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
$1.3B
$3.09 Million 0.0% of portfolio
115,179
Q1 2025 Added 25.81%
-
$476,000 0.0% of portfolio
13,804
Q1 2025 Added 7.26%
$2.66B
$3.49 Million 0.0% of portfolio
115,314
Q1 2025 Added 47.01%
$4.56B
$6.83 Million 0.0% of portfolio
830,759
Q1 2025 Added 23.39%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.75%
$0
$68,000 0.0% of portfolio
10,870
Q4 2024 Reduced 77.93%
$0
$87,000 0.0% of portfolio
17,800
Q1 2025 Reduced 19.95%
$1.21B
$75,000 0.0% of portfolio
20,915
Q1 2025 Added 3.92%
$12.1B
$1.23 Million 0.0% of portfolio
24,248
Q1 2025 Reduced 2.57%
$508M
$267,000 0.0% of portfolio
12,004
Q1 2025 Reduced 24.37%
$14.1B
$2.37 Million 0.0% of portfolio
227,227
Q1 2025 Reduced 41.9%
$4.2B
$891,000 0.0% of portfolio
21,401
Q1 2025 Added 14.57%
$5.88B
$2.76 Million 0.0% of portfolio
87,661
Q1 2025 Added 3.45%
$948M
$7.19 Million 0.0% of portfolio
5,324
Q1 2025 Added 3.84%
$43.8B
$11.1 Million 0.0% of portfolio
127,804
Q1 2025 Added 8.58%
$18.8B
$1.04 Million 0.0% of portfolio
11,342
Q1 2025 Reduced 16.48%
$2.67B
$3.92 Million 0.0% of portfolio
662,423
Q1 2025 Added 126.92%
$615M
$113,000 0.0% of portfolio
19,003
Q1 2025 New
$2.37B
$2.88 Million 0.0% of portfolio
46,947
Q1 2025 Added 6.54%
$5.78B
$1.37 Million 0.0% of portfolio
46,087
Q1 2025 Reduced 2.73%
$0
$11 Million 0.0% of portfolio
907,966
Q1 2025 Reduced 0.62%
$3.75B
$1.1 Million 0.0% of portfolio
13,661
Q1 2025 Reduced 0.15%
$0
$2.59 Million 0.0% of portfolio
127,439
Q1 2025 Added 2.16%
$0
$9.09 Million 0.0% of portfolio
723,444
Q1 2025 Reduced 24.8%
$0
$281,000 0.0% of portfolio
18,348
Q1 2025 Reduced 5.73%
$0
$1.3 Million 0.0% of portfolio
65,107
Q1 2025 Reduced 3.36%
$0
$1.02 Million 0.0% of portfolio
52,553
Q1 2025 Added 13.13%
$0
$3.29 Million 0.0% of portfolio
272,281
Q1 2025 Added 0.25%
$58.3M
$53,000 0.0% of portfolio
66,219
Q1 2025 Added 2.25%
$987M
$400,000 0.0% of portfolio
27,240
Q1 2025 Added 75.58%
$1.05B
$1.34 Million 0.0% of portfolio
44,897
Q1 2025 Reduced 26.64%
$5.55B
$328,000 0.0% of portfolio
2,706
Q1 2025 Reduced 0.62%
$313M
$351,000 0.0% of portfolio
21,756
Q1 2025 Added 9.18%
$1.97B
$3.43 Million 0.0% of portfolio
137,496
Q1 2025 Added 42.23%
$0
$4.11 Million 0.0% of portfolio
146,773
Q1 2025 Added 21.44%
$3.92B
$317,000 0.0% of portfolio
4,198
Q1 2025 Added 22.43%
$8.22B
$2.93 Million 0.0% of portfolio
49,654
Q1 2025 Added 6.51%
$19.1B
$7.58 Million 0.0% of portfolio
23,520
Q1 2025 Added 4.08%
$7.79B
$6.75 Million 0.0% of portfolio
108,513
Q1 2025 Added 41.67%
$6.15B
$1.9 Million 0.0% of portfolio
41,232
Q1 2025 Reduced 0.61%
$1.65B
$85,000 0.0% of portfolio
16,101
Q1 2025 Reduced 3.01%
$3.2B
$1.59 Million 0.0% of portfolio
27,894
Q1 2025 Added 19.05%
$449M
$581,000 0.0% of portfolio
215,394
Q1 2025 Added 10.31%
$418M
$281,000 0.0% of portfolio
15,492
Q1 2025 New
$7.89B
$2.58 Million 0.0% of portfolio
16,345
Q1 2025 Reduced 4.23%
$14.1B
$227,000 0.0% of portfolio
12,735
Q1 2025 New
$23.9B
$98,000 0.0% of portfolio
13,505
Q1 2025 New
$465M
$1.74 Million 0.0% of portfolio
93,087
Q1 2025 Reduced 0.88%
$2.72B
$726,000 0.0% of portfolio
83,241
Q1 2025 Added 43.64%

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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