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
$4.91 Million 0.0% of portfolio
102,907
Q4 2024 Reduced 1.7%
$0
$9.92 Million 0.0% of portfolio
210,003
Q4 2024 Added 1.41%
$0
$1.59 Million 0.0% of portfolio
41,716
Q4 2024 Reduced 5.37%
Invesco Exch Traded Fd Tr Ii
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 11.22%
Invesco Exch Traded Fd Tr Ii
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.44%
$0
$0 0.0% of portfolio
654,527
Q4 2024 Reduced 5.71%
$0
$6.17 Million 0.0% of portfolio
186,157
Q4 2024 Reduced 5.21%
$0
$0 0.0% of portfolio
262,791
Q4 2024 Added 5.92%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 New
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.28%
-
$0 0.0% of portfolio
-
Q4 2024 Added 13.13%
$0
$5.66 Million 0.0% of portfolio
270,291
Q4 2024 Added 42.27%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 40.35%
$0
$9.37 Million 0.0% of portfolio
382,339
Q4 2024 Added 4.54%
$0
$8.48 Million 0.0% of portfolio
359,727
Q4 2024 Added 2.04%
$0
$6.76 Million 0.0% of portfolio
289,780
Q4 2024 Added 14.63%
$0
$4.01 Million 0.0% of portfolio
174,762
Q4 2024 Added 33.35%
$0
$5.8 Million 0.0% of portfolio
246,914
Q4 2024 Reduced 12.46%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 22.41%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.05%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.7%
$0
$8.1 Million 0.0% of portfolio
372,800
Q4 2024 Added 37.32%
$0
$2.55 Million 0.0% of portfolio
105,537
Q4 2024 Reduced 7.53%
$0
$0 0.0% of portfolio
287,929
Q4 2024 Reduced 0.61%
$0
$6.13 Million 0.0% of portfolio
92,105
Q4 2024 Added 1.66%
$0
$573,000 0.0% of portfolio
8,246
Q4 2024 Added 0.01%
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.8%
$0
$1.84 Million 0.0% of portfolio
21,217
Q4 2024 Added 52.08%
Invesco Exchange Traded Fd T
-
$0 0.0% of portfolio
-
Q4 2024 Added 13.39%
-
$0 0.0% of portfolio
-
Q4 2024 Added 21.57%
$0
$2.09 Million 0.0% of portfolio
47,218
Q4 2024 Added 6.33%
$0
$1.29 Million 0.0% of portfolio
22,698
Q4 2024 Added 11.23%
$0
$9.04 Million 0.0% of portfolio
233,644
Q4 2024 Reduced 25.23%
$0
$3.66 Million 0.0% of portfolio
91,305
Q4 2024 Reduced 15.85%
$0
$3.19 Million 0.0% of portfolio
107,876
Q4 2024 Reduced 15.09%
$0
$5.97 Million 0.0% of portfolio
128,500
Q4 2024 Added 2.87%
Invesco Exchange Traded Fd T
-
$0 0.0% of portfolio
-
Q4 2024 Added 44.64%
$0
$1.09 Million 0.0% of portfolio
41,772
Q4 2024 Added 17.19%
$0
$1.4 Million 0.0% of portfolio
34,645
Q4 2024 Reduced 6.09%
$0
$6.76 Million 0.0% of portfolio
129,470
Q4 2024 Added 27.12%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.49%
$0
$0 0.0% of portfolio
15,529
Q4 2024 Reduced 29.49%
Invesco Exchange Traded Fd T
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 21.62%
$0
$4.04 Million 0.0% of portfolio
48,895
Q4 2024 Reduced 6.15%
$0
$4.23 Million 0.0% of portfolio
73,515
Q4 2024 Added 4.16%
$0
$0 0.0% of portfolio
16,667
Q4 2024 Reduced 38.35%
$0
$0 0.0% of portfolio
198,873
Q4 2024 Added 3.56%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.73%

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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