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CIK: 0001403438
Total reported value
$445.1B
$445.1B
5051 檔
5.1%
As reported in its official Q3 2024 Form 13F filing, LPL Financial LLC's tracked investment portfolio stood at $445.1B with 5051 total positions.
During Q3 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 5.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 5051 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +0.48% | +0.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.07% | +2.60% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.14% | +2.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.93% | -0.02% | +4.96% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.64% | -0.02% | +1.90% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.12% | +6.69% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.01% | +3.41% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.07% | +4.33% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | -0.16% | +6.90% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.05% | +4.51% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.14% | -0.01% | +2.78% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.13% | -0.03% | +3.38% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.06% | +10.93% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +6.16% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.01% | +8.34% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | -0.06% | +8.83% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.87% | +0.03% | +0.62% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.02% | +0.93% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.83% | +0.06% | +20.28% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 0.82% | -0.13% | +6.31% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | -0.02% | +4.59% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | -0.01% | +5.18% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.13% | -0.75% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | — | +10.58% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.04% | +1.66% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.08% | -3.80% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.14% | +9.66% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.57% | -0.04% | +3.23% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.05% | +4.92% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.53% | -0.02% | +7.76% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | -0.02% | +4.47% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.06% | +6.67% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | -0.02% | +5.73% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.04% | +9.22% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.06% | +6.08% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | — | +3.77% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.04% | +3.71% | |
| 38 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.48% | -0.07% | +10.08% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.04% | +10.09% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.46% | -0.02% | -2.10% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.45% | -0.03% | +15.03% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.05% | +6.56% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.07% | +15.99% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.01% | +3.14% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.43% | -0.09% | +6.09% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | -0.03% | +8.07% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.40% | -0.03% | +3.62% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | +0.01% | +8.46% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.10% | +4.09% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | -0.01% | +2.48% |
According to official SEC Form 13F filings, LPL Financial LLC reported a total U.S. public equity portfolio value of $445.1B across 5051 disclosed positions in Q3 2024.
During Q3 2024, LPL Financial LLC's top holdings by market value included IVV (2.3%)、SPY (2.2%)、QQQ (2.0%). The largest single position, IVV, represented 2.3% of total portfolio value.
In Q3 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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