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
$4.93B
$3.14 Million 0.0% of portfolio
25,623
Q2 2025 Added 17.45%
$0
$6.9 Million 0.0% of portfolio
563,553
Q2 2025 Added 6.58%
$0
$3.29 Million 0.0% of portfolio
214,105
Q2 2025 Added 0.55%
$0
$1.45 Million 0.0% of portfolio
92,688
Q2 2025 Added 4.13%
$2.13B
$1.14 Million 0.0% of portfolio
75,842
Q2 2025 Reduced 6.94%
$227M
$56,000 0.0% of portfolio
24,224
Q2 2025 Reduced 39.02%
$2.83B
$415,000 0.0% of portfolio
27,621
Q2 2025 Reduced 11.48%
$8.03B
$5.36 Million 0.0% of portfolio
87,462
Q2 2025 Reduced 18.43%
$2.47B
$2.14 Million 0.0% of portfolio
142,226
Q2 2025 Added 0.93%
$2B
$159,000 0.0% of portfolio
11,956
Q2 2025 Reduced 7.5%
$2.86B
$482,000 0.0% of portfolio
27,472
Q2 2025 Added 148.3%
$9.07B
$1.4 Million 0.0% of portfolio
48,940
Q2 2025 Added 47.53%
$10.4B
$13.7 Million 0.0% of portfolio
124,777
Q2 2025 Added 13.99%
$1.11B
$4.03 Million 0.0% of portfolio
48,742
Q2 2025 Reduced 44.01%
$0
$4.13 Million 0.0% of portfolio
333,015
Q2 2025 Added 5.96%
$8.55B
$3.09 Million 0.0% of portfolio
7,526
Q2 2025 Added 28.25%
$2.09B
$6.94 Million 0.0% of portfolio
474,066
Q2 2025 Added 53.28%
$0
$635,000 0.0% of portfolio
71,848
Q2 2025 Reduced 5.04%
$3.22B
$305,000 0.0% of portfolio
19,975
Q2 2025 Reduced 5.83%
$2.22B
$410,000 0.0% of portfolio
4,687
Q2 2025 Reduced 18.73%
$27.6M
$44,000 0.0% of portfolio
44,887
Q2 2025 Reduced 0.74%
$7.71B
$2.6 Million 0.0% of portfolio
10,624
Q2 2025 Reduced 1.61%
$13.8B
$12.8 Million 0.0% of portfolio
231,860
Q2 2025 Added 4.12%
$556M
$1.53 Million 0.0% of portfolio
124,840
Q2 2025 Added 38.18%
$7.57B
$14.1 Million 0.0% of portfolio
113,151
Q2 2025 Reduced 4.34%
-
$0 0.0% of portfolio
-
Q2 2025 Added 146.78%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.8%
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.59%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.88%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.45%
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.03%
$137M
$182,000 0.0% of portfolio
10,968
Q2 2025 New
$8.48B
$13.2 Million 0.0% of portfolio
65,557
Q2 2025 Reduced 2.96%
$0
$1.31 Million 0.0% of portfolio
171,591
Q2 2025 Added 35.69%
$0
$306,000 0.0% of portfolio
22,454
Q2 2025 Reduced 32.81%
$15.2B
$5.18 Million 0.0% of portfolio
51,331
Q2 2025 Added 28.33%
$3.12B
$534,000 0.0% of portfolio
35,020
Q2 2025 Reduced 3.53%
$7.23B
$2.75 Million 0.0% of portfolio
16,438
Q2 2025 Added 3.45%
$473M
$116,000 0.0% of portfolio
20,633
Q2 2025 Added 82.33%
$0
$1.4 Million 0.0% of portfolio
157,175
Q2 2025 Added 32.49%
$0
$665,000 0.0% of portfolio
68,659
Q2 2025 Added 38.85%
$0
$4.5 Million 0.0% of portfolio
215,179
Q2 2025 Added 43.91%
$0
$9.26 Million 0.0% of portfolio
382,327
Q2 2025 Reduced 2.51%
$0
$3.87 Million 0.0% of portfolio
309,814
Q2 2025 Added 9.36%
$0
$11.1 Million 0.0% of portfolio
1,079,648
Q2 2025 Reduced 17.94%
$0
$1.41 Million 0.0% of portfolio
145,430
Q2 2025 Added 1.25%
$0
$750,000 0.0% of portfolio
41,680
Q2 2025 Added 13.89%
$0
$1.87 Million 0.0% of portfolio
182,748
Q2 2025 Reduced 4.84%
$0
$953,000 0.0% of portfolio
58,727
Q2 2025 Added 3.0%

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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