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
$40.7B
$17.2 Million 0.01% of portfolio
115,886
Q3 2024 Added 9.96%
$5.04B
$11.6 Million 0.01% of portfolio
1,106,941
Q3 2024 Added 6.65%
$38.4B
$17.2 Million 0.01% of portfolio
213,630
Q3 2024 Added 3.29%
$51.7B
$26.7 Million 0.01% of portfolio
210,792
Q3 2024 Added 5.12%
$10.1B
$13 Million 0.01% of portfolio
137,602
Q3 2024 Reduced 2.08%
$15.5B
$21.2 Million 0.01% of portfolio
178,898
Q3 2024 Added 414.59%
$3.45B
$12.4 Million 0.01% of portfolio
354,360
Q3 2024 Added 4.52%
$14.2B
$28 Million 0.01% of portfolio
461,850
Q3 2024 Added 1.89%
$0
$28 Million 0.01% of portfolio
518,000
Q3 2024 Reduced 18.03%
$0
$24 Million 0.01% of portfolio
533,409
Q3 2024 Added 18.51%
$0
$13.8 Million 0.01% of portfolio
233,275
Q3 2024 Reduced 23.29%
$14B
$21.2 Million 0.01% of portfolio
1,875,050
Q3 2024 Reduced 9.36%
$0
$14.9 Million 0.01% of portfolio
351,632
Q3 2024 Added 13.26%
$0
$15 Million 0.01% of portfolio
278,520
Q3 2024 Added 6.22%
$0
$17.3 Million 0.01% of portfolio
358,778
Q3 2024 Added 25.4%
$0
$25.9 Million 0.01% of portfolio
504,375
Q3 2024 Added 25.96%
$0
$13.2 Million 0.01% of portfolio
254,883
Q3 2024 Added 2.67%
$53.6B
$19.5 Million 0.01% of portfolio
266,578
Q3 2024 Added 5.98%
$55B
$25.3 Million 0.01% of portfolio
53,810
Q3 2024 Added 2.08%
$40.4B
$18.3 Million 0.01% of portfolio
106,839
Q3 2024 Added 2.68%
$0
$24.1 Million 0.01% of portfolio
641,725
Q3 2024 Added 12.05%
$0
$23.1 Million 0.01% of portfolio
1,872,801
Q3 2024 Reduced 5.96%
$72.3B
$21.7 Million 0.01% of portfolio
62,765
Q3 2024 Added 1.06%
$93.2B
$26.6 Million 0.01% of portfolio
213,092
Q3 2024 Added 1.52%
$93B
$25.2 Million 0.01% of portfolio
192,776
Q3 2024 Added 106.15%
$16.1B
$21.1 Million 0.01% of portfolio
293,668
Q3 2024 Reduced 12.83%
$33.3B
$32.2 Million 0.01% of portfolio
287,862
Q3 2024 Reduced 6.34%
$28.1B
$22.8 Million 0.01% of portfolio
380,881
Q3 2024 Added 2.12%
$30.1B
$15.5 Million 0.01% of portfolio
99,175
Q3 2024 Added 56.2%
$0
$11.7 Million 0.01% of portfolio
191,649
Q3 2024 Reduced 11.04%
$0
$24.9 Million 0.01% of portfolio
834,195
Q3 2024 Reduced 4.18%
$0
$27.1 Million 0.01% of portfolio
1,057,275
Q3 2024 Reduced 4.03%
$0
$23.3 Million 0.01% of portfolio
273,541
Q3 2024 Reduced 15.01%
$61.7B
$31.4 Million 0.01% of portfolio
9,983
Q3 2024 Added 4.7%
$29.5B
$17.8 Million 0.01% of portfolio
79,018
Q3 2024 Added 8.79%
$15B
$13.3 Million 0.01% of portfolio
60,342
Q3 2024 Reduced 0.84%
$6.08B
$12.6 Million 0.01% of portfolio
57,812
Q3 2024 Added 3.46%
$16.3B
$18.5 Million 0.01% of portfolio
272,532
Q3 2024 Added 9.17%
$61B
$26.9 Million 0.01% of portfolio
373,724
Q3 2024 Added 18.09%
$4.93B
$14.8 Million 0.01% of portfolio
345,463
Q3 2024 Added 1.68%
$27.8B
$12.4 Million 0.01% of portfolio
623,501
Q3 2024 Reduced 15.62%
$14.8B
$18.2 Million 0.01% of portfolio
478,216
Q3 2024 Added 11.9%
$12.7B
$16.1 Million 0.01% of portfolio
316,445
Q3 2024 Added 6.74%
$15.1B
$18.5 Million 0.01% of portfolio
326,200
Q3 2024 Added 66.77%
$18.7B
$11.4 Million 0.01% of portfolio
110,290
Q3 2024 Reduced 20.72%
$123B
$18.6 Million 0.01% of portfolio
298,759
Q3 2024 Reduced 0.44%
$0
$14.7 Million 0.01% of portfolio
1,219,517
Q3 2024 Added 20.07%
$0
$12.3 Million 0.01% of portfolio
1,425,331
Q3 2024 Added 2.24%
$0
$32.1 Million 0.01% of portfolio
512,302
Q3 2024 Reduced 11.67%

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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