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
$4.65B
$1.08 Million 0.0% of portfolio
13,437
Q1 2025 Reduced 48.47%
$23.5B
$7.45 Million 0.0% of portfolio
99,280
Q1 2025 Added 5.42%
$8.68B
$4.68 Million 0.0% of portfolio
69,858
Q1 2025 Added 3.03%
$1.04B
$1.81 Million 0.0% of portfolio
60,337
Q1 2025 Added 5.53%
$1.06B
$1.84 Million 0.0% of portfolio
82,506
Q1 2025 Reduced 21.95%
$3.96B
$2.63 Million 0.0% of portfolio
21,816
Q1 2025 Added 10.66%
$0
$6.67 Million 0.0% of portfolio
528,736
Q1 2025 Added 3.1%
$0
$3.33 Million 0.0% of portfolio
212,935
Q1 2025 Added 49.43%
$0
$1.43 Million 0.0% of portfolio
89,016
Q1 2025 Added 26.77%
$2.56B
$1.09 Million 0.0% of portfolio
81,498
Q1 2025 Added 161.86%
$193M
$68,000 0.0% of portfolio
39,725
Q1 2025 Added 65.43%
$2.75B
$499,000 0.0% of portfolio
31,204
Q1 2025 Reduced 1.71%
$6.99B
$6.22 Million 0.0% of portfolio
107,225
Q1 2025 Added 41.54%
$2.45B
$1.86 Million 0.0% of portfolio
140,918
Q1 2025 Added 9.98%
$1.2B
$199,000 0.0% of portfolio
12,925
Q1 2025 Reduced 33.55%
$2.9B
$189,000 0.0% of portfolio
11,064
Q1 2025 Added 0.38%
$9.88B
$10.6 Million 0.0% of portfolio
109,462
Q1 2025 Added 34.14%
$1.03B
$5.05 Million 0.0% of portfolio
87,062
Q1 2025 New
$0
$3.84 Million 0.0% of portfolio
314,275
Q1 2025 Reduced 1.09%
$3.96B
$276,000 0.0% of portfolio
30,945
Q1 2025 Reduced 32.19%
$12B
$1.82 Million 0.0% of portfolio
5,868
Q1 2025 Added 39.78%
$54.6M
$117,000 0.0% of portfolio
20,800
Q1 2025 Added 16.2%
$1.85B
$2.35 Million 0.0% of portfolio
309,287
Q1 2025 Added 150.42%
$0
$709,000 0.0% of portfolio
75,658
Q1 2025 Added 15.28%
$3.61B
$361,000 0.0% of portfolio
21,211
Q1 2025 Reduced 0.14%
$1.68B
$474,000 0.0% of portfolio
5,767
Q1 2025 New
$27.3M
$61,000 0.0% of portfolio
45,221
Q1 2025 Added 0.74%
$7.43B
$1.64 Million 0.0% of portfolio
10,798
Q1 2025 Added 6.77%
$16.1B
$10.5 Million 0.0% of portfolio
222,688
Q1 2025 Added 9.11%
$567M
$1.18 Million 0.0% of portfolio
90,346
Q1 2025 Reduced 17.3%
$6.17B
$7.43 Million 0.0% of portfolio
118,287
Q1 2025 Added 83.06%
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.43%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.8%
-
$0 0.0% of portfolio
-
Q1 2025 Added 14.8%
-
$0 0.0% of portfolio
-
Q1 2025 Added 19.8%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.85%
-
$0 0.0% of portfolio
-
Q1 2025 Added 7.68%
$0
$1.02 Million 0.0% of portfolio
126,459
Q1 2025 Added 1.01%
$0
$499,000 0.0% of portfolio
33,420
Q1 2025 Added 19.46%
$15.1B
$3.59 Million 0.0% of portfolio
39,998
Q1 2025 Reduced 12.16%
$2.08B
$971,000 0.0% of portfolio
91,659
Q1 2025 Reduced 32.84%
$2.85B
$595,000 0.0% of portfolio
36,300
Q1 2025 Reduced 4.99%
$7.27B
$2.8 Million 0.0% of portfolio
15,890
Q1 2025 Added 19.53%
$487M
$71,000 0.0% of portfolio
11,316
Q1 2025 Reduced 38.29%
$0
$1.1 Million 0.0% of portfolio
118,631
Q1 2025 Added 1.98%
$0
$495,000 0.0% of portfolio
49,449
Q1 2025 Added 35.97%
$0
$2.8 Million 0.0% of portfolio
149,519
Q1 2025 Added 18.7%
$0
$8.27 Million 0.0% of portfolio
392,153
Q1 2025 Added 2.77%
$0
$3.56 Million 0.0% of portfolio
283,289
Q1 2025 Added 71.1%

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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