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
$123M
$1.48 Million 0.0% of portfolio
200,290
Q2 2025 Added 10.24%
$77.4B
$3.72 Million 0.0% of portfolio
147,924
Q2 2025 Added 187.5%
$3.17B
$6.63 Million 0.0% of portfolio
1,153,070
Q2 2025 Added 78.31%
$20.1B
$4.52 Million 0.0% of portfolio
80,533
Q2 2025 Added 12.77%
$11.3B
$3.34 Million 0.0% of portfolio
54,171
Q2 2025 Added 10.14%
$24.4B
$4.29 Million 0.0% of portfolio
63,504
Q2 2025 Added 2.46%
$14.8B
$974,000 0.0% of portfolio
2,809
Q2 2025 Reduced 40.28%
$1.55B
$1.73 Million 0.0% of portfolio
102,559
Q2 2025 Added 4.0%
$6.53B
$8.31 Million 0.0% of portfolio
68,945
Q2 2025 Added 12.17%
$168M
$316,000 0.0% of portfolio
22,610
Q2 2025 Added 6.71%
$5.48B
$2.95 Million 0.0% of portfolio
15,399
Q2 2025 Added 3.59%
$139M
$1.13 Million 0.0% of portfolio
24,769
Q2 2025 New
$6.84B
$719,000 0.0% of portfolio
11,844
Q2 2025 Reduced 21.21%
$4.26B
$1.01 Million 0.0% of portfolio
31,725
Q2 2025 Added 10.14%
$9.79B
$10.5 Million 0.0% of portfolio
283,500
Q2 2025 Reduced 4.0%
$17.7B
$8.55 Million 0.0% of portfolio
31,333
Q2 2025 Reduced 6.26%
-
$0 0.0% of portfolio
-
Q2 2025 Added 13.36%
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.61%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 34.54%
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.19%
-
$0 0.0% of portfolio
-
Q2 2025 Added 83.75%
$748M
$588,000 0.0% of portfolio
21,131
Q2 2025 Added 56.84%
$7.68B
$1.32 Million 0.0% of portfolio
26,319
Q2 2025 Reduced 6.78%
$4.4B
$1.74 Million 0.0% of portfolio
17,165
Q2 2025 Added 14.13%
$0
$151,000 0.0% of portfolio
14,777
Q2 2025 Added 8.79%
$459M
$309,000 0.0% of portfolio
6,931
Q2 2025 Reduced 23.61%
$13.6B
$2.64 Million 0.0% of portfolio
9,793
Q2 2025 Reduced 69.97%
$14.5B
$9.47 Million 0.0% of portfolio
25,542
Q2 2025 Reduced 6.12%
$16.5B
$12.6 Million 0.0% of portfolio
183,386
Q2 2025 Added 7.32%
$1.28B
$183,000 0.0% of portfolio
12,871
Q2 2025 Reduced 88.96%
$620M
$412,000 0.0% of portfolio
17,074
Q2 2025 Added 96.89%
$2.23B
$1.01 Million 0.0% of portfolio
28,084
Q2 2025 Added 8.94%
$296M
$210,000 0.0% of portfolio
57,648
Q2 2025 Added 41.3%
$372M
$231,000 0.0% of portfolio
25,152
Q2 2025 Added 11.32%
$182M
$70,000 0.0% of portfolio
14,968
Q2 2025 Added 0.27%
$1.22B
$238,000 0.0% of portfolio
38,249
Q2 2025 Added 46.06%
$1.29B
$158,000 0.0% of portfolio
37,845
Q2 2025 New
$9.27B
$3.37 Million 0.0% of portfolio
63,460
Q2 2025 Added 1.75%
$13B
$9.99 Million 0.0% of portfolio
226,697
Q2 2025 Added 21.17%
$1.41B
$7.81 Million 0.0% of portfolio
178,356
Q2 2025 Reduced 4.27%
$1.69B
$315,000 0.0% of portfolio
34,658
Q2 2025 Added 11.67%
$10.4B
$4.78 Million 0.0% of portfolio
55,727
Q2 2025 Added 14.35%
$3.53B
$5.38 Million 0.0% of portfolio
72,005
Q2 2025 Added 3.01%
$2.93B
$803,000 0.0% of portfolio
44,769
Q2 2025 Reduced 2.18%
$927M
$279,000 0.0% of portfolio
20,103
Q2 2025 Added 20.25%
$5.7B
$3.31 Million 0.0% of portfolio
227,071
Q2 2025 Added 1.29%
$19.4B
$11.6 Million 0.0% of portfolio
39,317
Q2 2025 Added 34.06%
$13.1B
$6.57 Million 0.0% of portfolio
22,288
Q2 2025 Added 28.88%
$502M
$1.85 Million 0.0% of portfolio
134,041
Q2 2025 Reduced 6.29%

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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