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
$900M
$226,000 0.0% of portfolio
24,353
Q1 2025 Reduced 8.04%
$270M
$79,000 0.0% of portfolio
42,100
Q1 2025 Reduced 6.44%
$149M
$19,000 0.0% of portfolio
13,378
Q1 2025 Added 16.55%
$5.29B
$3.51 Million 0.0% of portfolio
172,586
Q1 2025 Reduced 41.82%
$3.1B
$1.28 Million 0.0% of portfolio
23,024
Q1 2025 Reduced 22.06%
$596M
$29,000 0.0% of portfolio
10,947
Q1 2025 Added 3.63%
$3.61B
$1.35 Million 0.0% of portfolio
57,503
Q1 2025 Reduced 13.82%
$1.61B
$914,000 0.0% of portfolio
15,139
Q1 2025 Added 17.09%
$462M
$527,000 0.0% of portfolio
21,521
Q1 2025 Reduced 3.85%
$2.07B
$221,000 0.0% of portfolio
21,937
Q1 2025 Added 12.06%
$4.31B
$3.26 Million 0.0% of portfolio
45,371
Q1 2025 Added 16.32%
$522M
$183,000 0.0% of portfolio
35,124
Q1 2025 Reduced 1.14%
$3.13B
$529,000 0.0% of portfolio
5,726
Q1 2025 Added 78.71%
$2.71B
$1.17 Million 0.0% of portfolio
48,552
Q1 2025 Reduced 1.24%
$7.59B
$7.1 Million 0.0% of portfolio
62,184
Q1 2025 Added 2.48%
$10.7B
$618,000 0.0% of portfolio
12,795
Q1 2025 Reduced 27.94%
$2.62B
$928,000 0.0% of portfolio
45,752
Q1 2025 Reduced 34.49%
$465M
$373,000 0.0% of portfolio
60,567
Q1 2025 Added 13.07%
$0
$8.27 Million 0.0% of portfolio
1,113,258
Q1 2025 Reduced 14.79%
$0
$8.66 Million 0.0% of portfolio
1,206,414
Q1 2025 Added 5.92%
$1.74B
$1.27 Million 0.0% of portfolio
11,351
Q1 2025 Added 5.03%
$1.11B
$143,000 0.0% of portfolio
14,591
Q1 2025 Reduced 20.55%
$4.22B
$697,000 0.0% of portfolio
127,545
Q1 2025 Reduced 22.76%
$48B
$2.33 Million 0.0% of portfolio
106,026
Q1 2025 Added 27.66%
$1.29B
$108,000 0.0% of portfolio
16,316
Q1 2025 Reduced 2.36%
$4.37B
$724,000 0.0% of portfolio
24,549
Q1 2025 Added 6.05%
$1.4B
$940,000 0.0% of portfolio
5,429
Q1 2025 Added 22.22%
$1.47B
$1.06 Million 0.0% of portfolio
27,309
Q1 2025 Added 9.31%
$10.7B
$9.28 Million 0.0% of portfolio
60,611
Q1 2025 Added 18.86%
$17.9B
$853,000 0.0% of portfolio
4,583
Q1 2025 Added 3.71%
$6.74B
$1.33 Million 0.0% of portfolio
2,578
Q1 2025 Added 16.49%
$0
$3.99 Million 0.0% of portfolio
1,377,264
Q1 2025 Reduced 15.23%
$0
$1.65 Million 0.0% of portfolio
778,101
Q1 2025 Reduced 4.11%
$13.6B
$9.1 Million 0.0% of portfolio
226,644
Q1 2025 Added 363.14%
$397M
$473,000 0.0% of portfolio
27,669
Q1 2025 Added 13.23%
$426M
$482,000 0.0% of portfolio
42,940
Q1 2025 Reduced 52.4%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Added 19.56%
$4.69B
$6.31 Million 0.0% of portfolio
185,458
Q1 2025 Added 23.86%
$1.5B
$848,000 0.0% of portfolio
23,952
Q1 2025 Added 24.52%
$6.46B
$7.06 Million 0.0% of portfolio
66,482
Q1 2025 Reduced 16.73%
$786M
$141,000 0.0% of portfolio
78,117
Q1 2025 Reduced 4.53%
$58.7M
$145,000 0.0% of portfolio
11,044
Q1 2025 Reduced 26.87%
$785M
$2.58 Million 0.0% of portfolio
104,819
Q1 2025 Reduced 2.41%
$12.9B
$2.85 Million 0.0% of portfolio
31,973
Q1 2025 Added 33.88%
$363M
$261,000 0.0% of portfolio
43,060
Q1 2025 Reduced 90.14%
$2.06B
$1.04 Million 0.0% of portfolio
17,208
Q1 2025 New
$4.52B
$4.17 Million 0.0% of portfolio
14,299
Q1 2025 Added 9.61%
$324M
$689,000 0.0% of portfolio
35,683
Q1 2025 Added 40.55%
$1.38B
$449,000 0.0% of portfolio
10,824
Q1 2025 Added 36.48%

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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