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
$10.7B
$1.1 Million 0.0% of portfolio
195,620
Q1 2025 Added 2.64%
$28B
$3 Million 0.0% of portfolio
215,847
Q1 2025 Added 71.05%
$22.7B
$8.95 Million 0.0% of portfolio
247,010
Q1 2025 Added 57.28%
$921M
$210,000 0.0% of portfolio
3,258
Q1 2025 Reduced 40.26%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.88%
$1.32B
$518,000 0.0% of portfolio
11,530
Q1 2025 Added 15.67%
$2.53B
$2.12 Million 0.0% of portfolio
34,101
Q1 2025 Reduced 10.76%
$1.68B
$219,000 0.0% of portfolio
11,825
Q1 2025 New
$1.95B
$450,000 0.0% of portfolio
6,716
Q1 2025 Added 87.91%
$219M
$474,000 0.0% of portfolio
201,979
Q1 2025 Added 767.01%
$394M
$464,000 0.0% of portfolio
58,819
Q1 2025 Added 192.94%
$1.83B
$1.17 Million 0.0% of portfolio
117,834
Q1 2025 Added 4.63%
$264M
$57,000 0.0% of portfolio
41,460
Q1 2025 Reduced 4.16%
$19.7B
$5.3 Million 0.0% of portfolio
67,789
Q1 2025 Added 28.33%
$21.7B
$964,000 0.0% of portfolio
9,661
Q1 2025 Reduced 7.17%
$3.8B
$359,000 0.0% of portfolio
3,798
Q1 2025 Added 3.07%
$241M
$115,000 0.0% of portfolio
192,022
Q1 2025 Reduced 7.18%
$8.09B
$6.03 Million 0.0% of portfolio
40,070
Q1 2025 Reduced 14.64%
$6.18B
$5.86 Million 0.0% of portfolio
40,602
Q1 2025 Added 92.04%
$64.8B
$5.88 Million 0.0% of portfolio
15,957
Q1 2025 Added 25.03%
$3.35B
$1.88 Million 0.0% of portfolio
38,646
Q1 2025 Added 13.82%
$7.03B
$6.48 Million 0.0% of portfolio
10,527
Q1 2025 Added 12.68%
$2.08B
$1.65 Million 0.0% of portfolio
122,317
Q1 2025 Added 77.79%
$26.6B
$7.95 Million 0.0% of portfolio
120,393
Q1 2025 Added 43.18%
$54.8M
$60,000 0.0% of portfolio
18,348
Q1 2025 Reduced 62.74%
$2.19B
$2.02 Million 0.0% of portfolio
15,750
Q1 2025 Added 14.82%
$4.34B
$4.37 Million 0.0% of portfolio
134,487
Q1 2025 Added 11.45%
$7.33B
$4.01 Million 0.0% of portfolio
30,205
Q1 2025 Added 9.29%
$4.33B
$2.49 Million 0.0% of portfolio
22,101
Q1 2025 Reduced 29.46%
$3.94B
$6.79 Million 0.0% of portfolio
61,158
Q1 2025 Added 51.55%
$117M
$91,000 0.0% of portfolio
15,408
Q1 2025 Added 0.7%
$4.22B
$34,000 0.0% of portfolio
19,387
Q1 2025 Reduced 53.32%
$11.8B
$2.95 Million 0.0% of portfolio
48,879
Q1 2025 Added 28.55%
$1.26B
$493,000 0.0% of portfolio
10,919
Q1 2025 Added 5.55%
$550M
$10.3 Million 0.0% of portfolio
992,946
Q1 2025 Added 2.66%
$5.87B
$1.6 Million 0.0% of portfolio
16,026
Q1 2025 Added 20.24%
$177M
$72,000 0.0% of portfolio
16,027
Q4 2023 Added 0.68%
$228M
$191,000 0.0% of portfolio
36,883
Q1 2025 Reduced 5.14%
$323M
$512,000 0.0% of portfolio
22,301
Q1 2025 Reduced 13.18%
$382M
$247,000 0.0% of portfolio
12,641
Q1 2025 Added 0.18%
$2.65B
$1.48 Million 0.0% of portfolio
42,315
Q1 2025 Added 21.91%
$135M
$111,000 0.0% of portfolio
29,608
Q1 2025 Reduced 0.39%
$491M
$221,000 0.0% of portfolio
142,866
Q1 2025 Added 39.95%
$12.5B
$4.22 Million 0.0% of portfolio
21,393
Q1 2025 Reduced 64.13%
$562M
$49,000 0.0% of portfolio
44,500
Q2 2024 Added 7.23%
$2.35B
$692,000 0.0% of portfolio
26,742
Q1 2025 Reduced 22.78%
$0
$2.22 Million 0.0% of portfolio
44,689
Q1 2025 Added 2.93%
$595M
$329,000 0.0% of portfolio
11,077
Q1 2025 New
$284M
$496,000 0.0% of portfolio
41,750
Q1 2025 Added 3.73%

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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