Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

Lpl Financial LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 5344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.95B, Spdr S&P 500 ETF Trust with a value of $5.06B, Apple Inc. with a value of $4.53B, Invesco Qqq Trust, Series 1 with a value of $4.48B, and Vanguard Total Stock Market Et with a value of $3.57B.

Examining the 13F form we can see an increase of $8.68B in the current position value, from $238B to 246B.

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 $246 Billion
ETFs: $178 Billion
Technology: $18.5 Billion
Financial Services: $10.8 Billion
Consumer Cyclical: $6.84 Billion
Healthcare: $6.77 Billion
Industrials: $6.04 Billion
Communication Services: $5.42 Billion
Consumer Defensive: $4.72 Billion
Other: $7.62 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$4.53 Billion 1.84% of portfolio
20,389,500
Q1 2025 Added 3.94%
$3.75T
$3.15 Billion 1.28% of portfolio
8,384,908
Q1 2025 Added 5.68%
$406B
$3.13 Billion 1.27% of portfolio
28,890,061
Q1 2025 Added 5.07%
$2.27T
$2.55 Billion 1.04% of portfolio
13,407,443
Q1 2025 Added 6.24%
$631B
$1.57 Billion 0.64% of portfolio
2,943,391
Q1 2025 Added 10.03%
$1.62T
$1.4 Billion 0.57% of portfolio
2,425,822
Q1 2025 Added 7.31%
$1.07T
$1.09 Billion 0.44% of portfolio
7,074,160
Q1 2025 Added 7.42%
$831B
$1.08 Billion 0.44% of portfolio
4,391,622
Q1 2025 Added 9.32%
$585B
$928 Million 0.38% of portfolio
2,647,278
Q1 2025 Added 5.62%
$435B
$922 Million 0.37% of portfolio
975,377
Q1 2025 Added 6.74%
$113B
$891 Million 0.36% of portfolio
5,319,616
Q1 2025 Added 6.81%
$1.08T
$830 Million 0.34% of portfolio
5,313,955
Q1 2025 Added 6.22%
$748B
$843 Million 0.34% of portfolio
1,020,851
Q1 2025 Added 7.45%
$409B
$713 Million 0.29% of portfolio
4,298,916
Q1 2025 Added 8.48%
$934B
$713 Million 0.29% of portfolio
2,750,951
Q1 2025 Added 4.86%
$474B
$695 Million 0.28% of portfolio
5,842,283
Q1 2025 Added 5.64%
$380B
$666 Million 0.27% of portfolio
1,816,074
Q1 2025 Added 7.08%
$263B
$655 Million 0.27% of portfolio
7,459,426
Q1 2025 Added 9.6%
$573B
$634 Million 0.26% of portfolio
679,661
Q1 2025 Added 13.89%
$373B
$605 Million 0.25% of portfolio
3,549,612
Q1 2025 Added 7.85%
$300B
$594 Million 0.24% of portfolio
3,553,406
Q1 2025 Added 6.45%
$283B
$550 Million 0.22% of portfolio
1,049,652
Q1 2025 Added 6.49%
$539B
$455 Million 0.18% of portfolio
830,953
Q1 2025 Added 3.54%
$216B
$410 Million 0.17% of portfolio
1,311,971
Q1 2025 Added 5.18%
$281B
$359 Million 0.15% of portfolio
4,257,390
Q1 2025 Added 18.91%
$276B
$369 Million 0.15% of portfolio
2,326,450
Q1 2025 Added 5.11%
$179B
$363 Million 0.15% of portfolio
7,994,580
Q1 2025 Added 1.25%
$300B
$352 Million 0.14% of portfolio
4,916,078
Q1 2025 Added 13.26%
$260B
$350 Million 0.14% of portfolio
1,408,140
Q1 2025 Added 7.06%
$271B
$344 Million 0.14% of portfolio
1,282,293
Q1 2025 Added 20.14%
$376B
$314 Million 0.13% of portfolio
7,517,996
Q1 2025 Added 6.97%
$212B
$310 Million 0.13% of portfolio
940,372
Q1 2025 Added 3.35%
$185B
$323 Million 0.13% of portfolio
2,152,292
Q1 2025 Added 7.78%
$200B
$291 Million 0.12% of portfolio
10,276,324
Q1 2025 Added 1.22%
$284B
$305 Million 0.12% of portfolio
4,950,405
Q1 2025 Added 9.34%
$212B
$291 Million 0.12% of portfolio
3,237,518
Q1 2025 Added 1.05%
$215B
$302 Million 0.12% of portfolio
2,283,455
Q1 2025 Added 0.76%
$159B
$282 Million 0.11% of portfolio
903,878
Q1 2025 Added 9.25%
$121B
$278 Million 0.11% of portfolio
621,755
Q1 2025 Added 1.9%
$636B
$281 Million 0.11% of portfolio
2,007,023
Q1 2025 Added 9.13%
$61.7B
$260 Million 0.11% of portfolio
1,523,018
Q1 2025 Added 1.39%
$143B
$266 Million 0.11% of portfolio
10,510,766
Q1 2025 Added 5.35%
$145B
$277 Million 0.11% of portfolio
1,173,009
Q1 2025 Added 4.55%
$233B
$236 Million 0.1% of portfolio
1,776,882
Q1 2025 Added 10.05%
$187B
$241 Million 0.1% of portfolio
486,438
Q1 2025 Added 33.57%
$145B
$239 Million 0.1% of portfolio
3,373,237
Q1 2025 Added 8.98%
$179B
$236 Million 0.1% of portfolio
1,536,036
Q1 2025 Added 11.63%
$1.2T
$243 Million 0.1% of portfolio
1,466,059
Q1 2025 Added 13.06%
$223B
$220 Million 0.09% of portfolio
2,137,801
Q1 2025 Added 17.57%

Summary

  • Portfolio
  • No. of Stocks 5,344
  • Current Value $246 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 265 stocks
  • Additional Purchases 3,250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,591 stocks
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