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
$4.81 Million 0.0% of portfolio
86,750
Q4 2024 Reduced 5.49%
$0
$0 0.0% of portfolio
2,032,437
Q4 2024 Added 14.19%
$0
$3.37 Million 0.0% of portfolio
49,533
Q4 2024 Added 7.0%
$0
$0 0.0% of portfolio
57,606
Q4 2024 Added 9.89%
$0
$0 0.0% of portfolio
1,449,392
Q4 2024 Reduced 2.11%
$0
$1.27 Million 0.0% of portfolio
13,571
Q4 2024 Reduced 8.97%
$0
$6.24 Million 0.0% of portfolio
135,487
Q4 2024 Added 0.28%
$0
$7.7 Million 0.0% of portfolio
143,759
Q4 2024 Added 2.5%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 7.28%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.85%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 99.88%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 97.36%
$0
$2.53 Million 0.0% of portfolio
55,502
Q4 2024 Added 388.44%
$0
$825,000 0.0% of portfolio
17,642
Q4 2024 Reduced 13.74%
$0
$8.16 Million 0.0% of portfolio
172,592
Q4 2024 Added 14.01%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.71%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 13.23%
$0
$4.69 Million 0.0% of portfolio
99,194
Q4 2024 Added 3.12%
$0
$2.76 Million 0.0% of portfolio
59,202
Q4 2024 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 9.37%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 20.58%
$0
$8.96 Million 0.0% of portfolio
235,638
Q4 2024 Added 1.81%
$19.7B
$5.86 Million 0.0% of portfolio
40,748
Q4 2024 Added 23.48%
$754M
$443,000 0.0% of portfolio
10,642
Q4 2024 Added 15.37%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.74%
$1.66B
$234,000 0.0% of portfolio
16,721
Q4 2024 New
$0
$9.54 Million 0.0% of portfolio
145,612
Q4 2024 Added 28.36%
Janus Detroit Str Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
$6.84B
$7.09 Million 0.0% of portfolio
166,748
Q4 2024 Added 53.37%
$1.15B
$263,000 0.0% of portfolio
35,829
Q4 2024 Added 5.41%
$1.33B
$439,000 0.0% of portfolio
8,202
Q4 2024 New
$8.79B
$2.77 Million 0.0% of portfolio
22,505
Q4 2024 Added 2.52%
$62.8B
$6.18 Million 0.0% of portfolio
178,370
Q4 2024 Added 0.56%
$2.09B
$581,000 0.0% of portfolio
74,016
Q4 2024 Reduced 0.07%
$14.8M
$278,000 0.0% of portfolio
65,500
Q3 2024 Reduced 0.61%
$3.58B
$647,000 0.0% of portfolio
22,002
Q4 2024 Added 19.78%
$482M
$173,000 0.0% of portfolio
27,284
Q4 2024 New
$3.92B
$1.32 Million 0.0% of portfolio
162,647
Q4 2024 Added 36.67%
$4.01B
$3.76 Million 0.0% of portfolio
29,583
Q4 2024 Added 37.31%
$0
$1.36 Million 0.0% of portfolio
65,198
Q4 2024 New
$0
$3.46 Million 0.0% of portfolio
160,902
Q4 2024 Added 202.44%
$0
$493,000 0.0% of portfolio
19,107
Q4 2024 Reduced 83.55%
$0
$249,000 0.0% of portfolio
11,071
Q4 2024 Added 0.24%
$0
$331,000 0.0% of portfolio
32,487
Q4 2024 Reduced 4.91%
$12.8B
$3.11 Million 0.0% of portfolio
12,285
Q4 2024 Added 55.23%
$3.34B
$561,000 0.0% of portfolio
13,419
Q4 2024 Added 18.43%
Jpmorgan Chase Finl CO LLC
-
$0 0.0% of portfolio
-
Q4 2024 Added 45.66%
$231M
$464,000 0.0% of portfolio
121,550
Q4 2024 Reduced 24.27%
$11.7B
$1.1 Million 0.0% of portfolio
29,397
Q4 2024 Reduced 17.17%

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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