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
$9.53B
$5.41 Million 0.0% of portfolio
126,572
Q1 2025 Added 16.54%
$25.8M
$39,000 0.0% of portfolio
42,925
Q1 2025 Reduced 0.01%
$8.78B
$7.89 Million 0.0% of portfolio
62,995
Q1 2025 Reduced 5.74%
$245M
$73,000 0.0% of portfolio
27,580
Q1 2025 Reduced 0.73%
$18.6B
$10.9 Million 0.0% of portfolio
34,311
Q1 2025 Added 36.87%
$2.59B
$206,000 0.0% of portfolio
20,203
Q1 2025 Reduced 6.29%
$1.29B
$217,000 0.0% of portfolio
51,564
Q1 2025 Added 9.94%
$2.91B
$1.38 Million 0.0% of portfolio
74,717
Q1 2025 Added 22.05%
$3.1B
$634,000 0.0% of portfolio
32,727
Q1 2025 Added 197.79%
$946M
$855,000 0.0% of portfolio
11,387
Q1 2025 Added 2.7%
$3.45B
$597,000 0.0% of portfolio
14,861
Q1 2025 Added 6.24%
$158M
$27,000 0.0% of portfolio
42,315
Q4 2024 Added 10.44%
$272M
$157,000 0.0% of portfolio
59,250
Q1 2025 Reduced 45.99%
$762M
$4.74 Million 0.0% of portfolio
389,072
Q1 2025 Added 20.38%
$16.8M
$66,000 0.0% of portfolio
108,500
Q1 2025 Reduced 6.47%
$5.95B
$1.21 Million 0.0% of portfolio
38,807
Q1 2025 Added 17.24%
$1.54B
$212,000 0.0% of portfolio
12,102
Q1 2025 Added 13.66%
$12.9B
$2.86 Million 0.0% of portfolio
18,689
Q1 2025 Added 36.21%
$9.88B
$3.92 Million 0.0% of portfolio
60,716
Q1 2025 Added 83.55%
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.92B
$1.98 Million 0.0% of portfolio
45,721
Q1 2025 Added 2.87%
$1.73B
$1.01 Million 0.0% of portfolio
67,220
Q1 2025 Added 1.72%
$718M
$251,000 0.0% of portfolio
15,913
Q1 2025 New
$1.48B
$201,000 0.0% of portfolio
155,148
Q1 2025 Added 62.5%
$3.57B
$1.47 Million 0.0% of portfolio
98,059
Q1 2025 Reduced 14.81%
$8.72B
$2.32 Million 0.0% of portfolio
23,021
Q1 2025 Added 7.7%
$168M
$110,000 0.0% of portfolio
30,157
Q1 2025 Reduced 0.89%
$73.5M
$116,000 0.0% of portfolio
79,701
Q4 2024 Added 69.58%
$0
$480,000 0.0% of portfolio
56,655
Q1 2025 Reduced 7.53%
$61.9B
$1.68 Million 0.0% of portfolio
70,463
Q1 2025 Added 139.39%
$32.8B
$10.1 Million 0.0% of portfolio
148,162
Q1 2025 Reduced 21.32%
$152M
$20,000 0.0% of portfolio
14,605
Q2 2024 Added 26.42%
$1.78B
$876,000 0.0% of portfolio
83,451
Q1 2025 Added 480.41%
$97M
$588,000 0.0% of portfolio
155,300
Q1 2025 Added 2.17%
$1.68B
$485,000 0.0% of portfolio
62,925
Q1 2025 Reduced 0.44%
$11.7B
$8.09 Million 0.0% of portfolio
40,151
Q1 2025 Reduced 16.92%
$1.24B
$688,000 0.0% of portfolio
24,757
Q1 2025 Added 21.13%
$548M
$753,000 0.0% of portfolio
277,018
Q1 2025 Added 1,476.56%
$2.89B
$761,000 0.0% of portfolio
22,814
Q1 2025 Added 36.58%
$5.71B
$5.34 Million 0.0% of portfolio
14,916
Q1 2025 Added 4.03%
$1.11B
$360,000 0.0% of portfolio
12,942
Q1 2025 Added 89.57%
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.23%
-
$0 0.0% of portfolio
-
Q1 2025 Added 23.37%
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.83%
-
$0 0.0% of portfolio
-
Q1 2025 Added 38.92%
$2.61B
$2.06 Million 0.0% of portfolio
47,758
Q1 2025 Added 5.91%
$566M
$929,000 0.0% of portfolio
33,209
Q1 2025 Added 15.47%
$849M
$78,000 0.0% of portfolio
32,647
Q1 2025 Reduced 8.9%
$1.55B
$2.56 Million 0.0% of portfolio
149,777
Q1 2025 Added 65.92%

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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