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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6 Billion 2.53% of portfolio
10,188,273
Q4 2024 Added 13.07%
$0
$5.24 Billion 2.21% of portfolio
8,947,714
Q4 2024 Added 4.58%
$0
$4.85 Billion 2.04% of portfolio
9,481,350
Q4 2024 Added 5.28%
$0
$3.74 Billion 1.57% of portfolio
12,906,339
Q4 2024 Reduced 0.68%
$0
$3 Billion 1.26% of portfolio
16,867,820
Q4 2024 Added 14.55%
$0
$2.99 Billion 1.26% of portfolio
34,023,208
Q4 2024 Added 8.34%
$0
$2.93 Billion 1.23% of portfolio
5,436,603
Q4 2024 Added 22.05%
$0
$2.73 Billion 1.15% of portfolio
38,824,556
Q4 2024 Added 7.03%
$0
$2.71 Billion 1.14% of portfolio
39,316,849
Q4 2024 Added 10.35%
$0
$2.65 Billion 1.12% of portfolio
42,550,311
Q4 2024 Added 3.34%
$0
$2.6 Billion 1.09% of portfolio
113,104,408
Q4 2024 Added 4.96%
$0
$2.13 Billion 0.9% of portfolio
15,302,362
Q4 2024 Added 2.86%
$0
$2.12 Billion 0.89% of portfolio
41,404,616
Q4 2024 Added 5.76%
$0
$2.1 Billion 0.89% of portfolio
5,128,614
Q4 2024 Added 2.85%
$0
$2.02 Billion 0.85% of portfolio
44,646,696
Q4 2024 Added 13.52%
$0
$2 Billion 0.84% of portfolio
21,858,016
Q4 2024 Added 13.9%
$0
$1.8 Billion 0.76% of portfolio
15,646,619
Q4 2024 Added 11.71%
$0
$1.74 Billion 0.73% of portfolio
7,473,687
Q4 2024 Added 6.81%
$0
$1.62 Billion 0.68% of portfolio
9,542,614
Q4 2024 Added 1.64%
$0
$1.55 Billion 0.65% of portfolio
7,014,687
Q4 2024 Added 4.03%
$0
$1.48 Billion 0.63% of portfolio
7,054,514
Q4 2024 Added 9.36%
$0
$1.32 Billion 0.56% of portfolio
24,594,583
Q4 2024 Added 8.07%
$0
$1.29 Billion 0.54% of portfolio
25,080,593
Q4 2024 Added 24.22%
$0
$1.28 Billion 0.54% of portfolio
13,821,490
Q4 2024 Added 3.52%
$0
$1.29 Billion 0.54% of portfolio
27,040,599
Q4 2024 Added 21.35%
$0
$1.26 Billion 0.53% of portfolio
21,307,144
Q4 2024 Added 4.82%
$0
$1.26 Billion 0.53% of portfolio
3,146,450
Q4 2024 Added 3.94%
$0
$1.26 Billion 0.53% of portfolio
38,330,042
Q4 2024 Added 9.59%
$0
$1.17 Billion 0.49% of portfolio
20,693,823
Q4 2024 Added 4.69%
$0
$1.1 Billion 0.46% of portfolio
15,291,570
Q4 2024 Added 5.55%
$0
$1.1 Billion 0.46% of portfolio
6,016,294
Q4 2024 Added 3.57%
$0
$1.08 Billion 0.45% of portfolio
35,385,004
Q4 2024 Added 4.04%
$0
$1.07 Billion 0.45% of portfolio
38,390,204
Q4 2024 Added 4.38%
$0
$1.05 Billion 0.44% of portfolio
11,493,716
Q4 2024 Added 8.72%
$0
$1.03 Billion 0.43% of portfolio
9,636,610
Q4 2024 Added 27.08%
$0
$1.01 Billion 0.42% of portfolio
5,277,943
Q4 2024 Added 19.14%
$0
$992 Million 0.42% of portfolio
36,314,776
Q4 2024 Added 214.92%
$0
$971 Million 0.41% of portfolio
11,999,767
Q4 2024 Added 7.08%
$0
$957 Million 0.4% of portfolio
28,032,072
Q4 2024 Added 2.83%
$0
$944 Million 0.4% of portfolio
21,025,887
Q4 2024 Added 7.87%
$0
$917 Million 0.39% of portfolio
18,970,684
Q4 2024 Added 26.17%
$0
$928 Million 0.39% of portfolio
6,743,466
Q4 2024 Added 1.07%
$0
$905 Million 0.38% of portfolio
14,756,281
Q4 2024 Added 10.42%
$0
$898 Million 0.38% of portfolio
9,271,415
Q4 2024 Added 16.73%
$0
$902 Million 0.38% of portfolio
17,195,268
Q4 2024 Added 34.62%
$0
$910 Million 0.38% of portfolio
3,789,323
Q4 2024 Added 4.9%
$0
$906 Million 0.38% of portfolio
11,292,264
Q4 2024 Added 5.15%
$0
$886 Million 0.37% of portfolio
9,151,951
Q4 2024 Added 45.71%
$90.9B
$835 Million 0.35% of portfolio
3,448,066
Q4 2024 Added 3.4%

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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