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
$417M
$433,000 0.0% of portfolio
53,567
Q4 2024 Reduced 5.63%
$0
$11.2 Million 0.0% of portfolio
1,306,485
Q4 2024 Added 37.18%
$0
$9.9 Million 0.0% of portfolio
1,139,010
Q4 2024 Added 8.53%
Corpay Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 19.75%
$1.1B
$142,000 0.0% of portfolio
21,515
Q4 2024 New
$1.88B
$1.2 Million 0.0% of portfolio
10,807
Q4 2024 Added 183.28%
$1.22B
$235,000 0.0% of portfolio
18,365
Q4 2024 Reduced 36.0%
$4.84B
$1.15 Million 0.0% of portfolio
165,133
Q4 2024 Added 10.21%
$38.2B
$1.83 Million 0.0% of portfolio
83,054
Q4 2024 Reduced 28.52%
$1.12B
$142,000 0.0% of portfolio
16,711
Q4 2024 New
$4.51B
$709,000 0.0% of portfolio
23,149
Q4 2024 Added 53.16%
$1.35B
$831,000 0.0% of portfolio
4,442
Q4 2024 Added 163.78%
$893M
$1.32 Million 0.0% of portfolio
24,984
Q4 2024 Added 76.98%
Crane Company
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.64%
$8.67B
$7.74 Million 0.0% of portfolio
50,994
Q4 2024 Reduced 23.63%
Creative Media & Cmnty Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 69.47%
$6.21B
$1.04 Million 0.0% of portfolio
2,213
Q4 2024 New
$0
$4.7 Million 0.0% of portfolio
1,624,704
Q4 2024 Added 8.81%
$0
$1.74 Million 0.0% of portfolio
811,454
Q4 2024 Added 9.97%
$7.91B
$3.3 Million 0.0% of portfolio
48,936
Q4 2024 Added 37.48%
$493M
$469,000 0.0% of portfolio
24,437
Q4 2024 Added 10.04%
$533M
$1.32 Million 0.0% of portfolio
90,218
Q4 2024 Added 359.12%
$23.9B
$0 0.0% of portfolio
-
Q4 2024 Added 63.48%
$1.82B
$310,000 0.0% of portfolio
6,071
Q4 2024 Added 23.67%
$3.42B
$5.89 Million 0.0% of portfolio
149,726
Q4 2024 Added 39.29%
$2.32B
$760,000 0.0% of portfolio
19,235
Q4 2024 Added 15.12%
$6.4B
$8.74 Million 0.0% of portfolio
79,839
Q4 2024 Added 24.67%
$767M
$165,000 0.0% of portfolio
81,827
Q4 2024 Added 3.27%
$64.2M
$149,000 0.0% of portfolio
15,102
Q4 2024 Added 5.12%
$890M
$2.36 Million 0.0% of portfolio
107,405
Q4 2024 Added 6.24%
Crown Electrokinetics Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$10.6B
$1.97 Million 0.0% of portfolio
23,881
Q4 2024 Reduced 15.16%
$321M
$3.4 Million 0.0% of portfolio
436,766
Q4 2024 Added 1,366.15%
$4.69B
$4.6 Million 0.0% of portfolio
13,045
Q4 2024 Added 7.3%
$353M
$500,000 0.0% of portfolio
25,388
Q4 2024 Reduced 0.49%
$1.38B
$418,000 0.0% of portfolio
7,931
Q4 2024 Added 37.79%
$9.53B
$4.65 Million 0.0% of portfolio
108,610
Q4 2024 Added 19.23%
$38.2M
$44,000 0.0% of portfolio
42,929
Q4 2024 Added 139.49%
$8.29B
$8.97 Million 0.0% of portfolio
66,833
Q4 2024 Reduced 16.11%
$126M
$42,000 0.0% of portfolio
27,784
Q4 2024 Reduced 2.65%
Curis Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.77%
$12.4B
$8.9 Million 0.0% of portfolio
25,069
Q4 2024 Added 65.69%
$2.63B
$281,000 0.0% of portfolio
21,559
Q4 2024 Added 63.17%
$1.2B
$225,000 0.0% of portfolio
46,902
Q4 2024 Reduced 2.39%
$2.35M
$6,000 0.0% of portfolio
17,500
Q2 2024 Reduced 0.52%
$2.72B
$1.31 Million 0.0% of portfolio
61,217
Q4 2024 Reduced 27.89%
$1.82B
$205,000 0.0% of portfolio
10,990
Q4 2024 Reduced 76.59%
$795M
$842,000 0.0% of portfolio
11,088
Q4 2024 Reduced 6.91%
$4.13B
$657,000 0.0% of portfolio
13,988
Q4 2024 Added 6.63%

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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