Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

Lpl Financial LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 5274 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 $6B, Spdr S&P 500 ETF Trust with a value of $5.24B, Apple Inc. with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.85B, and Vanguard Total Stock Market Et with a value of $3.74B.

Examining the 13F form we can see an increase of $19.6B in the current position value, from $218B to 238B.

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 $238 Billion
ETFs: $171 Billion
Technology: $19.8 Billion
Financial Services: $9.77 Billion
Consumer Cyclical: $7.28 Billion
Healthcare: $5.91 Billion
Industrials: $5.79 Billion
Communication Services: $5.35 Billion
Consumer Defensive: $4.24 Billion
Other: $6.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$4.91 Billion 2.07% of portfolio
19,616,292
Q4 2024 Added 5.96%
$311B
$3.69 Billion 1.55% of portfolio
27,495,675
Q4 2024 Added 7.1%
$2.96T
$3.34 Billion 1.41% of portfolio
7,934,585
Q4 2024 Added 7.93%
$2.16T
$2.77 Billion 1.17% of portfolio
12,620,420
Q4 2024 Added 10.53%
$1.5T
$1.33 Billion 0.56% of portfolio
2,260,598
Q4 2024 Added 11.08%
$1.02T
$1.25 Billion 0.52% of portfolio
6,585,632
Q4 2024 Added 9.43%
$669B
$1.21 Billion 0.51% of portfolio
2,675,080
Q4 2024 Added 7.26%
$80.8B
$1.15 Billion 0.49% of portfolio
4,980,299
Q4 2024 Added 9.32%
$925B
$1.06 Billion 0.45% of portfolio
2,623,568
Q4 2024 Added 8.85%
$776B
$963 Million 0.41% of portfolio
4,017,292
Q4 2024 Added 8.24%
$1.05T
$953 Million 0.4% of portfolio
5,002,666
Q4 2024 Added 6.67%
$464B
$837 Million 0.35% of portfolio
913,745
Q4 2024 Added 11.59%
$593B
$792 Million 0.33% of portfolio
2,506,358
Q4 2024 Added 7.54%
$875B
$733 Million 0.31% of portfolio
950,049
Q4 2024 Added 1.29%
$406B
$660 Million 0.28% of portfolio
1,695,998
Q4 2024 Added 10.86%
$268B
$615 Million 0.26% of portfolio
6,806,236
Q4 2024 Added 8.03%
$431B
$573 Million 0.24% of portfolio
3,962,861
Q4 2024 Added 6.69%
$412B
$552 Million 0.23% of portfolio
3,291,160
Q4 2024 Added 5.23%
$370B
$525 Million 0.22% of portfolio
2,955,544
Q4 2024 Added 11.2%
$436B
$532 Million 0.22% of portfolio
596,785
Q4 2024 Added 18.44%
$444B
$499 Million 0.21% of portfolio
985,704
Q4 2024 Added 10.02%
$310B
$483 Million 0.2% of portfolio
3,338,108
Q4 2024 Added 6.05%
$550B
$423 Million 0.18% of portfolio
802,545
Q4 2024 Added 0.1%
$227B
$362 Million 0.15% of portfolio
1,247,378
Q4 2024 Added 6.26%
$298B
$357 Million 0.15% of portfolio
1,067,313
Q4 2024 Added 14.5%
$182B
$330 Million 0.14% of portfolio
909,922
Q4 2024 Added 3.44%
$370B
$309 Million 0.13% of portfolio
7,027,877
Q4 2024 Added 7.1%
$234B
$319 Million 0.13% of portfolio
3,203,995
Q4 2024 Added 12.09%
$448B
$306 Million 0.13% of portfolio
1,839,085
Q4 2024 Added 14.02%
$211B
$304 Million 0.13% of portfolio
1,996,931
Q4 2024 Added 8.27%
$181B
$316 Million 0.13% of portfolio
7,896,150
Q4 2024 Added 5.45%
$226B
$289 Million 0.12% of portfolio
1,315,289
Q4 2024 Added 6.21%
$118B
$296 Million 0.12% of portfolio
610,148
Q4 2024 Added 7.0%
$57B
$273 Million 0.12% of portfolio
1,502,123
Q4 2024 Added 129.03%
$263B
$268 Million 0.11% of portfolio
4,527,548
Q4 2024 Added 4.56%
$308B
$270 Million 0.11% of portfolio
4,340,579
Q4 2024 Added 4.62%
$167B
$271 Million 0.11% of portfolio
3,580,274
Q4 2024 Added 15.47%
$148B
$265 Million 0.11% of portfolio
9,977,003
Q4 2024 Reduced 0.24%
$241B
$266 Million 0.11% of portfolio
2,213,298
Q4 2024 Added 7.07%
$196B
$262 Million 0.11% of portfolio
2,266,182
Q4 2024 Added 4.95%
$936B
$256 Million 0.11% of portfolio
1,296,738
Q4 2024 Added 12.84%
$152B
$256 Million 0.11% of portfolio
1,121,998
Q4 2024 Added 4.79%
$195B
$231 Million 0.1% of portfolio
10,152,877
Q4 2024 Added 8.01%
$225B
$236 Million 0.1% of portfolio
1,879,615
Q4 2024 Added 13.5%
$220B
$208 Million 0.09% of portfolio
592,510
Q4 2024 Added 11.26%
$161B
$220 Million 0.09% of portfolio
1,818,264
Q4 2024 Added 8.14%
$225B
$206 Million 0.09% of portfolio
692,618
Q4 2024 Added 8.36%
$165B
$216 Million 0.09% of portfolio
827,342
Q4 2024 Added 10.03%
$207B
$213 Million 0.09% of portfolio
1,911,722
Q4 2024 Added 5.28%

Summary

  • Portfolio
  • No. of Stocks 5,274
  • Current Value $238 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 326 stocks
  • Additional Purchases 3,301 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,454 stocks
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