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
$3.37B
$2.2 Million 0.0% of portfolio
80,797
Q1 2025 Added 9.2%
$0
$10.3 Million 0.0% of portfolio
960,855
Q1 2025 Added 3.86%
$0
$1.26 Million 0.0% of portfolio
116,119
Q1 2025 Added 9.39%
$9.13B
$8.17 Million 0.0% of portfolio
85,375
Q1 2025 Added 10.38%
$174M
$250,000 0.0% of portfolio
171,713
Q1 2025 Added 14.16%
$338M
$106,000 0.0% of portfolio
18,710
Q1 2025 Added 81.3%
$0
$464,000 0.0% of portfolio
93,752
Q1 2025 Added 11.67%
$0
$2.21 Million 0.0% of portfolio
323,362
Q1 2025 Reduced 4.1%
$0
$568,000 0.0% of portfolio
61,644
Q1 2025 Added 182.95%
$0
$180,000 0.0% of portfolio
16,394
Q1 2025 Reduced 5.72%
$12.1B
$5.11 Million 0.0% of portfolio
140,047
Q1 2025 Added 33.5%
$39.5B
$5.58 Million 0.0% of portfolio
20,679
Q1 2025 Added 11.35%
$728M
$262,000 0.0% of portfolio
10,566
Q1 2025 Added 11.09%
$1.89B
$1.62 Million 0.0% of portfolio
12,915
Q1 2025 New
$1.14B
$4.24 Million 0.0% of portfolio
418,061
Q1 2025 Added 1.17%
$174M
$566,000 0.0% of portfolio
33,861
Q1 2025 Added 7.03%
$271M
$377,000 0.0% of portfolio
80,442
Q1 2025 Reduced 32.37%
$719M
$29,000 0.0% of portfolio
10,953
Q1 2025 Added 4.31%
$217M
$332,000 0.0% of portfolio
66,581
Q1 2025 Added 14.45%
$6.71B
$1.37 Million 0.0% of portfolio
153,035
Q1 2025 Added 0.01%
$6.49M
$10,000 0.0% of portfolio
20,300
Q4 2024 New
$2.61B
$647,000 0.0% of portfolio
12,867
Q1 2025 Added 15.12%
$37.8B
$2.04 Million 0.0% of portfolio
874,548
Q1 2025 Added 8.21%
$11.2B
$11.8 Million 0.0% of portfolio
129,414
Q1 2025 Added 5.2%
$3.18B
$2.9 Million 0.0% of portfolio
31,336
Q1 2025 Added 1.97%
$2.87B
$2.16 Million 0.0% of portfolio
27,432
Q1 2025 Reduced 3.64%
$7.17B
$4.1 Million 0.0% of portfolio
370,940
Q1 2025 Added 38.66%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.59%
$325M
$94,000 0.0% of portfolio
12,658
Q1 2025 New
$1.88B
$422,000 0.0% of portfolio
36,366
Q1 2025 Reduced 35.0%
$10.7B
$1.95 Million 0.0% of portfolio
14,821
Q1 2025 Added 116.49%
$12.3B
$2.89 Million 0.0% of portfolio
76,471
Q1 2025 Reduced 5.0%
$140M
$723,000 0.0% of portfolio
59,500
Q1 2025 Added 11.12%
$57.9M
$10,000 0.0% of portfolio
23,300
Q1 2025 Added 4.48%
$1.1B
$612,000 0.0% of portfolio
33,775
Q1 2025 Reduced 42.3%
$4.38B
$1.32 Million 0.0% of portfolio
61,564
Q1 2025 Added 7.44%
$4.67B
$467,000 0.0% of portfolio
8,129
Q1 2025 Added 12.67%
$166M
$738,000 0.0% of portfolio
42,147
Q1 2025 Added 26.74%
$1.8B
$95,000 0.0% of portfolio
11,665
Q1 2025 Added 1.57%
$5.4B
$775,000 0.0% of portfolio
42,938
Q1 2025 Reduced 33.69%
$152M
$19,000 0.0% of portfolio
14,009
Q1 2025 Added 8.52%
$942M
$734,000 0.0% of portfolio
30,024
Q1 2025 Added 33.19%
$1.27B
$725,000 0.0% of portfolio
86,632
Q1 2025 Reduced 15.86%
$1.1B
$414,000 0.0% of portfolio
14,300
Q1 2025 Reduced 29.78%
-
$0 0.0% of portfolio
-
Q1 2025 Added 25.35%
-
$0 0.0% of portfolio
-
Q1 2025 Added 43.11%
$447M
$329,000 0.0% of portfolio
122,859
Q1 2025 Added 10.3%
$779M
$4.69 Million 0.0% of portfolio
546,626
Q1 2025 Added 482.12%
$1.29B
$721,000 0.0% of portfolio
16,795
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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