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
$382M
$198,000 0.0% of portfolio
34,437
Q1 2025 Reduced 22.55%
$595M
$253,000 0.0% of portfolio
1,172
Q1 2025 Added 6.93%
$8.34B
$308,000 0.0% of portfolio
16,127
Q1 2025 Reduced 13.47%
$5.04B
$4.01 Million 0.0% of portfolio
87,491
Q1 2025 Added 35.58%
$6.23B
$1.31 Million 0.0% of portfolio
5,374
Q1 2025 Added 3.45%
$1.68B
$111,000 0.0% of portfolio
14,802
Q1 2025 Added 6.24%
$19.2B
$6.06 Million 0.0% of portfolio
44,321
Q1 2025 Added 69.57%
$931M
$1.09 Million 0.0% of portfolio
47,833
Q1 2025 Added 5.16%
$11.1B
$4.54 Million 0.0% of portfolio
64,176
Q1 2025 Added 105.21%
$49.8M
$38,000 0.0% of portfolio
18,146
Q4 2024 Reduced 4.96%
$27.1B
$1.04 Million 0.0% of portfolio
11,412
Q1 2025 Reduced 70.63%
$2.06B
$4.87 Million 0.0% of portfolio
83,068
Q1 2025 Added 1.55%
$421M
$376,000 0.0% of portfolio
41,128
Q1 2025 Reduced 0.21%
$320M
$55,000 0.0% of portfolio
27,591
Q1 2025 Reduced 37.17%
$223M
$58,000 0.0% of portfolio
74,397
Q1 2025 Added 3.47%
$90.8M
$124,000 0.0% of portfolio
80,240
Q1 2025 New
$2.78B
$2.25 Million 0.0% of portfolio
147,506
Q1 2025 Added 8.4%
$3.51B
$959,000 0.0% of portfolio
15,462
Q1 2025 Added 19.81%
$2.38B
$594,000 0.0% of portfolio
157,741
Q1 2025 Reduced 18.19%
$3.38B
$761,000 0.0% of portfolio
15,731
Q1 2025 Reduced 8.8%
$0
$2.51 Million 0.0% of portfolio
228,402
Q1 2025 Added 7.74%
$0
$2.73 Million 0.0% of portfolio
189,656
Q1 2025 Added 58.53%
$0
$9.14 Million 0.0% of portfolio
954,053
Q1 2025 Added 2.24%
$0
$10.2 Million 0.0% of portfolio
953,632
Q1 2025 Added 22.55%
$0
$5.77 Million 0.0% of portfolio
552,974
Q1 2025 Added 6.33%
$0
$2.54 Million 0.0% of portfolio
187,321
Q1 2025 Added 1.41%
$0
$11.9 Million 0.0% of portfolio
1,383,779
Q1 2025 Reduced 4.94%
$0
$3.73 Million 0.0% of portfolio
343,517
Q1 2025 Added 120.05%
$0
$754,000 0.0% of portfolio
134,567
Q1 2025 Added 11.41%
$0
$8.14 Million 0.0% of portfolio
440,725
Q1 2025 Added 3.48%
$0
$1.73 Million 0.0% of portfolio
109,761
Q1 2025 Added 37.65%
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.89%
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$7.69 Million 0.0% of portfolio
619,277
Q1 2025 Added 27.34%
$0
$2.8 Million 0.0% of portfolio
216,494
Q1 2025 Reduced 57.28%
$0
$2.91 Million 0.0% of portfolio
195,565
Q1 2025 Added 2.3%
$0
$2.11 Million 0.0% of portfolio
54,624
Q1 2025 Added 4.05%
$0
$2.37 Million 0.0% of portfolio
206,428
Q1 2025 Added 4.5%
$0
$261,000 0.0% of portfolio
26,941
Q1 2025 Added 10.94%
$0
$2.19 Million 0.0% of portfolio
154,586
Q1 2025 Added 35.14%
$0
$4.33 Million 0.0% of portfolio
299,314
Q1 2025 Reduced 48.64%
$0
$1.2 Million 0.0% of portfolio
111,517
Q1 2025 Reduced 2.35%
$0
$1.28 Million 0.0% of portfolio
129,437
Q1 2025 Added 16.56%
$0
$9.77 Million 0.0% of portfolio
460,267
Q1 2025 Added 8.77%
$0
$3.31 Million 0.0% of portfolio
318,948
Q1 2025 Added 17.11%
$0
$2.65 Million 0.0% of portfolio
244,536
Q1 2025 Added 0.39%
$0
$1.76 Million 0.0% of portfolio
156,079
Q1 2025 Added 39.17%
$0
$255,000 0.0% of portfolio
25,155
Q1 2025 Added 0.16%
$0
$1.93 Million 0.0% of portfolio
179,861
Q1 2025 Added 13.19%

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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