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
$3.21B
$324,000 0.0% of portfolio
4,587
Q1 2025 Added 6.5%
$180M
$474,000 0.0% of portfolio
190,725
Q1 2025 Reduced 24.26%
$712M
$298,000 0.0% of portfolio
66,860
Q1 2025 Added 13.93%
$0
$1.49 Million 0.0% of portfolio
177,896
Q1 2025 Reduced 4.21%
$1.46B
$229,000 0.0% of portfolio
59,696
Q1 2025 Reduced 2.05%
$1.49B
$219,000 0.0% of portfolio
6,077
Q1 2025 New
$83.7M
$217,000 0.0% of portfolio
104,278
Q1 2025 Added 10.46%
$3.01B
$973,000 0.0% of portfolio
19,433
Q1 2025 Reduced 50.42%
$4.26B
$110,000 0.0% of portfolio
32,082
Q1 2025 Reduced 66.59%
$6.75B
$5.94 Million 0.0% of portfolio
46,787
Q1 2025 Added 16.77%
$3.74B
$2.3 Million 0.0% of portfolio
39,718
Q1 2025 Added 0.44%
$653M
$1.59 Million 0.0% of portfolio
286,322
Q1 2025 Reduced 10.41%
$7.45B
$1.98 Million 0.0% of portfolio
13,311
Q1 2025 Added 25.96%
$4.38B
$842,000 0.0% of portfolio
9,783
Q1 2025 Added 69.58%
$6.81B
$3.04 Million 0.0% of portfolio
133,785
Q1 2025 Added 81.59%
$2.95B
$2.24 Million 0.0% of portfolio
131,654
Q1 2025 Added 17.06%
$1.25B
$200,000 0.0% of portfolio
31,981
Q1 2025 Added 20.6%
$15.1B
$5.2 Million 0.0% of portfolio
174,576
Q1 2025 Added 9.73%
$0
$1.26 Million 0.0% of portfolio
95,927
Q1 2025 Added 18.92%
$7.16B
$1.18 Million 0.0% of portfolio
53,410
Q1 2025 Reduced 7.14%
$859M
$275,000 0.0% of portfolio
25,277
Q1 2025 Reduced 41.32%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.59%
-
$0 0.0% of portfolio
-
Q1 2025 Added 27.95%
$6.24B
$9.21 Million 0.0% of portfolio
220,695
Q1 2025 Reduced 5.28%
$4.44B
$623,000 0.0% of portfolio
11,576
Q1 2025 Added 14.7%
$804M
$85,000 0.0% of portfolio
19,798
Q1 2025 Added 70.38%
$3.25B
$969,000 0.0% of portfolio
73,375
Q1 2025 Reduced 3.91%
$16.6B
$5.12 Million 0.0% of portfolio
21,471
Q1 2025 Added 9.73%
$649M
$708,000 0.0% of portfolio
29,106
Q4 2024 Reduced 7.74%
$325M
$292,000 0.0% of portfolio
128,210
Q1 2025 Reduced 13.39%
$12.5B
$4.7 Million 0.0% of portfolio
47,630
Q1 2025 Reduced 12.69%
$10.8B
$5.54 Million 0.0% of portfolio
82,496
Q1 2025 Added 61.92%
$12.3B
$6.25 Million 0.0% of portfolio
61,072
Q1 2025 Added 9.75%
$2.88B
$3.66 Million 0.0% of portfolio
174,105
Q1 2025 Added 26.17%
$74.3M
$310,000 0.0% of portfolio
193,910
Q1 2025 Added 175.73%
$43.8M
$14,000 0.0% of portfolio
10,412
Q1 2025 Reduced 75.44%
$784M
$603,000 0.0% of portfolio
2,272
Q1 2025 Added 5.48%
$4.44B
$1.2 Million 0.0% of portfolio
14,488
Q1 2025 Reduced 53.37%
$10.1B
$7.12 Million 0.0% of portfolio
16,655
Q1 2025 Added 38.6%
$2.78B
$626,000 0.0% of portfolio
13,672
Q1 2025 Added 7.75%
$6.42B
$4.57 Million 0.0% of portfolio
150,402
Q1 2025 Added 0.62%
$1.19B
$370,000 0.0% of portfolio
12,512
Q1 2025 Added 6.82%
$9.39B
$1.18 Million 0.0% of portfolio
48,187
Q1 2025 Added 6.52%
$6.34B
$1.36 Million 0.0% of portfolio
54,392
Q1 2025 Added 9.98%
$4.48B
$2.25 Million 0.0% of portfolio
24,793
Q1 2025 Reduced 17.15%
$0
$4.83 Million 0.0% of portfolio
503,880
Q1 2025 Reduced 1.62%
$0
$2.71 Million 0.0% of portfolio
127,165
Q1 2025 Reduced 18.84%
$0
$6.13 Million 0.0% of portfolio
958,627
Q1 2025 Added 3.33%
$0
$2.39 Million 0.0% of portfolio
231,775
Q1 2025 Added 1.99%

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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