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
$0
$6.17 Million 0.0% of portfolio
509,159
Q2 2025 Added 7.29%
$0
$0 0.0% of portfolio
8,912
Q2 2025 Reduced 3.16%
$747M
$174,000 0.0% of portfolio
13,465
Q2 2025 Reduced 3.23%
$76.4M
$307,000 0.0% of portfolio
124,054
Q2 2025 Added 0.17%
$29.5B
$6.89 Million 0.0% of portfolio
58,904
Q2 2025 Added 3.38%
$8.7B
$9.7 Million 0.0% of portfolio
922,471
Q2 2025 Added 45.28%
$8.98B
$677,000 0.0% of portfolio
3,441
Q2 2025 Reduced 26.24%
$20.6B
$8.31 Million 0.0% of portfolio
120,205
Q2 2025 Added 47.21%
$176M
$220,000 0.0% of portfolio
29,173
Q2 2025 Added 26.61%
$8.18B
$3.14 Million 0.0% of portfolio
30,403
Q2 2025 Added 8.59%
$2.68B
$1.29 Million 0.0% of portfolio
11,221
Q2 2025 Added 2.36%
$5.82B
$3.31 Million 0.0% of portfolio
45,294
Q2 2025 Added 2.39%
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 39.69%
$7.05B
$2.62 Million 0.0% of portfolio
44,781
Q2 2025 Reduced 1.02%
$43.2M
$157,000 0.0% of portfolio
37,593
Q2 2024 New
$14.4B
$3.87 Million 0.0% of portfolio
42,633
Q2 2025 Reduced 12.61%
$524M
$196,000 0.0% of portfolio
53,868
Q2 2025 Added 4.06%
$1.99B
$255,000 0.0% of portfolio
4,791
Q2 2025 Reduced 23.04%
$2.45B
$992,000 0.0% of portfolio
4,545
Q2 2025 Added 8.09%
$13.1B
$2.93 Million 0.0% of portfolio
110,271
Q2 2025 Reduced 2.93%
$2.77B
$456,000 0.0% of portfolio
8,073
Q2 2025 Added 0.16%
$7.5B
$6.47 Million 0.0% of portfolio
130,711
Q2 2025 Added 75.44%
$1.81B
$1.19 Million 0.0% of portfolio
16,990
Q2 2025 Reduced 8.16%
$9.85B
$577,000 0.0% of portfolio
26,844
Q2 2025 Added 14.32%
$6.05B
$3.01 Million 0.0% of portfolio
102,149
Q2 2025 Added 5.86%
$303M
$189,000 0.0% of portfolio
49,441
Q2 2025 Added 0.35%
$1.32B
$684,000 0.0% of portfolio
38,409
Q2 2025 Reduced 2.54%
$482M
$314,000 0.0% of portfolio
45,626
Q2 2025 Reduced 4.99%
$3.79B
$220,000 0.0% of portfolio
38,446
Q2 2025 Reduced 91.8%
$1.67B
$156,000 0.0% of portfolio
27,602
Q2 2025 Reduced 3.94%
$10.2B
$6.81 Million 0.0% of portfolio
35,990
Q2 2025 Added 15.25%
$2.3B
$2.05 Million 0.0% of portfolio
67,979
Q2 2025 Added 47.2%
$4.36B
$963,000 0.0% of portfolio
33,663
Q2 2025 Added 23.98%
$1.12B
$879,000 0.0% of portfolio
16,009
Q2 2025 Reduced 1.33%
$15.5B
$11.9 Million 0.0% of portfolio
82,844
Q2 2025 Added 5.0%
$5.71B
$1.23 Million 0.0% of portfolio
36,095
Q2 2025 Reduced 38.79%
$3.59B
$1.24 Million 0.0% of portfolio
19,409
Q2 2025 Reduced 16.3%
$2.96B
$2 Million 0.0% of portfolio
76,512
Q2 2025 Reduced 5.3%
$0
$10.5 Million 0.0% of portfolio
951,322
Q2 2025 Reduced 0.99%
$0
$1.17 Million 0.0% of portfolio
113,030
Q2 2025 Reduced 2.66%
$8.44B
$9.64 Million 0.0% of portfolio
101,474
Q2 2025 Added 18.86%
$165M
$196,000 0.0% of portfolio
173,963
Q2 2025 Added 1.31%
$339M
$278,000 0.0% of portfolio
32,541
Q2 2025 Added 73.92%
$0
$1.4 Million 0.0% of portfolio
259,349
Q2 2025 Added 176.63%
$0
$2.07 Million 0.0% of portfolio
293,492
Q2 2025 Reduced 9.24%
$0
$640,000 0.0% of portfolio
67,756
Q2 2025 Added 9.91%
$0
$178,000 0.0% of portfolio
15,461
Q2 2025 Reduced 5.69%
$12.9B
$5.99 Million 0.0% of portfolio
153,787
Q2 2025 Added 9.81%

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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