2.4%
$0
$83.8 Million 0.04% of portfolio
819,743
Q3 2024 Reduced 4.75%
$0
$79.9 Million 0.04% of portfolio
730,689
Q3 2024 Added 5.19%
$0
$82.4 Million 0.04% of portfolio
790,741
Q3 2024 Reduced 0.36%
$0
$95.8 Million 0.04% of portfolio
763,454
Q3 2024 Reduced 12.18%
$0
$94 Million 0.04% of portfolio
715,042
Q3 2024 Reduced 5.59%
$62.5B
$80.6 Million 0.04% of portfolio
1,613,999
Q3 2024 Added 2.45%
$111B
$95.3 Million 0.04% of portfolio
1,137,381
Q3 2024 Added 7.45%
$0
$89.4 Million 0.04% of portfolio
3,507,442
Q3 2024 Reduced 15.97%
$0
$97.4 Million 0.04% of portfolio
1,925,125
Q3 2024 Added 2.15%
$0
$87.2 Million 0.04% of portfolio
4,128,956
Q3 2024 Reduced 1.85%
$0
$78.2 Million 0.04% of portfolio
3,967,936
Q3 2024 Added 7.72%
$0
$94.5 Million 0.04% of portfolio
4,595,249
Q3 2024 Added 55.67%
$0
$94.8 Million 0.04% of portfolio
2,036,400
Q3 2024 Reduced 0.38%
$0
$79.3 Million 0.04% of portfolio
803,241
Q3 2024 Reduced 0.87%
$0
$90.2 Million 0.04% of portfolio
1,640,980
Q3 2024 Reduced 1.84%
$0
$84.1 Million 0.04% of portfolio
1,270,225
Q3 2024 Added 10.85%
$0
$89.3 Million 0.04% of portfolio
1,247,913
Q3 2024 Added 21.71%
$0
$84.2 Million 0.04% of portfolio
1,659,673
Q3 2024 Reduced 9.24%
$0
$86 Million 0.04% of portfolio
896,091
Q3 2024 Added 3.14%

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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