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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
VTVVanguard Index Fds
Recent Activity
Increased 4.6%
0.74%
$1.639B
9.389M shares@ $174.57 avg price
IJRIshares Tr
Recent Activity
Increased 5.18%
0.74%
$1.638B
14.007M shares@ $116.96 avg price
IWMIshares Tr
Recent Activity
Increased 10.58%
0.68%
$1.515B
6.858M shares@ $220.89 avg price
IVWIshares Tr
Recent Activity
Increased 1.66%
0.67%
$1.502B
15.683M shares@ $95.75 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 9.67%
0.58%
$1.297B
6.458M shares@ $200.85 avg price
IUSVIshares Tr
Recent Activity
Increased 3.23%
0.57%
$1.275B
13.352M shares@ $95.49 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.93%
0.54%
$1.204B
20.326M shares@ $59.21 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 7.77%
0.53%
$1.179B
34.976M shares@ $33.71 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.48%
0.53%
$1.177B
22.283M shares@ $52.81 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.68%
0.53%
$1.167B
2.039M shares@ $572.44 avg price