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
$52.6B
$127 Million 0.05% of portfolio
821,358
Q1 2025 Added 3.2%
$79.2B
$124 Million 0.05% of portfolio
705,395
Q1 2025 Added 6.94%
$98.2B
$113 Million 0.05% of portfolio
1,011,020
Q1 2025 Added 6.26%
$35.2B
$126 Million 0.05% of portfolio
2,173,539
Q1 2025 Added 3.98%
$136B
$111 Million 0.05% of portfolio
1,162,830
Q1 2025 Added 6.82%
$148B
$127 Million 0.05% of portfolio
340,381
Q1 2025 Added 21.02%
$146B
$132 Million 0.05% of portfolio
1,082,975
Q1 2025 Added 7.29%
$289B
$131 Million 0.05% of portfolio
493,004
Q1 2025 Added 15.07%
$70.5B
$126 Million 0.05% of portfolio
2,102,988
Q1 2025 Reduced 1.66%
$64.4B
$106 Million 0.04% of portfolio
953,625
Q1 2025 Added 0.96%
$125B
$106 Million 0.04% of portfolio
528,072
Q1 2025 Added 11.02%
$168B
$103 Million 0.04% of portfolio
706,696
Q1 2025 Added 10.83%
$88.6B
$88.6 Million 0.04% of portfolio
348,303
Q1 2025 Added 6.78%
$47.2B
$110 Million 0.04% of portfolio
351,780
Q1 2025 Added 5.12%
$54.5B
$111 Million 0.04% of portfolio
5,958,384
Q1 2025 Added 16.4%
$61.5B
$88.9 Million 0.04% of portfolio
364,720
Q1 2025 Added 10.5%
$105B
$105 Million 0.04% of portfolio
155,946
Q1 2025 Added 12.84%
$125B
$87.5 Million 0.04% of portfolio
44,837
Q1 2025 Added 13.54%
$91.6B
$105 Million 0.04% of portfolio
1,546,369
Q1 2025 Added 1.62%
$157B
$95.8 Million 0.04% of portfolio
1,379,207
Q1 2025 Added 1.71%
$62.8B
$106 Million 0.04% of portfolio
861,772
Q1 2025 Added 17.33%
$76B
$110 Million 0.04% of portfolio
455,739
Q1 2025 Added 27.18%
$168B
$106 Million 0.04% of portfolio
1,348,392
Q1 2025 Added 7.14%
$173B
$87.2 Million 0.04% of portfolio
1,271,653
Q1 2025 Added 9.16%
$55.7B
$89.8 Million 0.04% of portfolio
143,316
Q1 2025 Added 5.31%
$70.3B
$108 Million 0.04% of portfolio
2,554,569
Q1 2025 Added 5.04%
$123B
$105 Million 0.04% of portfolio
216,944
Q1 2025 Added 13.55%
$32.9B
$92.7 Million 0.04% of portfolio
850,658
Q1 2025 Added 21.13%
$37.1B
$109 Million 0.04% of portfolio
1,541,570
Q1 2025 Added 11.32%
$275B
$74.4 Million 0.03% of portfolio
562,817
Q1 2025 Added 11.06%
$103B
$86.1 Million 0.03% of portfolio
395,456
Q1 2025 Added 7.32%
$0
$79.1 Million 0.03% of portfolio
3,567,816
Q1 2025 Added 8.96%
$219B
$64.9 Million 0.03% of portfolio
883,070
Q1 2025 Added 23.13%
$50.1B
$82.1 Million 0.03% of portfolio
358,539
Q1 2025 Added 20.2%
$432B
$71.9 Million 0.03% of portfolio
90
Q1 2025 Added 8.43%
$225B
$66.3 Million 0.03% of portfolio
14,392
Q1 2025 Added 8.02%
$36.9B
$73.5 Million 0.03% of portfolio
303,204
Q1 2025 Added 8.47%
$58.9B
$81.4 Million 0.03% of portfolio
351,869
Q1 2025 Added 20.01%
$1.55B
$64.1 Million 0.03% of portfolio
1,276,359
Q1 2025 Added 4.33%
$22B
$68.4 Million 0.03% of portfolio
332,615
Q1 2025 Added 4.18%
$76.4B
$73.7 Million 0.03% of portfolio
786,216
Q1 2025 Added 7.83%
$35.4B
$75 Million 0.03% of portfolio
678,198
Q1 2025 Reduced 0.79%
$102B
$62.9 Million 0.03% of portfolio
311,821
Q1 2025 Added 42.91%
$87.5B
$81.4 Million 0.03% of portfolio
1,201,641
Q1 2025 Added 11.34%
$146B
$84.6 Million 0.03% of portfolio
412,751
Q1 2025 Added 2.61%
$83.5B
$77.4 Million 0.03% of portfolio
177,911
Q1 2025 Added 0.4%
$16.6B
$74.4 Million 0.03% of portfolio
870,692
Q1 2025 Added 6.17%
$71.4B
$66 Million 0.03% of portfolio
514,736
Q1 2025 Added 10.77%
$79.5B
$73.8 Million 0.03% of portfolio
589,418
Q1 2025 Added 16.79%

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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