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
$714,000 0.0% of portfolio
24,301
Q3 2024 Reduced 3.75%
$0
$3.79 Million 0.0% of portfolio
119,878
Q3 2024 Added 109.04%
$0
$1.07 Million 0.0% of portfolio
54,236
Q3 2024 Reduced 2.63%
$0
$4.62 Million 0.0% of portfolio
106,521
Q3 2024 Reduced 2.57%
$0
$5.61 Million 0.0% of portfolio
156,141
Q3 2024 Added 8.33%
$0
$928,000 0.0% of portfolio
28,141
Q2 2024 Added 7.22%
$0
$1.04 Million 0.0% of portfolio
27,371
Q3 2024 Reduced 7.01%
$0
$290,000 0.0% of portfolio
8,334
Q2 2024 Added 25.46%
$0
$688,000 0.0% of portfolio
19,649
Q3 2024 Added 0.77%
$0
$767,000 0.0% of portfolio
23,087
Q3 2024 Added 5.0%
$0
$889,000 0.0% of portfolio
29,440
Q3 2024 Reduced 1.87%
$0
$834,000 0.0% of portfolio
24,598
Q3 2024 Reduced 1.58%
$0
$430,000 0.0% of portfolio
13,243
Q3 2024 Reduced 12.15%
$0
$3.47 Million 0.0% of portfolio
90,906
Q3 2024 Reduced 12.54%
$0
$2.79 Million 0.0% of portfolio
65,831
Q3 2024 Added 4.07%
$0
$1.62 Million 0.0% of portfolio
38,381
Q3 2024 Added 7.25%
$0
$1.19 Million 0.0% of portfolio
27,337
Q3 2024 Reduced 1.93%
$0
$524,000 0.0% of portfolio
13,414
Q3 2024 Reduced 8.0%
$0
$949,000 0.0% of portfolio
21,096
Q3 2024 Added 0.06%
$0
$716,000 0.0% of portfolio
18,162
Q3 2024 Added 16.7%
$0
$5.89 Million 0.0% of portfolio
155,585
Q3 2024 Added 3.65%
$0
$3.49 Million 0.0% of portfolio
98,999
Q3 2024 Added 5.73%
$0
$1.74 Million 0.0% of portfolio
44,329
Q3 2024 Added 1.93%
$0
$4.31 Million 0.0% of portfolio
119,688
Q3 2024 Reduced 7.94%
$0
$5.92 Million 0.0% of portfolio
143,250
Q3 2024 Reduced 6.29%
$0
$3.02 Million 0.0% of portfolio
81,876
Q3 2024 Reduced 4.19%
$0
$7.74 Million 0.0% of portfolio
198,696
Q3 2024 Reduced 8.52%
$0
$5.45 Million 0.0% of portfolio
134,580
Q3 2024 Reduced 28.58%
$0
$721,000 0.0% of portfolio
20,611
Q3 2024 Added 23.97%
$0
$1.54 Million 0.0% of portfolio
44,202
Q3 2024 Added 0.02%
$0
$435,000 0.0% of portfolio
12,842
Q3 2024 Added 40.38%
$0
$461,000 0.0% of portfolio
13,837
Q3 2024 Added 1.47%
$0
$949,000 0.0% of portfolio
32,586
Q3 2024 Added 8.65%
$0
$1.35 Million 0.0% of portfolio
41,522
Q3 2024 Added 46.73%
$0
$4.17 Million 0.0% of portfolio
42,359
Q3 2024 Reduced 5.1%
$0
$3.15 Million 0.0% of portfolio
142,513
Q3 2024 Added 27.52%
$0
$3.82 Million 0.0% of portfolio
99,853
Q3 2024 Added 5.94%
$87.6M
$575,000 0.0% of portfolio
8,401
Q3 2024 New
$102M
$360,000 0.0% of portfolio
2,802
Q3 2024 New
$219M
$301,000 0.0% of portfolio
2,927
Q3 2024 Reduced 14.71%
$125M
$2.38 Million 0.0% of portfolio
36,992
Q3 2024 Added 257.24%
$2.45B
$10 Million 0.0% of portfolio
385,171
Q3 2024 Reduced 9.66%
$379M
$1.73 Million 0.0% of portfolio
83,400
Q3 2024 Reduced 16.57%
$211M
$2.15 Million 0.0% of portfolio
115,877
Q3 2024 Added 6.33%
$418M
$1.85 Million 0.0% of portfolio
132,214
Q3 2024 Added 2.46%
$148M
$2.18 Million 0.0% of portfolio
34,160
Q3 2024 Reduced 0.53%
$45.8M
$6.68 Million 0.0% of portfolio
352,867
Q3 2024 New
$1.8B
$2.52 Million 0.0% of portfolio
89,589
Q3 2024 Reduced 38.59%
$0
$2.07 Million 0.0% of portfolio
50,252
Q3 2024 Added 77.19%

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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