test

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
GLDSpdr Gold Tr
Recent Activity
Increased 6.78%
0.37%
$813.853M
3.348M shares@ $243.06 avg price
AGGIshares Tr
Recent Activity
Increased 14.1%
0.36%
$804.366M
7.943M shares@ $101.27 avg price
AVGOBroadcom Inc
Recent Activity
Increased 969.76%
0.36%
$786.817M
4.561M shares@ $172.5 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.7%
0.36%
$785.252M
4.697M shares@ $167.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.68%
0.35%
$782.865M
3.713M shares@ $210.87 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 8.45%
0.35%
$763.745M
7.878M shares@ $96.96 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.5%
0.34%
$762.196M
2.889M shares@ $263.83 avg price
IWBIshares Tr
Recent Activity
Increased 2.25%
0.34%
$752.652M
2.394M shares@ $314.39 avg price
EFVIshares Tr
Recent Activity
Increased 91.45%
0.33%
$734.853M
12.773M shares@ $57.54 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 9.48%
0.33%
$732.879M
4.091M shares@ $179.17 avg price