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
$114 Million 0.05% of portfolio
2,902,674
Q4 2024 Added 13.87%
$0
$119 Million 0.05% of portfolio
3,513,466
Q4 2024 Reduced 11.63%
$0
$114 Million 0.05% of portfolio
973,154
Q4 2024 Added 6.39%
$0
$118 Million 0.05% of portfolio
2,020,581
Q4 2024 Added 12.1%
$0
$124 Million 0.05% of portfolio
1,526,119
Q4 2024 Added 6.42%
$0
$119 Million 0.05% of portfolio
953,263
Q4 2024 Added 6.01%
$0
$109 Million 0.05% of portfolio
667,124
Q4 2024 Added 8.51%
$9.39B
$114 Million 0.05% of portfolio
2,196,980
Q4 2024 Added 23.79%
$0
$94.2 Million 0.04% of portfolio
1,535,215
Q4 2024 Added 13.13%
$0
$95.4 Million 0.04% of portfolio
3,866,749
Q4 2024 Added 63.96%
$0
$91.8 Million 0.04% of portfolio
1,838,464
Q4 2024 Added 96.51%
$0
$99.1 Million 0.04% of portfolio
832,024
Q4 2024 Added 1.5%
$0
$88.8 Million 0.04% of portfolio
1,919,381
Q4 2024 Added 23.8%
$0
$99.8 Million 0.04% of portfolio
957,043
Q4 2024 Added 21.03%
$0
$103 Million 0.04% of portfolio
548,473
Q4 2024 Reduced 1.15%
$0
$98.3 Million 0.04% of portfolio
713,996
Q4 2024 Reduced 0.15%
$0
$101 Million 0.04% of portfolio
3,957,397
Q4 2024 Added 12.83%
$0
$89.9 Million 0.04% of portfolio
4,266,626
Q4 2024 Added 45.45%
$0
$87.6 Million 0.04% of portfolio
4,498,732
Q4 2024 Added 13.38%
$0
$87.2 Million 0.04% of portfolio
4,331,731
Q4 2024 Reduced 5.73%
$0
$99.9 Million 0.04% of portfolio
2,477,334
Q4 2024 Added 0.13%
$0
$87.7 Million 0.04% of portfolio
861,653
Q4 2024 Added 7.27%
$0
$91.6 Million 0.04% of portfolio
1,682,054
Q4 2024 Added 2.5%
$0
$86.7 Million 0.04% of portfolio
860,363
Q4 2024 Added 19.07%
$0
$98.4 Million 0.04% of portfolio
1,903,746
Q4 2024 Added 2.98%
$0
$83.3 Million 0.04% of portfolio
1,617,942
Q4 2024 Added 23.06%
$0
$102 Million 0.04% of portfolio
1,261,498
Q4 2024 Added 352.85%
$0
$89.8 Million 0.04% of portfolio
1,189,592
Q4 2024 Added 20.58%
$0
$102 Million 0.04% of portfolio
2,431,417
Q4 2024 Added 14.75%
$0
$97.2 Million 0.04% of portfolio
921,682
Q4 2024 Added 23.89%
$0
$86.5 Million 0.04% of portfolio
1,714,833
Q4 2024 Added 3.32%
$0
$92.5 Million 0.04% of portfolio
1,586,777
Q4 2024 Reduced 1.1%
$0
$92.4 Million 0.04% of portfolio
1,528,202
Q4 2024 Added 38.85%
$0
$99.5 Million 0.04% of portfolio
1,343,781
Q4 2024 Added 6.64%
$0
$96.7 Million 0.04% of portfolio
5,228,806
Q4 2024 Added 110.93%
$0
$91.1 Million 0.04% of portfolio
3,495,163
Q4 2024 Added 217.35%
$0
$94 Million 0.04% of portfolio
165,022
Q4 2024 Added 14.86%
$0
$94.9 Million 0.04% of portfolio
1,218,103
Q4 2024 Added 19.93%
$0
$92.6 Million 0.04% of portfolio
3,669,070
Q4 2024 Added 7.74%
$0
$104 Million 0.04% of portfolio
3,615,030
Q4 2024 Added 13.28%
$0
$89 Million 0.04% of portfolio
1,110,334
Q4 2024 Reduced 4.85%
$0
$88.7 Million 0.04% of portfolio
1,469,149
Q4 2024 Added 10.82%
$0
$107 Million 0.04% of portfolio
3,717,920
Q4 2024 Reduced 1.45%
$0
$107 Million 0.04% of portfolio
578,210
Q4 2024 Added 13.71%
$0
$102 Million 0.04% of portfolio
1,750,767
Q4 2024 Added 3.59%
$0
$84.1 Million 0.04% of portfolio
1,051,869
Q4 2024 Added 4.44%
$0
$92.5 Million 0.04% of portfolio
1,362,664
Q4 2024 Added 11.86%
$0
$89.5 Million 0.04% of portfolio
758,255
Q4 2024 Added 15.04%
$0
$91.3 Million 0.04% of portfolio
429,445
Q4 2024 Added 13.5%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email