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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 3.14%
0.44%
$974.748M
11.531M shares@ $84.53 avg price
BILSpdr Ser Tr
Recent Activity
Increased 6.09%
0.44%
$970.632M
10.572M shares@ $91.81 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 8.07%
0.42%
$932.498M
11.207M shares@ $83.21 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 3.63%
0.41%
$899.385M
10.739M shares@ $83.75 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 8.46%
0.4%
$887.051M
19.491M shares@ $45.51 avg price
IVEIshares Tr
Recent Activity
Increased 4.09%
0.39%
$874.011M
4.433M shares@ $197.18 avg price
VBVanguard Index Fds
Recent Activity
Increased 2.48%
0.39%
$856.894M
3.612M shares@ $237.21 avg price
DGROIshares Tr
Recent Activity
Increased 3.19%
0.38%
$837.783M
13.364M shares@ $62.69 avg price
LLYEli Lilly & Co
Recent Activity
Increased 10.33%
0.38%
$832.888M
940,117 shares@ $885.95 avg price
MUBIshares Tr
Recent Activity
Increased 8.37%
0.37%
$823.733M
7.583M shares@ $108.63 avg price