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
$0
$1.82 Million 0.0% of portfolio
134,685
Q1 2025 Added 1.38%
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.46%
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.4%
$136B
$12.1 Million 0.0% of portfolio
197,108
Q1 2025 Added 22.99%
$97.2M
$162,000 0.0% of portfolio
56,937
Q1 2025 Added 32.61%
$131M
$24,000 0.0% of portfolio
12,926
Q1 2025 New
$31.9B
$5.2 Million 0.0% of portfolio
16,423
Q1 2025 Added 32.73%
$463M
$1.06 Million 0.0% of portfolio
28,917
Q1 2025 Added 266.18%
$8.4B
$6.39 Million 0.0% of portfolio
355,245
Q1 2025 Added 11.44%
$10.7B
$2.76 Million 0.0% of portfolio
68,232
Q1 2025 Reduced 56.68%
$6.38B
$8.27 Million 0.0% of portfolio
393,619
Q1 2025 Added 48.51%
$1.3B
$2.85 Million 0.0% of portfolio
323,771
Q1 2025 New
$8.06B
$10.6 Million 0.0% of portfolio
297,139
Q1 2025 Reduced 0.49%
$1.4B
$2.71 Million 0.0% of portfolio
283,192
Q1 2025 Added 1.65%
$4.97B
$2.26 Million 0.0% of portfolio
10,279
Q1 2025 Added 131.14%
$1.28B
$273,000 0.0% of portfolio
9,488
Q1 2025 Added 19.48%
$869M
$1.68 Million 0.0% of portfolio
299,779
Q1 2025 Added 65.71%
$745M
$167,000 0.0% of portfolio
10,930
Q1 2025 Reduced 3.75%
$10.4B
$7.01 Million 0.0% of portfolio
47,234
Q1 2025 Added 10.4%
$11.1B
$1.93 Million 0.0% of portfolio
55,954
Q1 2025 Added 5.95%
$106M
$12,000 0.0% of portfolio
11,800
Q1 2025 New
$1.87B
$6.41 Million 0.0% of portfolio
545,427
Q1 2025 Reduced 8.63%
$471M
$41,000 0.0% of portfolio
11,797
Q1 2025 Reduced 4.45%
$2.03B
$220,000 0.0% of portfolio
3,127
Q1 2025 Reduced 12.56%
$2.94B
$626,000 0.0% of portfolio
9,554
Q1 2025 Added 3.02%
$28.4B
$1.91 Million 0.0% of portfolio
66,181
Q1 2025 Reduced 14.45%
$1.75B
$2.57 Million 0.0% of portfolio
360,964
Q1 2025 Added 30.57%
$3.65B
$3.14 Million 0.0% of portfolio
119,654
Q1 2025 Reduced 3.59%
$996M
$102,000 0.0% of portfolio
12,734
Q1 2025 Added 0.65%
$4.43B
$695,000 0.0% of portfolio
9,013
Q1 2025 Added 2.46%
$355M
$109,000 0.0% of portfolio
10,312
Q1 2025 Reduced 10.3%
$673M
$144,000 0.0% of portfolio
18,434
Q1 2025 Added 36.21%
$856M
$1.81 Million 0.0% of portfolio
115,757
Q1 2025 Reduced 4.25%
$2.83B
$202,000 0.0% of portfolio
66,936
Q1 2025 New
$693M
$601,000 0.0% of portfolio
122,562
Q1 2025 Reduced 11.7%
$415M
$161,000 0.0% of portfolio
16,473
Q1 2025 Added 39.55%
$256M
$73,000 0.0% of portfolio
15,811
Q1 2025 Reduced 10.82%
$0
$477,000 0.0% of portfolio
33,787
Q1 2025 Added 44.14%
$2.91B
$3.88 Million 0.0% of portfolio
29,595
Q1 2025 Added 13.21%
$595M
$3.02 Million 0.0% of portfolio
94,110
Q1 2025 Reduced 4.76%
$1.44B
$638,000 0.0% of portfolio
64,650
Q1 2025 Added 28.7%
$468M
$247,000 0.0% of portfolio
32,896
Q1 2025 Added 34.27%
$7.68B
$4.25 Million 0.0% of portfolio
30,143
Q1 2025 Reduced 2.68%
$1.16B
$474,000 0.0% of portfolio
97,481
Q1 2025 Added 83.21%
$8.51B
$3.57 Million 0.0% of portfolio
34,386
Q1 2025 Added 7.76%
$2B
$349,000 0.0% of portfolio
27,405
Q1 2025 Added 80.39%
$0
$0 0.0% of portfolio
24,993
Q1 2025 Added 16.75%
$299M
$1.04 Million 0.0% of portfolio
150,382
Q1 2025 Added 12.6%
$288M
$1.27 Million 0.0% of portfolio
38,968
Q1 2025 Added 1.68%

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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