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
$16.6 Million 0.01% of portfolio
550,785
Q4 2024 Added 3.7%
$0
$18.4 Million 0.01% of portfolio
751,486
Q4 2024 Added 11.39%
$0
$12.3 Million 0.01% of portfolio
88,960
Q4 2024 Added 7.28%
$0
$21.5 Million 0.01% of portfolio
785,874
Q4 2024 Reduced 42.71%
$0
$22.8 Million 0.01% of portfolio
322,847
Q4 2024 Added 2.6%
$0
$29 Million 0.01% of portfolio
1,014,921
Q4 2024 Added 0.1%
$0
$14.3 Million 0.01% of portfolio
599,525
Q4 2024 Reduced 1.3%
$0
$26.5 Million 0.01% of portfolio
1,090,139
Q4 2024 Added 33.21%
$0
$26.3 Million 0.01% of portfolio
448,406
Q4 2024 Added 11.4%
$0
$13.4 Million 0.01% of portfolio
319,403
Q4 2024 Added 55.21%
$0
$18 Million 0.01% of portfolio
560,490
Q4 2024 Added 5.21%
$0
$18.5 Million 0.01% of portfolio
581,778
Q4 2024 Reduced 1.14%
$0
$14.9 Million 0.01% of portfolio
866,310
Q4 2024 Added 7.13%
$0
$14.4 Million 0.01% of portfolio
352,042
Q4 2024 Reduced 16.49%
$0
$21.8 Million 0.01% of portfolio
545,926
Q4 2024 Added 1.87%
$0
$13.5 Million 0.01% of portfolio
303,246
Q4 2024 Reduced 0.26%
$0
$16.5 Million 0.01% of portfolio
327,907
Q4 2024 Added 21.32%
$0
$25 Million 0.01% of portfolio
504,774
Q4 2024 Added 0.12%
$0
$12.8 Million 0.01% of portfolio
103,215
Q4 2024 Reduced 3.67%
$1.81B
$17.6 Million 0.01% of portfolio
679,644
Q4 2024 Added 4.97%
$0
$14.8 Million 0.01% of portfolio
973,634
Q4 2024 Added 4.71%
$3.37B
$12.2 Million 0.01% of portfolio
569,234
Q4 2024 Added 12.07%
$0
$13.7 Million 0.01% of portfolio
552,990
Q4 2024 Added 8.5%
$0
$18.7 Million 0.01% of portfolio
974,442
Q4 2024 Added 1.37%
$0
$18.2 Million 0.01% of portfolio
198,821
Q4 2024 Added 11.23%
$0
$14.9 Million 0.01% of portfolio
751,226
Q4 2024 Added 14.78%
$0
$14.2 Million 0.01% of portfolio
786,369
Q4 2024 Added 4.69%
$0
$24.2 Million 0.01% of portfolio
505,819
Q4 2024 Added 4.73%
$0
$17.8 Million 0.01% of portfolio
880,390
Q4 2024 Added 1.24%
$0
$16.2 Million 0.01% of portfolio
412,352
Q4 2024 Added 9.09%
$0
$22.6 Million 0.01% of portfolio
346,539
Q4 2024 Added 47.39%
$0
$20.8 Million 0.01% of portfolio
179,279
Q4 2024 Added 31.6%
$0
$14.3 Million 0.01% of portfolio
562,281
Q4 2024 Reduced 10.34%
$0
$18.6 Million 0.01% of portfolio
316,549
Q4 2024 Reduced 1.11%
$0
$19.1 Million 0.01% of portfolio
817,924
Q4 2024 Reduced 2.25%
$0
$23.1 Million 0.01% of portfolio
569,209
Q4 2024 Added 20.84%
$0
$29.1 Million 0.01% of portfolio
1,028,063
Q4 2024 Reduced 17.63%
$0
$24 Million 0.01% of portfolio
393,865
Q4 2024 Reduced 0.73%
$0
$25.6 Million 0.01% of portfolio
530,292
Q4 2024 Reduced 2.16%
$0
$14.1 Million 0.01% of portfolio
541,008
Q4 2024 Added 8.55%
$0
$15.3 Million 0.01% of portfolio
681,495
Q4 2024 Added 7.68%
$0
$19.6 Million 0.01% of portfolio
914,358
Q4 2024 Added 51.93%
$0
$25.7 Million 0.01% of portfolio
1,599,385
Q4 2024 Added 11.56%
$0
$18.9 Million 0.01% of portfolio
871,556
Q4 2024 Added 5.9%
$0
$35 Million 0.01% of portfolio
2,140,654
Q4 2024 Added 12.25%
$0
$26.5 Million 0.01% of portfolio
1,139,860
Q4 2024 Added 1.13%
$0
$21.3 Million 0.01% of portfolio
539,055
Q4 2024 Reduced 41.11%
$0
$17.9 Million 0.01% of portfolio
236,837
Q4 2024 Added 21.43%
$0
$26 Million 0.01% of portfolio
513,497
Q4 2024 Reduced 1.46%

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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