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
$64.4 Million 0.03% of portfolio
349,912
Q4 2024 Reduced 0.73%
$0
$68 Million 0.03% of portfolio
2,680,359
Q4 2024 Reduced 16.36%
$0
$78.3 Million 0.03% of portfolio
3,074,762
Q4 2024 Added 33.58%
$0
$81.7 Million 0.03% of portfolio
1,771,835
Q4 2024 Added 12.08%
$0
$80.8 Million 0.03% of portfolio
1,669,507
Q4 2024 Added 16.48%
$0
$67.5 Million 0.03% of portfolio
1,220,349
Q4 2024 Added 8.94%
$0
$71.3 Million 0.03% of portfolio
798,365
Q4 2024 Added 12.55%
$0
$67 Million 0.03% of portfolio
178,458
Q4 2024 Added 16.09%
$0
$74.2 Million 0.03% of portfolio
611,511
Q4 2024 Added 10.93%
$0
$70.3 Million 0.03% of portfolio
1,553,013
Q4 2024 Reduced 18.53%
$0
$60.8 Million 0.03% of portfolio
550,874
Q4 2024 Added 5.31%
$0
$66.1 Million 0.03% of portfolio
1,081,053
Q4 2024 Added 0.75%
$0
$76.6 Million 0.03% of portfolio
2,231,066
Q4 2024 Added 1.64%
$0
$69.3 Million 0.03% of portfolio
829,601
Q4 2024 Added 49.0%
$0
$58.1 Million 0.02% of portfolio
907,094
Q4 2024 Added 77.06%
$0
$58 Million 0.02% of portfolio
846,459
Q4 2024 Added 13.74%
$0
$52 Million 0.02% of portfolio
1,257,504
Q4 2024 Added 1.59%
$0
$41.4 Million 0.02% of portfolio
1,579,210
Q4 2024 Added 12.86%
$0
$58.4 Million 0.02% of portfolio
1,647,603
Q4 2024 Added 7.14%
$0
$48.4 Million 0.02% of portfolio
1,182,555
Q4 2024 Reduced 1.68%
$0
$56.5 Million 0.02% of portfolio
868,263
Q4 2024 Added 16.28%
$0
$37.7 Million 0.02% of portfolio
1,224,192
Q4 2024 Added 18.19%
$0
$54.8 Million 0.02% of portfolio
984,227
Q4 2024 Added 13.65%
$0
$38.1 Million 0.02% of portfolio
1,004,288
Q4 2024 Added 1.92%
$0
$54.2 Million 0.02% of portfolio
987,612
Q4 2024 Reduced 1.94%
$0
$44 Million 0.02% of portfolio
2,009,622
Q4 2024 Added 14.79%
$0
$37.5 Million 0.02% of portfolio
760,481
Q4 2024 Added 1.14%
$0
$47.5 Million 0.02% of portfolio
984,276
Q4 2024 Added 10.13%
$0
$54.8 Million 0.02% of portfolio
2,291,015
Q4 2024 Reduced 17.01%
$0
$35.8 Million 0.02% of portfolio
1,609,562
Q4 2024 Added 10.5%
$0
$39 Million 0.02% of portfolio
374,326
Q4 2024 Reduced 15.42%
$0
$56.9 Million 0.02% of portfolio
760,456
Q4 2024 Added 14.43%
$0
$44.4 Million 0.02% of portfolio
573,829
Q4 2024 Added 7.04%
$0
$41.6 Million 0.02% of portfolio
1,145,089
Q4 2024 Added 20.58%
$0
$37.7 Million 0.02% of portfolio
763,739
Q4 2024 Added 6.86%
$0
$56.5 Million 0.02% of portfolio
2,109,269
Q4 2024 Added 56.48%
$0
$52.8 Million 0.02% of portfolio
3,230,420
Q4 2024 Added 10.37%
$0
$50.3 Million 0.02% of portfolio
1,576,418
Q4 2024 Added 2.38%
$0
$40.6 Million 0.02% of portfolio
587,097
Q4 2024 Added 3.28%
$0
$51.4 Million 0.02% of portfolio
2,655,983
Q4 2024 Added 17.93%
$0
$43 Million 0.02% of portfolio
1,290,527
Q4 2024 Added 23.64%
$0
$48.3 Million 0.02% of portfolio
2,047,015
Q4 2024 Added 29.61%
$0
$56.2 Million 0.02% of portfolio
1,326,833
Q4 2024 Added 0.52%
$0
$50.8 Million 0.02% of portfolio
2,098,397
Q4 2024 Added 47.73%
$0
$54.8 Million 0.02% of portfolio
2,988,811
Q4 2024 Added 61.91%
$0
$42.7 Million 0.02% of portfolio
1,851,243
Q4 2024 Added 13.5%
$0
$51.3 Million 0.02% of portfolio
1,033,281
Q4 2024 Added 5.9%
$0
$43.7 Million 0.02% of portfolio
379,624
Q4 2024 Added 2.23%
$0
$45.5 Million 0.02% of portfolio
627,147
Q4 2024 Added 8.75%

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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