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
$0
$1.43 Million 0.0% of portfolio
143,640
Q1 2025 Added 15.28%
$0
$668,000 0.0% of portfolio
36,598
Q1 2025 Added 9.44%
$0
$1.97 Million 0.0% of portfolio
192,051
Q1 2025 Added 26.45%
$0
$949,000 0.0% of portfolio
57,015
Q1 2025 Added 22.73%
$0
$3.17 Million 0.0% of portfolio
288,477
Q1 2025 Added 44.37%
$0
$2.12 Million 0.0% of portfolio
172,964
Q1 2025 Added 42.16%
$0
$333,000 0.0% of portfolio
57,086
Q1 2025 Added 18.8%
$0
$9.95 Million 0.0% of portfolio
427,680
Q1 2025 Added 8.41%
$0
$1.3 Million 0.0% of portfolio
94,904
Q1 2025 Added 8.82%
$0
$2.91 Million 0.0% of portfolio
118,583
Q1 2025 Added 8.41%
$0
$6.06 Million 0.0% of portfolio
332,461
Q1 2025 Added 5.79%
$18.4B
$1.07 Million 0.0% of portfolio
102,090
Q1 2025 Added 6.27%
$1.19B
$115,000 0.0% of portfolio
18,551
Q1 2025 Added 0.01%
$1.33B
$643,000 0.0% of portfolio
20,629
Q1 2025 Added 71.1%
$212M
$53,000 0.0% of portfolio
46,486
Q1 2025 Reduced 12.83%
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.79%
$7.01B
$2.1 Million 0.0% of portfolio
199,595
Q1 2025 Added 23.83%
$8.23B
$2 Million 0.0% of portfolio
22,413
Q1 2025 Reduced 13.24%
$20.2B
$3.85 Million 0.0% of portfolio
10,039
Q1 2025 Added 75.14%
$3.67B
$2.82 Million 0.0% of portfolio
167,708
Q1 2025 Added 645.17%
$170M
$511,000 0.0% of portfolio
21,449
Q1 2025 New
$5.99B
$2.93 Million 0.0% of portfolio
129,474
Q1 2025 Added 8.71%
$75.9M
$173,000 0.0% of portfolio
32,148
Q1 2025 Added 5.26%
$796M
$587,000 0.0% of portfolio
44,270
Q1 2025 Reduced 16.14%
$0
$154,000 0.0% of portfolio
16,989
Q1 2025 Reduced 32.37%
$1.55B
$240,000 0.0% of portfolio
13,559
Q1 2025 Added 20.57%
$10.5B
$2.82 Million 0.0% of portfolio
61,072
Q1 2025 Reduced 9.03%
$365M
$52,000 0.0% of portfolio
10,856
Q1 2025 Reduced 28.2%
$295M
$40,000 0.0% of portfolio
19,748
Q1 2025 New
$11.7B
$4.71 Million 0.0% of portfolio
46,525
Q1 2025 Added 30.84%
$979M
$424,000 0.0% of portfolio
12,396
Q1 2025 Added 16.2%
$834M
$369,000 0.0% of portfolio
18,938
Q1 2025 Added 20.77%
$994M
$2.77 Million 0.0% of portfolio
648,822
Q1 2025 Added 129.66%
$4.84B
$228,000 0.0% of portfolio
69,830
Q1 2025 Added 12.6%
$1.58B
$412,000 0.0% of portfolio
13,802
Q1 2025 Added 16.93%
$971M
$450,000 0.0% of portfolio
120,798
Q1 2025 Added 87.17%
$116M
$16,000 0.0% of portfolio
23,203
Q4 2024 Added 1.82%
$2.16B
$223,000 0.0% of portfolio
4,991
Q1 2025 Reduced 5.19%
$3.6B
$877,000 0.0% of portfolio
9,580
Q1 2025 Reduced 28.09%
$59B
$1.22 Million 0.0% of portfolio
39,596
Q1 2025 Added 20.57%
$475M
$291,000 0.0% of portfolio
14,519
Q1 2025 Added 21.47%
$3.73B
$300,000 0.0% of portfolio
3,112
Q1 2025 New
$1.82B
$1.87 Million 0.0% of portfolio
48,949
Q1 2025 Added 40.11%
$2.16B
$2.45 Million 0.0% of portfolio
333,427
Q1 2025 Added 7.78%
$5.82B
$3.43 Million 0.0% of portfolio
55,242
Q1 2025 Added 3.69%
$4.2B
$3.52 Million 0.0% of portfolio
21,766
Q1 2025 Added 12.25%
$8.14B
$4.99 Million 0.0% of portfolio
38,571
Q1 2025 Added 35.5%
$5.4B
$296,000 0.0% of portfolio
892
Q1 2025 Added 26.7%
$13B
$8.73 Million 0.0% of portfolio
99,744
Q1 2025 Added 1.65%

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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