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
$103B
$12.7 Million 0.01% of portfolio
252,566
Q1 2025 Added 9.53%
$37.6B
$15.5 Million 0.01% of portfolio
69,112
Q1 2025 Added 29.56%
$95.1B
$18.5 Million 0.01% of portfolio
308,346
Q1 2025 Reduced 4.12%
$79B
$19.9 Million 0.01% of portfolio
478,131
Q1 2025 Added 62.28%
$1.93B
$12.3 Million 0.01% of portfolio
1,022,356
Q1 2025 Added 12.54%
$27.5B
$17.1 Million 0.01% of portfolio
316,142
Q1 2025 Reduced 1.95%
$45.5B
$25.2 Million 0.01% of portfolio
197,155
Q1 2025 Reduced 18.96%
$184B
$16.1 Million 0.01% of portfolio
142,392
Q1 2025 Added 3.48%
$0
$27.3 Million 0.01% of portfolio
1,919,691
Q1 2025 Added 52.34%
$14.7B
$13.9 Million 0.01% of portfolio
119,882
Q1 2025 Added 9.79%
$365B
$31 Million 0.01% of portfolio
115,550
Q1 2025 Reduced 3.03%
$85.8B
$34.2 Million 0.01% of portfolio
262,394
Q1 2025 Added 25.77%
$29.3B
$16.8 Million 0.01% of portfolio
198,282
Q1 2025 Added 16.69%
$0
$13.5 Million 0.01% of portfolio
603,544
Q1 2025 Added 5.17%
$11.1B
$12.9 Million 0.01% of portfolio
108,649
Q1 2025 Added 15.4%
$16.9B
$25.5 Million 0.01% of portfolio
75,537
Q1 2025 Added 2.4%
$16.2B
$21.1 Million 0.01% of portfolio
1,812,630
Q1 2025 Added 13.05%
$31.2B
$18.5 Million 0.01% of portfolio
727,729
Q1 2025 Reduced 2.38%
$77.2B
$13.9 Million 0.01% of portfolio
148,380
Q1 2025 Added 9.22%
$20.5B
$26.1 Million 0.01% of portfolio
778,542
Q1 2025 Added 1.18%
$0
$18.6 Million 0.01% of portfolio
653,764
Q1 2025 Added 14.08%
$0
$35.1 Million 0.01% of portfolio
1,460,290
Q1 2025 Added 0.63%
$0
$29 Million 0.01% of portfolio
2,496,122
Q1 2025 Added 15.35%
$17.2B
$27 Million 0.01% of portfolio
176,618
Q1 2025 Added 10.03%
$5.86B
$15.1 Million 0.01% of portfolio
119,382
Q1 2025 Added 132.21%
$38.7B
$35.9 Million 0.01% of portfolio
478,530
Q1 2025 Reduced 4.62%
$40.3B
$28.3 Million 0.01% of portfolio
136,757
Q1 2025 Added 35.57%
$38.7B
$30.3 Million 0.01% of portfolio
150,956
Q1 2025 Reduced 3.58%
$15.7B
$12.9 Million 0.01% of portfolio
408,190
Q1 2025 Reduced 0.35%
$24.4B
$14.6 Million 0.01% of portfolio
29,365
Q1 2025 Added 3.52%
$1.94B
$16.8 Million 0.01% of portfolio
573,013
Q1 2025 Reduced 4.65%
$8.08B
$15.1 Million 0.01% of portfolio
11,380
Q1 2025 Reduced 15.71%
$233B
$15.2 Million 0.01% of portfolio
85,878
Q1 2025 Added 12.33%
$82.8B
$31.2 Million 0.01% of portfolio
22,549
Q1 2025 Added 4.9%
$21.1B
$14.8 Million 0.01% of portfolio
151,528
Q1 2025 Added 3.32%
$16B
$14.5 Million 0.01% of portfolio
227,851
Q1 2025 Added 9.04%
$7.46B
$12.9 Million 0.01% of portfolio
390,791
Q1 2025 Reduced 2.01%
$24.4B
$22.5 Million 0.01% of portfolio
61,454
Q1 2025 Reduced 2.98%
$26.2B
$17 Million 0.01% of portfolio
245,695
Q1 2025 Added 45.17%
$15.9B
$24.6 Million 0.01% of portfolio
301,684
Q1 2025 Added 1.5%
$40B
$32.5 Million 0.01% of portfolio
140,286
Q1 2025 Added 6.81%
$25.1B
$13.3 Million 0.01% of portfolio
193,593
Q1 2025 Reduced 14.48%
$30.7B
$13.5 Million 0.01% of portfolio
53,194
Q1 2025 Added 12.28%
$47.7B
$34.5 Million 0.01% of portfolio
116,032
Q1 2025 Added 7.33%
$0
$15.9 Million 0.01% of portfolio
2,757,434
Q1 2025 Added 251.61%
$35.9B
$21 Million 0.01% of portfolio
90,135
Q1 2025 Added 9.14%
$38.7B
$22.2 Million 0.01% of portfolio
122,467
Q1 2025 Added 55.18%
$15.7B
$14.4 Million 0.01% of portfolio
28,338
Q1 2025 Added 2.83%
$16.7B
$16.5 Million 0.01% of portfolio
73,796
Q1 2025 Added 12.23%

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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