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
$1.7B
$798,000 0.0% of portfolio
107,489
Q1 2025 Reduced 8.61%
$210M
$35,000 0.0% of portfolio
25,000
Q4 2024 New
$1.84B
$1.04 Million 0.0% of portfolio
10,538
Q1 2025 Added 33.66%
$3.51B
$2.19 Million 0.0% of portfolio
110,253
Q1 2025 Added 84.72%
$7.3B
$125,000 0.0% of portfolio
15,452
Q1 2025 Reduced 62.39%
$5.47B
$561,000 0.0% of portfolio
5,576
Q1 2025 Added 25.67%
$731M
$150,000 0.0% of portfolio
17,304
Q1 2025 New
$3.51B
$1.04 Million 0.0% of portfolio
26,461
Q1 2025 Reduced 52.35%
$9.99B
$2.02 Million 0.0% of portfolio
18,573
Q1 2025 Added 4.34%
$5.27B
$2.93 Million 0.0% of portfolio
30,749
Q1 2025 Added 14.57%
$0
$5.47 Million 0.0% of portfolio
474,550
Q1 2025 Reduced 4.81%
$0
$0 0.0% of portfolio
9,203
Q1 2025 Added 5.83%
$423M
$101,000 0.0% of portfolio
13,915
Q1 2025 Reduced 73.51%
$118M
$215,000 0.0% of portfolio
123,838
Q1 2025 Added 16.08%
$28B
$5.82 Million 0.0% of portfolio
56,976
Q1 2025 Reduced 14.85%
$5.92B
$4.34 Million 0.0% of portfolio
36,383
Q1 2025 Reduced 31.07%
$8.86B
$7.89 Million 0.0% of portfolio
634,974
Q1 2025 Added 22.12%
$7.79B
$783,000 0.0% of portfolio
4,665
Q1 2025 Added 3.62%
$15.9B
$3.69 Million 0.0% of portfolio
81,656
Q1 2025 Added 13.59%
$173M
$168,000 0.0% of portfolio
23,041
Q1 2025 Added 119.25%
$8.2B
$2.59 Million 0.0% of portfolio
27,999
Q1 2025 Added 28.37%
$2.88B
$795,000 0.0% of portfolio
10,962
Q1 2025 Reduced 4.84%
$5.67B
$3.41 Million 0.0% of portfolio
44,238
Q1 2025 Added 12.44%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.05%
$6.43B
$2.19 Million 0.0% of portfolio
45,244
Q1 2025 Added 11.32%
$45.4M
$126,000 0.0% of portfolio
37,593
Q2 2024 New
$300M
$40,000 0.0% of portfolio
17,097
Q1 2024 Added 9.04%
$14.4B
$4.43 Million 0.0% of portfolio
48,782
Q1 2025 Added 9.54%
$678M
$99,000 0.0% of portfolio
51,768
Q1 2025 Added 21.41%
$2.39B
$251,000 0.0% of portfolio
6,225
Q1 2025 New
$2.7B
$749,000 0.0% of portfolio
4,205
Q1 2025 Added 34.17%
$10.4B
$3.04 Million 0.0% of portfolio
113,594
Q1 2025 Reduced 24.01%
$2.85B
$448,000 0.0% of portfolio
8,060
Q1 2025 Reduced 0.38%
$6.31B
$3.67 Million 0.0% of portfolio
74,504
Q1 2025 Reduced 12.02%
$2.2B
$1.28 Million 0.0% of portfolio
18,499
Q1 2025 Added 25.55%
$11.9B
$516,000 0.0% of portfolio
23,482
Q1 2025 Reduced 71.11%
$5.5B
$2.94 Million 0.0% of portfolio
96,491
Q1 2025 Reduced 40.94%
$248M
$283,000 0.0% of portfolio
49,268
Q1 2025 Reduced 17.18%
$1.3B
$679,000 0.0% of portfolio
39,410
Q1 2025 Added 6.28%
$732M
$260,000 0.0% of portfolio
48,021
Q1 2025 Added 53.81%
$3.92B
$2.41 Million 0.0% of portfolio
468,731
Q1 2025 Reduced 6.48%
$2.78B
$170,000 0.0% of portfolio
28,733
Q1 2025 Reduced 26.16%
$15.7B
$4.96 Million 0.0% of portfolio
31,229
Q1 2025 Reduced 19.48%
$2.79B
$1.21 Million 0.0% of portfolio
46,182
Q1 2025 Added 7.57%
$4.92B
$896,000 0.0% of portfolio
27,151
Q1 2025 New
$960M
$837,000 0.0% of portfolio
16,224
Q1 2025 Reduced 1.96%
$13.2B
$10.3 Million 0.0% of portfolio
78,897
Q1 2025 Reduced 1.44%
$7.06B
$1.48 Million 0.0% of portfolio
58,970
Q1 2025 Added 49.29%
$3.7B
$1.52 Million 0.0% of portfolio
23,189
Q1 2025 Added 4.65%

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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