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
$159M
$279,000 0.0% of portfolio
28,621
Q2 2025 Added 3.62%
$771M
$41,000 0.0% of portfolio
19,125
Q2 2025 Added 4.94%
$10.1B
$4.78 Million 0.0% of portfolio
55,382
Q2 2025 Reduced 2.51%
$2.55B
$538,000 0.0% of portfolio
7,627
Q2 2025 Added 33.95%
$2.61B
$3.42 Million 0.0% of portfolio
109,352
Q2 2025 Added 18.84%
$79.2M
$119,000 0.0% of portfolio
23,681
Q2 2025 Added 0.85%
$103M
$23,000 0.0% of portfolio
27,856
Q2 2025 Reduced 0.71%
$1.61B
$435,000 0.0% of portfolio
13,301
Q2 2025 Added 16.95%
$53.2M
$48,000 0.0% of portfolio
26,335
Q2 2025 New
$91.6M
$490,000 0.0% of portfolio
19,619
Q4 2024 New
$1.82B
$516,000 0.0% of portfolio
61,011
Q2 2025 Added 36.49%
$4.26B
$3.14 Million 0.0% of portfolio
598,632
Q2 2025 Added 56.9%
$10.8B
$789,000 0.0% of portfolio
7,052
Q2 2025 Reduced 33.31%
$118M
$76,000 0.0% of portfolio
33,625
Q2 2025 Added 8.91%
$570M
$386,000 0.0% of portfolio
31,617
Q2 2025 Added 19.81%
$8.36B
$3.62 Million 0.0% of portfolio
268,890
Q2 2025 Added 28.55%
$13.4B
$7.57 Million 0.0% of portfolio
43,138
Q2 2025 Reduced 21.71%
$2.1B
$352,000 0.0% of portfolio
12,423
Q2 2025 Reduced 11.55%
$3.26B
$538,000 0.0% of portfolio
16,666
Q2 2025 Added 10.28%
$520M
$802,000 0.0% of portfolio
222,795
Q2 2025 Added 298.96%
$7.36B
$1.21 Million 0.0% of portfolio
7,142
Q2 2025 Reduced 21.89%
$2.63B
$2.2 Million 0.0% of portfolio
57,929
Q2 2025 Added 15.37%
$4.97B
$2.71 Million 0.0% of portfolio
51,006
Q2 2025 Added 3.19%
$6.81B
$1.37 Million 0.0% of portfolio
46,265
Q2 2025 Added 2.83%
$2.88B
$3.77 Million 0.0% of portfolio
54,069
Q2 2025 Reduced 4.19%
$8.13B
$6.93 Million 0.0% of portfolio
66,750
Q2 2025 Added 6.4%
$5.41B
$2.28 Million 0.0% of portfolio
29,996
Q2 2025 Added 14.5%
$5.01B
$2.53 Million 0.0% of portfolio
24,246
Q2 2025 Added 4.81%
$8.27B
$323,000 0.0% of portfolio
5,955
Q2 2025 Reduced 85.42%
$2.25B
$1.47 Million 0.0% of portfolio
47,651
Q2 2025 Reduced 10.65%
$2.87B
$1.07 Million 0.0% of portfolio
11,309
Q2 2025 Reduced 6.68%
$320M
$208,000 0.0% of portfolio
49,362
Q2 2025 Reduced 9.15%
$4.71B
$3.81 Million 0.0% of portfolio
1,055,349
Q2 2025 Added 138.8%
$137M
$66,000 0.0% of portfolio
12,106
Q2 2025 New
$5.26B
$10.2 Million 0.0% of portfolio
41,483
Q2 2025 Added 13.02%
$47.6B
$9.87 Million 0.0% of portfolio
115,084
Q2 2025 Added 14.48%
$978M
$415,000 0.0% of portfolio
27,642
Q2 2025 Added 1.87%
$46.5B
$12.2 Million 0.0% of portfolio
316,954
Q2 2025 Added 2.43%
$4.96B
$3.29 Million 0.0% of portfolio
20,684
Q2 2025 Added 1.92%
$15.6B
$11.7 Million 0.0% of portfolio
209,225
Q2 2025 Reduced 19.11%
$647M
$38,000 0.0% of portfolio
24,340
Q2 2025 Added 3.85%
$989M
$274,000 0.0% of portfolio
19,547
Q2 2025 Reduced 1.07%
$4.38B
$829,000 0.0% of portfolio
6,707
Q2 2025 Added 7.69%
$115B
$9.28 Million 0.0% of portfolio
603,709
Q2 2025 Added 28.81%
$35.3B
$1.3 Million 0.0% of portfolio
419,291
Q2 2025 Added 1.63%
$2.71B
$1.77 Million 0.0% of portfolio
25,253
Q2 2025 Added 59.86%
$169B
$7.57 Million 0.0% of portfolio
911,859
Q2 2025 Added 54.76%
$4.3B
$433,000 0.0% of portfolio
7,604
Q2 2025 Reduced 14.93%
$0
$1.28 Million 0.0% of portfolio
67,607
Q2 2025 Added 27.29%

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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