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
$228,000 0.0% of portfolio
6,467
Q3 2024 Reduced 93.23%
$0
$2.16 Million 0.0% of portfolio
42,802
Q3 2024 New
$0
$1.21 Million 0.0% of portfolio
18,943
Q3 2024 Reduced 52.16%
$0
$511,000 0.0% of portfolio
11,772
Q3 2024 Reduced 5.52%
$0
$10.8 Million 0.0% of portfolio
207,193
Q3 2024 Added 13.98%
$0
$278,000 0.0% of portfolio
4,027
Q3 2024 Added 5.89%
$0
$1.28 Million 0.0% of portfolio
27,914
Q3 2024 Reduced 7.03%
$1.76B
$734,000 0.0% of portfolio
34,994
Q3 2024 Reduced 9.77%
$0
$673,000 0.0% of portfolio
9,107
Q3 2024 Added 0.9%
$0
$2.96 Million 0.0% of portfolio
26,820
Q3 2024 Reduced 5.65%
$0
$3.15 Million 0.0% of portfolio
43,539
Q3 2024 Added 747.89%
$0
$1.38 Million 0.0% of portfolio
29,245
Q3 2024 Added 17.24%
$0
$2.87 Million 0.0% of portfolio
58,612
Q3 2024 Reduced 5.56%
$0
$6.73 Million 0.0% of portfolio
126,331
Q3 2024 Added 10.3%
$0
$4.87 Million 0.0% of portfolio
73,154
Q3 2024 Added 10.68%
$0
$4.82 Million 0.0% of portfolio
108,338
Q3 2024 Added 58.91%
$0
$591,000 0.0% of portfolio
9,774
Q3 2024 Reduced 17.27%
$0
$992,000 0.0% of portfolio
20,973
Q3 2024 Added 16.96%
$0
$8.66 Million 0.0% of portfolio
207,178
Q3 2024 Added 2.9%
$0
$2.35 Million 0.0% of portfolio
23,186
Q3 2024 Reduced 2.7%
$0
$3.77 Million 0.0% of portfolio
89,044
Q3 2024 Added 27.07%
$0
$1.11 Million 0.0% of portfolio
26,625
Q3 2024 Added 17.48%
$0
$6.19 Million 0.0% of portfolio
139,888
Q3 2024 Added 14.37%
$0
$7.83 Million 0.0% of portfolio
134,419
Q3 2024 Reduced 35.88%
$0
$2.72 Million 0.0% of portfolio
39,948
Q3 2024 Reduced 0.81%
$0
$10.6 Million 0.0% of portfolio
330,942
Q3 2024 Reduced 5.51%
$0
$5.22 Million 0.0% of portfolio
55,485
Q3 2024 Added 9.34%
$0
$1.05 Million 0.0% of portfolio
42,802
Q3 2024 Reduced 9.77%
$0
$871,000 0.0% of portfolio
4,914
Q3 2024 Added 1.15%
$0
$5.95 Million 0.0% of portfolio
90,443
Q3 2024 Reduced 2.3%
$0
$7.12 Million 0.0% of portfolio
130,862
Q3 2024 Reduced 13.86%
$0
$2.02 Million 0.0% of portfolio
13,561
Q3 2024 Added 7.9%
$0
$5.52 Million 0.0% of portfolio
77,974
Q3 2024 Added 120.03%
$0
$0 0.0% of portfolio
18,933
Q3 2024 Added 15.52%
$0
$2.46 Million 0.0% of portfolio
25,957
Q3 2024 Reduced 12.78%
$0
$3.37 Million 0.0% of portfolio
36,158
Q3 2024 Reduced 4.97%
$0
$1.83 Million 0.0% of portfolio
40,803
Q3 2024 Reduced 1.3%
$0
$1.24 Million 0.0% of portfolio
11,631
Q3 2024 Reduced 31.27%
$0
$2.92 Million 0.0% of portfolio
71,181
Q3 2024 Added 3.05%
$0
$3.08 Million 0.0% of portfolio
153,433
Q3 2024 Reduced 1.67%
$0
$10.9 Million 0.0% of portfolio
464,765
Q3 2024 Added 48.31%
$0
$7.04 Million 0.0% of portfolio
311,589
Q3 2024 Added 20.09%
$0
$9.33 Million 0.0% of portfolio
412,073
Q3 2024 Added 41.74%
$0
$2.21 Million 0.0% of portfolio
93,031
Q3 2024 Added 27.92%
$0
$6.65 Million 0.0% of portfolio
295,567
Q3 2024 Added 35.56%
$0
$817,000 0.0% of portfolio
34,181
Q3 2024 Added 23.0%
$0
$2.37 Million 0.0% of portfolio
107,304
Q3 2024 Added 10.47%
$0
$9.07 Million 0.0% of portfolio
347,490
Q3 2024 Reduced 21.23%
$0
$5.81 Million 0.0% of portfolio
262,042
Q3 2024 Added 26.31%

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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