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
$19.4B
$15.5 Million 0.01% of portfolio
529,137
Q1 2025 Reduced 7.35%
$40.1B
$15.4 Million 0.01% of portfolio
197,975
Q1 2025 Reduced 1.83%
$42.9B
$31 Million 0.01% of portfolio
197,000
Q1 2025 Added 6.1%
$20B
$13.6 Million 0.01% of portfolio
120,081
Q1 2025 Added 20.42%
$45.3B
$15.9 Million 0.01% of portfolio
80,375
Q1 2025 Added 10.49%
$1.15B
$406,000 0.0% of portfolio
46,513
Q1 2025 Added 37.73%
$1.6B
$597,000 0.0% of portfolio
9,994
Q1 2025 Added 2.42%
$25.3M
$3,000 0.0% of portfolio
10,992
Q3 2024 New
$236M
$1.14 Million 0.0% of portfolio
537,474
Q1 2025 Added 25.17%
$225M
$565,000 0.0% of portfolio
282,960
Q1 2025 Added 28.33%
$202M
$371,000 0.0% of portfolio
83,009
Q1 2025 Added 31.16%
$1.42B
$284,000 0.0% of portfolio
17,429
Q1 2025 New
$4.08B
$2.65 Million 0.0% of portfolio
33,896
Q1 2025 Reduced 19.39%
$2.59B
$831,000 0.0% of portfolio
14,849
Q1 2025 Added 28.0%
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.51%
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.58%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.53%
$34.8M
$277,000 0.0% of portfolio
58,310
Q1 2025 Added 14.87%
$4.3B
$2.38 Million 0.0% of portfolio
31,114
Q1 2025 Added 99.27%
$3.23B
$329,000 0.0% of portfolio
6,958
Q1 2025 Reduced 6.09%
$0
$244,000 0.0% of portfolio
60,763
Q1 2025 Reduced 7.26%
$0
$1.77 Million 0.0% of portfolio
177,254
Q1 2025 Added 5.44%
$0
$4.29 Million 0.0% of portfolio
233,112
Q1 2025 Added 4.05%
$0
$757,000 0.0% of portfolio
195,277
Q1 2025 Reduced 2.69%
$0
$5.7 Million 0.0% of portfolio
350,961
Q1 2025 Added 24.45%
$0
$6.97 Million 0.0% of portfolio
337,826
Q1 2025 Reduced 13.82%
$0
$5.18 Million 0.0% of portfolio
879,775
Q1 2025 Added 12.58%
$0
$4.17 Million 0.0% of portfolio
328,402
Q1 2025 Added 14.39%
$0
$131,000 0.0% of portfolio
12,929
Q1 2025 Added 0.02%
$0
$9.18 Million 0.0% of portfolio
1,094,450
Q1 2025 Added 54.92%
$0
$3.4 Million 0.0% of portfolio
295,139
Q1 2025 Reduced 0.24%
$248M
$190,000 0.0% of portfolio
75,765
Q1 2025 Reduced 21.74%
$4B
$1.77 Million 0.0% of portfolio
38,831
Q1 2025 Reduced 57.54%
$2.22B
$1.71 Million 0.0% of portfolio
56,527
Q1 2025 Added 1.25%
$3.49B
$469,000 0.0% of portfolio
28,247
Q1 2025 Added 7.12%
$1.73B
$213,000 0.0% of portfolio
10,201
Q1 2025 Added 4.41%
$1.06B
$697,000 0.0% of portfolio
27,363
Q1 2025 Reduced 1.72%
$1.1B
$10.4 Million 0.0% of portfolio
1,045,187
Q4 2024 Reduced 0.17%
$364M
$653,000 0.0% of portfolio
156,053
Q1 2025 Reduced 3.27%
$130M
$29,000 0.0% of portfolio
16,737
Q1 2025 Added 10.98%
$5.18B
$2.08 Million 0.0% of portfolio
38,076
Q1 2025 Added 22.31%
$1.54B
$3.12 Million 0.0% of portfolio
133,556
Q1 2025 Reduced 42.74%
$380M
$312,000 0.0% of portfolio
7,601
Q1 2025 Added 43.25%
$9.74B
$4.2 Million 0.0% of portfolio
15,956
Q1 2025 Added 32.29%
$5.53B
$2.19 Million 0.0% of portfolio
31,960
Q1 2025 Added 25.77%
$1.9B
$146,000 0.0% of portfolio
10,420
Q1 2025 Reduced 0.52%
$531M
$781,000 0.0% of portfolio
34,242
Q1 2025 Reduced 39.87%
$2.59B
$3.17 Million 0.0% of portfolio
166,781
Q1 2025 Added 18.32%
$1.24B
$157,000 0.0% of portfolio
14,566
Q1 2025 New

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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