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
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.82%
$0
$1.2 Million 0.0% of portfolio
154,372
Q4 2024 Added 18.53%
$0
$7.9 Million 0.0% of portfolio
1,624,495
Q4 2024 Added 54.26%
$0
$2.01 Million 0.0% of portfolio
240,082
Q4 2024 Reduced 2.29%
$0
$8.26 Million 0.0% of portfolio
1,109,166
Q4 2024 Reduced 1.62%
$0
$503,000 0.0% of portfolio
56,075
Q4 2024 Reduced 9.52%
$0
$614,000 0.0% of portfolio
75,969
Q4 2024 Added 12.99%
$0
$793,000 0.0% of portfolio
107,745
Q4 2024 Added 11.11%
$0
$136,000 0.0% of portfolio
19,025
Q3 2024 New
$0
$174,000 0.0% of portfolio
23,572
Q4 2024 Added 0.86%
$0
$9.5 Million 0.0% of portfolio
1,239,924
Q4 2024 Added 15.47%
$8.53B
$3.23 Million 0.0% of portfolio
28,255
Q4 2024 Added 45.35%
$10.6B
$5.16 Million 0.0% of portfolio
60,850
Q4 2024 Reduced 6.74%
$0
$126,000 0.0% of portfolio
13,045
Q3 2024 Reduced 5.78%
$0
$1.07 Million 0.0% of portfolio
138,465
Q4 2024 Added 4.36%
$0
$286,000 0.0% of portfolio
34,036
Q4 2024 Reduced 8.72%
$3.88B
$1.68 Million 0.0% of portfolio
5,617
Q4 2024 Added 62.53%
$1.88B
$1.69 Million 0.0% of portfolio
233,597
Q4 2024 Added 17.46%
$3.81B
$1.83 Million 0.0% of portfolio
11,601
Q4 2024 Added 11.64%
$13.9B
$7.61 Million 0.0% of portfolio
445,437
Q4 2024 Reduced 2.63%
$7.84B
$4.42 Million 0.0% of portfolio
44,662
Q4 2024 Added 12.12%
$1.06B
$43,000 0.0% of portfolio
10,684
Q4 2024 Reduced 36.28%
$70.7M
$18,000 0.0% of portfolio
12,814
Q4 2024 Added 4.91%
$3.53B
$1.33 Million 0.0% of portfolio
8,508
Q4 2024 Added 170.52%
$869M
$1.33 Million 0.0% of portfolio
624,415
Q4 2024 Reduced 0.73%
$696M
$986,000 0.0% of portfolio
55,394
Q4 2024 Reduced 1.09%
$2.48B
$4 Million 0.0% of portfolio
69,444
Q4 2024 Reduced 3.83%
$7.16B
$681,000 0.0% of portfolio
7,245
Q4 2024 Added 31.18%
$697M
$188,000 0.0% of portfolio
38,314
Q3 2024 Reduced 3.43%
$618M
$571,000 0.0% of portfolio
60,840
Q4 2024 Reduced 9.04%
$4.5B
$2.12 Million 0.0% of portfolio
48,700
Q4 2024 Added 33.66%
$13.9B
$429,000 0.0% of portfolio
9,904
Q4 2024 Added 145.76%
$6.84B
$5.7 Million 0.0% of portfolio
49,764
Q4 2024 Added 59.2%
$262M
$308,000 0.0% of portfolio
23,634
Q4 2024 Reduced 10.82%
$366M
$184,000 0.0% of portfolio
19,610
Q4 2024 Added 50.85%
$3.82B
$795,000 0.0% of portfolio
20,266
Q4 2024 Added 3.33%
$2B
$8.16 Million 0.0% of portfolio
36,808
Q4 2024 Added 18.15%
$3.34B
$1.15 Million 0.0% of portfolio
18,707
Q4 2024 Added 14.77%
$181M
$298,000 0.0% of portfolio
59,774
Q4 2024 Reduced 22.92%
Ppl Cap Fdg Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$360M
$42,000 0.0% of portfolio
37,622
Q4 2024 Reduced 42.1%
$997M
$774,000 0.0% of portfolio
30,305
Q4 2024 Reduced 16.04%
$7.92M
$9,000 0.0% of portfolio
12,108
Q4 2024 Reduced 4.83%
$4.24B
$2.75 Million 0.0% of portfolio
35,198
Q4 2024 Added 21.06%
$10.8B
$2.85 Million 0.0% of portfolio
10,488
Q4 2024 Added 69.68%
Primo Brands Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
$3.66B
$1.63 Million 0.0% of portfolio
21,301
Q4 2024 Reduced 1.42%
$0
$8.1 Million 0.0% of portfolio
157,980
Q4 2024 Added 36.63%
$0
$1.15 Million 0.0% of portfolio
23,213
Q4 2024 Added 20.65%

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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