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
$8.36B
$4.6 Million 0.0% of portfolio
57,435
Q4 2024 Added 33.56%
$109B
$7.92 Million 0.0% of portfolio
148,769
Q4 2024 Reduced 30.92%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$2.65 Million 0.0% of portfolio
63,148
Q4 2024 Reduced 12.49%
$0
$328,000 0.0% of portfolio
27,362
Q4 2024 Reduced 3.51%
Touchstone ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.02%
-
$0 0.0% of portfolio
-
Q4 2024 Added 41.63%
$4.65B
$1.59 Million 0.0% of portfolio
30,819
Q4 2024 Reduced 11.96%
$2.68B
$1.62 Million 0.0% of portfolio
47,447
Q4 2024 Added 50.03%
$3.92B
$3.77 Million 0.0% of portfolio
60,036
Q4 2024 Added 78.33%
$15B
$3.62 Million 0.0% of portfolio
27,629
Q4 2024 Added 9.98%
$2.43B
$1.65 Million 0.0% of portfolio
26,386
Q4 2024 Added 24.68%
$2.21B
$3.52 Million 0.0% of portfolio
938,230
Q4 2024 Reduced 16.74%
$17.8B
$5.03 Million 0.0% of portfolio
54,292
Q4 2024 Added 12.59%
$4.54B
$1.92 Million 0.0% of portfolio
37,983
Q4 2024 Added 1.25%
$264M
$153,000 0.0% of portfolio
36,000
Q1 2024 New
$0
$1.38 Million 0.0% of portfolio
43,462
Q4 2024 Reduced 2.83%
$3.19B
$937,000 0.0% of portfolio
25,866
Q4 2024 Reduced 26.07%
$1.46B
$511,000 0.0% of portfolio
11,704
Q4 2024 Added 4.15%
$209M
$13,000 0.0% of portfolio
11,476
Q4 2024 Added 9.7%
$17.8B
$3.17 Million 0.0% of portfolio
44,839
Q4 2024 Added 95.22%
$0
$823,000 0.0% of portfolio
22,743
Q4 2024 Reduced 31.23%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.28%
$0
$2.11 Million 0.0% of portfolio
31,728
Q4 2024 Reduced 0.54%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 12.74%
$0
$442,000 0.0% of portfolio
23,243
Q3 2024 Reduced 13.46%
$4.59B
$888,000 0.0% of portfolio
9,786
Q4 2024 Added 6.5%
$579M
$683,000 0.0% of portfolio
47,230
Q4 2024 Added 24.04%
$2.53B
$1.14 Million 0.0% of portfolio
32,466
Q4 2024 Reduced 2.47%
$172M
$101,000 0.0% of portfolio
19,936
Q4 2024 New
$36.4B
$960,000 0.0% of portfolio
13,983
Q4 2024 Reduced 3.41%
$1.88B
$184,000 0.0% of portfolio
12,511
Q4 2024 Added 8.66%
$2.57B
$270,000 0.0% of portfolio
17,982
Q4 2024 Reduced 8.12%
$0
$294,000 0.0% of portfolio
39,878
Q4 2024 Reduced 36.14%
$1.57B
$389,000 0.0% of portfolio
6,066
Q4 2024 Added 130.03%
$1.65B
$424,000 0.0% of portfolio
22,751
Q4 2024 Added 1.31%
$1.2B
$120,000 0.0% of portfolio
11,986
Q4 2024 Reduced 23.53%
$211M
$74,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
Trugolf Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$0 0.0% of portfolio
129,212
Q4 2024 Added 9.84%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.19%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.39%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 12.65%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.54%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 Added 62.89%
$629M
$361,000 0.0% of portfolio
10,851
Q4 2024 Added 18.0%
$2.24B
$2.28 Million 0.0% of portfolio
64,387
Q4 2024 Added 25.03%
$80.1M
$19,000 0.0% of portfolio
62,057
Q4 2024 Added 7.87%
$715M
$268,000 0.0% of portfolio
10,768
Q4 2024 Added 11.53%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email