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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.6B
$103 Million 0.05% of portfolio
814,914
Q3 2024 Added 24.09%
$65.2B
$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%
$46.5B
$101 Million 0.05% of portfolio
124,946
Q3 2024 Added 8.4%
$70.4B
$101 Million 0.05% of portfolio
2,206,025
Q3 2024 Added 5.62%
$266B
$117 Million 0.05% of portfolio
2,080,274
Q3 2024 Added 3.25%
$67.7B
$113 Million 0.05% of portfolio
2,464,154
Q3 2024 Reduced 11.63%
$65B
$91.8 Million 0.04% of portfolio
308,329
Q3 2024 Added 1.28%
$48.1B
$89.8 Million 0.04% of portfolio
875,078
Q3 2024 Reduced 1.08%
$80.8B
$82.8 Million 0.04% of portfolio
356,228
Q3 2024 Added 4.63%
$35.1B
$96.1 Million 0.04% of portfolio
250,416
Q3 2024 Added 2.02%
$136B
$83 Million 0.04% of portfolio
989,998
Q3 2024 Reduced 2.53%
$82B
$84.1 Million 0.04% of portfolio
310,308
Q3 2024 Added 13.24%
$138B
$88.8 Million 0.04% of portfolio
1,418,723
Q3 2024 Added 4.5%
$72B
$78.4 Million 0.04% of portfolio
755,266
Q3 2024 Added 13.27%
$91.7B
$97.8 Million 0.04% of portfolio
188,074
Q3 2024 Added 7.81%
$69.7B
$91.1 Million 0.04% of portfolio
833,171
Q3 2024 Added 3.29%
$70B
$87.5 Million 0.04% of portfolio
3,005,079
Q3 2024 Added 8.84%
$70.4B
$80.2 Million 0.04% of portfolio
293,153
Q3 2024 Added 2.4%
$55.7B
$80.6 Million 0.04% of portfolio
1,613,999
Q3 2024 Added 2.45%
$113B
$95.3 Million 0.04% of portfolio
1,137,381
Q3 2024 Added 7.45%
$42B
$86.2 Million 0.04% of portfolio
606,039
Q3 2024 Reduced 16.13%
$63.3B
$82.7 Million 0.04% of portfolio
3,742,662
Q3 2024 Added 5.01%
$10.2B
$82.9 Million 0.04% of portfolio
101,600
Q3 2024 Added 11.1%
$3.06B
$89 Million 0.04% of portfolio
528,132
Q3 2024 Added 965.66%
$27.8B
$91.1 Million 0.04% of portfolio
98,510
Q3 2024 Added 9.13%
$89.7B
$90.8 Million 0.04% of portfolio
1,028,131
Q3 2024 Added 19.27%
$50.1B
$97.9 Million 0.04% of portfolio
729,233
Q3 2024 Added 25.12%
$54.8B
$87.6 Million 0.04% of portfolio
666,491
Q3 2024 Added 0.37%
$132B
$78 Million 0.04% of portfolio
1,203,392
Q3 2024 Added 7.61%
$123B
$78.6 Million 0.04% of portfolio
980,531
Q3 2024 Added 6.71%
$138B
$93.7 Million 0.04% of portfolio
259,388
Q3 2024 Added 4.83%
$52.7B
$78 Million 0.04% of portfolio
711,483
Q3 2024 Added 5.09%
$105B
$88.2 Million 0.04% of portfolio
189,713
Q3 2024 Reduced 9.59%
$34.7B
$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%
$66.6B
$66.5 Million 0.03% of portfolio
276,014
Q3 2024 Added 0.2%
$398B
$55.9 Million 0.03% of portfolio
81
Q3 2024 Added 19.12%
$188B
$57.4 Million 0.03% of portfolio
13,627
Q3 2024 Added 5.34%
$34.2B
$58.1 Million 0.03% of portfolio
270,480
Q3 2024 Added 3.93%
$1.57B
$63.1 Million 0.03% of portfolio
1,095,572
Q3 2024 Added 32.56%
$19.2B
$55.6 Million 0.03% of portfolio
270,352
Q3 2024 Added 323.17%
$31.3B
$65.5 Million 0.03% of portfolio
629,271
Q3 2024 Added 3.74%
$36.5B
$56.3 Million 0.03% of portfolio
474,459
Q3 2024 Added 7.94%
$66.8B
$54.8 Million 0.03% of portfolio
1,587,497
Q3 2024 Added 3.48%
$29.7B
$54.6 Million 0.03% of portfolio
460,203
Q3 2024 Added 29.12%
$67.3B
$58.7 Million 0.03% of portfolio
418,027
Q3 2024 Added 74.3%
$44.4B
$61.7 Million 0.03% of portfolio
1,068,024
Q3 2024 Reduced 20.51%

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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