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
$1.54B
$221,000 0.0% of portfolio
10,645
Q2 2025 Reduced 59.88%
$80.9M
$193,000 0.0% of portfolio
10,275
Q2 2025 New
$738M
$246,000 0.0% of portfolio
6,254
Q4 2024 Reduced 4.81%
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.07%
-
$0 0.0% of portfolio
-
Q2 2025 Added 40.1%
-
$0 0.0% of portfolio
-
Q2 2025 Added 21.63%
$616M
$4.53 Million 0.0% of portfolio
205,640
Q2 2025 Added 4.03%
$896M
$709,000 0.0% of portfolio
116,288
Q2 2025 Reduced 6.5%
$3.01B
$216,000 0.0% of portfolio
12,228
Q2 2025 Reduced 88.46%
$150M
$175,000 0.0% of portfolio
17,721
Q2 2025 New
$65.7M
$20,000 0.0% of portfolio
15,210
Q2 2025 New
$41.8M
$1.73 Million 0.0% of portfolio
1,048,658
Q2 2025 Added 22.02%
$749M
$685,000 0.0% of portfolio
35,077
Q2 2025 Reduced 0.98%
$3.32B
$4.92 Million 0.0% of portfolio
160,805
Q2 2025 Added 24.97%
$3.72B
$1.57 Million 0.0% of portfolio
46,962
Q2 2025 Reduced 5.75%
$0
$105,000 0.0% of portfolio
12,879
Q2 2025 New
$0
$1.24 Million 0.0% of portfolio
90,409
Q2 2025 Added 9.64%
$36.7B
$847,000 0.0% of portfolio
33,236
Q2 2025 Added 4.91%
$627M
$2.81 Million 0.0% of portfolio
61,376
Q2 2025 Reduced 54.84%
$914M
$5.44 Million 0.0% of portfolio
459,238
Q2 2025 Added 11.39%
$476M
$370,000 0.0% of portfolio
21,357
Q2 2025 Added 31.37%
$4.43B
$3.64 Million 0.0% of portfolio
31,572
Q2 2025 Added 9.53%
$582M
$852,000 0.0% of portfolio
19,618
Q2 2025 Added 9.95%
$83.4M
$33,000 0.0% of portfolio
18,370
Q2 2025 Reduced 64.91%
$2.03B
$2.2 Million 0.0% of portfolio
101,449
Q2 2025 Added 36.67%
$3.58B
$263,000 0.0% of portfolio
5,777
Q2 2025 New
$4.85B
$1.17 Million 0.0% of portfolio
2,697
Q2 2025 Added 26.8%
$2.79B
$3.35 Million 0.0% of portfolio
46,742
Q2 2025 Added 22.42%
$0
$4.99 Million 0.0% of portfolio
943,534
Q2 2025 Added 11.16%
$6.02B
$1.34 Million 0.0% of portfolio
142,584
Q2 2025 Added 19.15%
$22.6B
$7.93 Million 0.0% of portfolio
44,428
Q2 2025 Reduced 35.36%
$4.89B
$1.91 Million 0.0% of portfolio
34,562
Q2 2025 Reduced 11.84%
$3.31B
$1.19 Million 0.0% of portfolio
74,490
Q2 2025 Added 14.38%
$142M
$131,000 0.0% of portfolio
85,662
Q2 2025 Added 1.08%
$4.26B
$12.8 Million 0.0% of portfolio
274,892
Q2 2025 Added 12.17%
$13.7B
$1.6 Million 0.0% of portfolio
230,382
Q2 2025 Added 17.77%
$33.7B
$2.56 Million 0.0% of portfolio
187,889
Q2 2025 Reduced 12.95%
$18.1B
$11.2 Million 0.0% of portfolio
205,893
Q2 2025 Reduced 11.87%
$24B
$12.4 Million 0.0% of portfolio
336,296
Q2 2025 Added 36.15%
-
$0 0.0% of portfolio
-
Q2 2025 Added 47.37%
$21.2B
$637,000 0.0% of portfolio
85,842
Q2 2025 New
$1.38B
$954,000 0.0% of portfolio
19,950
Q2 2025 Added 73.03%
$3.35B
$12.1 Million 0.0% of portfolio
66,026
Q2 2025 Added 93.62%
$2.38B
$190,000 0.0% of portfolio
10,569
Q2 2025 Reduced 10.62%
$174M
$266,000 0.0% of portfolio
108,271
Q2 2025 Reduced 46.39%
$403M
$437,000 0.0% of portfolio
42,867
Q2 2025 Reduced 27.12%
$1.84B
$1.44 Million 0.0% of portfolio
123,118
Q2 2025 Added 4.48%
$213M
$56,000 0.0% of portfolio
39,885
Q2 2025 Reduced 3.8%
$16.8B
$4.64 Million 0.0% of portfolio
50,450
Q2 2025 Reduced 25.58%

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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