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
$28.8 Million 0.01% of portfolio
688,805
Q3 2024 Reduced 20.27%
$0
$14 Million 0.01% of portfolio
185,531
Q3 2024 Added 53.33%
$0
$13.9 Million 0.01% of portfolio
566,941
Q3 2024 Added 7.54%
$0
$19 Million 0.01% of portfolio
389,451
Q3 2024 Added 1.31%
$0
$20.6 Million 0.01% of portfolio
72,445
Q3 2024 Added 0.03%
$0
$11.3 Million 0.01% of portfolio
651,001
Q3 2024 Added 14.3%
$0
$19.9 Million 0.01% of portfolio
173,274
Q3 2024 Added 7.88%
$0
$32.6 Million 0.01% of portfolio
308,746
Q3 2024 Reduced 1.55%
$0
$15.3 Million 0.01% of portfolio
128,072
Q3 2024 Added 5.61%
$0
$23.6 Million 0.01% of portfolio
301,323
Q3 2024 Reduced 0.57%
$0
$29.2 Million 0.01% of portfolio
231,891
Q3 2024 Added 78.68%
$0
$29.1 Million 0.01% of portfolio
112,041
Q3 2024 Reduced 6.75%
$0
$12.3 Million 0.01% of portfolio
59,451
Q3 2024 Added 4.38%
$0
$14.1 Million 0.01% of portfolio
95,995
Q3 2024 Added 10.95%
$0
$21.6 Million 0.01% of portfolio
85,308
Q3 2024 Added 2.44%
$0
$16.8 Million 0.01% of portfolio
268,847
Q3 2024 Added 6.26%
$0
$22.2 Million 0.01% of portfolio
218,478
Q3 2024 Added 1.76%
$0
$28.6 Million 0.01% of portfolio
135,342
Q3 2024 Added 28.26%
$0
$28.8 Million 0.01% of portfolio
601,895
Q3 2024 Added 59.79%
$0
$18.4 Million 0.01% of portfolio
362,035
Q3 2024 Added 15.02%
$0
$25.9 Million 0.01% of portfolio
370,457
Q3 2024 Reduced 2.51%
$0
$14.1 Million 0.01% of portfolio
264,694
Q3 2024 Added 1.92%
$0
$14.1 Million 0.01% of portfolio
509,542
Q3 2024 Added 14.26%
$0
$27.4 Million 0.01% of portfolio
509,917
Q3 2024 Reduced 1.42%
$0
$21 Million 0.01% of portfolio
466,930
Q3 2024 Added 3.63%
$0
$29.1 Million 0.01% of portfolio
738,006
Q3 2024 Added 5.71%
$0
$13.1 Million 0.01% of portfolio
593,425
Q3 2024 Reduced 0.12%
$0
$32 Million 0.01% of portfolio
816,483
Q3 2024 Added 9.06%
$0
$14.2 Million 0.01% of portfolio
634,062
Q3 2024 Reduced 11.04%
$0
$24.3 Million 0.01% of portfolio
585,321
Q3 2024 Added 46.97%
$0
$13.9 Million 0.01% of portfolio
296,778
Q3 2024 Reduced 24.7%
$0
$25.9 Million 0.01% of portfolio
502,345
Q3 2024 Reduced 0.14%
$0
$19.3 Million 0.01% of portfolio
365,436
Q3 2024 Added 2.84%
$0
$13 Million 0.01% of portfolio
195,354
Q3 2024 Added 7.72%
$0
$1.39 Million 0.0% of portfolio
67,969
Q3 2024 Reduced 55.66%
$0
$5.76 Million 0.0% of portfolio
176,158
Q3 2024 Reduced 18.99%
$163M
$1.8 Million 0.0% of portfolio
19,639
Q3 2024 Reduced 12.63%
$1.09B
$4.77 Million 0.0% of portfolio
53,074
Q3 2024 Reduced 15.02%
$0
$2.31 Million 0.0% of portfolio
67,602
Q3 2024 Reduced 3.67%
$0
$1.93 Million 0.0% of portfolio
66,142
Q3 2024 Reduced 7.14%
$0
$2.86 Million 0.0% of portfolio
116,019
Q3 2024 Reduced 6.27%
$0
$4.62 Million 0.0% of portfolio
147,405
Q3 2024 Added 4.82%
$0
$8.17 Million 0.0% of portfolio
118,833
Q3 2024 Added 3.96%
$0
$476,000 0.0% of portfolio
7,485
Q3 2024 Reduced 5.36%
$0
$276,000 0.0% of portfolio
7,047
Q3 2024 New
$0
$419,000 0.0% of portfolio
128,816
Q3 2024 Added 0.87%
$0
$3.09 Million 0.0% of portfolio
431,361
Q3 2024 Reduced 14.51%
$0
$1.42 Million 0.0% of portfolio
75,731
Q3 2024 Reduced 36.83%
$0
$259,000 0.0% of portfolio
8,131
Q3 2024 Reduced 0.68%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email