Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

Lpl Financial LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 5156 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 $5.2B, Spdr S&P 500 ETF Trust with a value of $4.91B, Invesco Qqq Trust, Series 1 with a value of $4.4B, Apple Inc. with a value of $4.31B, and Vanguard Total Stock Market Et with a value of $3.68B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $196B to 218B.

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 $218 Billion
ETFs: $158 Billion
Technology: $17.4 Billion
Financial Services: $8.58 Billion
Healthcare: $6.17 Billion
Consumer Cyclical: $6.08 Billion
Industrials: $5.44 Billion
Communication Services: $4.55 Billion
Consumer Defensive: $4.02 Billion
Other: $6.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157B
$131 Million 0.06% of portfolio
253,338
Q3 2024 Added 9.59%
$0
$130 Million 0.06% of portfolio
1,497,185
Q3 2024 Added 4.6%
$131B
$125 Million 0.06% of portfolio
1,666,762
Q3 2024 Added 6.54%
$0
$133 Million 0.06% of portfolio
731,177
Q3 2024 Added 0.37%
$0
$123 Million 0.06% of portfolio
2,409,553
Q3 2024 Added 28.07%
$72.5B
$101 Million 0.05% of portfolio
737,531
Q3 2024 Added 1.26%
$63.8B
$108 Million 0.05% of portfolio
963,223
Q3 2024 Added 6.73%
$0
$113 Million 0.05% of portfolio
2,399,962
Q3 2024 Added 12.95%
$0
$100 Million 0.05% of portfolio
1,519,200
Q3 2024 Added 17.7%
$0
$113 Million 0.05% of portfolio
1,242,240
Q3 2024 Reduced 3.06%
$109B
$98.2 Million 0.05% of portfolio
426,673
Q3 2024 Added 6.83%
$148B
$113 Million 0.05% of portfolio
557,566
Q3 2024 Added 9.41%
$0
$111 Million 0.05% of portfolio
2,340,700
Q3 2024 Reduced 12.95%
$107B
$101 Million 0.05% of portfolio
348,679
Q3 2024 Added 5.42%
$130B
$108 Million 0.05% of portfolio
1,021,324
Q3 2024 Added 3.11%
$50B
$103 Million 0.05% of portfolio
317,000
Q3 2024 Added 6.12%
$88B
$119 Million 0.05% of portfolio
2,943,094
Q3 2024 Added 7.03%
$0
$109 Million 0.05% of portfolio
1,712,896
Q3 2024 Added 9.66%
$0
$109 Million 0.05% of portfolio
4,753,553
Q3 2024 Added 22.75%
$0
$106 Million 0.05% of portfolio
902,719
Q3 2024 Added 4.88%
$0
$106 Million 0.05% of portfolio
554,826
Q3 2024 Reduced 3.97%
$0
$111 Million 0.05% of portfolio
1,110,151
Q3 2024 Added 8.42%
$75.2B
$117 Million 0.05% of portfolio
448,100
Q3 2024 Added 6.8%
$0
$113 Million 0.05% of portfolio
1,242,778
Q3 2024 Added 10.04%
$0
$107 Million 0.05% of portfolio
5,197,553
Q3 2024 Added 1.36%
$0
$99 Million 0.05% of portfolio
5,061,113
Q3 2024 Reduced 5.11%
$0
$101 Million 0.05% of portfolio
2,474,028
Q3 2024 Added 2.0%
$0
$105 Million 0.05% of portfolio
1,178,559
Q3 2024 Added 11.48%
$0
$108 Million 0.05% of portfolio
1,341,943
Q3 2024 Added 13.79%
$0
$103 Million 0.05% of portfolio
2,206,094
Q3 2024 Added 3.5%
$0
$108 Million 0.05% of portfolio
1,846,865
Q3 2024 Added 11.33%
$0
$116 Million 0.05% of portfolio
1,259,195
Q3 2024 Reduced 12.6%
$0
$116 Million 0.05% of portfolio
1,051,419
Q3 2024 Reduced 25.03%
$0
$106 Million 0.05% of portfolio
1,794,864
Q3 2024 Reduced 11.8%
$0
$104 Million 0.05% of portfolio
1,604,427
Q3 2024 Added 3.96%
$0
$102 Million 0.05% of portfolio
2,166,783
Q3 2024 Added 11.76%
$0
$105 Million 0.05% of portfolio
2,050,644
Q3 2024 Added 6.61%
$0
$113 Million 0.05% of portfolio
1,900,243
Q3 2024 Added 28.03%
$0
$98.1 Million 0.05% of portfolio
1,925,693
Q3 2024 Added 9.55%
$107B
$98.3 Million 0.05% of portfolio
1,092,135
Q3 2024 Added 6.89%
$77.1B
$105 Million 0.05% of portfolio
1,430,392
Q3 2024 Added 3.56%
$45.5B
$114 Million 0.05% of portfolio
1,247,642
Q3 2024 Reduced 0.31%
$132B
$115 Million 0.05% of portfolio
3,100,520
Q3 2024 Added 22.81%
$76.4B
$116 Million 0.05% of portfolio
628,897
Q3 2024 Added 5.24%
$138B
$99.3 Million 0.05% of portfolio
391,273
Q3 2024 Added 20.52%
$95.6B
$103 Million 0.05% of portfolio
814,914
Q3 2024 Added 24.09%
$0
$102 Million 0.05% of portfolio
2,478,983
Q3 2024 Added 3.59%
$0
$100 Million 0.05% of portfolio
1,026,175
Q3 2024 Reduced 4.02%
$0
$108 Million 0.05% of portfolio
4,480,719
Q3 2024 Added 18.47%

Summary

  • Portfolio
  • No. of Stocks 5,156
  • Current Value $218 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 307 stocks
  • Additional Purchases 3,004 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,665 stocks
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