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
$10.4M
$18,000 0.0% of portfolio
13,500
Q1 2024 Reduced 0.44%
Howard Hughes Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 155.55%
$241B
$7.59 Million 0.0% of portfolio
153,518
Q4 2024 Added 23.17%
$1.27B
$208,000 0.0% of portfolio
4,688
Q4 2024 Reduced 24.47%
$18.9B
$10.5 Million 0.0% of portfolio
25,158
Q4 2024 Added 12.23%
$1.8B
$211,000 0.0% of portfolio
26,069
Q4 2024 Reduced 77.87%
$0
$543,000 0.0% of portfolio
298,480
Q4 2024 Reduced 0.7%
$330M
$2.68 Million 0.0% of portfolio
529,992
Q4 2024 Added 3.52%
$33.3B
$8.27 Million 0.0% of portfolio
32,579
Q4 2024 Reduced 5.95%
$16.3B
$11.8 Million 0.0% of portfolio
69,200
Q4 2024 Added 56.68%
$3.23B
$740,000 0.0% of portfolio
41,087
Q4 2024 Added 18.14%
$3.07B
$477,000 0.0% of portfolio
3,843
Q4 2024 Added 53.41%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.53%
$6.88B
$1.65 Million 0.0% of portfolio
10,509
Q4 2024 Added 11.41%
$207M
$6,000 0.0% of portfolio
10,960
Q4 2024 New
$52.7M
$32,000 0.0% of portfolio
37,025
Q4 2024 Reduced 6.74%
$0
$265,000 0.0% of portfolio
531,440
Q4 2024 Added 106.83%
$3.72B
$216,000 0.0% of portfolio
5,016
Q4 2024 Added 17.11%
$2.66B
$280,000 0.0% of portfolio
54,277
Q4 2024 Added 79.21%
$3.15B
$1.61 Million 0.0% of portfolio
185,749
Q4 2024 Reduced 2.74%
$1.52B
$3.43 Million 0.0% of portfolio
28,744
Q4 2024 Added 10.82%
$96.2B
$9.92 Million 0.0% of portfolio
332,294
Q4 2024 Added 36.08%
$7.45B
$378,000 0.0% of portfolio
76,561
Q4 2024 Reduced 10.14%
$3.37B
$747,000 0.0% of portfolio
4,816
Q4 2024 Added 1.97%
$5.82B
$3.15 Million 0.0% of portfolio
28,821
Q4 2024 Added 38.32%
$134M
$415,000 0.0% of portfolio
40,168
Q4 2024 Reduced 15.52%
$14B
$4.12 Million 0.0% of portfolio
19,702
Q4 2024 Added 13.63%
$3.44B
$9.33 Million 0.0% of portfolio
46,426
Q4 2024 Added 588.0%
$79.5M
$240,000 0.0% of portfolio
10,323
Q4 2024 New
Ilearningengines Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.43%
$13.4B
$11.1 Million 0.0% of portfolio
82,867
Q4 2024 Added 24.56%
$1.4B
$447,000 0.0% of portfolio
17,462
Q4 2024 Reduced 19.37%
$255M
$299,000 0.0% of portfolio
34,314
Q4 2024 Added 39.77%
$1.21B
$659,000 0.0% of portfolio
257,449
Q4 2024 Added 67.22%
$156M
$74,000 0.0% of portfolio
34,532
Q4 2024 Added 10.21%
$40.2B
$2.91 Million 0.0% of portfolio
47,255
Q4 2024 Added 3.54%
$2.34B
$1.71 Million 0.0% of portfolio
11,758
Q4 2024 Reduced 31.14%
$6.13M
$3,000 0.0% of portfolio
11,350
Q4 2024 Reduced 8.1%
$4.27B
$575,000 0.0% of portfolio
11,279
Q4 2024 Reduced 18.83%
$15.5B
$1.9 Million 0.0% of portfolio
27,543
Q4 2024 Added 21.73%
$4.78B
$7.76 Million 0.0% of portfolio
391,263
Q4 2024 Reduced 0.97%
$2.5B
$1.22 Million 0.0% of portfolio
20,103
Q4 2024 Added 9.73%
$2.97B
$1.55 Million 0.0% of portfolio
24,123
Q4 2024 Added 8.06%
$0
$1.97 Million 0.0% of portfolio
124,925
Q4 2024 Added 5.34%
$314M
$199,000 0.0% of portfolio
49,198
Q4 2024 Reduced 1.45%
$258M
$184,000 0.0% of portfolio
50,433
Q4 2024 Reduced 8.18%
$1.44B
$70,000 0.0% of portfolio
10,727
Q4 2024 New
$4.46B
$2.79 Million 0.0% of portfolio
107,444
Q4 2024 Added 23.45%
$82.7B
$5.3 Million 0.0% of portfolio
241,927
Q4 2024 Added 25.06%

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