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
IVVIshares Tr
Recent Activity
Increased 0.42%
2.32%
$5.201B
9.017M shares@ $576.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.61%
2.22%
$4.977B
8.674M shares@ $573.77 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.11%
2%
$4.477B
9.172M shares@ $488.07 avg price
AAPLApple Inc
Recent Activity
Increased 4.97%
1.93%
$4.323B
18.555M shares@ $233.0 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.91%
1.65%
$3.68B
12.995M shares@ $283.16 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.69%
1.42%
$3.169B
7.364M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.41%
1.4%
$3.123B
25.719M shares@ $121.44 avg price
IEFAIshares Tr
Recent Activity
Increased 4.34%
1.27%
$2.831B
36.276M shares@ $78.05 avg price
QUALIshares Tr
Recent Activity
Increased 6.91%
1.18%
$2.64B
14.726M shares@ $179.3 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 4.51%
1.17%
$2.605B
31.403M shares@ $82.94 avg price