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
$3.73B
$988,000 0.0% of portfolio
17,077
Q4 2024 Added 0.12%
$154M
$26,000 0.0% of portfolio
11,750
Q4 2024 Reduced 66.12%
$21.9B
$7.34 Million 0.0% of portfolio
35,704
Q4 2024 Reduced 66.21%
$3.85B
$10.9 Million 0.0% of portfolio
64,850
Q4 2024 Added 11.91%
$4.93B
$1.87 Million 0.0% of portfolio
85,721
Q4 2024 Added 24.58%
$1.93B
$753,000 0.0% of portfolio
11,161
Q4 2024 Added 13.98%
$11.3B
$6.15 Million 0.0% of portfolio
57,942
Q4 2024 Added 26.01%
$404M
$353,000 0.0% of portfolio
82,055
Q4 2024 Added 314.48%
$22.5B
$2.99 Million 0.0% of portfolio
119,930
Q4 2024 Added 7.88%
$2.13B
$1.11 Million 0.0% of portfolio
15,431
Q4 2024 Added 157.74%
$2.6B
$693,000 0.0% of portfolio
87,015
Q4 2024 Added 15.8%
$2.44B
$2.33 Million 0.0% of portfolio
23,795
Q4 2024 Reduced 3.46%
$706M
$813,000 0.0% of portfolio
91,526
Q4 2024 Added 0.61%
$1.98B
$704,000 0.0% of portfolio
7,543
Q4 2024 Reduced 9.46%
Strategic Trust
-
$0 0.0% of portfolio
-
Q4 2024 Added 85.97%
$0
$230,000 0.0% of portfolio
8,300
Q3 2024 Reduced 1.98%
Structure Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.96%
$732M
$531,000 0.0% of portfolio
12,826
Q4 2024 Added 0.2%
$1.31B
$2.19 Million 0.0% of portfolio
127,409
Q4 2024 Added 14.74%
$105B
$4.71 Million 0.0% of portfolio
324,992
Q4 2024 Added 264.92%
$692M
$126,000 0.0% of portfolio
18,528
Q4 2024 Reduced 32.89%
$6.21B
$3.64 Million 0.0% of portfolio
71,915
Q4 2024 Reduced 11.57%
$4.16B
$287,000 0.0% of portfolio
16,086
Q4 2024 Reduced 3.54%
$16.9B
$3.14 Million 0.0% of portfolio
25,560
Q4 2024 Added 22.33%
$937M
$846,000 0.0% of portfolio
58,030
Q4 2024 New
$32.6B
$5.57 Million 0.0% of portfolio
93,857
Q4 2024 Added 120.81%
$756M
$139,000 0.0% of portfolio
13,005
Q4 2024 Reduced 26.74%
$52.2B
$8.45 Million 0.0% of portfolio
236,801
Q4 2024 Reduced 14.25%
$191M
$65,000 0.0% of portfolio
18,964
Q4 2024 Reduced 15.79%
$4.93B
$9.15 Million 0.0% of portfolio
177,939
Q4 2024 Reduced 7.82%
Sunrise Communications Ag
-
$0 0.0% of portfolio
-
Q4 2024 New
$1.54B
$458,000 0.0% of portfolio
49,608
Q4 2024 Added 11.68%
$2.16B
$287,000 0.0% of portfolio
28,329
Q4 2024 Added 19.51%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$233M
$331,000 0.0% of portfolio
20,037
Q4 2024 New
$1.72B
$460,000 0.0% of portfolio
12,741
Q4 2024 Added 18.94%
$2.17B
$354,000 0.0% of portfolio
16,749
Q4 2024 Added 22.37%
$82.9M
$666,000 0.0% of portfolio
362,232
Q4 2024 Added 34.21%
$2.2B
$1.91 Million 0.0% of portfolio
59,592
Q4 2024 Added 400.1%
$0
$134,000 0.0% of portfolio
17,910
Q4 2024 Added 1.27%
$3.14B
$1.25 Million 0.0% of portfolio
15,874
Q4 2024 Added 1.92%
$1.26B
$1.03 Million 0.0% of portfolio
43,167
Q4 2024 Added 31.5%
$27.3B
$7.94 Million 0.0% of portfolio
122,140
Q4 2024 Added 11.8%
$7.55B
$1.73 Million 0.0% of portfolio
33,714
Q4 2024 Reduced 0.59%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 48.58%
-
$0 0.0% of portfolio
-
Q4 2024 Added 56.6%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 279.9%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$838,000 0.0% of portfolio
19,922
Q4 2024 Added 34.67%

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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