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
$18.2B
$42.4 Million 0.02% of portfolio
1,269,624
Q3 2024 Added 5.37%
$38.1B
$48.9 Million 0.02% of portfolio
4,627,227
Q3 2024 Reduced 3.59%
$60.4B
$36.2 Million 0.02% of portfolio
128,773
Q3 2024 Added 16.19%
$0
$47.1 Million 0.02% of portfolio
865,775
Q3 2024 Added 6.52%
$0
$34.3 Million 0.02% of portfolio
714,740
Q3 2024 Added 4.43%
$0
$38.6 Million 0.02% of portfolio
1,347,924
Q3 2024 Reduced 16.67%
$0
$47.3 Million 0.02% of portfolio
2,926,979
Q3 2024 Added 16.91%
$0
$54.1 Million 0.02% of portfolio
1,539,808
Q3 2024 Added 2.67%
$0
$39.4 Million 0.02% of portfolio
568,474
Q3 2024 Added 8.99%
$0
$44.6 Million 0.02% of portfolio
2,252,156
Q3 2024 Added 44.44%
$0
$36.5 Million 0.02% of portfolio
1,043,757
Q3 2024 Added 26.91%
$28.4B
$37.3 Million 0.02% of portfolio
1,823,220
Q3 2024 Added 13.0%
$23.1B
$41.1 Million 0.02% of portfolio
2,799,291
Q3 2024 Added 4.95%
$19.2B
$36.7 Million 0.02% of portfolio
751,289
Q3 2024 Added 24.0%
$0
$37.6 Million 0.02% of portfolio
2,800,910
Q3 2024 Reduced 22.56%
$0
$38.1 Million 0.02% of portfolio
1,579,405
Q3 2024 Added 6.52%
$0
$34.7 Million 0.02% of portfolio
1,420,406
Q3 2024 Added 14.63%
$0
$34.7 Million 0.02% of portfolio
1,845,994
Q3 2024 Added 44.18%
$0
$37.7 Million 0.02% of portfolio
1,630,992
Q3 2024 Added 26.12%
$0
$49.1 Million 0.02% of portfolio
975,675
Q3 2024 Added 18.36%
$0
$36.2 Million 0.02% of portfolio
915,347
Q3 2024 Reduced 11.03%
$0
$42.5 Million 0.02% of portfolio
371,348
Q3 2024 Reduced 5.09%
$0
$36.6 Million 0.02% of portfolio
576,695
Q3 2024 Added 0.64%
$0
$50.8 Million 0.02% of portfolio
1,222,695
Q3 2024 Added 0.3%
$0
$41.5 Million 0.02% of portfolio
1,891,353
Q3 2024 Reduced 1.86%
$0
$35.2 Million 0.02% of portfolio
1,970,097
Q3 2024 Reduced 3.44%
$0
$42.8 Million 0.02% of portfolio
1,089,137
Q3 2024 Reduced 6.13%
$0
$48 Million 0.02% of portfolio
680,623
Q3 2024 Added 1.8%
$0
$36.7 Million 0.02% of portfolio
1,008,763
Q3 2024 Reduced 0.97%
$0
$36 Million 0.02% of portfolio
574,344
Q3 2024 Reduced 1.06%
$0
$39.2 Million 0.02% of portfolio
778,012
Q3 2024 Reduced 0.45%
$0
$47 Million 0.02% of portfolio
876,899
Q3 2024 Added 102.06%
$0
$43 Million 0.02% of portfolio
740,654
Q3 2024 Added 7.3%
$0
$44.6 Million 0.02% of portfolio
533,005
Q3 2024 Added 5.93%
$0
$52.4 Million 0.02% of portfolio
1,011,782
Q3 2024 Added 24.17%
$0
$46.5 Million 0.02% of portfolio
656,677
Q3 2024 Added 9.94%
$0
$46.9 Million 0.02% of portfolio
335,729
Q3 2024 Added 2.21%
$0
$39.4 Million 0.02% of portfolio
582,506
Q3 2024 Reduced 0.74%
$0
$42 Million 0.02% of portfolio
499,206
Q3 2024 Added 4.97%
$0
$42.6 Million 0.02% of portfolio
699,118
Q3 2024 Reduced 6.73%
$0
$52.5 Million 0.02% of portfolio
1,920,956
Q3 2024 Added 7.47%
$0
$36.9 Million 0.02% of portfolio
1,444,547
Q3 2024 Added 8.42%
$0
$45.4 Million 0.02% of portfolio
1,892,554
Q3 2024 Reduced 11.04%
$0
$43.9 Million 0.02% of portfolio
1,874,729
Q3 2024 Added 15.23%
$0
$38.2 Million 0.02% of portfolio
1,568,811
Q3 2024 Added 16.3%
$0
$50.6 Million 0.02% of portfolio
2,129,979
Q3 2024 Added 13.36%
$0
$43.1 Million 0.02% of portfolio
1,708,177
Q3 2024 Reduced 11.28%
$0
$48.5 Million 0.02% of portfolio
1,933,788
Q3 2024 Added 6.93%
$0
$49.8 Million 0.02% of portfolio
667,384
Q3 2024 Added 57.97%

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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