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
Hartford Fds Exchange Traded
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.22%
$0
$427,000 0.0% of portfolio
18,088
Q4 2024 New
$0
$11.4 Million 0.0% of portfolio
294,964
Q4 2024 Added 41.36%
$8.54B
$4.11 Million 0.0% of portfolio
73,579
Q4 2024 Added 13.87%
$1.15B
$461,000 0.0% of portfolio
47,444
Q4 2024 Added 13.08%
$2.13B
$428,000 0.0% of portfolio
3,497
Q4 2024 Reduced 41.33%
$681M
$7.11 Million 0.0% of portfolio
324,709
Q4 2024 New
$1.21B
$828,000 0.0% of portfolio
7,114
Q4 2024 Added 0.61%
$111B
$7.39 Million 0.0% of portfolio
115,776
Q4 2024 Added 17.42%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.25%
$766M
$244,000 0.0% of portfolio
21,048
Q4 2024 Added 45.59%
$8.71B
$4.05 Million 0.0% of portfolio
42,256
Q4 2024 Added 11.77%
$16M
$49,000 0.0% of portfolio
21,732
Q4 2024 New
$2.74B
$856,000 0.0% of portfolio
13,978
Q4 2024 Added 253.96%
$3.04B
$1.17 Million 0.0% of portfolio
238,974
Q4 2024 Reduced 3.63%
-
$0 0.0% of portfolio
-
Q4 2024 Added 24.77%
$1.28B
$2.77 Million 0.0% of portfolio
46,225
Q4 2024 Reduced 3.36%
$1.44B
$780,000 0.0% of portfolio
101,277
Q4 2024 Added 813.15%
$2.67B
$696,000 0.0% of portfolio
21,763
Q4 2024 Added 1.91%
Hennessy Fds Tr
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 36.84%
$9.57B
$590,000 0.0% of portfolio
8,539
Q4 2024 Reduced 71.56%
$3.78B
$564,000 0.0% of portfolio
2,983
Q4 2024 Reduced 18.47%
$614M
$291,000 0.0% of portfolio
31,085
Q4 2024 Reduced 0.12%
$303M
$88,000 0.0% of portfolio
58,098
Q4 2024 Reduced 11.51%
$0
$59,000 0.0% of portfolio
27,488
Q4 2024 Added 1.23%
$1.42B
$68,000 0.0% of portfolio
18,807
Q4 2024 Reduced 24.59%
$44.1B
$4.52 Million 0.0% of portfolio
33,976
Q4 2024 Added 0.41%
$1.78B
$7.21 Million 0.0% of portfolio
194,610
Q4 2024 Added 4.82%
$6.66B
$3.75 Million 0.0% of portfolio
106,950
Q4 2024 Added 64.02%
$0
$11.4 Million 0.0% of portfolio
1,748,815
Q4 2024 Added 1,744.51%
$0
$2.45 Million 0.0% of portfolio
359,377
Q4 2024 Added 5.3%
$0
$3.84 Million 0.0% of portfolio
740,645
Q4 2024 Reduced 32.69%
$1.37B
$669,000 0.0% of portfolio
45,563
Q4 2024 Reduced 6.26%
$2.95B
$1.23 Million 0.0% of portfolio
40,266
Q4 2024 Added 7.85%
$1.87B
$892,000 0.0% of portfolio
28,997
Q4 2024 Added 4.25%
$1.8B
$1.9 Million 0.0% of portfolio
195,187
Q4 2024 Added 35.45%
$1.66B
$170,000 0.0% of portfolio
21,212
Q4 2024 Reduced 5.2%
$8.05B
$2.37 Million 0.0% of portfolio
97,958
Q4 2024 Added 1.01%
Hive Digital Technologies Lt
-
$0 0.0% of portfolio
-
Q4 2024 New
$1.85B
$1.98 Million 0.0% of portfolio
39,360
Q4 2024 Added 5.9%
$5.94B
$5.61 Million 0.0% of portfolio
198,405
Q4 2024 Added 2.01%
$46.6B
$2.25 Million 0.0% of portfolio
78,703
Q4 2024 Added 39.47%
$477M
$201,000 0.0% of portfolio
29,138
Q4 2024 Added 56.48%
$1.25B
$301,000 0.0% of portfolio
24,498
Q4 2024 Added 11.08%
$1.7B
$1.5 Million 0.0% of portfolio
38,145
Q4 2024 Reduced 11.17%
$715M
$811,000 0.0% of portfolio
50,342
Q4 2024 Reduced 1.13%
$0
$1.59 Million 0.0% of portfolio
176,871
Q4 2024 Added 9.72%
$15.8B
$9.52 Million 0.0% of portfolio
303,483
Q4 2024 Added 9.05%
$11.3B
$2.34 Million 0.0% of portfolio
133,430
Q4 2024 Added 72.26%

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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