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
$165 Million 0.07% of portfolio
1,434,638
Q4 2024 Added 2.99%
$0
$155 Million 0.07% of portfolio
1,538,970
Q4 2024 Added 5.16%
$0
$170 Million 0.07% of portfolio
786,645
Q4 2024 Added 2.79%
$0
$155 Million 0.07% of portfolio
1,737,914
Q4 2024 Added 21.99%
$0
$163 Million 0.07% of portfolio
994,993
Q4 2024 Reduced 1.79%
$0
$166 Million 0.07% of portfolio
495,529
Q4 2024 Added 5.62%
$0
$162 Million 0.07% of portfolio
1,113,861
Q4 2024 Added 14.39%
$0
$163 Million 0.07% of portfolio
7,012,430
Q4 2024 Added 211.68%
$0
$169 Million 0.07% of portfolio
5,665,572
Q4 2024 Added 5.3%
$0
$165 Million 0.07% of portfolio
3,810,466
Q4 2024 Added 4.27%
$47.6B
$168 Million 0.07% of portfolio
3,876,113
Q4 2024 Added 6.76%
$70.3B
$174 Million 0.07% of portfolio
1,382,552
Q4 2024 Added 2.75%
$0
$177 Million 0.07% of portfolio
931,632
Q4 2024 Added 27.42%
$0
$173 Million 0.07% of portfolio
682,605
Q4 2024 Added 10.83%
$0
$170 Million 0.07% of portfolio
1,048,127
Q4 2024 Added 11.29%
$0
$178 Million 0.07% of portfolio
3,012,718
Q4 2024 Added 15.09%
$0
$135 Million 0.06% of portfolio
2,801,023
Q4 2024 Added 16.71%
$0
$138 Million 0.06% of portfolio
1,422,531
Q4 2024 Added 5.98%
$0
$137 Million 0.06% of portfolio
1,375,211
Q4 2024 Added 10.7%
$0
$145 Million 0.06% of portfolio
3,501,184
Q4 2024 Added 16.62%
$136B
$154 Million 0.06% of portfolio
363,324
Q4 2024 Added 0.93%
$0
$152 Million 0.06% of portfolio
3,379,362
Q4 2024 Added 21.37%
$0
$136 Million 0.06% of portfolio
7,181,535
Q4 2024 Added 5.19%
$0
$137 Million 0.06% of portfolio
2,526,850
Q4 2024 Added 6.74%
$199B
$153 Million 0.06% of portfolio
918,344
Q4 2024 Added 9.04%
$0
$150 Million 0.06% of portfolio
3,573,475
Q4 2024 Added 11.2%
$0
$150 Million 0.06% of portfolio
3,708,002
Q4 2024 Added 1.89%
$0
$148 Million 0.06% of portfolio
3,200,175
Q4 2024 Added 10.82%
$0
$142 Million 0.06% of portfolio
3,102,472
Q4 2024 Added 6.62%
$0
$141 Million 0.06% of portfolio
3,837,284
Q4 2024 Added 5.03%
$0
$154 Million 0.06% of portfolio
1,534,546
Q4 2024 Added 30.21%
$0
$138 Million 0.06% of portfolio
1,757,411
Q4 2024 Added 30.96%
$0
$146 Million 0.06% of portfolio
3,938,589
Q4 2024 Added 17.53%
$0
$154 Million 0.06% of portfolio
535,490
Q4 2024 Added 9.54%
$0
$143 Million 0.06% of portfolio
1,102,590
Q4 2024 Added 11.61%
$0
$131 Million 0.06% of portfolio
2,836,196
Q4 2024 Added 30.89%
$0
$133 Million 0.06% of portfolio
2,659,326
Q4 2024 Added 6.09%
$2.96B
$151 Million 0.06% of portfolio
521,414
Q4 2024 Reduced 1.27%
$0
$134 Million 0.06% of portfolio
1,482,055
Q4 2024 Added 16.36%
$151B
$135 Million 0.06% of portfolio
270,099
Q4 2024 Added 6.62%
$0
$144 Million 0.06% of portfolio
2,279,815
Q4 2024 Reduced 0.22%
$0
$140 Million 0.06% of portfolio
1,461,128
Q4 2024 Added 42.39%
$0
$153 Million 0.06% of portfolio
1,755,895
Q4 2024 Added 1.24%
$0
$133 Million 0.06% of portfolio
1,521,746
Q4 2024 Added 1.64%
$167B
$137 Million 0.06% of portfolio
262,437
Q4 2024 Added 10.81%
$0
$147 Million 0.06% of portfolio
1,649,466
Q4 2024 Added 7.73%
$0
$150 Million 0.06% of portfolio
2,608,751
Q4 2024 Added 6.81%
$0
$149 Million 0.06% of portfolio
703,664
Q4 2024 Added 2.19%
$246B
$153 Million 0.06% of portfolio
2,173,153
Q4 2024 Added 4.46%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email