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
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q4 2024 Added 105.9%
$0
$3.66 Million 0.0% of portfolio
40,481
Q4 2024 Reduced 4.43%
$0
$1.7 Million 0.0% of portfolio
76,974
Q4 2024 Reduced 45.99%
$0
$6.03 Million 0.0% of portfolio
161,906
Q4 2024 Added 62.14%
$0
$3.28 Million 0.0% of portfolio
375,183
Q4 2024 Added 1,054.8%
$0
$614,000 0.0% of portfolio
39,835
Q4 2024 Reduced 10.17%
$0
$1.32 Million 0.0% of portfolio
120,617
Q4 2024 Added 1.12%
$86.7M
$483,000 0.0% of portfolio
7,875
Q4 2024 Reduced 6.26%
$218M
$472,000 0.0% of portfolio
4,938
Q4 2024 Added 68.71%
$130M
$2 Million 0.0% of portfolio
34,171
Q4 2024 Reduced 7.63%
$250M
$254,000 0.0% of portfolio
2,597
Q4 2024 New
$2.33B
$5.75 Million 0.0% of portfolio
216,390
Q4 2024 Reduced 43.82%
$378M
$1.7 Million 0.0% of portfolio
90,253
Q4 2024 Added 8.22%
$205M
$1.52 Million 0.0% of portfolio
81,797
Q4 2024 Reduced 29.41%
$386M
$2.64 Million 0.0% of portfolio
184,412
Q4 2024 Added 39.48%
$152M
$1.96 Million 0.0% of portfolio
32,251
Q4 2024 Reduced 5.59%
$0
$2.18 Million 0.0% of portfolio
55,304
Q4 2024 Added 10.05%
-
$0 0.0% of portfolio
-
Q4 2024 Added 249.56%
$0
$2.17 Million 0.0% of portfolio
112,946
Q4 2024 Reduced 6.66%
$0
$0 0.0% of portfolio
3,042,922
Q4 2024 Added 2.07%
$0
$1.69 Million 0.0% of portfolio
68,430
Q4 2024 Added 1.04%
$0
$6.6 Million 0.0% of portfolio
281,133
Q4 2024 Reduced 38.75%
$0
$481,000 0.0% of portfolio
15,239
Q4 2024 Reduced 10.24%
$0
$680,000 0.0% of portfolio
58,854
Q4 2024 Reduced 13.68%
$0
$5.63 Million 0.0% of portfolio
286,680
Q4 2024 Added 0.62%
$0
$3.29 Million 0.0% of portfolio
84,194
Q4 2024 Added 0.72%
$0
$5.46 Million 0.0% of portfolio
137,509
Q4 2024 Added 6.69%
$0
$6.48 Million 0.0% of portfolio
300,315
Q4 2024 Added 46.18%
$0
$10.9 Million 0.0% of portfolio
741,390
Q4 2024 Reduced 3.77%
$0
$9.77 Million 0.0% of portfolio
545,694
Q4 2024 Added 5.51%
$0
$1.18 Million 0.0% of portfolio
19,706
Q4 2024 Added 1.89%
$0
$465,000 0.0% of portfolio
14,703
Q4 2024 Reduced 4.38%
$0
$11.3 Million 0.0% of portfolio
367,041
Q4 2024 Added 3.43%
$0
$2.69 Million 0.0% of portfolio
118,047
Q4 2024 Added 13.8%
$0
$10.6 Million 0.0% of portfolio
220,467
Q4 2024 Added 2.59%
$0
$10.5 Million 0.0% of portfolio
214,604
Q4 2024 Added 13.98%
$0
$1.22 Million 0.0% of portfolio
23,024
Q4 2024 Reduced 4.23%
$0
$11.8 Million 0.0% of portfolio
133,493
Q4 2024 Reduced 7.23%
$0
$178,000 0.0% of portfolio
11,045
Q4 2024 Reduced 33.51%
$0
$4.84 Million 0.0% of portfolio
89,380
Q4 2024 Reduced 0.46%
$0
$5.46 Million 0.0% of portfolio
196,071
Q4 2024 Added 2.13%
$0
$3.11 Million 0.0% of portfolio
108,611
Q4 2024 Added 3.66%
$0
$764,000 0.0% of portfolio
28,267
Q4 2024 Added 6.12%
Invesco Exch Traded Fd Tr Ii
-
$0 0.0% of portfolio
-
Q4 2024 Added 55.0%
$0
$1.2 Million 0.0% of portfolio
82,346
Q4 2024 Added 15.27%
$0
$288,000 0.0% of portfolio
2,651
Q4 2024 Reduced 5.79%
$0
$328,000 0.0% of portfolio
5,945
Q4 2024 Added 13.07%
$0
$2.48 Million 0.0% of portfolio
56,036
Q4 2024 Added 0.95%
Invesco Exch Traded Fd Tr Ii
-
$0 0.0% of portfolio
-
Q4 2024 Added 14.45%

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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