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
$44.3 Million 0.02% of portfolio
306,260
Q4 2024 Added 0.43%
$0
$41.2 Million 0.02% of portfolio
442,770
Q4 2024 Added 9.94%
$0
$47 Million 0.02% of portfolio
716,145
Q4 2024 Reduced 15.49%
$0
$39.3 Million 0.02% of portfolio
294,409
Q4 2024 Reduced 4.22%
$0
$58.3 Million 0.02% of portfolio
1,160,398
Q4 2024 Added 6.72%
$0
$36 Million 0.02% of portfolio
832,819
Q4 2024 Added 3.28%
$0
$51.2 Million 0.02% of portfolio
1,040,976
Q4 2024 Added 31.17%
$0
$37.7 Million 0.02% of portfolio
502,635
Q4 2024 Added 5.78%
$0
$46.9 Million 0.02% of portfolio
1,060,942
Q4 2024 Reduced 7.48%
$0
$43.3 Million 0.02% of portfolio
1,351,370
Q4 2024 Added 4.67%
$54.1B
$47.6 Million 0.02% of portfolio
603,057
Q4 2024 Added 30.76%
$42.6B
$47.6 Million 0.02% of portfolio
226,199
Q4 2024 Added 2.61%
$24.8B
$37.6 Million 0.02% of portfolio
115,273
Q4 2024 Added 8.61%
$31.8B
$49.3 Million 0.02% of portfolio
129,003
Q4 2024 Added 20.65%
$18.7B
$42.8 Million 0.02% of portfolio
576,116
Q4 2024 Added 3.86%
$62.3B
$53.6 Million 0.02% of portfolio
384,192
Q4 2024 Reduced 2.84%
$58.2B
$58.9 Million 0.02% of portfolio
719,789
Q4 2024 Reduced 13.84%
$12.2B
$41.1 Million 0.02% of portfolio
717,592
Q4 2024 Added 22.39%
$30.9B
$48.6 Million 0.02% of portfolio
924,246
Q4 2024 Added 14.52%
$80.2B
$53.6 Million 0.02% of portfolio
113,273
Q4 2024 Added 4.16%
$71.2B
$56.8 Million 0.02% of portfolio
122,916
Q4 2024 Added 22.62%
$50.8B
$46.4 Million 0.02% of portfolio
781,572
Q4 2024 Added 3.32%
$51.3B
$58.3 Million 0.02% of portfolio
248,574
Q4 2024 Reduced 1.3%
$0
$48.6 Million 0.02% of portfolio
1,474,205
Q4 2024 Added 31.59%
$235B
$43.8 Million 0.02% of portfolio
450,219
Q4 2024 Added 4.32%
$0
$42.8 Million 0.02% of portfolio
1,087,180
Q4 2024 Added 2.51%
$44.8B
$45.4 Million 0.02% of portfolio
218,394
Q4 2024 Added 8.84%
$88.8B
$42.4 Million 0.02% of portfolio
35,784
Q4 2024 Added 11.61%
$0
$45.5 Million 0.02% of portfolio
1,184,105
Q4 2024 Added 35.77%
$33.9B
$41.8 Million 0.02% of portfolio
2,073,103
Q4 2024 Added 4.28%
$0
$53.2 Million 0.02% of portfolio
2,900,847
Q4 2024 Added 11.09%
$0
$59.2 Million 0.02% of portfolio
862,921
Q4 2024 Reduced 22.35%
$26.1B
$42.4 Million 0.02% of portfolio
1,305,451
Q4 2024 Added 8.0%
$20.2B
$48.2 Million 0.02% of portfolio
426,288
Q4 2024 Added 15.84%
$0
$55.9 Million 0.02% of portfolio
693,589
Q4 2024 Added 6.99%
$41.7B
$55.9 Million 0.02% of portfolio
661,112
Q4 2024 Added 18.97%
$21.7B
$42.5 Million 0.02% of portfolio
390,579
Q4 2024 Added 11.19%
$0
$39.3 Million 0.02% of portfolio
653,868
Q4 2024 Added 20.7%
$61.2B
$37.6 Million 0.02% of portfolio
52,790
Q4 2024 Added 6.39%
$26.9B
$43.3 Million 0.02% of portfolio
151,583
Q4 2024 Added 19.98%
$60B
$36 Million 0.02% of portfolio
69,331
Q4 2024 Added 15.9%
$49.9B
$36.8 Million 0.02% of portfolio
243,270
Q4 2024 Reduced 38.12%
$48.9B
$46.4 Million 0.02% of portfolio
200,996
Q4 2024 Reduced 3.04%
$0
$52 Million 0.02% of portfolio
1,564,345
Q4 2024 Added 26.59%
$0
$58.9 Million 0.02% of portfolio
2,486,614
Q4 2024 Added 385.24%
$0
$47 Million 0.02% of portfolio
2,071,157
Q4 2024 Added 212.86%
$0
$45.2 Million 0.02% of portfolio
1,630,257
Q4 2024 Added 202.09%
$21.9B
$48.8 Million 0.02% of portfolio
556,110
Q4 2024 Added 3.57%
$224B
$45.4 Million 0.02% of portfolio
723,534
Q4 2024 Reduced 0.72%

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