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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
VIGVanguard Specialized Funds
Recent Activity
Increased 5.74%
0.52%
$1.15B
5.809M shares@ $198.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.23%
0.52%
$1.149B
2.497M shares@ $460.26 avg price
COWZPacer Fds Tr
Recent Activity
Increased 6.08%
0.51%
$1.143B
19.767M shares@ $57.83 avg price
IWFIshares Tr
Recent Activity
Increased 3.77%
0.51%
$1.139B
3.035M shares@ $375.38 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.71%
0.49%
$1.088B
14.488M shares@ $75.11 avg price
SPTISpdr Ser Tr
Recent Activity
Increased 10.09%
0.48%
$1.069B
36.778M shares@ $29.06 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 10.1%
0.46%
$1.028B
6.672M shares@ $154.02 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 15.03%
0.46%
$1.017B
34.011M shares@ $29.89 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.57%
0.45%
$999.12M
6.024M shares@ $165.85 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 15.99%
0.45%
$998.797M
20.19M shares@ $49.47 avg price