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
$23.3 Million 0.01% of portfolio
257,832
Q3 2024 Reduced 1.36%
$55.2B
$18.9 Million 0.01% of portfolio
134,737
Q3 2024 Added 8.4%
$0
$21.7 Million 0.01% of portfolio
2,159,466
Q3 2024 Added 0.47%
$18.4B
$11.6 Million 0.01% of portfolio
186,746
Q3 2024 Reduced 12.44%
$16.2B
$11 Million 0.01% of portfolio
130,182
Q3 2024 Reduced 0.24%
$15.4B
$16.9 Million 0.01% of portfolio
39,375
Q3 2024 Added 10.44%
$27.9B
$26.8 Million 0.01% of portfolio
139,996
Q3 2024 Added 10.31%
$18.5B
$16.8 Million 0.01% of portfolio
428,202
Q3 2024 Reduced 9.03%
$23.1B
$22.9 Million 0.01% of portfolio
177,974
Q3 2024 Reduced 1.18%
$38.7B
$25.5 Million 0.01% of portfolio
285,931
Q3 2024 Added 11.5%
$9.66B
$16.7 Million 0.01% of portfolio
57,990
Q3 2024 Added 9.85%
$11.1B
$19.2 Million 0.01% of portfolio
171,223
Q3 2024 Reduced 20.43%
$0
$22.3 Million 0.01% of portfolio
1,616,162
Q3 2024 Reduced 2.16%
$35.6B
$17.6 Million 0.01% of portfolio
270,643
Q3 2024 Added 28.8%
$22.5B
$20.8 Million 0.01% of portfolio
238,666
Q3 2024 Added 9.27%
$42.7B
$15.9 Million 0.01% of portfolio
240,461
Q3 2024 Reduced 25.4%
$25.3B
$13.7 Million 0.01% of portfolio
31,739
Q3 2024 Added 11.4%
$32.9B
$19 Million 0.01% of portfolio
64,792
Q3 2024 Added 7.97%
$85.7B
$28.2 Million 0.01% of portfolio
31,731
Q3 2024 Reduced 6.24%
$0
$16.8 Million 0.01% of portfolio
791,511
Q3 2024 Added 12.51%
$0
$15.3 Million 0.01% of portfolio
385,212
Q3 2024 Added 26.3%
$0
$12.2 Million 0.01% of portfolio
527,520
Q3 2024 Added 133.21%
$3.84B
$22.7 Million 0.01% of portfolio
904,889
Q3 2024 Added 15.56%
$14.6B
$10.9 Million 0.01% of portfolio
176,438
Q3 2024 Added 36.41%
$19.5B
$16.3 Million 0.01% of portfolio
239,376
Q3 2024 Added 6.14%
$0
$11.1 Million 0.01% of portfolio
498,774
Q3 2024 Added 6.39%
$0
$16.7 Million 0.01% of portfolio
292,379
Q3 2024 Reduced 6.83%
$39.1B
$15.7 Million 0.01% of portfolio
386,081
Q3 2024 Reduced 3.57%
$18.5B
$17.6 Million 0.01% of portfolio
134,077
Q3 2024 Added 3.97%
$20.4B
$18.8 Million 0.01% of portfolio
104,565
Q3 2024 Reduced 0.33%
$43.3B
$24.7 Million 0.01% of portfolio
346,530
Q3 2024 Added 10.16%
$79B
$17.3 Million 0.01% of portfolio
36,862
Q3 2024 Added 5.27%
$0
$12.7 Million 0.01% of portfolio
249,449
Q3 2024 Added 4.66%
$0
$15.9 Million 0.01% of portfolio
321,471
Q3 2024 Added 35.3%
$0
$27.9 Million 0.01% of portfolio
383,021
Q3 2024 Reduced 23.21%
$0
$15.5 Million 0.01% of portfolio
300,032
Q3 2024 Added 17.08%
$0
$11.6 Million 0.01% of portfolio
231,661
Q3 2024 Added 71.02%
$15.9B
$13 Million 0.01% of portfolio
210,170
Q3 2024 Added 2.47%
$48.2B
$18.1 Million 0.01% of portfolio
215,822
Q3 2024 Added 2.57%
$30.3B
$19.1 Million 0.01% of portfolio
446,094
Q3 2024 Added 9.85%
$17.9B
$11.4 Million 0.01% of portfolio
45,508
Q3 2024 Added 32.82%
$0
$21.4 Million 0.01% of portfolio
740,048
Q3 2024 Added 25.83%
$0
$23.6 Million 0.01% of portfolio
1,179,539
Q3 2024 Reduced 4.71%
$0
$24.8 Million 0.01% of portfolio
429,639
Q3 2024 Reduced 1.64%
$0
$17.3 Million 0.01% of portfolio
420,255
Q3 2024 Added 3.41%
$0
$28.6 Million 0.01% of portfolio
1,195,246
Q3 2024 Added 6.41%
$0
$18.2 Million 0.01% of portfolio
287,766
Q3 2024 Added 1.64%
$0
$24.6 Million 0.01% of portfolio
359,428
Q3 2024 Reduced 0.92%
$0
$23 Million 0.01% of portfolio
1,704,442
Q3 2024 Reduced 21.81%

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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