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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.8B
$23.1 Million 0.01% of portfolio
409,246
Q2 2025 Added 29.45%
$51B
$30.6 Million 0.01% of portfolio
239,903
Q2 2025 Added 21.68%
$202B
$18.4 Million 0.01% of portfolio
140,173
Q2 2025 Reduced 1.56%
$0
$30.8 Million 0.01% of portfolio
2,045,622
Q2 2025 Added 6.56%
$295B
$37.6 Million 0.01% of portfolio
123,761
Q2 2025 Added 7.11%
$49.3B
$30.7 Million 0.01% of portfolio
907,106
Q2 2025 Added 0.43%
$43.6B
$33.4 Million 0.01% of portfolio
231,395
Q2 2025 Added 16.7%
$4.39B
$15.5 Million 0.01% of portfolio
156,388
Q2 2025 Added 74.15%
$0
$14.5 Million 0.01% of portfolio
609,227
Q2 2025 Added 0.94%
$18.1B
$24.4 Million 0.01% of portfolio
78,399
Q2 2025 Added 3.79%
$22.1B
$38.8 Million 0.01% of portfolio
2,130,776
Q2 2025 Added 17.55%
$36.3B
$18.7 Million 0.01% of portfolio
719,112
Q2 2025 Reduced 1.18%
$2.3B
$18.7 Million 0.01% of portfolio
1,741,971
Q2 2025 Added 29.34%
$18.7B
$24.1 Million 0.01% of portfolio
744,204
Q2 2025 Reduced 4.41%
$0
$21.8 Million 0.01% of portfolio
724,196
Q2 2025 Added 10.77%
$0
$42.1 Million 0.01% of portfolio
1,661,906
Q2 2025 Added 13.81%
$13.8B
$32.7 Million 0.01% of portfolio
198,347
Q2 2025 Added 12.3%
$9.78B
$18.5 Million 0.01% of portfolio
80,375
Q2 2025 Added 34.26%
$6.01B
$18.2 Million 0.01% of portfolio
125,301
Q2 2025 Added 4.96%
$41.2B
$39.3 Million 0.01% of portfolio
161,874
Q2 2025 Added 18.37%
$37B
$22.1 Million 0.01% of portfolio
126,986
Q2 2025 Reduced 15.88%
$52.9B
$39.8 Million 0.01% of portfolio
816,142
Q2 2025 Added 1.23%
$17.4B
$15 Million 0.01% of portfolio
436,078
Q2 2025 Added 6.83%
$26.1B
$15.1 Million 0.01% of portfolio
29,549
Q2 2025 Added 0.63%
$1.93B
$19.6 Million 0.01% of portfolio
543,895
Q2 2025 Reduced 5.08%
$270B
$15.4 Million 0.01% of portfolio
89,512
Q2 2025 Added 4.23%
$69.9B
$39.3 Million 0.01% of portfolio
25,823
Q2 2025 Added 14.52%
$18.1B
$21.5 Million 0.01% of portfolio
172,825
Q2 2025 Added 14.05%
$26.9B
$29.6 Million 0.01% of portfolio
63,305
Q2 2025 Added 3.01%
$34.2B
$19.3 Million 0.01% of portfolio
241,897
Q2 2025 Reduced 1.55%
$15B
$28.1 Million 0.01% of portfolio
347,417
Q2 2025 Added 15.16%
$30.5B
$15.8 Million 0.01% of portfolio
54,703
Q2 2025 Added 2.84%
$40B
$36.3 Million 0.01% of portfolio
116,426
Q2 2025 Added 0.34%
$31.9B
$40 Million 0.01% of portfolio
1,228,401
Q2 2025 Added 5.66%
$0
$16.1 Million 0.01% of portfolio
2,778,609
Q2 2025 Added 0.77%
$39.1B
$24.7 Million 0.01% of portfolio
94,559
Q2 2025 Added 4.91%
$34.3B
$26.9 Million 0.01% of portfolio
128,627
Q2 2025 Added 5.03%
$19.1B
$19.8 Million 0.01% of portfolio
90,461
Q2 2025 Added 22.58%
$18.4B
$15.2 Million 0.01% of portfolio
589,814
Q2 2025 Added 11.47%
$48.6B
$18.9 Million 0.01% of portfolio
210,162
Q2 2025 Added 6.16%
$42.4B
$31.1 Million 0.01% of portfolio
209,556
Q2 2025 Added 6.37%
$16.6B
$22.6 Million 0.01% of portfolio
73,255
Q2 2025 Added 144.98%
$40.9B
$33.6 Million 0.01% of portfolio
106,913
Q2 2025 Added 33.02%
$1.27B
$543,000 0.0% of portfolio
46,945
Q2 2025 Added 0.93%
$1.56B
$565,000 0.0% of portfolio
9,108
Q2 2025 Reduced 8.87%
$44.3M
$3,000 0.0% of portfolio
10,992
Q3 2024 New
$304M
$1 Million 0.0% of portfolio
649,665
Q2 2025 Added 20.87%
$233M
$221,000 0.0% of portfolio
113,264
Q2 2025 Reduced 59.97%
$190M
$573,000 0.0% of portfolio
80,503
Q2 2025 Reduced 3.02%

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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