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Kirk Evangeliou

@Lpl Financial Llc

Latest period2024 - Q3ReportedManaged Assets$224.32BTotal holdings5051
Assets growth rate11.74%Assets growth rate (2-Q avg)9.76%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Lpl Financial Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 5051 positions.

Assets under management

The assets under management (AUM) of Lpl Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 224.32B in assets, with a quarterly growth rate of 11.74% and a 2-quarter average growth rate of 9.76%. The portfolio is managed by Kirk Evangeliou, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Increased 2.79%
1.15%
$2.566B
41.177M shares@ $62.32 avg price
GOVTIshares Tr
Recent Activity
Increased 3.39%
1.13%
$2.527B
107.764M shares@ $23.46 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 10.94%
1.08%
$2.406B
35.64M shares@ $67.51 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.17%
1.05%
$2.355B
4.463M shares@ $527.67 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.34%
0.96%
$2.131B
11.439M shares@ $186.34 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 8.84%
0.93%
$2.07B
39.151M shares@ $52.86 avg price
IUSGIshares Tr
Recent Activity
Increased 0.63%
0.88%
$1.962B
14.877M shares@ $131.92 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.94%
0.86%
$1.914B
4.986M shares@ $383.94 avg price
IUSBIshares Tr
Recent Activity
Increased 20.29%
0.83%
$1.853B
39.331M shares@ $47.12 avg price
MBBIshares Tr
Recent Activity
Increased 6.31%
0.82%
$1.839B
19.19M shares@ $95.81 avg price