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
$416,000 0.0% of portfolio
4,101
Q4 2024 Added 56.29%
$0
$892,000 0.0% of portfolio
8,855
Q4 2024 Added 297.26%
$0
$865,000 0.0% of portfolio
339,504
Q4 2024 Added 29.97%
$0
$1.32 Million 0.0% of portfolio
127,457
Q4 2024 Reduced 18.51%
$0
$163,000 0.0% of portfolio
22,965
Q4 2024 Reduced 36.85%
$0
$3.86 Million 0.0% of portfolio
663,945
Q4 2024 Reduced 8.68%
$0
$675,000 0.0% of portfolio
111,805
Q4 2024 Reduced 1.59%
$3.96B
$1.68 Million 0.0% of portfolio
14,127
Q4 2024 Added 29.13%
$7.08B
$590,000 0.0% of portfolio
5,546
Q4 2024 Added 76.96%
$597M
$0 0.0% of portfolio
-
Q4 2024 Added 6.16%
$0
$1.52 Million 0.0% of portfolio
38,704
Q4 2024 New
Bondbloxx ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.69%
Booking Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$3.39B
$2.12 Million 0.0% of portfolio
13,957
Q4 2024 Added 50.17%
$6.83B
$1.46 Million 0.0% of portfolio
45,984
Q4 2024 Reduced 23.09%
$531M
$129,000 0.0% of portfolio
33,141
Q4 2024 New
$4.61B
$655,000 0.0% of portfolio
20,757
Q4 2024 Added 11.05%
$7.83B
$8.14 Million 0.0% of portfolio
112,256
Q4 2024 Added 274.21%
$3.24B
$318,000 0.0% of portfolio
4,307
Q4 2024 New
$216M
$755,000 0.0% of portfolio
251,812
Q4 2024 Reduced 25.17%
$813M
$328,000 0.0% of portfolio
58,683
Q4 2024 Added 28.54%
$0
$1.49 Million 0.0% of portfolio
185,714
Q4 2024 Added 17.09%
$1.46B
$235,000 0.0% of portfolio
60,946
Q4 2024 Reduced 27.27%
$113M
$297,000 0.0% of portfolio
94,405
Q4 2024 Reduced 28.88%
$2.52B
$2.4 Million 0.0% of portfolio
39,197
Q4 2024 Added 69.57%
$3.49B
$390,000 0.0% of portfolio
96,019
Q4 2024 Added 15.94%
Briacell Therapeutics Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 29.74%
Bridger Aerospace Grp Hldgs
-
$0 0.0% of portfolio
-
Q4 2024 New
$7.53B
$4.44 Million 0.0% of portfolio
40,068
Q4 2024 Added 11.42%
$186M
$45,000 0.0% of portfolio
10,570
Q4 2024 New
$4.05B
$1.9 Million 0.0% of portfolio
39,545
Q4 2024 Added 55.32%
$1.06B
$733,000 0.0% of portfolio
27,842
Q4 2024 Reduced 0.66%
$785M
$1.8 Million 0.0% of portfolio
319,596
Q4 2024 Reduced 12.35%
$6.61B
$1.4 Million 0.0% of portfolio
10,568
Q4 2024 Reduced 0.09%
$4.04B
$535,000 0.0% of portfolio
5,769
Q4 2024 Reduced 12.04%
$6.81B
$1.67 Million 0.0% of portfolio
73,673
Q4 2024 Added 83.76%
$3.13B
$1.78 Million 0.0% of portfolio
112,464
Q4 2024 Added 94.77%
$32.4M
$86,000 0.0% of portfolio
43,628
Q4 2024 Reduced 16.42%
$1.12B
$133,000 0.0% of portfolio
26,518
Q4 2024 Reduced 4.81%
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q4 2024 Added 12.83%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 28.54%
$13.8B
$5.06 Million 0.0% of portfolio
159,094
Q4 2024 Added 8.52%
Brookfield Infrastructure CO
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$1.07 Million 0.0% of portfolio
80,666
Q4 2024 Added 7.87%
Brookfield Renewable Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$6.14B
$1.31 Million 0.0% of portfolio
57,514
Q4 2024 Added 32.77%
$863M
$508,000 0.0% of portfolio
43,073
Q4 2024 Added 3.17%
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.54%
-
$0 0.0% of portfolio
-
Q4 2024 Added 53.92%

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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