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
$481M
$697,000 0.0% of portfolio
17,918
Q1 2025 Added 8.25%
$2.12B
$383,000 0.0% of portfolio
7,127
Q1 2025 Added 2.36%
$237M
$105,000 0.0% of portfolio
11,711
Q1 2025 Reduced 78.77%
$303M
$112,000 0.0% of portfolio
29,725
Q1 2025 Added 10.6%
$10.6B
$4.95 Million 0.0% of portfolio
26,698
Q1 2025 Reduced 16.85%
$1.92B
$1.59 Million 0.0% of portfolio
26,050
Q1 2025 Reduced 20.3%
$4.42B
$4.03 Million 0.0% of portfolio
76,560
Q1 2025 Added 3.73%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.63%
$167M
$1.28 Million 0.0% of portfolio
181,685
Q1 2025 Added 25.97%
$82.7B
$1.36 Million 0.0% of portfolio
51,452
Q1 2025 Reduced 1.09%
$1.84B
$4.45 Million 0.0% of portfolio
646,649
Q1 2025 Added 50.13%
$20B
$3.72 Million 0.0% of portfolio
71,414
Q1 2025 Added 16.45%
$173M
$24,000 0.0% of portfolio
14,934
Q1 2025 Reduced 32.2%
$11.5B
$3.28 Million 0.0% of portfolio
49,182
Q1 2025 Reduced 6.4%
$25.1B
$4.44 Million 0.0% of portfolio
61,979
Q1 2025 Added 1.77%
$15.9B
$1.97 Million 0.0% of portfolio
4,704
Q1 2025 Reduced 3.88%
$7.53B
$7.16 Million 0.0% of portfolio
61,466
Q1 2025 Added 38.32%
$196M
$324,000 0.0% of portfolio
21,189
Q1 2025 Added 2.09%
$4.91B
$2.37 Million 0.0% of portfolio
14,866
Q1 2025 Added 15.54%
$6.32B
$867,000 0.0% of portfolio
15,033
Q1 2025 Added 21.52%
$4.41B
$940,000 0.0% of portfolio
28,805
Q1 2025 Added 9.1%
$9.8B
$11.7 Million 0.0% of portfolio
295,308
Q1 2025 Added 2.37%
$17.7B
$9.12 Million 0.0% of portfolio
33,425
Q1 2025 Added 3.22%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.31%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.12%
-
$0 0.0% of portfolio
-
Q1 2025 Added 106.79%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.34%
-
$0 0.0% of portfolio
-
Q1 2025 Added 23.51%
-
$0 0.0% of portfolio
-
Q1 2025 Added 59.11%
$746M
$373,000 0.0% of portfolio
13,473
Q1 2025 Reduced 61.98%
$6.85B
$1.33 Million 0.0% of portfolio
28,233
Q1 2025 Reduced 58.86%
$5.31B
$1.61 Million 0.0% of portfolio
15,040
Q1 2025 Reduced 3.97%
$0
$123,000 0.0% of portfolio
13,583
Q1 2025 Added 1.61%
$364M
$278,000 0.0% of portfolio
9,073
Q1 2025 Added 51.75%
$218M
$456,000 0.0% of portfolio
11,719
Q1 2025 Reduced 10.75%
$11.5B
$6.51 Million 0.0% of portfolio
32,615
Q1 2025 Added 1.25%
$14.5B
$10.1 Million 0.0% of portfolio
27,208
Q1 2025 Reduced 14.94%
$15.8B
$11.8 Million 0.0% of portfolio
170,879
Q1 2025 Added 4.33%
$1.28B
$1.59 Million 0.0% of portfolio
116,602
Q1 2025 Reduced 55.65%
$623M
$227,000 0.0% of portfolio
8,672
Q1 2025 New
$2.38B
$947,000 0.0% of portfolio
25,780
Q1 2025 Added 22.23%
$229M
$108,000 0.0% of portfolio
40,799
Q1 2025 Reduced 6.79%
$513M
$271,000 0.0% of portfolio
22,594
Q1 2025 Added 7.23%
$166M
$77,000 0.0% of portfolio
14,928
Q1 2025 Reduced 5.81%
$835M
$81,000 0.0% of portfolio
26,187
Q1 2025 Reduced 15.76%
$9.79B
$2.7 Million 0.0% of portfolio
62,370
Q1 2025 Reduced 19.72%
$14.2B
$6.91 Million 0.0% of portfolio
187,097
Q1 2025 Added 74.51%
$1.5B
$8.8 Million 0.0% of portfolio
186,309
Q1 2025 Added 9.26%
$1.51B
$303,000 0.0% of portfolio
31,035
Q1 2025 Reduced 40.4%

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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