LPL Financial LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings5,156 positions
ISHARES TR | 9M | $5.2B | 2.3% | $333.80 | +68.62% | 24 qtrssince 2018-Q4 | Increased 55 |
SPDR S&P 500 ETF TRUST | 8.6M | $4.9B | 2.2% | $334.02 | +67.90% | 24 qtrssince 2018-Q4 | Increased 56 |
INVESCO QQQ TRUST SERIES 1 | 9M | $4.4B | 2.0% | $256.68 | +88.37% | 24 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 18.5M | $4.3B | 1.9% | $96.07 | +140.51% | 24 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 13M | $3.7B | 1.6% | $157.01 | +76.09% | 24 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 7.4M | $3.2B | 1.4% | $237.91 | +78.05% | 24 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORP | 25.7M | $3.1B | 1.4% | $23.57 | +413.89% | 24 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 36.3M | $2.8B | 1.3% | $58.57 | +26.77% | 24 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 14.7M | $2.6B | 1.2% | $111.49 | +57.80% | 24 qtrssince 2018-Q4 | Increased 54 |
SPDR SER TR | 31.4M | $2.6B | 1.2% | $56.64 | +44.76% | 24 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 41.2M | $2.6B | 1.1% | $37.70 | +61.08% | 24 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 107.8M | $2.5B | 1.1% | $21.01 | +4.35% | 24 qtrssince 2018-Q4 | Increased 52 |
SPDR SER TR | 35.6M | $2.4B | 1.1% | $49.29 | +33.77% | 24 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 4.5M | $2.4B | 1.0% | $314.70 | +63.69% | 24 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 11.4M | $2.1B | 0.9% | $128.75 | +44.73% | 24 qtrssince 2018-Q4 | Increased 49 |
SPDR SER TR | 39.2M | $2.1B | 0.9% | $37.45 | +35.90% | 24 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 14.9M | $2B | 0.9% | $61.30 | +112.78% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 5M | $1.9B | 0.9% | $32.09 | +97.61% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 39.3M | $1.9B | 0.8% | $42.12 | +3.25% | 24 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 19.2M | $1.8B | 0.8% | $83.82 | +5.48% | 24 qtrssince 2018-Q4 | Increased 48 |
LPL Financial LLC manages $224.3B across 5156 positions as of Q3 2024. Top holdings: IVV (2.3%), SPY (2.2%), QQQ (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 307 new positions, 157 exits, 3004 increased. Top move: SPY (INCREASED, conviction 56). Portfolio: $224.3B across 5156 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR