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
$824 Million 0.35% of portfolio
1,325,876
Q4 2024 Added 11.54%
$0
$815 Million 0.34% of portfolio
5,111,322
Q4 2024 Added 23.66%
$0
$802 Million 0.34% of portfolio
3,035,228
Q4 2024 Added 5.06%
$0
$775 Million 0.33% of portfolio
21,983,627
Q4 2024 Added 35.96%
$0
$786 Million 0.33% of portfolio
21,935,886
Q4 2024 Added 21.95%
$0
$779 Million 0.33% of portfolio
2,417,657
Q4 2024 Added 0.99%
$0
$769 Million 0.32% of portfolio
17,622,216
Q4 2024 Added 0.35%
$0
$765 Million 0.32% of portfolio
4,366,543
Q4 2024 Added 6.74%
$0
$704 Million 0.3% of portfolio
12,880,512
Q4 2024 Added 5.56%
$0
$720 Million 0.3% of portfolio
5,643,230
Q4 2024 Added 4.51%
$0
$689 Million 0.29% of portfolio
3,720,195
Q4 2024 Added 12.94%
$0
$686 Million 0.29% of portfolio
1,612,024
Q4 2024 Added 12.32%
$0
$663 Million 0.28% of portfolio
7,542,669
Q4 2024 Added 2.29%
$0
$655 Million 0.28% of portfolio
5,094,010
Q4 2024 Added 7.45%
$0
$639 Million 0.27% of portfolio
12,694,776
Q4 2024 Added 13.63%
$0
$642 Million 0.27% of portfolio
25,684,190
Q4 2024 Reduced 2.06%
$0
$624 Million 0.26% of portfolio
16,775,326
Q4 2024 Added 34.87%
$0
$628 Million 0.26% of portfolio
18,164,170
Q4 2024 Added 2.36%
$0
$615 Million 0.26% of portfolio
22,053,161
Q4 2024 Added 413.67%
$0
$616 Million 0.26% of portfolio
7,187,325
Q4 2024 Added 1.37%
$0
$615 Million 0.26% of portfolio
4,670,645
Q4 2024 Added 12.52%
$0
$625 Million 0.26% of portfolio
7,285,775
Q4 2024 Reduced 7.51%
$0
$624 Million 0.26% of portfolio
14,169,345
Q4 2024 Added 15.48%
$0
$584 Million 0.25% of portfolio
8,718,323
Q4 2024 Added 12.59%
$0
$600 Million 0.25% of portfolio
8,400,977
Q4 2024 Reduced 3.65%
$0
$575 Million 0.24% of portfolio
10,362,409
Q4 2024 Added 28.97%
$0
$571 Million 0.24% of portfolio
5,525,452
Q4 2024 Added 6.82%
$0
$546 Million 0.23% of portfolio
7,059,963
Q4 2024 Added 17.47%
$0
$530 Million 0.22% of portfolio
8,859,290
Q4 2024 Added 5.86%
$0
$526 Million 0.22% of portfolio
5,341,244
Q4 2024 Added 7.68%
$0
$528 Million 0.22% of portfolio
6,437,556
Q4 2024 Reduced 3.32%
$0
$527 Million 0.22% of portfolio
6,035,096
Q4 2024 Added 4.48%
$0
$521 Million 0.22% of portfolio
2,212,667
Q4 2024 Added 17.51%
$0
$488 Million 0.21% of portfolio
9,775,057
Q4 2024 Added 22.5%
$0
$505 Million 0.21% of portfolio
5,685,914
Q4 2024 Added 6.13%
$0
$503 Million 0.21% of portfolio
8,914,358
Q4 2024 Added 10.68%
$0
$507 Million 0.21% of portfolio
5,232,823
Q4 2024 Added 11.54%
$0
$463 Million 0.2% of portfolio
1,913,589
Q4 2024 Added 9.77%
$0
$451 Million 0.19% of portfolio
9,269,354
Q4 2024 Added 8.28%
$0
$461 Million 0.19% of portfolio
9,390,490
Q4 2024 Added 24.58%
$53.1B
$427 Million 0.18% of portfolio
8,630,437
Q4 2024 Added 35.33%
$0
$433 Million 0.18% of portfolio
5,359,732
Q4 2024 Added 4.64%
$0
$425 Million 0.18% of portfolio
4,236,194
Q4 2024 Added 40.02%
$0
$423 Million 0.18% of portfolio
5,587,569
Q4 2024 Reduced 0.66%
$0
$400 Million 0.17% of portfolio
4,143,976
Q4 2024 Added 7.27%
$0
$404 Million 0.17% of portfolio
1,954,637
Q4 2024 Added 215.37%
$0
$403 Million 0.17% of portfolio
1,795,698
Q4 2024 Added 47.43%
$0
$391 Million 0.16% of portfolio
3,997,747
Q4 2024 Added 15.38%
$0
$387 Million 0.16% of portfolio
10,086,404
Q4 2024 Added 4.58%

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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