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
$19.2 Million 0.01% of portfolio
457,297
Q4 2024 Added 2.91%
$0
$16.8 Million 0.01% of portfolio
789,690
Q4 2024 Reduced 3.52%
$35.5B
$18.6 Million 0.01% of portfolio
100,872
Q4 2024 Added 8.55%
$37.3B
$27.9 Million 0.01% of portfolio
156,563
Q4 2024 Added 41.58%
$21.9B
$13.2 Million 0.01% of portfolio
28,366
Q4 2024 Added 8.51%
$1.62B
$23.9 Million 0.01% of portfolio
600,987
Q4 2024 Reduced 8.31%
$9.62B
$14.9 Million 0.01% of portfolio
13,501
Q4 2024 Added 11.86%
$0
$15.7 Million 0.01% of portfolio
431,528
Q4 2024 Added 3.52%
$235B
$14.9 Million 0.01% of portfolio
76,449
Q4 2024 Added 17.51%
$72.5B
$27.2 Million 0.01% of portfolio
21,495
Q4 2024 Added 17.38%
$15B
$15.9 Million 0.01% of portfolio
146,657
Q4 2024 Reduced 1.82%
$0
$31.2 Million 0.01% of portfolio
770,817
Q4 2024 Reduced 1.61%
$0
$21.1 Million 0.01% of portfolio
941,194
Q4 2024 Reduced 0.69%
$0
$19.6 Million 0.01% of portfolio
583,598
Q4 2024 Reduced 5.83%
$0
$13.6 Million 0.01% of portfolio
416,970
Q4 2024 Reduced 0.09%
$0
$25.1 Million 0.01% of portfolio
623,325
Q4 2024 Reduced 9.51%
$18.8B
$27.5 Million 0.01% of portfolio
63,343
Q4 2024 Reduced 18.56%
$21.5B
$16.4 Million 0.01% of portfolio
169,245
Q4 2024 Added 36.99%
$15.4B
$21.7 Million 0.01% of portfolio
297,229
Q4 2024 Added 5.27%
$0
$14 Million 0.01% of portfolio
590,977
Q4 2024 Added 4.24%
$0
$35.2 Million 0.01% of portfolio
678,608
Q4 2024 Added 6.33%
$0
$17.4 Million 0.01% of portfolio
406,226
Q4 2024 Added 4.31%
$0
$19.8 Million 0.01% of portfolio
72,954
Q4 2024 Added 0.7%
$0
$32.6 Million 0.01% of portfolio
400,360
Q4 2024 Added 302.68%
$0
$19.7 Million 0.01% of portfolio
174,669
Q4 2024 Added 0.81%
$0
$35.3 Million 0.01% of portfolio
334,295
Q4 2024 Added 8.28%
$0
$24.2 Million 0.01% of portfolio
208,416
Q4 2024 Added 62.73%
$0
$21.1 Million 0.01% of portfolio
332,215
Q4 2024 Reduced 29.28%
$0
$28.5 Million 0.01% of portfolio
400,853
Q4 2024 Added 33.03%
$0
$28.4 Million 0.01% of portfolio
106,491
Q4 2024 Reduced 4.95%
$0
$14.1 Million 0.01% of portfolio
67,315
Q4 2024 Added 13.23%
$0
$15.4 Million 0.01% of portfolio
106,562
Q4 2024 Added 11.01%
$0
$21.8 Million 0.01% of portfolio
84,118
Q4 2024 Reduced 1.39%
$0
$14.1 Million 0.01% of portfolio
85,783
Q4 2024 Added 40.68%
$0
$12.1 Million 0.01% of portfolio
85,799
Q4 2024 Added 19.07%
$0
$17.7 Million 0.01% of portfolio
284,050
Q4 2024 Added 5.65%
$0
$24.2 Million 0.01% of portfolio
231,149
Q4 2024 Added 5.8%
$0
$30.6 Million 0.01% of portfolio
163,141
Q4 2024 Added 20.54%
$31.4B
$27.6 Million 0.01% of portfolio
131,341
Q4 2024 Added 13.6%
$26.9B
$13.3 Million 0.01% of portfolio
226,381
Q4 2024 Added 5.48%
$46.3B
$29.8 Million 0.01% of portfolio
108,103
Q4 2024 Added 16.4%
$30.4B
$29.8 Million 0.01% of portfolio
1,020,112
Q4 2024 Reduced 3.65%
$0
$24.8 Million 0.01% of portfolio
360,364
Q4 2024 Reduced 2.72%
$0
$13.8 Million 0.01% of portfolio
271,359
Q4 2024 Added 2.52%
$32.4B
$21.2 Million 0.01% of portfolio
82,586
Q4 2024 Reduced 8.08%
$31.5B
$15 Million 0.01% of portfolio
78,920
Q4 2024 Added 9.19%
$17.1B
$13.1 Million 0.01% of portfolio
27,557
Q4 2024 Added 21.62%
$67.5B
$31.3 Million 0.01% of portfolio
248,374
Q4 2024 Added 14.89%
$15.7B
$21.5 Million 0.01% of portfolio
65,757
Q4 2024 Added 25.36%

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
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