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
$1.4B
$280,000 0.0% of portfolio
4,588
Q4 2024 Reduced 52.16%
Greystone Housing Impact Inv
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 18.26%
$3.88B
$6.27 Million 0.0% of portfolio
87,940
Q4 2024 Reduced 2.82%
$5.61B
$560,000 0.0% of portfolio
75,398
Q4 2024 Added 24.97%
$1.1B
$189,000 0.0% of portfolio
12,121
Q4 2024 Reduced 5.05%
$6.42B
$4.74 Million 0.0% of portfolio
11,255
Q4 2024 Added 30.06%
$68.1M
$373,000 0.0% of portfolio
220,849
Q4 2024 Reduced 0.2%
$9.37B
$470,000 0.0% of portfolio
2,688
Q4 2024 New
$1.08B
$100,000 0.0% of portfolio
60,090
Q4 2024 Reduced 64.82%
Gsk PLC
-
$0 0.0% of portfolio
-
Q4 2024 Added 3.17%
$468M
$529,000 0.0% of portfolio
15,294
Q4 2024 Reduced 3.15%
$4.24B
$501,000 0.0% of portfolio
16,428
Q4 2024 Reduced 41.01%
Guardian Pharmacy Svcs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.78%
$0
$298,000 0.0% of portfolio
20,047
Q4 2024 New
$0
$3.61 Million 0.0% of portfolio
237,247
Q4 2024 Added 204.29%
$16.4B
$8.55 Million 0.0% of portfolio
50,704
Q4 2024 Added 34.9%
$3.42B
$902,000 0.0% of portfolio
18,426
Q4 2024 Reduced 19.27%
$2.48B
$4.98 Million 0.0% of portfolio
185,739
Q4 2024 Reduced 9.69%
$3.39B
$3.44 Million 0.0% of portfolio
44,106
Q4 2024 Added 50.53%
Haemonetics Corp Mass
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.58%
Hafnia LTD
-
$0 0.0% of portfolio
-
Q4 2024 New
$816M
$1.11 Million 0.0% of portfolio
115,098
Q4 2024 Reduced 0.17%
$338M
$438,000 0.0% of portfolio
71,253
Q4 2024 Reduced 12.76%
$49.3B
$11.1 Million 0.0% of portfolio
1,160,459
Q4 2024 Added 21.52%
$8.1B
$9.9 Million 0.0% of portfolio
207,003
Q4 2024 Added 36.55%
$5.48B
$1.45 Million 0.0% of portfolio
9,816
Q4 2024 Added 27.23%
$0
$6.63 Million 0.0% of portfolio
185,773
Q4 2024 Added 66.81%
$0
$393,000 0.0% of portfolio
35,139
Q4 2024 Added 5.61%
$0
$620,000 0.0% of portfolio
45,361
Q4 2024 Added 10.24%
$0
$2.83 Million 0.0% of portfolio
170,410
Q4 2024 Added 9.83%
$0
$722,000 0.0% of portfolio
43,680
Q4 2024 Added 10.89%
$0
$3.2 Million 0.0% of portfolio
212,722
Q4 2024 Added 111.96%
$0
$5.12 Million 0.0% of portfolio
402,034
Q4 2024 Added 71.14%
$0
$5.87 Million 0.0% of portfolio
266,531
Q4 2024 Added 9.61%
$4.67B
$908,000 0.0% of portfolio
16,594
Q4 2024 Reduced 13.2%
$2.05B
$3.7 Million 0.0% of portfolio
454,132
Q4 2024 Added 12.34%
$704M
$504,000 0.0% of portfolio
21,347
Q4 2024 Added 22.02%
$173M
$430,000 0.0% of portfolio
18,874
Q4 2024 Reduced 0.37%
$6.04B
$1.84 Million 0.0% of portfolio
11,915
Q4 2024 Added 47.68%
-
$0 0.0% of portfolio
-
Q4 2024 Added 167.47%
-
$0 0.0% of portfolio
-
Q4 2024 Added 52.21%
$0
$5.1 Million 0.0% of portfolio
111,823
Q4 2024 Added 48.75%
$549M
$324,000 0.0% of portfolio
27,435
Q4 2024 Added 0.04%
$3.53B
$1.41 Million 0.0% of portfolio
46,887
Q4 2024 Reduced 5.68%
$1.11B
$326,000 0.0% of portfolio
24,708
Q4 2024 Reduced 2.44%
$6.48B
$400,000 0.0% of portfolio
48,774
Q4 2024 Added 3.16%
$707M
$698,000 0.0% of portfolio
20,824
Q4 2024 Reduced 27.88%
Hartford Fds Exchange Traded
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.53%
$0
$8.35 Million 0.0% of portfolio
242,111
Q4 2024 Added 3.76%

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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