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
$3.86 Million 0.0% of portfolio
112,508
Q3 2024 Reduced 1.28%
$0
$4.55 Million 0.0% of portfolio
377,724
Q3 2024 Reduced 6.11%
$0
$8.07 Million 0.0% of portfolio
343,594
Q3 2024 Reduced 22.18%
$0
$195,000 0.0% of portfolio
23,371
Q3 2024 Added 2.34%
$0
$4.37 Million 0.0% of portfolio
212,694
Q3 2024 Reduced 62.55%
$0
$3.09 Million 0.0% of portfolio
78,873
Q3 2024 Added 25.27%
$0
$5.13 Million 0.0% of portfolio
322,347
Q3 2024 Added 112.2%
$0
$2.5 Million 0.0% of portfolio
71,240
Q3 2024 Added 44.09%
$0
$8.25 Million 0.0% of portfolio
358,147
Q3 2024 Added 15.83%
$0
$4.66 Million 0.0% of portfolio
166,417
Q3 2024 Reduced 13.93%
$0
$3.21 Million 0.0% of portfolio
48,481
Q3 2024 Added 100.34%
$0
$776,000 0.0% of portfolio
69,020
Q3 2024 Added 34.22%
$0
$7.42 Million 0.0% of portfolio
760,547
Q3 2024 Reduced 1.75%
$0
$713,000 0.0% of portfolio
21,414
Q3 2024 Added 2.65%
$0
$5.91 Million 0.0% of portfolio
169,997
Q3 2024 Reduced 16.96%
$0
$2.87 Million 0.0% of portfolio
68,563
Q3 2024 Reduced 13.61%
$0
$420,000 0.0% of portfolio
27,241
Q3 2024 Added 33.57%
$0
$3.96 Million 0.0% of portfolio
123,097
Q3 2024 Added 5.26%
$0
$2.21 Million 0.0% of portfolio
92,066
Q3 2024 Added 3.22%
$0
$152,000 0.0% of portfolio
14,334
Q3 2024 Reduced 8.52%
$0
$7.01 Million 0.0% of portfolio
101,056
Q3 2024 Reduced 16.95%
$0
$7.3 Million 0.0% of portfolio
227,355
Q3 2024 Added 81.87%
$0
$1.87 Million 0.0% of portfolio
51,493
Q3 2024 Reduced 10.31%
$0
$5.32 Million 0.0% of portfolio
280,024
Q3 2024 Added 11.06%
$0
$1.07 Million 0.0% of portfolio
24,602
Q3 2024 Reduced 3.34%
$0
$642,000 0.0% of portfolio
64,165
Q3 2024 Added 96.89%
$0
$1.1 Million 0.0% of portfolio
43,249
Q3 2024 Added 113.31%
$0
$3.69 Million 0.0% of portfolio
151,695
Q3 2024 Added 106.36%
$0
$786,000 0.0% of portfolio
33,502
Q3 2024 Added 11.76%
$0
$9.07 Million 0.0% of portfolio
117,120
Q3 2024 Added 17.9%
$0
$451,000 0.0% of portfolio
14,834
Q3 2024 Reduced 22.24%
$0
$425,000 0.0% of portfolio
6,979
Q3 2024 Added 10.88%
$0
$805,000 0.0% of portfolio
9,832
Q3 2024 Added 36.5%
$0
$2.23 Million 0.0% of portfolio
37,581
Q3 2024 New
$0
$415,000 0.0% of portfolio
20,278
Q3 2024 Reduced 18.23%
$0
$3.29 Million 0.0% of portfolio
253,273
Q3 2024 Added 13.16%
$48.2M
$356,000 0.0% of portfolio
37,528
Q3 2024 Reduced 4.64%
$0
$3.51 Million 0.0% of portfolio
75,177
Q3 2024 Added 42.44%
$0
$8.41 Million 0.0% of portfolio
233,333
Q3 2024 Added 24.96%
$0
$8.22 Million 0.0% of portfolio
208,664
Q3 2024 Reduced 8.39%
$0
$1.72 Million 0.0% of portfolio
52,527
Q3 2024 New
$0
$824,000 0.0% of portfolio
26,741
Q3 2024 Added 57.18%
$0
$442,000 0.0% of portfolio
16,387
Q3 2024 Added 39.87%
$0
$270,000 0.0% of portfolio
10,606
Q3 2024 Reduced 7.77%
$0
$2.28 Million 0.0% of portfolio
37,495
Q3 2024 Reduced 53.11%
$0
$2.59 Million 0.0% of portfolio
51,849
Q3 2024 Added 10.37%
$0
$673,000 0.0% of portfolio
25,028
Q3 2024 Reduced 1.82%
$0
$336,000 0.0% of portfolio
7,079
Q3 2024 Reduced 1.1%
$0
$1.43 Million 0.0% of portfolio
50,449
Q3 2024 Added 61.16%

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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