Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $196 Billion
  • Q2 2024

Lpl Financial LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 5007 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 $4.91B, Spdr S&P 500 ETF Trust with a value of $4.56B, Invesco Qqq Trust, Series 1 with a value of $4.22B, Apple Inc. with a value of $3.71B, and Vanguard Total Stock Market Et with a value of $3.41B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $183B to 196B.

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 $196 Billion
ETFs: $143 Billion
Technology: $16.2 Billion
Financial Services: $7.35 Billion
Healthcare: $5.53 Billion
Consumer Cyclical: $5.3 Billion
Industrials: $4.68 Billion
Communication Services: $4.22 Billion
Consumer Defensive: $3.51 Billion
Other: $5.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.6 Million 0.04% of portfolio
853,034
Q2 2024 Added 7.23%
$0
$84.2 Million 0.04% of portfolio
613,287
Q2 2024 Reduced 1.01%
$0
$85 Million 0.04% of portfolio
1,995,125
Q2 2024 Added 1.8%
$0
$86.6 Million 0.04% of portfolio
833,826
Q2 2024 Added 2.37%
$0
$72.4 Million 0.04% of portfolio
699,901
Q2 2024 Reduced 8.45%
$0
$69.1 Million 0.04% of portfolio
608,769
Q2 2024 Added 3.46%
$0
$75.4 Million 0.04% of portfolio
721,429
Q2 2024 Added 6.65%
$0
$81.7 Million 0.04% of portfolio
1,938,821
Q2 2024 Added 2.79%
$0
$84.1 Million 0.04% of portfolio
1,484,230
Q2 2024 Added 3.3%
$49B
$70.8 Million 0.04% of portfolio
3,564,160
Q2 2024 Added 12.95%
$111B
$75 Million 0.04% of portfolio
91,004
Q2 2024 Added 5.67%
$0
$81.2 Million 0.04% of portfolio
2,740,686
Q2 2024 Added 29.29%
$81.6B
$72.4 Million 0.04% of portfolio
417,134
Q2 2024 Added 1.66%
$70.2B
$79.3 Million 0.04% of portfolio
135,732
Q2 2024 Added 12.61%
$119B
$80.4 Million 0.04% of portfolio
1,021,722
Q2 2024 Reduced 3.43%
$43.4B
$74.2 Million 0.04% of portfolio
90,272
Q2 2024 Added 4.7%
$47.9B
$69.1 Million 0.04% of portfolio
582,812
Q2 2024 Reduced 5.63%
$0
$82.5 Million 0.04% of portfolio
905,323
Q2 2024 Added 6.8%
$0
$73.3 Million 0.04% of portfolio
1,408,027
Q2 2024 Added 7.49%
$116B
$73.8 Million 0.04% of portfolio
656,703
Q2 2024 Added 34.06%
$117B
$82.4 Million 0.04% of portfolio
1,118,318
Q2 2024 Added 8.89%
$0
$80.8 Million 0.04% of portfolio
1,678,323
Q2 2024 Added 60.76%
$0
$80.4 Million 0.04% of portfolio
1,084,738
Q2 2024 Added 0.42%
$0
$74.7 Million 0.04% of portfolio
139,608
Q2 2024 Added 0.26%
$0
$76.6 Million 0.04% of portfolio
1,063,632
Q2 2024 Reduced 4.68%
$0
$85.3 Million 0.04% of portfolio
4,615,283
Q2 2024 Reduced 6.47%
$0
$79.7 Million 0.04% of portfolio
3,193,283
Q2 2024 Added 9.85%
$0
$87.9 Million 0.04% of portfolio
3,782,178
Q2 2024 Added 12.19%
$0
$84.9 Million 0.04% of portfolio
2,958,671
Q2 2024 Added 2.98%
$0
$87.8 Million 0.04% of portfolio
1,203,267
Q2 2024 Reduced 10.79%
$0
$73.5 Million 0.04% of portfolio
505,352
Q2 2024 Added 3.45%
$0
$74.5 Million 0.04% of portfolio
432,678
Q2 2024 Added 18.51%
$136B
$84.2 Million 0.04% of portfolio
247,444
Q2 2024 Added 4.79%
$22B
$78.2 Million 0.04% of portfolio
95,398
Q2 2024 Added 56.76%
$56.4B
$74.5 Million 0.04% of portfolio
115,262
Q2 2024 Reduced 16.71%
$67.6B
$82.9 Million 0.04% of portfolio
2,088,615
Q2 2024 Added 3.75%
$0
$70.9 Million 0.04% of portfolio
1,546,672
Q2 2024 Added 2.08%
$0
$88.2 Million 0.04% of portfolio
501,980
Q2 2024 Reduced 0.36%
$0
$71.5 Million 0.04% of portfolio
1,473,648
Q2 2024 Reduced 7.48%
$0
$79.7 Million 0.04% of portfolio
1,369,218
Q2 2024 Added 12.15%
$0
$80.4 Million 0.04% of portfolio
989,387
Q2 2024 Reduced 1.57%
$0
$79.8 Million 0.04% of portfolio
1,163,820
Q2 2024 Added 9.59%
$0
$69.1 Million 0.04% of portfolio
541,783
Q2 2024 Added 9.81%
$0
$73.2 Million 0.04% of portfolio
371,148
Q2 2024 Added 6.01%
$0
$86.7 Million 0.04% of portfolio
586,456
Q2 2024 Added 6.41%
$0
$74.8 Million 0.04% of portfolio
1,549,503
Q2 2024 Added 23.08%
$0
$88 Million 0.04% of portfolio
1,881,378
Q2 2024 Added 4.1%
$7.72B
$70.8 Million 0.04% of portfolio
1,536,001
Q2 2024 Added 1.34%
$0
$66.4 Million 0.03% of portfolio
1,086,181
Q2 2024 Added 10.09%

Summary

  • Portfolio
  • No. of Stocks 5,007
  • Current Value $196 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 261 stocks
  • Additional Purchases 2,965 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,603 stocks
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