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
$2.5 Million 0.0% of portfolio
121,009
Q3 2024 Reduced 12.38%
$0
$0 0.0% of portfolio
2,981,166
Q3 2024 Added 197.05%
$0
$1.68 Million 0.0% of portfolio
67,725
Q3 2024 Reduced 3.39%
$0
$596,000 0.0% of portfolio
16,978
Q3 2024 Reduced 4.18%
$0
$955,000 0.0% of portfolio
68,182
Q3 2024 Reduced 3.18%
$0
$5.76 Million 0.0% of portfolio
284,901
Q3 2024 Added 9.32%
$0
$3.6 Million 0.0% of portfolio
83,588
Q3 2024 Added 4.97%
$0
$5.52 Million 0.0% of portfolio
128,883
Q3 2024 Added 1.89%
$0
$4.81 Million 0.0% of portfolio
205,445
Q3 2024 Added 4.22%
$0
$1.1 Million 0.0% of portfolio
19,340
Q3 2024 Reduced 14.74%
$0
$550,000 0.0% of portfolio
15,377
Q3 2024 Added 1.03%
$0
$10.8 Million 0.0% of portfolio
354,881
Q3 2024 Reduced 6.57%
$0
$2.42 Million 0.0% of portfolio
103,731
Q3 2024 Reduced 1.73%
$0
$10.5 Million 0.0% of portfolio
214,896
Q3 2024 Reduced 5.28%
$0
$9.37 Million 0.0% of portfolio
188,275
Q3 2024 Reduced 9.03%
$0
$1.3 Million 0.0% of portfolio
24,040
Q3 2024 Reduced 8.24%
$0
$5.5 Million 0.0% of portfolio
89,794
Q3 2024 Added 1.18%
$0
$5.84 Million 0.0% of portfolio
191,980
Q3 2024 Reduced 4.11%
$0
$3.03 Million 0.0% of portfolio
104,777
Q3 2024 Added 1.14%
$0
$728,000 0.0% of portfolio
26,638
Q3 2024 Added 8.86%
$0
$1.1 Million 0.0% of portfolio
71,436
Q3 2024 Added 16.66%
$0
$312,000 0.0% of portfolio
2,814
Q3 2024 Reduced 21.26%
$0
$291,000 0.0% of portfolio
5,258
Q3 2024 Reduced 8.92%
$0
$2.56 Million 0.0% of portfolio
55,507
Q3 2024 Reduced 48.7%
$0
$5.01 Million 0.0% of portfolio
104,683
Q3 2024 Reduced 5.24%
$0
$9.97 Million 0.0% of portfolio
207,088
Q3 2024 Added 0.55%
$0
$372,000 0.0% of portfolio
4,634
Q3 2024 Reduced 73.23%
$0
$1.66 Million 0.0% of portfolio
44,084
Q3 2024 Added 2.12%
$0
$0 0.0% of portfolio
694,185
Q3 2024 Reduced 4.19%
$0
$8.47 Million 0.0% of portfolio
196,392
Q3 2024 Reduced 12.96%
$0
$0 0.0% of portfolio
248,102
Q3 2024 Reduced 27.21%
$0
$4.05 Million 0.0% of portfolio
189,991
Q3 2024 Added 30.32%
$0
$8.61 Million 0.0% of portfolio
346,736
Q3 2024 Reduced 2.92%
$0
$8.96 Million 0.0% of portfolio
365,731
Q3 2024 Added 16.34%
$0
$8.37 Million 0.0% of portfolio
352,529
Q3 2024 Added 16.53%
$0
$6.64 Million 0.0% of portfolio
280,338
Q3 2024 Added 29.98%
$0
$5.96 Million 0.0% of portfolio
252,802
Q3 2024 Added 19.27%
$0
$3.05 Million 0.0% of portfolio
131,056
Q3 2024 Added 54.64%
$0
$7.19 Million 0.0% of portfolio
282,066
Q3 2024 Reduced 2.25%
$0
$6.01 Million 0.0% of portfolio
271,486
Q3 2024 Added 12.07%
$0
$2.83 Million 0.0% of portfolio
114,135
Q3 2024 Reduced 1.31%
$0
$0 0.0% of portfolio
289,686
Q3 2024 Reduced 4.88%
$0
$6.33 Million 0.0% of portfolio
90,602
Q3 2024 Reduced 10.08%
$0
$573,000 0.0% of portfolio
8,245
Q3 2024 Added 1.19%
$0
$1.34 Million 0.0% of portfolio
13,951
Q3 2024 Reduced 12.95%
$0
$1.92 Million 0.0% of portfolio
44,407
Q3 2024 Reduced 3.6%
$0
$1.13 Million 0.0% of portfolio
20,406
Q3 2024 Added 23.79%
$0
$5.04 Million 0.0% of portfolio
108,500
Q3 2024 Added 5.14%
$0
$3.77 Million 0.0% of portfolio
127,047
Q3 2024 Reduced 11.55%

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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