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
$7.18 Million 0.0% of portfolio
314,157
Q4 2024 Added 3.02%
$0
$1.59 Million 0.0% of portfolio
35,869
Q4 2024 Reduced 5.14%
$0
$9.65 Million 0.0% of portfolio
254,157
Q4 2024 Added 48.35%
$0
$774,000 0.0% of portfolio
21,846
Q4 2024 Reduced 7.45%
$0
$4.16 Million 0.0% of portfolio
174,141
Q4 2024 Added 0.64%
$0
$205,000 0.0% of portfolio
5,636
Q4 2024 Reduced 13.82%
$0
$3.69 Million 0.0% of portfolio
163,859
Q4 2024 Reduced 52.1%
$0
$8.78 Million 0.0% of portfolio
92,050
Q4 2024 Added 28.9%
$0
$11.3 Million 0.0% of portfolio
314,790
Q4 2024 Reduced 34.09%
$0
$3.44 Million 0.0% of portfolio
98,367
Q4 2024 Added 5.71%
$0
$6.24 Million 0.0% of portfolio
196,092
Q4 2024 Added 151.62%
$0
$1.7 Million 0.0% of portfolio
146,972
Q4 2024 Added 1.74%
$0
$1.18 Million 0.0% of portfolio
70,848
Q4 2024 New
$0
$1.32 Million 0.0% of portfolio
17,186
Q4 2024 Added 2.21%
$0
$2.79 Million 0.0% of portfolio
38,126
Q4 2024 Added 262.0%
$0
$2.05 Million 0.0% of portfolio
35,968
Q4 2024 Reduced 39.14%
$0
$627,000 0.0% of portfolio
14,095
Q4 2024 Reduced 29.01%
$0
$4.89 Million 0.0% of portfolio
111,632
Q4 2024 Reduced 2.27%
$0
$9.21 Million 0.0% of portfolio
421,553
Q4 2024 Added 769.09%
$0
$8.36 Million 0.0% of portfolio
269,169
Q4 2024 Added 4,062.19%
$0
$706,000 0.0% of portfolio
16,868
Q4 2024 Reduced 60.59%
$0
$927,000 0.0% of portfolio
18,224
Q4 2024 Reduced 3.8%
$0
$5.39 Million 0.0% of portfolio
144,368
Q4 2024 Added 1,126.37%
$0
$290,000 0.0% of portfolio
4,804
Q4 2024 Added 19.29%
$0
$2.31 Million 0.0% of portfolio
52,419
Q4 2024 Added 87.79%
$1.7B
$1.89 Million 0.0% of portfolio
86,816
Q4 2024 Added 148.09%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 52.96%
$0
$896,000 0.0% of portfolio
13,311
Q4 2024 Added 46.16%
$0
$2.93 Million 0.0% of portfolio
27,150
Q4 2024 Added 1.23%
$0
$365,000 0.0% of portfolio
5,392
Q4 2024 Reduced 87.62%
$0
$1.32 Million 0.0% of portfolio
28,685
Q4 2024 Reduced 1.91%
$0
$3.48 Million 0.0% of portfolio
73,688
Q4 2024 Added 25.72%
$0
$7.88 Million 0.0% of portfolio
161,892
Q4 2024 Added 28.15%
$0
$5.11 Million 0.0% of portfolio
83,709
Q4 2024 Added 14.43%
$0
$3.47 Million 0.0% of portfolio
81,793
Q4 2024 Reduced 24.5%
$0
$400,000 0.0% of portfolio
7,471
Q4 2024 Reduced 23.56%
$0
$1.53 Million 0.0% of portfolio
33,135
Q4 2024 Added 57.99%
$0
$8.72 Million 0.0% of portfolio
207,304
Q4 2024 Added 0.06%
$0
$2.43 Million 0.0% of portfolio
23,555
Q4 2024 Added 1.59%
$0
$4.21 Million 0.0% of portfolio
100,712
Q4 2024 Added 13.1%
$0
$1.36 Million 0.0% of portfolio
33,078
Q4 2024 Added 24.24%
$0
$6.51 Million 0.0% of portfolio
143,666
Q4 2024 Added 2.7%
$0
$6.08 Million 0.0% of portfolio
116,807
Q4 2024 Reduced 13.1%
$0
$2.89 Million 0.0% of portfolio
41,243
Q4 2024 Added 3.24%
$0
$11.3 Million 0.0% of portfolio
351,295
Q4 2024 Added 6.15%
$0
$5.43 Million 0.0% of portfolio
56,143
Q4 2024 Added 1.19%
$0
$880,000 0.0% of portfolio
38,917
Q4 2024 Reduced 9.08%
$0
$8.61 Million 0.0% of portfolio
756,753
Q4 2024 Reduced 3.76%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 29.92%

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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