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
$103B
$210 Million 0.09% of portfolio
3,496,865
Q1 2025 Added 11.76%
$90.2B
$220 Million 0.09% of portfolio
1,804,859
Q1 2025 Added 9.12%
$274B
$210 Million 0.09% of portfolio
1,048,943
Q1 2025 Added 14.22%
$238B
$223 Million 0.09% of portfolio
408,472
Q1 2025 Added 14.76%
$140B
$222 Million 0.09% of portfolio
952,463
Q1 2025 Added 8.29%
$240B
$225 Million 0.09% of portfolio
1,929,977
Q1 2025 Added 2.68%
$100B
$216 Million 0.09% of portfolio
2,351,902
Q1 2025 Added 6.94%
$108B
$220 Million 0.09% of portfolio
2,244,844
Q1 2025 Added 7.07%
$187B
$205 Million 0.08% of portfolio
657,404
Q1 2025 Added 10.95%
$237B
$192 Million 0.08% of portfolio
715,294
Q1 2025 Added 3.27%
$128B
$197 Million 0.08% of portfolio
645,214
Q1 2025 Added 7.35%
$101B
$199 Million 0.08% of portfolio
3,268,554
Q1 2025 Reduced 3.62%
$110B
$194 Million 0.08% of portfolio
551,390
Q1 2025 Added 20.7%
$220B
$198 Million 0.08% of portfolio
2,009,286
Q1 2025 Added 5.1%
$92.7B
$196 Million 0.08% of portfolio
846,443
Q1 2025 Reduced 3.35%
$113B
$160 Million 0.07% of portfolio
1,145,835
Q1 2025 Added 7.3%
$154B
$176 Million 0.07% of portfolio
375,026
Q1 2025 Added 3.22%
$143B
$166 Million 0.07% of portfolio
609,157
Q1 2025 Added 12.65%
$160B
$173 Million 0.07% of portfolio
817,104
Q1 2025 Added 12.57%
$3.88B
$180 Million 0.07% of portfolio
625,159
Q1 2025 Added 19.9%
$205B
$166 Million 0.07% of portfolio
208,923
Q1 2025 Added 6.15%
$59.9B
$169 Million 0.07% of portfolio
4,109,431
Q1 2025 Added 6.02%
$191B
$161 Million 0.07% of portfolio
2,209,050
Q1 2025 Added 12.64%
$74.5B
$173 Million 0.07% of portfolio
1,569,499
Q1 2025 Added 13.52%
$174B
$155 Million 0.06% of portfolio
402,934
Q1 2025 Reduced 9.44%
$157B
$144 Million 0.06% of portfolio
3,894,950
Q1 2025 Added 13.29%
$88.7B
$137 Million 0.06% of portfolio
3,082,393
Q1 2025 Added 0.39%
$78.2B
$154 Million 0.06% of portfolio
299,959
Q1 2025 Added 14.56%
$36.3B
$136 Million 0.06% of portfolio
1,367,411
Q1 2025 Added 6.25%
$147B
$137 Million 0.06% of portfolio
482,776
Q1 2025 Added 1.92%
$172B
$150 Million 0.06% of portfolio
294,521
Q1 2025 Added 9.04%
$177B
$136 Million 0.06% of portfolio
700,462
Q1 2025 Added 11.02%
$165B
$138 Million 0.06% of portfolio
278,299
Q1 2025 Added 6.04%
$310B
$160 Million 0.06% of portfolio
2,225,347
Q1 2025 Added 2.4%
$86.2B
$124 Million 0.05% of portfolio
844,974
Q1 2025 Added 4.98%
$65.3B
$111 Million 0.05% of portfolio
376,079
Q1 2025 Added 9.11%
$53.8B
$127 Million 0.05% of portfolio
1,163,228
Q1 2025 Added 17.75%
$318B
$122 Million 0.05% of portfolio
183,981
Q1 2025 Added 7.42%
$147B
$113 Million 0.05% of portfolio
1,124,011
Q1 2025 Added 0.45%
$116B
$131 Million 0.05% of portfolio
434,630
Q1 2025 Added 15.87%
$166B
$128 Million 0.05% of portfolio
1,800,606
Q1 2025 Added 12.22%
$120B
$124 Million 0.05% of portfolio
1,182,150
Q1 2025 Added 6.37%
$82.7B
$113 Million 0.05% of portfolio
1,032,916
Q1 2025 Added 18.74%
$69.4B
$118 Million 0.05% of portfolio
3,445,293
Q1 2025 Added 3.58%
$82.4B
$135 Million 0.05% of portfolio
496,507
Q1 2025 Added 12.02%
$142B
$121 Million 0.05% of portfolio
1,081,445
Q1 2025 Reduced 10.36%
$79.8B
$126 Million 0.05% of portfolio
506,778
Q1 2025 Added 7.78%
$217B
$117 Million 0.05% of portfolio
190,389
Q1 2025 Reduced 6.56%
$118B
$115 Million 0.05% of portfolio
1,280,949
Q1 2025 Added 12.28%

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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