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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
COSTCostco Whsl Corp New
Recent Activity
Increased 7.39%
0.33%
$726.331M
819,307 shares@ $886.52 avg price
VGTVanguard World Fd
Recent Activity
Increased 2.32%
0.32%
$697.221M
1.189M shares@ $586.53 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 3.37%
0.31%
$692.222M
5.4M shares@ $128.2 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 14.78%
0.31%
$685.498M
26.224M shares@ $26.14 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 9.16%
0.31%
$681.848M
15.045M shares@ $45.32 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 17.12%
0.3%
$654.371M
17.987M shares@ $36.38 avg price
VVisa Inc
Recent Activity
Increased 5.14%
0.29%
$641.436M
2.333M shares@ $274.95 avg price
TSLATesla Inc
Recent Activity
Increased 2.34%
0.29%
$630.784M
2.411M shares@ $261.64 avg price
IYWIshares Tr
Recent Activity
Increased 2.81%
0.28%
$626.712M
4.133M shares@ $151.62 avg price
IWDIshares Tr
Recent Activity
Increased 0.71%
0.28%
$625.197M
3.294M shares@ $189.8 avg price