LPL Financial LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings5,274 positions
iShares Core S&P 500 ETF | 10.2M | $6B | 2.4% | $361.84 | +59.31% | 25 qtrssince 2018-Q4 | Increased 62 |
SPDR S&P 500 ETF Trust | 8.9M | $5.2B | 2.1% | $344.56 | +66.82% | 25 qtrssince 2018-Q4 | Increased 57 |
Apple Inc | 19.6M | $4.9B | 2.0% | $104.66 | +137.55% | 25 qtrssince 2018-Q4 | Increased 53 |
Invesco QQQ Trust Series 1 | 9.5M | $4.8B | 2.0% | $269.53 | +90.33% | 25 qtrssince 2018-Q4 | Increased 53 |
VANGUARD TOTAL STOCK MARKET ETF | 12.9M | $3.7B | 1.5% | $157.01 | +80.81% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 27.5M | $3.7B | 1.5% | $30.88 | +333.73% | 25 qtrssince 2018-Q4 | Increased 54 |
Microsoft Corp | 7.9M | $3.3B | 1.4% | $250.98 | +65.66% | 25 qtrssince 2018-Q4 | Increased 54 |
iShares Edge MSCI USE Quality Factor ETF | 16.9M | $3B | 1.2% | $119.58 | +46.55% | 25 qtrssince 2018-Q4 | Increased 57 |
SPDR PORTFOLIO S&P 500 GROWTH ETF | 34M | $3B | 1.2% | $58.99 | +47.61% | 25 qtrssince 2018-Q4 | Increased 55 |
VANGUARD S&P500 INDEX ETF | 5.4M | $2.9B | 1.2% | $353.18 | +49.41% | 25 qtrssince 2018-Q4 | Increased 61 |
Amazon.com Inc | 12.6M | $2.8B | 1.1% | $137.38 | +59.69% | 25 qtrssince 2018-Q4 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 38.8M | $2.7B | 1.1% | $59.18 | +14.52% | 25 qtrssince 2018-Q4 | Increased 54 |
SPDR SER TR | 39.3M | $2.7B | 1.1% | $51.01 | +32.46% | 25 qtrssince 2018-Q4 | Increased 56 |
ISHARES CORE S&P MID-CAP ETF | 42.6M | $2.7B | 1.1% | $38.45 | +58.55% | 25 qtrssince 2018-Q4 | Increased 52 |
iShares US Treasury Bond ETF | 113.1M | $2.6B | 1.1% | $21.05 | +3.23% | 25 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 15.3M | $2.1B | 0.9% | $63.43 | +117.60% | 25 qtrssince 2018-Q4 | Increased 46 |
SPDR PORT S&P 500 VALUE ETF | 41.4M | $2.1B | 0.9% | $38.11 | +30.08% | 25 qtrssince 2018-Q4 | Increased 48 |
VANGUARD INDEX FDS | 5.1M | $2.1B | 0.9% | $33.08 | +105.17% | 25 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 44.6M | $2B | 0.8% | $42.14 | +0.36% | 25 qtrssince 2018-Q4 | Increased 51 |
iShares MBS ETF | 21.9M | $2B | 0.8% | $84.05 | +1.98% | 25 qtrssince 2018-Q4 | Increased 51 |
LPL Financial LLC manages $246B across 5274 positions as of Q4 2024. Top holdings: IVV (2.4%), SPY (2.1%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 326 new positions, 228 exits, 3301 increased. Top move: IVV (INCREASED, conviction 62). Portfolio: $246.0B across 5274 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR