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
$96.4 Million 0.04% of portfolio
2,722,371
Q3 2024 Reduced 45.79%
$0
$89.2 Million 0.04% of portfolio
612,455
Q3 2024 Reduced 0.14%
$0
$97.4 Million 0.04% of portfolio
1,848,685
Q3 2024 Added 41.92%
$0
$97.2 Million 0.04% of portfolio
2,118,866
Q3 2024 Added 6.2%
$0
$89 Million 0.04% of portfolio
818,117
Q3 2024 Reduced 1.88%
$0
$79 Million 0.04% of portfolio
743,935
Q3 2024 Added 3.12%
$0
$83.1 Million 0.04% of portfolio
772,116
Q3 2024 Added 24.42%
$0
$87.5 Million 0.04% of portfolio
1,784,260
Q3 2024 Reduced 4.88%
$46B
$86.2 Million 0.04% of portfolio
606,039
Q3 2024 Reduced 16.13%
$62.9B
$82.7 Million 0.04% of portfolio
3,742,662
Q3 2024 Added 5.01%
$9.55B
$82.9 Million 0.04% of portfolio
101,600
Q3 2024 Added 11.1%
$0
$97.1 Million 0.04% of portfolio
3,123,457
Q3 2024 Added 13.97%
$4.43B
$89 Million 0.04% of portfolio
528,132
Q3 2024 Added 965.66%
$26.3B
$91.1 Million 0.04% of portfolio
98,510
Q3 2024 Added 9.13%
$92.4B
$90.8 Million 0.04% of portfolio
1,028,131
Q3 2024 Added 19.27%
$0
$87.7 Million 0.04% of portfolio
2,403,526
Q3 2024 Added 14.77%
$51.1B
$97.9 Million 0.04% of portfolio
729,233
Q3 2024 Added 25.12%
$63.2B
$87.6 Million 0.04% of portfolio
666,491
Q3 2024 Added 0.37%
$0
$91.6 Million 0.04% of portfolio
1,111,348
Q3 2024 Added 70.16%
$146B
$78 Million 0.04% of portfolio
1,203,392
Q3 2024 Added 7.61%
$0
$84.2 Million 0.04% of portfolio
1,718,694
Q3 2024 Added 2.41%
$0
$88.5 Million 0.04% of portfolio
1,101,361
Q3 2024 Added 1.53%
$0
$91 Million 0.04% of portfolio
944,456
Q3 2024 Reduced 22.62%
$124B
$78.6 Million 0.04% of portfolio
980,531
Q3 2024 Added 6.71%
$0
$81.8 Million 0.04% of portfolio
143,669
Q3 2024 Added 2.91%
$0
$77.8 Million 0.04% of portfolio
1,015,668
Q3 2024 Reduced 4.51%
$0
$87.7 Million 0.04% of portfolio
3,405,538
Q3 2024 Added 6.65%
$0
$95.8 Million 0.04% of portfolio
3,191,330
Q3 2024 Added 7.86%
$0
$92.7 Million 0.04% of portfolio
1,166,946
Q3 2024 Reduced 3.02%
$0
$85.2 Million 0.04% of portfolio
3,204,567
Q3 2024 Added 32.58%
$146B
$93.7 Million 0.04% of portfolio
259,388
Q3 2024 Added 4.83%
$55B
$78 Million 0.04% of portfolio
711,483
Q3 2024 Added 5.09%
$0
$97 Million 0.04% of portfolio
508,477
Q3 2024 Added 1.29%
$0
$88.9 Million 0.04% of portfolio
1,007,198
Q3 2024 Added 1.8%
$0
$89.4 Million 0.04% of portfolio
1,218,226
Q3 2024 Added 4.67%
$0
$78.2 Million 0.04% of portfolio
378,373
Q3 2024 Added 1.95%
$116B
$88.2 Million 0.04% of portfolio
189,713
Q3 2024 Reduced 9.59%
$0
$95.7 Million 0.04% of portfolio
2,173,463
Q3 2024 Added 0.78%
$0
$96.2 Million 0.04% of portfolio
1,906,209
Q3 2024 Added 23.02%
$7.66B
$92.5 Million 0.04% of portfolio
1,774,767
Q3 2024 Added 15.54%
$38.3B
$83.9 Million 0.04% of portfolio
1,285,379
Q3 2024 Added 1.09%
$0
$75.4 Million 0.03% of portfolio
3,602,842
Q3 2024 Added 3.17%
$63.4B
$66.5 Million 0.03% of portfolio
276,014
Q3 2024 Added 0.2%
$422B
$55.9 Million 0.03% of portfolio
81
Q3 2024 Added 19.12%
$199B
$57.4 Million 0.03% of portfolio
13,627
Q3 2024 Added 5.34%
$34.8B
$58.1 Million 0.03% of portfolio
270,480
Q3 2024 Added 3.93%
$0
$63.6 Million 0.03% of portfolio
2,358,335
Q3 2024 Added 29.98%
$1.63B
$63.1 Million 0.03% of portfolio
1,095,572
Q3 2024 Added 32.56%
$22.2B
$55.6 Million 0.03% of portfolio
270,352
Q3 2024 Added 323.17%

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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