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
$14.6B
$5.02 Million 0.0% of portfolio
14,239
Q4 2024 Added 122.76%
$1.36B
$142,000 0.0% of portfolio
25,917
Q4 2024 Added 3.44%
$900M
$408,000 0.0% of portfolio
7,541
Q4 2024 Added 0.04%
$7.7B
$1.59 Million 0.0% of portfolio
70,885
Q4 2024 Reduced 23.87%
$1.32B
$989,000 0.0% of portfolio
18,048
Q4 2024 Reduced 11.42%
$7.26B
$7.41 Million 0.0% of portfolio
50,671
Q4 2024 Added 22.55%
$551M
$409,000 0.0% of portfolio
11,011
Q4 2024 Reduced 0.55%
$11.5B
$5.44 Million 0.0% of portfolio
30,296
Q4 2024 Reduced 11.49%
Universal Stainless & Alloy
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 25.79%
$894M
$826,000 0.0% of portfolio
28,023
Q4 2024 Reduced 6.87%
$1.58B
$541,000 0.0% of portfolio
20,326
Q4 2024 Reduced 3.47%
$5.42B
$5.15 Million 0.0% of portfolio
83,719
Q4 2024 Added 38.62%
$2.09B
$1.17 Million 0.0% of portfolio
71,842
Q4 2024 New
$2.04B
$1.22 Million 0.0% of portfolio
182,338
Q4 2024 Added 78.28%
Uranium Rty Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 215.2%
$5.36B
$6.44 Million 0.0% of portfolio
117,378
Q4 2024 Reduced 2.82%
$16.1B
$7.33 Million 0.0% of portfolio
108,598
Q4 2024 Added 12.12%
$2.65B
$890,000 0.0% of portfolio
37,802
Q4 2024 Reduced 16.67%
$0
$2.31 Million 0.0% of portfolio
46,523
Q4 2024 Added 27.28%
$216M
$207,000 0.0% of portfolio
3,379
Q4 2024 New
$1.1B
$624,000 0.0% of portfolio
39,879
Q4 2024 Added 4.7%
$647M
$1.5 Million 0.0% of portfolio
255,171
Q4 2024 Added 19.73%
$9.69B
$4.29 Million 0.0% of portfolio
199,820
Q4 2024 Reduced 28.09%
$1.43B
$244,000 0.0% of portfolio
5,112
Q4 2024 Added 11.03%
$437M
$185,000 0.0% of portfolio
42,524
Q4 2024 Reduced 65.74%
$6.41B
$3.47 Million 0.0% of portfolio
18,510
Q4 2024 Added 41.51%
$2.68B
$943,000 0.0% of portfolio
21,322
Q4 2024 Added 101.44%
$42.8B
$6.52 Million 0.0% of portfolio
735,445
Q4 2024 Added 9.6%
$4.98B
$622,000 0.0% of portfolio
68,719
Q4 2024 Reduced 3.66%
$7.44B
$1.23 Million 0.0% of portfolio
3,999
Q4 2024 Added 37.85%
$6.53B
$1.23 Million 0.0% of portfolio
33,872
Q4 2024 Added 26.51%
$0
$3.41 Million 0.0% of portfolio
405,191
Q4 2024 Added 8.13%
$0
$9.55 Million 0.0% of portfolio
148,008
Q4 2024 Reduced 20.22%
$0
$3.88 Million 0.0% of portfolio
24,747
Q4 2024 Reduced 5.81%
$0
$5.87 Million 0.0% of portfolio
272,966
Q4 2024 Added 119.97%
$0
$11.8 Million 0.0% of portfolio
822,264
Q4 2024 Added 27.11%
$0
$4.45 Million 0.0% of portfolio
136,548
Q4 2024 Added 0.25%
$0
$3.15 Million 0.0% of portfolio
161,981
Q4 2024 Added 6.81%
$0
$4.45 Million 0.0% of portfolio
47,329
Q4 2024 Added 20.81%
$0
$1.41 Million 0.0% of portfolio
8,256
Q4 2024 Reduced 2.45%
$0
$728,000 0.0% of portfolio
17,968
Q4 2024 Reduced 17.34%
$0
$7.6 Million 0.0% of portfolio
154,438
Q4 2024 Added 4.76%
$0
$303,000 0.0% of portfolio
14,833
Q4 2024 Added 5.66%
$0
$240,000 0.0% of portfolio
5,517
Q4 2024 Added 5.37%
$0
$3.49 Million 0.0% of portfolio
151,202
Q4 2024 Reduced 18.28%
$0
$4.33 Million 0.0% of portfolio
242,173
Q4 2024 Added 17.36%
$0
$2.07 Million 0.0% of portfolio
41,924
Q4 2024 Reduced 2.28%
$0
$1.27 Million 0.0% of portfolio
12,897
Q4 2024 Reduced 8.04%
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.11%

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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