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
$1.07B
$6.42 Million 0.0% of portfolio
424,478
Q2 2025 Added 9.1%
$2.93B
$234,000 0.0% of portfolio
13,682
Q2 2025 New
$1.95B
$216,000 0.0% of portfolio
2,505
Q2 2025 New
$148M
$85,000 0.0% of portfolio
128,000
Q2 2025 Added 17.97%
$5.31B
$1.66 Million 0.0% of portfolio
43,705
Q2 2025 Added 12.62%
$32.5M
$75,000 0.0% of portfolio
22,006
Q2 2025 Reduced 13.72%
$1.17B
$303,000 0.0% of portfolio
10,088
Q2 2025 Reduced 16.64%
$11.7B
$2.76 Million 0.0% of portfolio
19,358
Q2 2025 Added 3.58%
$9.88B
$4.1 Million 0.0% of portfolio
63,583
Q2 2025 Added 4.72%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 59.62%
$411M
$39,000 0.0% of portfolio
10,251
Q2 2025 New
$94.8M
$148,000 0.0% of portfolio
10,938
Q2 2025 New
$1.99B
$1.62 Million 0.0% of portfolio
37,733
Q2 2025 Reduced 17.47%
$2.21B
$2.02 Million 0.0% of portfolio
95,593
Q2 2025 Added 42.21%
$847M
$725,000 0.0% of portfolio
45,569
Q2 2025 Added 186.36%
$2.11B
$241,000 0.0% of portfolio
132,938
Q2 2025 Reduced 14.32%
$8.48B
$2.35 Million 0.0% of portfolio
23,098
Q2 2025 Added 0.33%
$249M
$71,000 0.0% of portfolio
30,205
Q2 2025 Added 0.16%
$88.9M
$88,000 0.0% of portfolio
79,701
Q4 2024 Added 69.58%
$0
$466,000 0.0% of portfolio
53,355
Q2 2025 Reduced 5.82%
$74.3B
$2.54 Million 0.0% of portfolio
86,790
Q2 2025 Added 23.17%
$29.5B
$13.5 Million 0.0% of portfolio
154,497
Q2 2025 Added 4.28%
$145M
$43,000 0.0% of portfolio
14,605
Q2 2024 Added 26.42%
$2.09B
$860,000 0.0% of portfolio
79,611
Q2 2025 Reduced 4.6%
$186M
$770,000 0.0% of portfolio
197,500
Q2 2025 Added 27.17%
$1.73B
$329,000 0.0% of portfolio
43,007
Q2 2025 Reduced 31.65%
$12.4B
$8.6 Million 0.0% of portfolio
43,476
Q2 2025 Added 8.28%
$1.26B
$886,000 0.0% of portfolio
25,417
Q2 2025 Added 2.67%
$497M
$290,000 0.0% of portfolio
49,242
Q2 2025 Reduced 82.22%
$3.51B
$828,000 0.0% of portfolio
29,014
Q2 2025 Added 27.18%
$7.84B
$6.05 Million 0.0% of portfolio
14,472
Q2 2025 Reduced 2.98%
$1.19B
$263,000 0.0% of portfolio
9,770
Q2 2025 Reduced 24.51%
-
$0 0.0% of portfolio
-
Q2 2025 Added 44.93%
-
$0 0.0% of portfolio
-
Q2 2025 Added 20.94%
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.89%
-
$0 0.0% of portfolio
-
Q2 2025 Added 18.84%
$2.47B
$2.69 Million 0.0% of portfolio
50,918
Q2 2025 Added 6.62%
$603M
$930,000 0.0% of portfolio
33,859
Q2 2025 Added 1.96%
$1.06B
$136,000 0.0% of portfolio
38,178
Q2 2025 Added 16.94%
$1.7B
$2.3 Million 0.0% of portfolio
154,885
Q2 2025 Added 3.41%
$17B
$13.7 Million 0.0% of portfolio
175,473
Q2 2025 Reduced 9.22%
$4.4B
$1.21 Million 0.0% of portfolio
16,299
Q2 2025 Added 21.3%
$1.3B
$175,000 0.0% of portfolio
12,550
Q2 2025 New
$21.9B
$7.66 Million 0.0% of portfolio
77,353
Q2 2025 Reduced 22.09%
$20.8M
$86,000 0.0% of portfolio
22,686
Q2 2025 New
$9.88B
$4.56 Million 0.0% of portfolio
65,731
Q2 2025 Reduced 5.91%
$1.6B
$432,000 0.0% of portfolio
7,008
Q2 2025 New
$955M
$1.78 Million 0.0% of portfolio
63,810
Q2 2025 Added 5.76%
$1.31B
$3.6 Million 0.0% of portfolio
147,575
Q2 2025 Added 78.87%

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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