Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 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 $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.

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 $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$198 Million 0.09% of portfolio
1,465,825
Q3 2024 Added 4.61%
$0
$198 Million 0.09% of portfolio
1,787,257
Q3 2024 Added 0.11%
$0
$200 Million 0.09% of portfolio
3,539,316
Q3 2024 Added 16.85%
$0
$194 Million 0.09% of portfolio
4,338,265
Q3 2024 Added 38.26%
$88.5B
$187 Million 0.09% of portfolio
2,072,170
Q3 2024 Reduced 3.15%
$0
$187 Million 0.09% of portfolio
6,350,449
Q3 2024 Reduced 3.39%
$106B
$190 Million 0.09% of portfolio
1,948,686
Q3 2024 Added 4.58%
$1.08T
$200 Million 0.09% of portfolio
1,149,145
Q3 2024 Added 17.71%
$0
$191 Million 0.09% of portfolio
2,534,316
Q3 2024 Added 6.89%
$0
$204 Million 0.09% of portfolio
773,827
Q3 2024 Reduced 0.25%
$0
$196 Million 0.09% of portfolio
695,017
Q3 2024 Reduced 2.18%
$197B
$165 Million 0.08% of portfolio
1,449,611
Q3 2024 Added 3.96%
$219B
$173 Million 0.08% of portfolio
639,199
Q3 2024 Added 6.03%
$0
$167 Million 0.08% of portfolio
5,536,840
Q3 2024 Added 15.24%
$198B
$175 Million 0.08% of portfolio
1,815,926
Q3 2024 Added 1.41%
$81.5B
$181 Million 0.08% of portfolio
1,572,402
Q3 2024 Reduced 3.3%
$0
$183 Million 0.08% of portfolio
1,448,809
Q3 2024 Added 0.45%
$0
$174 Million 0.08% of portfolio
3,406,304
Q3 2024 Reduced 2.57%
$0
$176 Million 0.08% of portfolio
765,304
Q3 2024 Reduced 1.46%
$0
$169 Million 0.08% of portfolio
1,013,108
Q3 2024 Added 23.45%
$0
$182 Million 0.08% of portfolio
684,864
Q3 2024 Added 3.78%
$0
$166 Million 0.08% of portfolio
2,594,688
Q3 2024 Added 2.85%
$0
$183 Million 0.08% of portfolio
2,776,806
Q3 2024 Added 21.54%
$209B
$173 Million 0.08% of portfolio
1,656,079
Q3 2024 Added 17.54%
$0
$170 Million 0.08% of portfolio
3,237,972
Q3 2024 Added 6.76%
$0
$167 Million 0.08% of portfolio
3,654,568
Q3 2024 Added 1.86%
$89.9B
$183 Million 0.08% of portfolio
1,345,499
Q3 2024 Added 6.81%
$0
$170 Million 0.08% of portfolio
492,892
Q3 2024 Reduced 0.58%
$0
$183 Million 0.08% of portfolio
683,432
Q3 2024 Added 1.21%
$0
$169 Million 0.08% of portfolio
2,617,704
Q3 2024 Reduced 0.3%
$85.1B
$168 Million 0.08% of portfolio
806,970
Q3 2024 Added 5.1%
$91.2B
$143 Million 0.07% of portfolio
2,797,042
Q3 2024 Added 4.48%
$119B
$158 Million 0.07% of portfolio
571,969
Q3 2024 Added 3.06%
$144B
$145 Million 0.07% of portfolio
152,408
Q3 2024 Added 5.53%
$117B
$146 Million 0.07% of portfolio
950,565
Q3 2024 Added 5.27%
$119B
$158 Million 0.07% of portfolio
3,047,206
Q3 2024 Added 2.71%
$123B
$150 Million 0.07% of portfolio
359,988
Q3 2024 Reduced 8.02%
$136B
$162 Million 0.07% of portfolio
488,214
Q3 2024 Added 2.29%
$0
$145 Million 0.07% of portfolio
683,728
Q3 2024 Reduced 0.77%
$188B
$159 Million 0.07% of portfolio
842,223
Q3 2024 Added 5.31%
$0
$148 Million 0.07% of portfolio
7,139,593
Q3 2024 Added 15.36%
$0
$155 Million 0.07% of portfolio
3,639,203
Q3 2024 Reduced 6.52%
$191B
$153 Million 0.07% of portfolio
309,347
Q3 2024 Added 8.66%
$147B
$143 Million 0.07% of portfolio
693,852
Q3 2024 Added 6.48%
$193B
$162 Million 0.07% of portfolio
329,704
Q3 2024 Added 11.86%
$0
$158 Million 0.07% of portfolio
12,808,968
Q3 2024 Reduced 5.67%
$0
$160 Million 0.07% of portfolio
1,392,972
Q3 2024 Added 1.47%
$14.5B
$160 Million 0.07% of portfolio
5,625,799
Q3 2024 Added 7.7%
$0
$148 Million 0.07% of portfolio
1,463,439
Q3 2024 Added 15.99%

Summary

  • Portfolio
  • No. of Stocks 5,156
  • Current Value $218 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 307 stocks
  • Additional Purchases 3,004 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,665 stocks
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