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
$6.03B
$1.84 Million 0.0% of portfolio
156,577
Q4 2024 Added 290.44%
$23.3B
$7.33 Million 0.0% of portfolio
42,132
Q4 2024 Added 6.32%
$0
$0 0.0% of portfolio
7,072
Q4 2024 Reduced 76.94%
$5.89B
$3.24 Million 0.0% of portfolio
46,885
Q4 2024 Reduced 82.79%
Celestica Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 48.18%
$3.48B
$1.2 Million 0.0% of portfolio
54,402
Q4 2024 Added 39.01%
$58.3M
$153,000 0.0% of portfolio
85,272
Q4 2024 Reduced 7.69%
$14.3M
$17,000 0.0% of portfolio
43,141
Q4 2024 Reduced 0.6%
$1.95B
$8.38 Million 0.0% of portfolio
318,061
Q4 2024 Added 10.37%
$9.07B
$1.07 Million 0.0% of portfolio
190,591
Q4 2024 Added 12.79%
$23.9B
$1.91 Million 0.0% of portfolio
126,187
Q4 2024 Reduced 6.3%
$21.3B
$4.98 Million 0.0% of portfolio
157,052
Q4 2024 Added 5.46%
$995M
$360,000 0.0% of portfolio
5,454
Q4 2024 Added 43.53%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.08%
$753M
$356,000 0.0% of portfolio
12,282
Q4 2024 Added 0.82%
$1.26B
$455,000 0.0% of portfolio
9,968
Q4 2024 Added 11.25%
$2.23B
$262,000 0.0% of portfolio
3,574
Q4 2024 Added 41.6%
$226M
$108,000 0.0% of portfolio
23,296
Q4 2024 New
$423M
$157,000 0.0% of portfolio
20,079
Q4 2024 New
$1.9B
$1.2 Million 0.0% of portfolio
112,624
Q4 2024 Added 17.27%
$285M
$66,000 0.0% of portfolio
43,260
Q4 2024 Added 6.25%
$15.2B
$4.51 Million 0.0% of portfolio
52,824
Q4 2024 Reduced 0.36%
$21.9B
$1.14 Million 0.0% of portfolio
10,407
Q4 2024 Reduced 3.53%
$5.68B
$324,000 0.0% of portfolio
3,685
Q4 2024 Added 11.63%
$5.63B
$636,000 0.0% of portfolio
23,425
Q4 2024 Reduced 36.4%
$245M
$221,000 0.0% of portfolio
206,868
Q4 2024 Reduced 24.6%
$8.52B
$8.67 Million 0.0% of portfolio
46,942
Q4 2024 Reduced 2.55%
$6.08B
$4.03 Million 0.0% of portfolio
21,143
Q4 2024 Added 47.26%
$60.8B
$4.37 Million 0.0% of portfolio
12,763
Q4 2024 Reduced 21.79%
$2.61B
$1.61 Million 0.0% of portfolio
33,954
Q4 2024 Added 57.31%
$120M
$21,000 0.0% of portfolio
13,651
Q4 2024 Added 9.46%
Chegg Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$8.87B
$4.95 Million 0.0% of portfolio
9,342
Q4 2024 Reduced 12.42%
$2.13B
$1.16 Million 0.0% of portfolio
68,797
Q4 2024 Added 11.21%
$30.7B
$4.47 Million 0.0% of portfolio
84,086
Q4 2024 Added 18.02%
$67.2M
$130,000 0.0% of portfolio
49,249
Q4 2024 Reduced 7.33%
$2.25B
$1.66 Million 0.0% of portfolio
13,717
Q4 2024 Added 11.2%
$4.11B
$4.04 Million 0.0% of portfolio
120,669
Q4 2024 Added 0.64%
Chimera Invt Corp
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.92%
$8.04B
$3.92 Million 0.0% of portfolio
27,638
Q4 2024 Added 10.26%
Choiceone Finl Svcs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.64%
$4.32B
$3.65 Million 0.0% of portfolio
31,332
Q4 2024 Reduced 47.77%
$563M
$169,000 0.0% of portfolio
31,941
Q4 2024 Reduced 15.48%
$4.28B
$5.39 Million 0.0% of portfolio
40,356
Q4 2024 Added 107.83%
$139M
$92,000 0.0% of portfolio
15,301
Q4 2024 Reduced 1.92%
$4.22B
$73,000 0.0% of portfolio
41,530
Q4 2024 Added 8.86%
Cibus Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.36%
$11.1B
$3.22 Million 0.0% of portfolio
38,023
Q4 2024 Added 65.11%
$1.16B
$741,000 0.0% of portfolio
10,345
Q4 2024 Reduced 1.97%

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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