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
$217 Million 0.09% of portfolio
1,688,041
Q4 2024 Added 16.51%
$0
$211 Million 0.09% of portfolio
795,013
Q4 2024 Added 16.08%
$0
$210 Million 0.09% of portfolio
1,596,398
Q4 2024 Added 8.91%
$0
$210 Million 0.09% of portfolio
1,907,963
Q4 2024 Added 6.75%
$0
$213 Million 0.09% of portfolio
3,726,426
Q4 2024 Added 5.29%
$0
$205 Million 0.09% of portfolio
2,267,691
Q4 2024 Reduced 2.31%
$0
$221 Million 0.09% of portfolio
4,142,278
Q4 2024 Added 2.54%
$0
$215 Million 0.09% of portfolio
3,135,816
Q4 2024 Added 23.73%
$0
$210 Million 0.09% of portfolio
779,223
Q4 2024 Added 0.7%
$0
$209 Million 0.09% of portfolio
746,067
Q4 2024 Added 9.16%
$0
$197 Million 0.08% of portfolio
6,745,848
Q4 2024 Added 21.84%
$0
$189 Million 0.08% of portfolio
8,521,216
Q4 2024 Added 55.2%
$0
$188 Million 0.08% of portfolio
7,575,686
Q4 2024 Added 1.12%
$0
$191 Million 0.08% of portfolio
3,528,401
Q4 2024 Reduced 24.82%
$15.5B
$181 Million 0.08% of portfolio
6,869,717
Q4 2024 Added 22.11%
$0
$194 Million 0.08% of portfolio
2,934,482
Q4 2024 Added 40.5%
$0
$179 Million 0.08% of portfolio
2,831,430
Q4 2024 Added 9.12%
$0
$179 Million 0.08% of portfolio
3,063,454
Q4 2024 Added 10.32%
$0
$186 Million 0.08% of portfolio
3,487,182
Q4 2024 Added 7.7%
$0
$179 Million 0.08% of portfolio
4,391,694
Q4 2024 Added 1.23%
$0
$197 Million 0.08% of portfolio
1,190,664
Q4 2024 Added 15.27%
$0
$186 Million 0.08% of portfolio
6,409,731
Q4 2024 Added 0.93%
$0
$187 Million 0.08% of portfolio
512,209
Q4 2024 Added 3.92%
$0
$189 Million 0.08% of portfolio
743,629
Q4 2024 Added 6.99%
$0
$154 Million 0.07% of portfolio
2,421,592
Q4 2024 Added 7.65%
$0
$177 Million 0.07% of portfolio
729,116
Q4 2024 Added 6.64%
$0
$176 Million 0.07% of portfolio
2,247,424
Q4 2024 Reduced 0.74%
$0
$159 Million 0.07% of portfolio
6,248,092
Q4 2024 Added 13.05%
$0
$160 Million 0.07% of portfolio
8,201,933
Q4 2024 Added 14.88%
$0
$170 Million 0.07% of portfolio
14,706,360
Q4 2024 Added 14.81%
$0
$165 Million 0.07% of portfolio
1,434,638
Q4 2024 Added 2.99%
$0
$155 Million 0.07% of portfolio
1,538,970
Q4 2024 Added 5.16%
$0
$170 Million 0.07% of portfolio
786,645
Q4 2024 Added 2.79%
$0
$155 Million 0.07% of portfolio
1,737,914
Q4 2024 Added 21.99%
$0
$163 Million 0.07% of portfolio
994,993
Q4 2024 Reduced 1.79%
$0
$166 Million 0.07% of portfolio
495,529
Q4 2024 Added 5.62%
$0
$162 Million 0.07% of portfolio
1,113,861
Q4 2024 Added 14.39%
$0
$163 Million 0.07% of portfolio
7,012,430
Q4 2024 Added 211.68%
$0
$169 Million 0.07% of portfolio
5,665,572
Q4 2024 Added 5.3%
$0
$165 Million 0.07% of portfolio
3,810,466
Q4 2024 Added 4.27%
$0
$177 Million 0.07% of portfolio
931,632
Q4 2024 Added 27.42%
$0
$173 Million 0.07% of portfolio
682,605
Q4 2024 Added 10.83%
$0
$170 Million 0.07% of portfolio
1,048,127
Q4 2024 Added 11.29%
$0
$178 Million 0.07% of portfolio
3,012,718
Q4 2024 Added 15.09%
$0
$135 Million 0.06% of portfolio
2,801,023
Q4 2024 Added 16.71%
$0
$138 Million 0.06% of portfolio
1,422,531
Q4 2024 Added 5.98%
$0
$137 Million 0.06% of portfolio
1,375,211
Q4 2024 Added 10.7%
$0
$145 Million 0.06% of portfolio
3,501,184
Q4 2024 Added 16.62%
$0
$152 Million 0.06% of portfolio
3,379,362
Q4 2024 Added 21.37%

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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