LPL Financial LLC

Q4 2024 13F-HR Holdings

Location
Fort Mill, SC
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
5,274
Total value ($000)
$246,016,246
Net value change ($000)
+21,695,771 (9.7%)
New positions
287
Sold out positions
219
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/8/2024 Next filing: 5/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 799,995 15.4%
AMZN 642,027 30.2%
AAPL 597,663 13.9%
VOO 578,842 24.6%
NVDA 575,241 18.4%
QQQ 451,509 10.3%
TSLA 429,223 68.1%
SPYG 386,062 14.8%
AVGO 368,782 46.9%
QUAL 363,481 13.8%
Top Reduces (Value $000, Stocks/ETFs)
BLK -144,713 -100.0%
IEFA -102,747 -3.6%
XLV -99,903 -9.7%
LLY -97,767 -11.8%
ANET -96,114 -100.0%
MOAT -88,172 -11.5%
BSCO -87,204 -100.0%
LRCX -82,914 -100.0%
SPDW -67,172 -6.6%
INDA -65,322 -60.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 324,767 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type