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 0.0% of portfolio
-
Q4 2024 Added 38.21%
-
$0 0.0% of portfolio
-
Q4 2024 Added 32.99%
$0
$5.45 Million 0.0% of portfolio
124,587
Q4 2024 Added 7.1%
-
$0 0.0% of portfolio
-
Q4 2024 Added 76.94%
$0
$4.81 Million 0.0% of portfolio
103,628
Q4 2024 Reduced 0.1%
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 54.69%
$0
$6.41 Million 0.0% of portfolio
194,698
Q4 2024 Added 36.6%
$0
$10.5 Million 0.0% of portfolio
308,173
Q4 2024 Reduced 13.45%
$0
$5.8 Million 0.0% of portfolio
62,334
Q4 2024 Reduced 7.94%
$0
$8.25 Million 0.0% of portfolio
259,479
Q4 2024 Added 10.66%
$0
$1.72 Million 0.0% of portfolio
49,950
Q4 2024 Added 21.15%
$0
$855,000 0.0% of portfolio
37,139
Q4 2024 Reduced 43.94%
$0
$1.51 Million 0.0% of portfolio
55,876
Q4 2024 Added 9.35%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 15.5%
$0
$10 Million 0.0% of portfolio
293,883
Q4 2024 Added 14.59%
$0
$6.44 Million 0.0% of portfolio
175,117
Q4 2024 Reduced 0.16%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.95%
-
$0 0.0% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.12%
$0
$320,000 0.0% of portfolio
14,080
Q4 2024 Reduced 4.33%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 76.28%
$0
$6.72 Million 0.0% of portfolio
239,868
Q4 2024 Added 18.75%
$0
$2.21 Million 0.0% of portfolio
74,355
Q4 2024 Reduced 4.67%
$0
$3.33 Million 0.0% of portfolio
120,771
Q4 2024 Reduced 80.49%
$0
$1.59 Million 0.0% of portfolio
57,358
Q4 2024 Added 6.36%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 23.94%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 67.73%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 46.75%
$0
$972,000 0.0% of portfolio
26,073
Q4 2024 Added 32.74%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 16.34%
$0
$1.21 Million 0.0% of portfolio
31,259
Q4 2024 Added 18.42%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 26.86%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 299.21%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 675.07%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 74.61%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.5%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Added 47.6%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.68%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.82%
$0
$2.42 Million 0.0% of portfolio
60,245
Q4 2024 Reduced 2.86%
$0
$1.63 Million 0.0% of portfolio
43,728
Q4 2024 Reduced 3.93%
$0
$344,000 0.0% of portfolio
8,752
Q4 2024 Reduced 2.29%
$0
$2.66 Million 0.0% of portfolio
68,109
Q4 2024 Added 12.61%
$0
$1.82 Million 0.0% of portfolio
42,599
Q4 2024 Added 76.22%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.79%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 11.02%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 60.69%
$0
$2.74 Million 0.0% of portfolio
63,361
Q4 2024 Reduced 2.58%

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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