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
$7.21B
$6.6 Million 0.0% of portfolio
26,833
Q4 2024 Added 27.68%
$459M
$833,000 0.0% of portfolio
14,504
Q4 2024 Reduced 4.82%
$793M
$220,000 0.0% of portfolio
32,314
Q4 2024 Reduced 18.59%
$1.36B
$2.49 Million 0.0% of portfolio
367,785
Q4 2024 Added 2.04%
$336M
$951,000 0.0% of portfolio
74,008
Q4 2024 Added 497.18%
$406M
$254,000 0.0% of portfolio
4,709
Q4 2024 Added 0.06%
$2.87B
$283,000 0.0% of portfolio
6,125
Q4 2024 Reduced 34.63%
Reddit Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 229.91%
$723M
$144,000 0.0% of portfolio
18,324
Q4 2024 Reduced 13.74%
$884M
$190,000 0.0% of portfolio
11,582
Q4 2024 New
$757M
$949,000 0.0% of portfolio
145,459
Q4 2024 Added 11.87%
$8.22B
$4.97 Million 0.0% of portfolio
32,007
Q4 2024 Added 14.21%
$13.3B
$9.03 Million 0.0% of portfolio
122,135
Q4 2024 Added 0.64%
$19.8M
$78,000 0.0% of portfolio
49,980
Q4 2024 Reduced 13.8%
$65.9M
$373,000 0.0% of portfolio
204,133
Q4 2024 Added 1,666.62%
$385M
$101,000 0.0% of portfolio
24,618
Q4 2024 Reduced 21.05%
$93B
$10.5 Million 0.0% of portfolio
230,589
Q4 2024 Added 20.91%
$4.03B
$347,000 0.0% of portfolio
15,375
Q4 2024 New
$0
$1.29 Million 0.0% of portfolio
29,654
Q4 2024 Reduced 0.65%
$10.5B
$1.77 Million 0.0% of portfolio
7,125
Q4 2024 Added 1.39%
$2.03B
$3.84 Million 0.0% of portfolio
107,519
Q4 2024 Added 53.29%
$12.7B
$2.35 Million 0.0% of portfolio
92,879
Q4 2024 Added 8.35%
$8.62B
$4.64 Million 0.0% of portfolio
32,237
Q4 2024 Added 47.59%
$81.4M
$1.44 Million 0.0% of portfolio
351,759
Q4 2024 Reduced 3.18%
$2.71B
$826,000 0.0% of portfolio
35,851
Q4 2024 Added 26.52%
$246M
$415,000 0.0% of portfolio
48,762
Q4 2024 Added 6.18%
$19.8B
$4.9 Million 0.0% of portfolio
75,130
Q4 2024 Reduced 11.0%
$25.4M
$37,000 0.0% of portfolio
54,973
Q4 2024 Reduced 22.03%
$1.81B
$1.29 Million 0.0% of portfolio
40,581
Q4 2024 Reduced 9.5%
$212M
$34,000 0.0% of portfolio
13,375
Q4 2024 Reduced 68.83%
Revelyst Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$3.57B
$451,000 0.0% of portfolio
10,318
Q4 2024 Reduced 28.99%
$15.3B
$3.3 Million 0.0% of portfolio
27,280
Q4 2024 Reduced 4.62%
$7.54B
$2.72 Million 0.0% of portfolio
70,416
Q4 2024 Added 60.54%
$5.17B
$1.13 Million 0.0% of portfolio
41,841
Q4 2024 Added 38.28%
$7.29B
$3.6 Million 0.0% of portfolio
9,141
Q4 2024 Added 61.27%
$3.06B
$233,000 0.0% of portfolio
4,175
Q4 2024 Reduced 50.87%
$791M
$41,000 0.0% of portfolio
10,095
Q4 2024 Reduced 47.12%
$0
$146,000 0.0% of portfolio
23,100
Q4 2024 New
$1.03B
$1.99 Million 0.0% of portfolio
129,510
Q4 2024 Added 937.57%
$168M
$77,000 0.0% of portfolio
57,038
Q3 2024 Reduced 2.56%
$2.39B
$2.4 Million 0.0% of portfolio
68,429
Q4 2024 Added 19.72%
$1.55B
$561,000 0.0% of portfolio
54,990
Q4 2024 Added 46.56%
$5.08B
$4.57 Million 0.0% of portfolio
630,153
Q4 2024 Reduced 3.56%
$0
$1.22 Million 0.0% of portfolio
146,723
Q4 2024 Reduced 8.31%
$0
$377,000 0.0% of portfolio
25,379
Q4 2024 Reduced 45.68%
$0
$1.14 Million 0.0% of portfolio
79,024
Q4 2024 Reduced 8.43%
$0
$372,000 0.0% of portfolio
24,969
Q4 2024 Added 25.65%
$0
$370,000 0.0% of portfolio
24,607
Q4 2024 New

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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