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
$1.28 Million 0.0% of portfolio
17,688
Q4 2024 Reduced 22.31%
$0
$5.22 Million 0.0% of portfolio
162,991
Q4 2024 Added 13.81%
$0
$4.8 Million 0.0% of portfolio
206,218
Q4 2024 Reduced 1.75%
$0
$2.32 Million 0.0% of portfolio
32,366
Q4 2024 Added 50.33%
$0
$10.2 Million 0.0% of portfolio
133,771
Q4 2024 Reduced 55.92%
$0
$1.73 Million 0.0% of portfolio
93,459
Q4 2024 New
$0
$6.28 Million 0.0% of portfolio
167,934
Q4 2024 Added 36.24%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 29.89%
$0
$2.76 Million 0.0% of portfolio
23,797
Q4 2024 Added 99.77%
$0
$2.85 Million 0.0% of portfolio
14,718
Q4 2024 Added 5.02%
$0
$3.27 Million 0.0% of portfolio
156,819
Q4 2024 Reduced 68.63%
$0
$1.02 Million 0.0% of portfolio
25,064
Q4 2024 Added 19.9%
$0
$7.26 Million 0.0% of portfolio
214,095
Q4 2024 Added 65.25%
$0
$6.97 Million 0.0% of portfolio
138,487
Q4 2024 Added 36.4%
$0
$5.97 Million 0.0% of portfolio
144,091
Q4 2024 Reduced 4.68%
$0
$2.66 Million 0.0% of portfolio
17,922
Q4 2024 Reduced 11.29%
$0
$331,000 0.0% of portfolio
7,343
Q4 2024 Reduced 85.94%
$0
$6.39 Million 0.0% of portfolio
80,890
Q4 2024 Reduced 81.68%
$0
$9.48 Million 0.0% of portfolio
139,469
Q4 2024 Reduced 2.13%
$0
$1.86 Million 0.0% of portfolio
63,613
Q4 2024 Reduced 19.2%
$0
$10.4 Million 0.0% of portfolio
172,380
Q4 2024 Added 19.73%
$0
$9.96 Million 0.0% of portfolio
76,627
Q4 2024 Added 16.56%
$0
$5.34 Million 0.0% of portfolio
81,188
Q4 2024 Reduced 10.18%
$0
$0 0.0% of portfolio
39,143
Q4 2024 Added 21.23%
$0
$419,000 0.0% of portfolio
4,820
Q4 2024 Added 5.79%
$0
$1.77 Million 0.0% of portfolio
89,250
Q4 2024 Added 4.12%
$0
$10 Million 0.0% of portfolio
111,881
Q4 2024 Reduced 0.41%
$0
$10.5 Million 0.0% of portfolio
208,878
Q4 2024 Added 7.7%
$0
$1.39 Million 0.0% of portfolio
42,735
Q4 2024 Added 27.69%
$0
$5.35 Million 0.0% of portfolio
100,515
Q4 2024 Reduced 0.18%
$0
$11.8 Million 0.0% of portfolio
441,129
Q4 2024 Added 675.79%
$0
$7.02 Million 0.0% of portfolio
150,566
Q4 2024 Added 3.29%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.17%
$0
$2.06 Million 0.0% of portfolio
43,259
Q4 2024 Added 32.52%
$0
$3.45 Million 0.0% of portfolio
136,449
Q4 2024 Reduced 4.38%
Ishares U S ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 13.41%
$0
$2.11 Million 0.0% of portfolio
86,911
Q4 2024 Reduced 1.84%
$0
$10.2 Million 0.0% of portfolio
118,549
Q4 2024 Added 15.78%
$0
$3.1 Million 0.0% of portfolio
36,377
Q4 2024 Added 97.14%
$54B
$1.85 Million 0.0% of portfolio
373,234
Q4 2024 Added 27.61%
$4.81B
$1.33 Million 0.0% of portfolio
12,210
Q4 2024 Added 10.3%
Itron Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$11.4B
$6.17 Million 0.0% of portfolio
43,192
Q4 2024 Added 3.14%
$577M
$720,000 0.0% of portfolio
94,733
Q4 2024 Reduced 8.29%
$2.54B
$669,000 0.0% of portfolio
4,314
Q4 2024 Added 15.13%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 51.87%
-
$0 0.0% of portfolio
-
Q4 2024 Added 43.2%
$0
$6.11 Million 0.0% of portfolio
163,226
Q4 2024 Added 18.69%
$0
$2.75 Million 0.0% of portfolio
56,401
Q4 2024 Added 48.45%

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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