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
$5.2 Billion 2.39% of portfolio
9,010,849
Q3 2024 Added 0.35%
$0
$4.91 Billion 2.25% of portfolio
8,556,108
Q3 2024 Added 2.22%
$0
$4.4 Billion 2.02% of portfolio
9,006,170
Q3 2024 Added 2.35%
$4.1T
$4.31 Billion 1.98% of portfolio
18,512,413
Q3 2024 Added 4.97%
$0
$3.68 Billion 1.69% of portfolio
12,994,777
Q3 2024 Added 1.9%
$3.24T
$3.16 Billion 1.45% of portfolio
7,351,626
Q3 2024 Added 6.7%
$348B
$3.12 Billion 1.43% of portfolio
25,673,943
Q3 2024 Added 3.53%
$0
$2.83 Billion 1.3% of portfolio
36,275,934
Q3 2024 Added 4.33%
$0
$2.64 Billion 1.21% of portfolio
14,725,824
Q3 2024 Added 6.9%
$0
$2.6 Billion 1.2% of portfolio
31,403,162
Q3 2024 Added 4.51%
$0
$2.57 Billion 1.18% of portfolio
41,176,915
Q3 2024 Added 2.78%
$0
$2.53 Billion 1.16% of portfolio
107,763,508
Q3 2024 Added 3.38%
$0
$2.41 Billion 1.1% of portfolio
35,629,703
Q3 2024 Added 10.9%
$0
$2.35 Billion 1.08% of portfolio
4,454,402
Q3 2024 Added 5.97%
$2.29T
$2.13 Billion 0.98% of portfolio
11,417,833
Q3 2024 Added 8.35%
$0
$2.07 Billion 0.95% of portfolio
39,150,619
Q3 2024 Added 8.83%
$0
$1.91 Billion 0.88% of portfolio
4,986,268
Q3 2024 Added 0.93%
$0
$1.85 Billion 0.85% of portfolio
39,330,716
Q3 2024 Added 20.28%
$0
$1.84 Billion 0.84% of portfolio
19,189,697
Q3 2024 Added 6.31%
$0
$1.64 Billion 0.75% of portfolio
14,006,749
Q3 2024 Added 5.18%
$0
$1.64 Billion 0.75% of portfolio
9,388,550
Q3 2024 Added 4.59%
$0
$1.58 Billion 0.72% of portfolio
6,997,449
Q3 2024 Reduced 0.81%
$0
$1.5 Billion 0.69% of portfolio
15,682,897
Q3 2024 Added 1.66%
$0
$1.49 Billion 0.68% of portfolio
6,742,681
Q3 2024 Added 8.77%
$0
$1.3 Billion 0.59% of portfolio
6,450,987
Q3 2024 Added 9.68%
$0
$1.27 Billion 0.59% of portfolio
13,352,079
Q3 2024 Added 3.23%
$0
$1.22 Billion 0.56% of portfolio
22,757,447
Q3 2024 Reduced 3.8%
$0
$1.2 Billion 0.55% of portfolio
20,326,430
Q3 2024 Added 4.92%
$0
$1.18 Billion 0.54% of portfolio
34,976,110
Q3 2024 Added 7.76%
$0
$1.18 Billion 0.54% of portfolio
22,283,298
Q3 2024 Added 4.47%
$590B
$1.15 Billion 0.53% of portfolio
2,494,000
Q3 2024 Added 9.23%
$1.32T
$1.16 Billion 0.53% of portfolio
2,035,095
Q3 2024 Added 6.87%
$0
$1.14 Billion 0.52% of portfolio
3,027,221
Q3 2024 Added 3.49%
$0
$1.14 Billion 0.52% of portfolio
19,767,214
Q3 2024 Added 6.08%
$0
$1.09 Billion 0.5% of portfolio
14,487,899
Q3 2024 Added 3.71%
$0
$1.07 Billion 0.49% of portfolio
36,777,902
Q3 2024 Added 10.08%
$0
$1.06 Billion 0.49% of portfolio
5,808,810
Q3 2024 Added 5.73%
$0
$1.02 Billion 0.47% of portfolio
34,010,929
Q3 2024 Added 15.03%
$0
$1.03 Billion 0.47% of portfolio
6,671,871
Q3 2024 Added 10.09%
$0
$1.02 Billion 0.47% of portfolio
27,260,572
Q3 2024 Reduced 2.1%
$1.14T
$998 Million 0.46% of portfolio
6,017,937
Q3 2024 Added 6.57%
$0
$999 Million 0.46% of portfolio
20,189,958
Q3 2024 Added 15.99%
$0
$975 Million 0.45% of portfolio
11,531,390
Q3 2024 Added 3.14%
$0
$971 Million 0.45% of portfolio
10,572,182
Q3 2024 Added 6.09%
$0
$932 Million 0.43% of portfolio
11,206,561
Q3 2024 Added 8.07%
$0
$887 Million 0.41% of portfolio
19,491,342
Q3 2024 Added 8.46%
$0
$899 Million 0.41% of portfolio
10,738,931
Q3 2024 Added 3.62%
$0
$873 Million 0.4% of portfolio
4,430,080
Q3 2024 Added 4.03%
$0
$857 Million 0.39% of portfolio
3,612,385
Q3 2024 Added 2.48%

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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