LPL Financial LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$246B
Signature - Title
Kirk Evangeliou - SVP, Operations Controls
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by LPL Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LPL Financial LLC reported 5149 stock holdings with total value $246B as of Q4 2024. Top holdings included IVV, SPY, AAPL, QQQ, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 5,149 $246B +$26.2B -$2.6B +$23.6B IVV, SPY, AAPL, QQQ, VTI 13F-HR 2/11/2025, 01:46 PM
Q3 2024 5,051 $224B +$15.8B -$2.49B +$13.3B IVV, SPY, QQQ, AAPL, VTI 13F-HR 11/8/2024, 03:21 PM
Q2 2024 4,901 $200B +$17B -$2.59B +$14.4B IVV, SPY, QQQ, AAPL, VTI 13F-HR 8/7/2024, 04:00 PM
Q1 2024 4,783 $186B +$18.6B -$6.31B +$12.3B IVV, SPY, QQQ, VTI, AAPL 13F-HR 5/10/2024, 01:54 PM
Q4 2023 4,716 $165B +$12.2B -$3.33B +$8.87B IVV, SPY, QQQ, VTI, AAPL 13F-HR 2/14/2024, 10:26 AM
Q3 2023 4,849 $143B +$11.3B -$2.75B +$8.51B IVV, SPY, VTI, QQQ, AAPL 13F-HR 11/13/2023, 11:57 AM
Q2 2023 4,580 $140B +$8.64B -$2.67B +$5.97B IVV, SPY, VTI, AAPL, QQQ 13F-HR 7/31/2023, 02:33 PM
Q1 2023 4,472 $128B +$11.4B -$5.07B +$6.29B IVV, VTI, SPY, AAPL, BND 13F-HR 5/10/2023, 11:57 AM
Q4 2022 4,449 $117B +$9.52B -$2.98B +$6.54B IVV, VTI, SPY, BND, AAPL 13F-HR 2/7/2023, 10:50 AM
Q3 2022 4,400 $103B +$8.59B -$3.3B +$5.3B IVV, VTI, BND, AAPL, SPY 13F-HR 11/14/2022, 08:38 AM
Q2 2022 4,403 $105B +$9.56B -$3.06B +$6.5B IVV, VTI, BND, SPY, AAPL 13F-HR 8/12/2022, 04:26 PM
Q1 2022 4,161 $116B +$10.4B -$5.47B +$4.98B IVV, VTI, BND, AAPL, QQQ 13F-HR 5/16/2022, 02:29 PM
Q4 2021 4,317 $119B +$8.48B -$1.86B +$6.61B QQQ, IVV, BND, AAPL, SPY 13F-HR 2/14/2022, 12:56 PM
Q3 2021 4,291 $106B +$10.9B -$1.63B +$9.22B BND, QQQ, IVV, SPY, VTI 13F-HR 11/15/2021, 01:22 PM
Q2 2021 4,196 $98.8B +$9.56B -$2.36B +$7.19B BND, QQQ, VTI, IVV, SPY 13F-HR 8/13/2021, 11:13 AM
Q1 2021 4,045 $86.9B +$9.26B -$2.56B +$6.7B BND, QQQ, VTI, IVV, SPY 13F-HR 5/14/2021, 10:37 AM
Q4 2020 3,796 $77.1B +$9.13B -$2.12B +$7.01B QQQ, BND, IVV, VTI, AAPL 13F-HR 2/12/2021, 02:28 PM
Q3 2020 3,537 $63.9B +$5.61B -$1.64B +$3.97B QQQ, BND, VTI, IVV, SPY 13F-HR 11/9/2020, 12:26 PM
Q2 2020 3,450 $57.4B +$5.95B -$2.38B +$3.57B BND, VTI, QQQ, IVV, SPY 13F-HR 8/13/2020, 04:10 PM
Q1 2020 3,188 $46.4B +$3.34B -$1.95B +$1.39B BND, VTI, IVV, SPY, VCIT 13F-HR 5/14/2020, 02:44 PM
Q4 2019 3,332 $54.9B +$4.02B -$942M +$3.08B VTI, BND, IVV, IJH, QQQ 13F-HR 2/14/2020, 02:29 PM
Q3 2019 3,280 $49.1B +$4.18B -$2.14B +$2.04B VTI, BND, IVV, IJH, USMV 13F-HR 11/13/2019, 02:48 PM
Q2 2019 3,264 $46.9B +$3.31B -$1.23B +$2.08B VTI, BND, IJH, IVV, SPY 13F-HR 8/9/2019, 01:02 PM
Q1 2019 3,177 $44B +$3.5B -$1.15B +$2.35B VTI, BND, IJH, IVV, IEMG 13F-HR 5/8/2019, 11:50 AM
Q4 2018 3,057 $37.6B +$2.67B -$1.31B +$1.35B VTI, IVV, BND, IJH, SPY 13F-HR 2/7/2019, 01:55 PM
Q3 2018 3,219 $41.7B +$2.99B -$818M +$2.17B VTI, IJH, IVV, BND, QQQ 13F-HR 11/14/2018, 11:43 AM
Q2 2018 3,198 $38.1B +$4.54B -$1.18B +$3.37B VTI, IJH, IVV, BND, QQQ 13F-HR 8/14/2018, 03:57 PM
Q1 2018 3,168 $36.3B +$4.77B -$819M +$3.95B VTI, IJH, IVV, BND, SPY 13F-HR 5/15/2018, 05:07 PM
Q4 2017 3,015 $32.8B +$4.11B -$557M +$3.55B VTI, BND, IJH, IVV, SPY 13F-HR 2/14/2018, 05:18 PM
Q3 2017 2,854 $28.3B +$1.98B -$855M +$1.13B VTI, BND, IVV, IJH, SPY 13F-HR 11/14/2017, 11:11 AM
Q2 2017 2,792 $26.4B +$12.6B -$1.07B +$11.6B VTI, BND, SPY, IVV, IJH 13F-HR 8/14/2017, 02:49 PM
Q1 2017 2,693 $14.7B +$2.22B -$730M +$1.5B VTI, SPY, IWF, VCIT, IJR 13F-HR 5/15/2017, 01:00 PM
Q4 2016 2,674 $13.1B +$3.54B -$957M +$2.59B VTI, SPY, IWF, MDY, IJR 13F-HR 2/13/2017, 02:51 PM
Q3 2016 2,613 $10.5B +$1.21B -$1.06B +$148M SPY, MDY, VOO, PFF, VIG 13F-HR 11/16/2016, 08:34 AM
Q2 2016 2,599 $11.8B +$512M -$24.4B -$23.9B VTI, SPY, IWF, MDY, VOO 13F-HR 8/15/2016, 12:14 PM
Q1 2016 3,088 $35.9B +$3.52B -$3.82B -$297M VTI, BND, SPY, QQQXXXX, AGG 13F-HR 5/16/2016, 01:33 PM
Q4 2015 3,141 $36B +$18.3B -$137M +$18.2B VTI, QQQXXXX, SPY, AGG, BND 13F-HR 2/12/2016, 10:33 AM
Q3 2015 2,745 $18.1B +$1.37B -$1.74B -$369M VTI, QQQXXXX, SPY, MDY, MBB 13F-HR 11/13/2015, 09:57 AM
Q2 2015 2,849 $19.7B +$1.68B -$1.15B +$527M VTI, SPY, MDY, QQQXXXX, IWF 13F-HR 8/14/2015, 11:55 AM
Q1 2015 2,773 $19.6B +$2.44B -$1.26B +$1.18B VTI, SPY, QQQXXXX, MDY, IWM 13F-HR 5/14/2015, 11:10 AM
Q4 2014 2,717 $18.2B +$2.12B -$981M +$1.14B SPY, VTI, QQQXXXX, MDY, IWF 13F-HR 2/13/2015, 02:26 PM
Q3 2014 2,693 $16.8B +$1.6B -$1.38B +$220M VTI, SPY, QQQXXXX, MDY, PKWXXXX 13F-HR 11/10/2014, 11:37 AM
Q2 2014 2,672 $17.2B +$1.69B -$1.16B +$527M MDY, VTI, SPY, QQQXXXX, PKWXXXX Restatement 8/5/2014, 12:34 PM
Q1 2014 2,629 $16.3B +$1.45B -$1.27B +$184M VTI, MDY, QQQXXXX, SPY, PKWXXXX 13F-HR 5/12/2014, 04:06 PM
Q4 2013 2,640 $16B MDY, VTI, QQQXXXX, SPY, EFA 13F-HR 2/13/2014, 12:50 PM