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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.3 Million 0.03% of portfolio
1,465,260
Q4 2024 Added 8.17%
$0
$80.3 Million 0.03% of portfolio
673,232
Q4 2024 Added 30.5%
$0
$73.2 Million 0.03% of portfolio
492,623
Q4 2024 Added 10.22%
$0
$61 Million 0.03% of portfolio
2,925,779
Q4 2024 Added 2.93%
$0
$71.2 Million 0.03% of portfolio
1,997,959
Q4 2024 Added 0.78%
$0
$83 Million 0.03% of portfolio
812,862
Q4 2024 Added 11.25%
$0
$64.9 Million 0.03% of portfolio
848,889
Q4 2024 Added 6.5%
$0
$60.1 Million 0.03% of portfolio
594,657
Q4 2024 Added 13.86%
$79.5B
$63.2 Million 0.03% of portfolio
504,684
Q4 2024 Added 28.57%
$0
$63.3 Million 0.03% of portfolio
2,591,203
Q4 2024 Added 143.82%
$48.2B
$67.7 Million 0.03% of portfolio
1,776,932
Q4 2024 Added 10.09%
$0
$77.8 Million 0.03% of portfolio
3,583,642
Q4 2024 Added 3.45%
$0
$66.2 Million 0.03% of portfolio
1,095,827
Q4 2024 Added 26.57%
$0
$67.4 Million 0.03% of portfolio
2,108,400
Q4 2024 Added 15.92%
$50.5B
$68.1 Million 0.03% of portfolio
64,642
Q4 2024 Added 11.04%
$10.2B
$68.8 Million 0.03% of portfolio
3,628,407
Q4 2024 Added 16.95%
$29.6B
$63.9 Million 0.03% of portfolio
706,886
Q4 2024 Added 203.97%
$89.2B
$67.8 Million 0.03% of portfolio
454,708
Q4 2024 Added 13.89%
$0
$82.6 Million 0.03% of portfolio
3,288,316
Q4 2024 Added 28.66%
$0
$68.8 Million 0.03% of portfolio
5,296,295
Q4 2024 Added 89.09%
$0
$64.8 Million 0.03% of portfolio
557,460
Q4 2024 Reduced 0.01%
$0
$73.2 Million 0.03% of portfolio
1,596,507
Q4 2024 Reduced 21.6%
$0
$59.8 Million 0.03% of portfolio
1,052,031
Q4 2024 Reduced 6.8%
$0
$80.4 Million 0.03% of portfolio
786,301
Q4 2024 Added 15.68%
$24.5B
$59.8 Million 0.03% of portfolio
568,835
Q4 2024 Reduced 3.69%
$0
$71.4 Million 0.03% of portfolio
653,496
Q4 2024 Added 4.8%
$0
$75 Million 0.03% of portfolio
1,759,164
Q4 2024 Added 21.39%
$0
$70.6 Million 0.03% of portfolio
1,509,822
Q4 2024 Added 24.6%
$0
$80.3 Million 0.03% of portfolio
945,340
Q4 2024 Added 77.36%
$0
$79.7 Million 0.03% of portfolio
1,681,458
Q4 2024 Added 23.05%
$0
$59.6 Million 0.03% of portfolio
1,194,867
Q4 2024 Added 18.1%
$0
$73.1 Million 0.03% of portfolio
1,574,999
Q4 2024 Added 20.54%
$0
$70.9 Million 0.03% of portfolio
836,177
Q4 2024 Reduced 0.85%
$0
$66.5 Million 0.03% of portfolio
1,414,515
Q4 2024 Added 200.0%
$0
$65.7 Million 0.03% of portfolio
1,401,303
Q4 2024 Added 15.33%
$0
$66.5 Million 0.03% of portfolio
940,924
Q4 2024 Reduced 4.53%
$0
$81.7 Million 0.03% of portfolio
654,199
Q4 2024 Added 8.04%
$0
$79.5 Million 0.03% of portfolio
731,544
Q4 2024 Reduced 5.25%
$0
$75 Million 0.03% of portfolio
678,478
Q4 2024 Added 33.84%
$0
$77.2 Million 0.03% of portfolio
1,108,002
Q4 2024 Added 11.61%
$48.1B
$81.9 Million 0.03% of portfolio
624,953
Q4 2024 Added 3.12%
$94.9B
$60.5 Million 0.03% of portfolio
95,988
Q4 2024 Added 1.14%
$118B
$62.6 Million 0.03% of portfolio
294,788
Q4 2024 Added 23.6%
$44.6B
$74.6 Million 0.03% of portfolio
675,332
Q4 2024 Added 20.18%
$99.7B
$78.8 Million 0.03% of portfolio
138,196
Q4 2024 Added 7.93%
$103B
$67.2 Million 0.03% of portfolio
39,490
Q4 2024 Added 13.44%
$77.2B
$61.8 Million 0.03% of portfolio
734,517
Q4 2024 Added 5.03%
$25.3B
$64.3 Million 0.03% of portfolio
108,743
Q4 2024 Added 10.39%
$69.8B
$76.2 Million 0.03% of portfolio
1,006,702
Q4 2024 Reduced 2.08%

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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