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
$2.76B
$1.46 Million 0.0% of portfolio
31,552
Q4 2024 Reduced 61.75%
$5.67B
$935,000 0.0% of portfolio
32,185
Q4 2024 Reduced 52.85%
$139M
$1.41 Million 0.0% of portfolio
252,325
Q4 2024 Added 397.19%
$5.12B
$1.14 Million 0.0% of portfolio
19,293
Q4 2024 Added 10.94%
$486M
$85,000 0.0% of portfolio
23,807
Q4 2024 Reduced 96.16%
$0
$790,000 0.0% of portfolio
42,098
Q4 2024 Added 54.62%
$18.3B
$4.46 Million 0.0% of portfolio
202,251
Q4 2024 Reduced 4.34%
$3.95B
$686,000 0.0% of portfolio
8,776
Q4 2024 Added 4.55%
$12.3B
$6.49 Million 0.0% of portfolio
35,952
Q4 2024 Added 51.84%
$15.8B
$6.54 Million 0.0% of portfolio
85,528
Q4 2024 Reduced 2.66%
$7.9B
$1.57 Million 0.0% of portfolio
11,601
Q4 2024 Reduced 6.99%
$3.7B
$390,000 0.0% of portfolio
31,069
Q4 2024 Reduced 1.16%
$4.37B
$5.57 Million 0.0% of portfolio
185,062
Q4 2024 Added 61.88%
$2.41B
$2.68 Million 0.0% of portfolio
67,046
Q4 2024 Added 20.68%
$12B
$4.54 Million 0.0% of portfolio
108,515
Q4 2024 Added 33.58%
$106M
$36,000 0.0% of portfolio
12,756
Q4 2024 Added 0.05%
$61.7K
$8,000 0.0% of portfolio
25,500
Q2 2024 New
$652M
$350,000 0.0% of portfolio
32,066
Q4 2024 Reduced 8.15%
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.87%
$5.33B
$3.86 Million 0.0% of portfolio
40,367
Q4 2024 Added 7.19%
$0
$2.54 Million 0.0% of portfolio
156,026
Q4 2024 Added 92.15%
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$208,000 0.0% of portfolio
11,139
Q4 2024 Reduced 8.97%
$0
$372,000 0.0% of portfolio
20,912
Q4 2024 Added 95.22%
$0
$1.6 Million 0.0% of portfolio
37,173
Q4 2024 Added 0.96%
Tidal Tr Ii
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.09%
Tidal Trust Iii
-
$0 0.0% of portfolio
-
Q4 2024 Added 7.79%
$0
$936,000 0.0% of portfolio
24,355
Q4 2024 Reduced 14.46%
$2.09B
$379,000 0.0% of portfolio
6,944
Q4 2024 Added 23.23%
$452M
$277,000 0.0% of portfolio
208,793
Q4 2024 Reduced 31.12%
$6.69B
$315,000 0.0% of portfolio
26,792
Q4 2024 Added 164.14%
$5.89B
$1.11 Million 0.0% of portfolio
15,493
Q4 2024 Reduced 3.9%
$0
$2.79 Million 0.0% of portfolio
112,290
Q4 2024 Reduced 1.03%
$0
$1.35 Million 0.0% of portfolio
50,900
Q4 2024 Added 5.89%
$0
$7.54 Million 0.0% of portfolio
193,150
Q4 2024 Added 35.82%
$0
$11 Million 0.0% of portfolio
256,808
Q4 2024 Added 5.05%
$535M
$110,000 0.0% of portfolio
16,266
Q4 2024 Added 0.12%
$388M
$175,000 0.0% of portfolio
12,400
Q4 2024 New
$132M
$9,000 0.0% of portfolio
14,622
Q4 2024 New
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.05%
$454M
$34,000 0.0% of portfolio
30,450
Q4 2024 Added 10.93%
$12.5B
$4.3 Million 0.0% of portfolio
118,018
Q4 2024 Reduced 5.47%
$12.7B
$11.3 Million 0.0% of portfolio
89,784
Q4 2024 Reduced 5.09%
$998M
$2.15 Million 0.0% of portfolio
31,626
Q4 2024 Added 475.96%
Tonix Pharmaceuticals Hldg C
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 49.92%
$1.25B
$254,000 0.0% of portfolio
7,859
Q4 2024 Added 5.42%
$9.92B
$11.6 Million 0.0% of portfolio
37,131
Q4 2024 Reduced 7.51%
$3.94B
$3.04 Million 0.0% of portfolio
161,845
Q4 2024 Reduced 7.31%
$1.44B
$1.23 Million 0.0% of portfolio
63,094
Q4 2024 Reduced 4.51%

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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