Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.95 Billion 2.1% of portfolio
9,630,183
Q2 2025 Added 6.43%
$0
$5.78 Billion 2.04% of portfolio
9,316,636
Q2 2025 Reduced 11.98%
$0
$5.6 Billion 1.98% of portfolio
10,153,109
Q2 2025 Added 6.37%
$456B
$4.97 Billion 1.75% of portfolio
31,445,567
Q2 2025 Added 8.85%
$3.95T
$4.46 Billion 1.57% of portfolio
8,960,405
Q2 2025 Added 6.86%
$3.69T
$4.41 Billion 1.56% of portfolio
21,497,413
Q2 2025 Added 5.43%
$0
$4.11 Billion 1.45% of portfolio
13,517,198
Q2 2025 Added 4.0%
$0
$3.61 Billion 1.27% of portfolio
37,858,343
Q2 2025 Added 4.96%
$0
$3.56 Billion 1.26% of portfolio
19,465,105
Q2 2025 Added 7.03%
$0
$3.47 Billion 1.23% of portfolio
6,115,211
Q2 2025 Added 7.84%
$2.26T
$3.26 Billion 1.15% of portfolio
14,855,835
Q2 2025 Added 10.8%
$0
$3.25 Billion 1.15% of portfolio
44,732,770
Q2 2025 Added 6.61%
$0
$3.17 Billion 1.12% of portfolio
37,945,267
Q2 2025 Added 4.76%
$0
$2.43 Billion 0.86% of portfolio
105,719,785
Q2 2025 Added 2.65%
$0
$2.38 Billion 0.84% of portfolio
25,351,019
Q2 2025 Added 4.49%
$0
$2.36 Billion 0.83% of portfolio
45,142,578
Q2 2025 Added 5.49%
$0
$2.3 Billion 0.81% of portfolio
42,885,143
Q2 2025 Added 24.54%
$0
$2.18 Billion 0.77% of portfolio
47,236,444
Q2 2025 Reduced 1.69%
$0
$2.05 Billion 0.72% of portfolio
13,644,205
Q2 2025 Added 4.32%
$0
$2.05 Billion 0.72% of portfolio
18,628,952
Q2 2025 Reduced 1.59%
$0
$2 Billion 0.71% of portfolio
8,794,378
Q2 2025 Added 17.93%
$1.78T
$1.96 Billion 0.69% of portfolio
2,651,212
Q2 2025 Added 9.29%
$0
$1.92 Billion 0.68% of portfolio
7,580,637
Q2 2025 Added 2.55%
$0
$1.83 Billion 0.65% of portfolio
10,341,422
Q2 2025 Added 3.57%
$0
$1.78 Billion 0.63% of portfolio
16,264,673
Q2 2025 Added 2.31%
$0
$1.75 Billion 0.62% of portfolio
32,173,645
Q2 2025 Added 13.72%
$0
$1.69 Billion 0.6% of portfolio
42,860,196
Q2 2025 Added 45.53%
$0
$1.62 Billion 0.57% of portfolio
25,895,165
Q2 2025 Added 9.32%
$0
$1.61 Billion 0.57% of portfolio
25,959,512
Q2 2025 Added 3.46%
$0
$1.6 Billion 0.57% of portfolio
28,085,455
Q2 2025 Added 4.0%
$127B
$1.58 Billion 0.56% of portfolio
5,727,824
Q2 2025 Added 7.67%
$621B
$1.55 Billion 0.55% of portfolio
3,182,333
Q2 2025 Added 8.12%
$0
$1.55 Billion 0.55% of portfolio
7,911,905
Q2 2025 Added 13.4%
$0
$1.52 Billion 0.54% of portfolio
7,052,906
Q2 2025 Added 2.26%
$0
$1.51 Billion 0.53% of portfolio
44,869,616
Q2 2025 Added 6.25%
$0
$1.48 Billion 0.52% of portfolio
3,489,415
Q2 2025 Added 6.38%
$0
$1.44 Billion 0.51% of portfolio
15,189,334
Q2 2025 Added 5.23%
$0
$1.44 Billion 0.51% of portfolio
22,704,102
Q2 2025 Added 50.78%
$859B
$1.39 Billion 0.49% of portfolio
4,799,864
Q2 2025 Added 9.3%
$1.21T
$1.36 Billion 0.48% of portfolio
7,725,205
Q2 2025 Added 9.2%
$106B
$1.29 Billion 0.46% of portfolio
4,234,425
Q2 2025 Added 8.23%
$0
$1.27 Billion 0.45% of portfolio
39,789,726
Q2 2025 Reduced 1.81%
$0
$1.27 Billion 0.45% of portfolio
44,173,644
Q2 2025 Added 15.5%
$0
$1.22 Billion 0.43% of portfolio
30,043,695
Q2 2025 Added 31.57%
$0
$1.21 Billion 0.43% of portfolio
30,006,248
Q2 2025 Reduced 2.37%
$0
$1.21 Billion 0.43% of portfolio
13,136,942
Q2 2025 Added 5.09%
$0
$1.19 Billion 0.42% of portfolio
21,569,753
Q2 2025 Added 1.6%
$0
$1.2 Billion 0.42% of portfolio
16,286,869
Q2 2025 Added 3.34%
$0
$1.19 Billion 0.42% of portfolio
6,509,697
Q2 2025 Added 3.57%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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