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CIK: 0001403438
Total reported value
$445.1B
$445.1B
4903 檔
4.7%
At the close of Q2 2024, LPL Financial LLC disclosed equity holdings valued at approximately $445.1B, spread across 4903 reported holdings.
During Q2 2024, LPL Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, QQQ) accounted for 4.7% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 4903 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | +0.48% | -1.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | -0.07% | +3.87% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | +0.14% | +5.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.85% | -0.02% | +7.61% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.70% | -0.02% | +1.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.12% | +8.24% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | -0.01% | +961.25% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.07% | +4.60% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.05% | +7.18% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.17% | -0.03% | +6.59% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.17% | -0.16% | +5.58% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | -0.01% | +3.95% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +6.50% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.06% | +8.03% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.01% | +8.76% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.94% | +0.03% | +5.12% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | +0.02% | +4.47% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.06% | +7.58% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | -0.13% | +6.85% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.13% | +2.84% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | +0.06% | +2.20% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.02% | +3.87% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.04% | +35.18% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | -0.01% | +2.50% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -0.08% | +15.97% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | — | +4.47% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.14% | +3.17% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.57% | -0.04% | +5.18% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | — | +2.12% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.53% | +0.05% | +3.68% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.53% | -0.02% | +10.70% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | -0.02% | +4.31% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.05% | +12.15% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.06% | +13.28% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.04% | -6.21% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.02% | +3.36% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.02% | +8.77% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.06% | +14.36% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.47% | -0.07% | +3.85% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +7.69% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.09% | +6.30% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | -0.04% | -6.52% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.01% | +3.13% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.43% | -0.03% | +18.73% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.41% | -0.03% | +0.67% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | +0.07% | +30.21% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.04% | +5.62% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.40% | -0.03% | +7.82% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.10% | +4.94% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.06% | +12.59% |
According to official SEC Form 13F filings, LPL Financial LLC reported a total U.S. public equity portfolio value of $445.1B across 4903 disclosed positions in Q2 2024.
During Q2 2024, LPL Financial LLC's top holdings by market value included IVV (2.5%)、SPY (2.3%)、QQQ (2.1%). The largest single position, IVV, represented 2.5% of total portfolio value.
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In Q2 2024, LPL Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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