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
$210M
$266,000 0.0% of portfolio
9,784
Q4 2023 Added 5.49%
$79.2M
$30,000 0.0% of portfolio
19,333
Q4 2024 Reduced 0.51%
$5.58B
$866,000 0.0% of portfolio
59,340
Q4 2024 Added 23.69%
$6.52B
$2.03 Million 0.0% of portfolio
10,323
Q4 2024 Added 6.26%
$1.01B
$219,000 0.0% of portfolio
65,832
Q4 2024 Reduced 28.8%
$5.62B
$3.4 Million 0.0% of portfolio
21,537
Q4 2024 Added 19.59%
$616M
$326,000 0.0% of portfolio
40,652
Q4 2024 Reduced 10.16%
$1.93B
$830,000 0.0% of portfolio
27,861
Q4 2024 New
Npk International Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 21.78%
$37.3B
$7.35 Million 0.0% of portfolio
709,287
Q4 2024 Added 52.73%
$730M
$3.61 Million 0.0% of portfolio
201,296
Q4 2024 Added 87.37%
$0
$2.66 Million 0.0% of portfolio
126,085
Q4 2024 Added 11.78%
$0
$694,000 0.0% of portfolio
15,286
Q4 2024 Reduced 4.46%
$0
$2.74 Million 0.0% of portfolio
79,113
Q4 2024 Added 95.02%
$0
$4.04 Million 0.0% of portfolio
195,735
Q4 2024 Reduced 35.02%
$0
$1.52 Million 0.0% of portfolio
66,140
Q4 2024 Added 54.65%
$0
$4.21 Million 0.0% of portfolio
140,199
Q4 2024 Added 1.17%
$0
$9.66 Million 0.0% of portfolio
443,751
Q4 2024 Added 38.41%
$0
$995,000 0.0% of portfolio
31,294
Q4 2024 Added 5.37%
$17.8B
$4.39 Million 0.0% of portfolio
71,732
Q4 2024 Added 4.79%
$26.7B
$4.69 Million 0.0% of portfolio
104,732
Q4 2024 Added 8.02%
$395M
$83,000 0.0% of portfolio
31,348
Q4 2024 Added 27.04%
$0
$8.44 Million 0.0% of portfolio
688,650
Q4 2024 Added 8.38%
$0
$9.77 Million 0.0% of portfolio
866,385
Q4 2024 Added 11.98%
$0
$2.12 Million 0.0% of portfolio
156,096
Q4 2024 Added 61.4%
$0
$357,000 0.0% of portfolio
31,390
Q4 2024 Added 12.67%
$0
$3.53 Million 0.0% of portfolio
312,923
Q4 2024 Added 3.71%
$0
$1.83 Million 0.0% of portfolio
141,792
Q4 2024 Reduced 5.43%
$0
$2.54 Million 0.0% of portfolio
200,761
Q4 2024 Added 22.39%
$0
$1.71 Million 0.0% of portfolio
202,034
Q4 2024 Reduced 15.18%
Nuveen Churchill Direct Lend
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$1.7 Million 0.0% of portfolio
106,932
Q4 2024 Reduced 2.98%
$0
$3.11 Million 0.0% of portfolio
296,696
Q4 2024 Added 581.71%
$0
$1.16 Million 0.0% of portfolio
203,742
Q4 2024 Added 12.09%
$0
$1.89 Million 0.0% of portfolio
125,559
Q4 2024 Reduced 0.36%
$0
$1.63 Million 0.0% of portfolio
162,677
Q4 2024 Added 28.38%
Nuveen Global High Income Fd
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.42%
$0
$301,000 0.0% of portfolio
26,245
Q4 2024 Added 1.3%
$0
$2.82 Million 0.0% of portfolio
234,052
Q4 2024 Added 9.25%
$0
$644,000 0.0% of portfolio
60,655
Q4 2024 Reduced 18.02%
$0
$4.26 Million 0.0% of portfolio
393,775
Q4 2024 Added 0.65%
$0
$519,000 0.0% of portfolio
55,241
Q4 2024 Reduced 10.91%
$0
$9.01 Million 0.0% of portfolio
1,048,411
Q4 2024 Reduced 15.0%
$0
$7.08 Million 0.0% of portfolio
581,965
Q4 2024 Added 25.84%
$0
$398,000 0.0% of portfolio
49,598
Q4 2024 Reduced 7.96%
$0
$390,000 0.0% of portfolio
32,051
Q4 2024 Reduced 11.56%
$0
$458,000 0.0% of portfolio
43,865
Q4 2024 Added 92.76%
$0
$167,000 0.0% of portfolio
14,674
Q4 2024 New
$0
$724,000 0.0% of portfolio
64,811
Q4 2024 Added 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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