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
$4.31B
$652,000 0.0% of portfolio
10,092
Q4 2024 Reduced 7.0%
$613M
$267,000 0.0% of portfolio
5,809
Q4 2024 New
$568M
$94,000 0.0% of portfolio
11,620
Q4 2024 Reduced 19.77%
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 53.75%
$2.98B
$973,000 0.0% of portfolio
76,358
Q4 2024 Added 3.12%
$15.5B
$5.58 Million 0.0% of portfolio
19,567
Q4 2024 Added 18.62%
$635M
$748,000 0.0% of portfolio
29,106
Q4 2024 Reduced 7.74%
$552M
$461,000 0.0% of portfolio
148,029
Q4 2024 Added 8.2%
$9.48B
$6.08 Million 0.0% of portfolio
54,552
Q4 2024 Added 69.35%
$10.6B
$3.79 Million 0.0% of portfolio
50,950
Q4 2024 Added 34.72%
$520M
$543,000 0.0% of portfolio
18,873
Q4 2024 Reduced 51.69%
$12.1B
$5.75 Million 0.0% of portfolio
55,648
Q4 2024 Added 5.79%
$2.38B
$4.75 Million 0.0% of portfolio
137,991
Q4 2024 Reduced 2.46%
$119M
$253,000 0.0% of portfolio
70,325
Q4 2024 Added 13.11%
$53.4M
$93,000 0.0% of portfolio
42,386
Q4 2024 Added 15.59%
$1.49B
$780,000 0.0% of portfolio
2,154
Q4 2024 Added 19.73%
$10.1B
$5.14 Million 0.0% of portfolio
12,017
Q4 2024 Added 25.05%
$2.88B
$740,000 0.0% of portfolio
12,689
Q4 2024 Added 25.19%
$5.7B
$5.15 Million 0.0% of portfolio
149,475
Q4 2024 Added 39.2%
$1.22B
$378,000 0.0% of portfolio
11,713
Q4 2024 Added 14.91%
$7.84B
$1.15 Million 0.0% of portfolio
45,236
Q4 2024 Added 32.37%
$6.51B
$1.65 Million 0.0% of portfolio
49,457
Q4 2024 Reduced 33.74%
$3.72B
$3.08 Million 0.0% of portfolio
29,926
Q4 2024 Reduced 4.58%
$0
$6.12 Million 0.0% of portfolio
512,173
Q4 2024 Reduced 1.64%
$0
$3.81 Million 0.0% of portfolio
156,683
Q4 2024 Reduced 3.6%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$6.26 Million 0.0% of portfolio
927,740
Q4 2024 Added 2.65%
$0
$2.59 Million 0.0% of portfolio
227,247
Q4 2024 Added 1.89%
$0
$1.7 Million 0.0% of portfolio
114,315
Q4 2024 Added 1.36%
$2.56B
$976,000 0.0% of portfolio
21,540
Q4 2024 Added 10.89%
$2.28B
$283,000 0.0% of portfolio
8,128
Q4 2024 Reduced 50.06%
Calumet Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 18.78%
$0
$4.91 Million 0.0% of portfolio
194,531
Q4 2024 Added 22.63%
$0
$7.45 Million 0.0% of portfolio
260,406
Q4 2024 Reduced 1.01%
$0
$694,000 0.0% of portfolio
24,170
Q4 2024 Reduced 13.84%
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.58%
$0
$1.12 Million 0.0% of portfolio
99,563
Q4 2024 Reduced 7.38%
$0
$1.02 Million 0.0% of portfolio
40,289
Q4 2024 Added 19.87%
$0
$2.54 Million 0.0% of portfolio
85,224
Q4 2024 Added 4.66%
$614M
$298,000 0.0% of portfolio
6,982
Q4 2024 Added 3.82%
$13.3B
$3.78 Million 0.0% of portfolio
32,573
Q4 2024 Added 13.9%
$762M
$1.1 Million 0.0% of portfolio
51,959
Q4 2024 Reduced 6.92%
$3.15B
$688,000 0.0% of portfolio
8,527
Q4 2024 Reduced 14.32%
$540M
$974,000 0.0% of portfolio
97,174
Q4 2024 Added 21.18%
$31.7B
$6.54 Million 0.0% of portfolio
211,894
Q4 2024 Reduced 0.77%
$67.9B
$10.1 Million 0.0% of portfolio
99,206
Q4 2024 Reduced 14.51%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q4 2024 Added 34.45%
$649M
$166,000 0.0% of portfolio
15,014
Q4 2024 Reduced 14.42%

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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