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
$4.34B
$537,000 0.0% of portfolio
1,557
Q4 2024 Added 18.31%
$1.09B
$1.13 Million 0.0% of portfolio
16,135
Q4 2024 Added 54.05%
$581M
$992,000 0.0% of portfolio
32,809
Q4 2024 Reduced 2.09%
Kartoon Studios Inc.
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.93%
$0
$3.82 Million 0.0% of portfolio
300,789
Q4 2024 Added 6.2%
$5.12B
$2.09 Million 0.0% of portfolio
31,754
Q4 2024 Added 10.94%
$6.63B
$1 Million 0.0% of portfolio
17,283
Q4 2024 Added 45.54%
$465M
$282,000 0.0% of portfolio
39,883
Q4 2024 Added 2.21%
$28.1B
$8.61 Million 0.0% of portfolio
106,325
Q4 2024 Added 0.8%
$4.36B
$740,000 0.0% of portfolio
11,147
Q4 2024 Added 16.22%
$1.75B
$421,000 0.0% of portfolio
17,566
Q4 2024 Added 29.28%
$1.33B
$632,000 0.0% of portfolio
63,291
Q4 2024 Reduced 9.91%
$1.7B
$998,000 0.0% of portfolio
29,367
Q4 2024 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 4.88%
$48.3B
$8.94 Million 0.0% of portfolio
278,363
Q4 2024 Reduced 3.49%
$27.9B
$8.13 Million 0.0% of portfolio
50,596
Q4 2024 Added 10.25%
$4.05B
$2.13 Million 0.0% of portfolio
52,746
Q4 2024 Added 24.35%
$827M
$4.62 Million 0.0% of portfolio
284,626
Q4 2024 Added 18.21%
$13.7B
$3.1 Million 0.0% of portfolio
132,205
Q4 2024 Added 23.61%
$2.5B
$484,000 0.0% of portfolio
8,498
Q4 2024 Reduced 11.51%
$166M
$1.08 Million 0.0% of portfolio
72,750
Q4 2024 New
$14B
$3.56 Million 0.0% of portfolio
383,758
Q4 2024 Added 81.45%
$9.87B
$9.5 Million 0.0% of portfolio
20,415
Q4 2024 Added 29.45%
$6B
$746,000 0.0% of portfolio
7,054
Q4 2024 Added 43.81%
$5.11B
$3.4 Million 0.0% of portfolio
134,625
Q4 2024 Added 29.53%
$0
$1.15 Million 0.0% of portfolio
86,269
Q4 2024 Added 6.52%
$764M
$1.01 Million 0.0% of portfolio
100,050
Q4 2024 Added 0.4%
Knife River Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 6.8%
$7.89B
$1.68 Million 0.0% of portfolio
31,736
Q4 2024 Added 28.25%
$1.45B
$826,000 0.0% of portfolio
41,446
Q4 2024 Added 29.24%
$1.32B
$915,000 0.0% of portfolio
65,235
Q4 2024 Added 45.95%
$23.3B
$2.53 Million 0.0% of portfolio
99,911
Q4 2024 Added 12.08%
$3.5B
$2.95 Million 0.0% of portfolio
34,529
Q4 2024 Added 35.66%
$112M
$17,000 0.0% of portfolio
12,800
Q4 2024 Reduced 16.34%
$3.4B
$1.81 Million 0.0% of portfolio
26,797
Q4 2024 Added 13.4%
$1.14B
$157,000 0.0% of portfolio
46,164
Q4 2024 Reduced 43.62%
$0
$675,000 0.0% of portfolio
28,795
Q4 2024 Added 34.19%
$0
$669,000 0.0% of portfolio
31,938
Q4 2024 Reduced 29.57%
$0
$277,000 0.0% of portfolio
10,021
Q3 2024 New
$0
$293,000 0.0% of portfolio
21,706
Q4 2024 Reduced 7.2%
$0
$2.51 Million 0.0% of portfolio
141,635
Q4 2024 Reduced 71.27%
$3.28B
$3.49 Million 0.0% of portfolio
132,117
Q4 2024 Added 29.66%
$4.41B
$461,000 0.0% of portfolio
2,946
Q4 2024 Added 156.84%
$8.8B
$1.26 Million 0.0% of portfolio
81,289
Q4 2024 Added 61.95%
$2.11B
$679,000 0.0% of portfolio
14,567
Q4 2024 Reduced 11.5%
$133M
$110,000 0.0% of portfolio
31,076
Q3 2024 Reduced 2.55%
$530M
$451,000 0.0% of portfolio
4,980
Q4 2024 Reduced 3.82%
$8.49B
$3.44 Million 0.0% of portfolio
99,506
Q4 2024 Added 22.38%
$1.87B
$867,000 0.0% of portfolio
19,919
Q4 2024 Reduced 0.28%

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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