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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.7 Million 0.03% of portfolio
2,195,071
Q3 2024 Added 33.42%
$76.5B
$70.3 Million 0.03% of portfolio
359,576
Q3 2024 Added 5.37%
$40.9B
$34 Million 0.02% of portfolio
339,827
Q3 2024 Reduced 1.98%
$213B
$48.1 Million 0.02% of portfolio
452,873
Q3 2024 Added 3.71%
$48.9B
$41.9 Million 0.02% of portfolio
220,973
Q3 2024 Added 9.97%
$22B
$36.9 Million 0.02% of portfolio
252,081
Q3 2024 Added 8.27%
$41.8B
$38.1 Million 0.02% of portfolio
584,175
Q3 2024 Added 11.44%
$208B
$45.6 Million 0.02% of portfolio
584,773
Q3 2024 Added 8.45%
$53.1B
$42.1 Million 0.02% of portfolio
171,413
Q3 2024 Added 3.87%
$40.5B
$35.7 Million 0.02% of portfolio
89,379
Q3 2024 Added 10.02%
$20.9B
$41.3 Million 0.02% of portfolio
1,187,383
Q3 2024 Reduced 0.32%
$43.7B
$34.7 Million 0.02% of portfolio
516,888
Q3 2024 Reduced 1.83%
$95.9B
$36.4 Million 0.02% of portfolio
1,158,226
Q3 2024 Reduced 0.06%
$80.5B
$41.1 Million 0.02% of portfolio
1,123,274
Q3 2024 Added 9.63%
$21.8B
$49.5 Million 0.02% of portfolio
255,450
Q3 2024 Added 0.0%
$0
$53.9 Million 0.02% of portfolio
744,214
Q3 2024 Added 0.54%
$7.04B
$37 Million 0.02% of portfolio
272,445
Q3 2024 Added 4.58%
$56.3B
$41.5 Million 0.02% of portfolio
230,863
Q3 2024 Added 15.9%
$19.4B
$51.3 Million 0.02% of portfolio
314,634
Q3 2024 Added 2.62%
$0
$46.3 Million 0.02% of portfolio
1,418,184
Q3 2024 Added 39.66%
$99.7B
$51.5 Million 0.02% of portfolio
198,222
Q3 2024 Added 2.99%
$39.9B
$49.1 Million 0.02% of portfolio
1,087,600
Q3 2024 Added 0.23%
$47.4B
$41.8 Million 0.02% of portfolio
218,964
Q3 2024 Added 3.96%
$23.6B
$36.2 Million 0.02% of portfolio
925,261
Q3 2024 Reduced 1.63%
$49.8B
$34 Million 0.02% of portfolio
210,369
Q3 2024 Added 5.69%
$0
$53.5 Million 0.02% of portfolio
1,237,847
Q3 2024 Added 42.28%
$0
$39.4 Million 0.02% of portfolio
1,399,245
Q3 2024 Added 8.65%
$0
$50.1 Million 0.02% of portfolio
1,202,803
Q3 2024 Added 4.45%
$0
$48.4 Million 0.02% of portfolio
746,694
Q3 2024 Added 18.67%
$0
$48.2 Million 0.02% of portfolio
865,993
Q3 2024 Added 12.57%
$65.5B
$50.3 Million 0.02% of portfolio
197,251
Q3 2024 Added 4.4%
$77B
$50.8 Million 0.02% of portfolio
413,194
Q3 2024 Added 4.78%
$0
$34.3 Million 0.02% of portfolio
985,361
Q3 2024 Added 3.96%
$0
$40 Million 0.02% of portfolio
1,750,718
Q3 2024 Added 18.31%
$17.3B
$33 Million 0.02% of portfolio
71,703
Q3 2024 Added 5.18%
$48.4B
$46.4 Million 0.02% of portfolio
23,855
Q3 2024 Reduced 9.32%
$0
$47.4 Million 0.02% of portfolio
935,552
Q3 2024 Added 45.54%
$0
$45.9 Million 0.02% of portfolio
263,268
Q3 2024 Reduced 5.53%
$0
$37.7 Million 0.02% of portfolio
751,918
Q3 2024 Added 13.16%
$0
$44.2 Million 0.02% of portfolio
893,772
Q3 2024 Added 10.72%
$0
$35.5 Million 0.02% of portfolio
1,456,597
Q3 2024 Added 10.64%
$0
$36.6 Million 0.02% of portfolio
2,259,300
Q3 2024 Reduced 7.89%
$0
$49.5 Million 0.02% of portfolio
442,580
Q3 2024 Reduced 3.46%
$0
$50.3 Million 0.02% of portfolio
664,549
Q3 2024 Reduced 3.92%
$0
$39.9 Million 0.02% of portfolio
536,113
Q3 2024 Added 13.89%
$0
$34.2 Million 0.02% of portfolio
949,675
Q3 2024 Added 3.01%
$0
$40.7 Million 0.02% of portfolio
1,371,749
Q3 2024 Added 96.15%
$0
$52 Million 0.02% of portfolio
522,265
Q3 2024 Added 3.58%
$79.5B
$49.1 Million 0.02% of portfolio
392,540
Q3 2024 Added 8.24%

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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