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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Million 0.01% of portfolio
489,054
Q3 2024 Added 1.32%
$0
$11 Million 0.01% of portfolio
532,836
Q3 2024 Added 7.99%
$0
$12.8 Million 0.01% of portfolio
133,510
Q3 2024 Added 10.69%
$0
$11.7 Million 0.01% of portfolio
222,258
Q3 2024 Reduced 23.08%
$0
$20.7 Million 0.01% of portfolio
215,237
Q3 2024 Added 1.32%
$0
$13.1 Million 0.01% of portfolio
284,772
Q3 2024 Added 18.34%
$0
$18.6 Million 0.01% of portfolio
368,166
Q3 2024 Added 12.83%
$0
$13.3 Million 0.01% of portfolio
260,850
Q3 2024 Added 660.74%
$0
$31.2 Million 0.01% of portfolio
1,657,351
Q3 2024 Added 16.57%
$0
$25.2 Million 0.01% of portfolio
441,908
Q3 2024 Added 13.65%
$0
$12.2 Million 0.01% of portfolio
158,122
Q3 2024 Added 36.4%
$0
$25.3 Million 0.01% of portfolio
387,371
Q3 2024 Added 175.85%
$0
$16.8 Million 0.01% of portfolio
242,384
Q3 2024 Added 5.94%
$0
$30.5 Million 0.01% of portfolio
541,720
Q3 2024 Added 3.92%
$0
$14.1 Million 0.01% of portfolio
483,408
Q3 2024 Added 2.73%
$0
$21.3 Million 0.01% of portfolio
420,523
Q3 2024 Added 19.76%
$0
$24.6 Million 0.01% of portfolio
458,331
Q3 2024 Added 1.8%
$0
$23.1 Million 0.01% of portfolio
704,564
Q3 2024 Added 141.82%
$0
$26.1 Million 0.01% of portfolio
489,524
Q3 2024 Added 11.69%
$0
$17.2 Million 0.01% of portfolio
456,260
Q3 2024 Added 23.73%
$0
$18.9 Million 0.01% of portfolio
302,973
Q3 2024 Reduced 4.26%
$0
$25.1 Million 0.01% of portfolio
1,181,399
Q3 2024 Added 7.77%
$0
$14.3 Million 0.01% of portfolio
571,466
Q3 2024 Added 8.16%
$0
$12.5 Million 0.01% of portfolio
533,519
Q3 2024 Added 2.79%
$0
$20.8 Million 0.01% of portfolio
129,603
Q3 2024 Reduced 5.79%
$0
$24.5 Million 0.01% of portfolio
229,705
Q3 2024 Added 34.37%
$0
$21.5 Million 0.01% of portfolio
603,048
Q3 2024 Reduced 4.9%
$0
$27.9 Million 0.01% of portfolio
141,237
Q3 2024 Reduced 26.92%
$0
$15.7 Million 0.01% of portfolio
281,822
Q3 2024 Added 32.01%
$0
$12.5 Million 0.01% of portfolio
236,951
Q3 2024 Added 15.61%
$0
$16.1 Million 0.01% of portfolio
128,812
Q3 2024 Reduced 14.06%
$0
$30.9 Million 0.01% of portfolio
544,560
Q3 2024 Added 45.01%
$0
$14.9 Million 0.01% of portfolio
226,879
Q3 2024 Added 3.1%
$0
$23.6 Million 0.01% of portfolio
369,920
Q3 2024 Reduced 32.62%
$0
$31 Million 0.01% of portfolio
235,978
Q3 2024 Reduced 53.3%
$0
$20.7 Million 0.01% of portfolio
82,152
Q3 2024 Added 18.92%
$0
$11.7 Million 0.01% of portfolio
103,408
Q3 2024 Added 2.17%
$0
$22.8 Million 0.01% of portfolio
483,284
Q3 2024 Reduced 1.6%
$0
$28.5 Million 0.01% of portfolio
168,573
Q3 2024 Added 2.11%
$0
$12.5 Million 0.01% of portfolio
271,370
Q3 2024 Reduced 5.36%
$0
$18.1 Million 0.01% of portfolio
380,686
Q3 2024 Added 21.84%
$0
$11.3 Million 0.01% of portfolio
390,717
Q3 2024 Reduced 3.36%
$0
$18.5 Million 0.01% of portfolio
444,353
Q3 2024 Reduced 1.63%
$0
$18.2 Million 0.01% of portfolio
818,474
Q3 2024 Reduced 2.78%
$0
$15.7 Million 0.01% of portfolio
416,837
Q3 2024 Added 4.72%
$0
$32.4 Million 0.01% of portfolio
783,395
Q3 2024 Added 1.45%
$0
$21.7 Million 0.01% of portfolio
947,771
Q3 2024 Added 2.07%
$0
$21.2 Million 0.01% of portfolio
619,726
Q3 2024 Reduced 10.16%
$0
$14.1 Million 0.01% of portfolio
417,348
Q3 2024 Reduced 2.46%

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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