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
$10.2 Million 0.0% of portfolio
1,584,157
Q1 2025 Added 81.16%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.85%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.82%
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$0 0.0% of portfolio
167,190
Q1 2025 Added 113.32%
$0
$4.72 Million 0.0% of portfolio
626,230
Q1 2025 Reduced 4.03%
$3.35B
$2.68 Million 0.0% of portfolio
32,205
Q1 2025 Reduced 34.08%
$2.23B
$894,000 0.0% of portfolio
63,419
Q1 2025 Added 45.87%
$4.73B
$371,000 0.0% of portfolio
9,680
Q1 2025 Added 57.73%
$8.96B
$242,000 0.0% of portfolio
6,758
Q1 2025 Reduced 3.83%
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.72%
$654M
$47,000 0.0% of portfolio
10,526
Q1 2025 Reduced 97.56%
$5.71B
$567,000 0.0% of portfolio
3,460
Q1 2025 Reduced 74.86%
$676M
$338,000 0.0% of portfolio
115,929
Q1 2025 Added 2.85%
$145M
$603,000 0.0% of portfolio
144,271
Q1 2025 Added 53.85%
$3.38B
$1.83 Million 0.0% of portfolio
32,566
Q1 2025 Reduced 36.22%
$20.9B
$204,000 0.0% of portfolio
1,998
Q1 2025 Reduced 58.08%
$177M
$59,000 0.0% of portfolio
15,159
Q1 2025 New
$1.12B
$1.72 Million 0.0% of portfolio
62,825
Q1 2025 Reduced 5.27%
$0
$2.57 Million 0.0% of portfolio
687,166
Q1 2025 Added 1.44%
$0
$10.8 Million 0.0% of portfolio
448,090
Q1 2025 Added 9.69%
$0
$172,000 0.0% of portfolio
14,343
Q1 2025 New
$0
$311,000 0.0% of portfolio
19,174
Q1 2025 Reduced 13.31%
$0
$2.91 Million 0.0% of portfolio
289,088
Q1 2025 Added 3.12%
$0
$658,000 0.0% of portfolio
142,143
Q1 2025 Reduced 4.1%
$0
$5.12 Million 0.0% of portfolio
958,433
Q1 2025 Added 1.04%
$124M
$236,000 0.0% of portfolio
193,478
Q1 2025 Added 39.26%
$432M
$463,000 0.0% of portfolio
36,746
Q1 2025 Added 28.71%
$0
$1.94 Million 0.0% of portfolio
444,476
Q1 2025 Reduced 1.1%
$0
$1.25 Million 0.0% of portfolio
205,057
Q1 2025 Added 12.5%
$7.06B
$2.69 Million 0.0% of portfolio
120,404
Q1 2025 Added 9.83%
$12.2B
$10.2 Million 0.0% of portfolio
199,701
Q1 2025 Added 7.45%
$82.9M
$37,000 0.0% of portfolio
20,918
Q1 2025 Reduced 4.6%
$7.33B
$5.64 Million 0.0% of portfolio
279,598
Q1 2025 Added 122.87%
$721M
$152,000 0.0% of portfolio
18,236
Q1 2025 Reduced 67.26%
$31.2B
$10.8 Million 0.0% of portfolio
25,843
Q1 2025 Reduced 15.89%
$6.91B
$3.3 Million 0.0% of portfolio
179,272
Q1 2025 Added 15.72%
$5.57B
$2.17 Million 0.0% of portfolio
13,974
Q1 2025 Added 1.03%
$6.14B
$227,000 0.0% of portfolio
8,973
Q1 2025 Reduced 31.28%
$14.3B
$3.08 Million 0.0% of portfolio
143,150
Q1 2025 Added 24.69%
$65.9M
$50,000 0.0% of portfolio
22,200
Q4 2024 Added 5.71%
$591M
$388,000 0.0% of portfolio
29,059
Q1 2025 Added 18.29%
$9.63B
$11.7 Million 0.0% of portfolio
92,102
Q1 2025 Reduced 5.53%
$1.36B
$675,000 0.0% of portfolio
13,413
Q1 2025 Added 40.48%
$2.14B
$242,000 0.0% of portfolio
15,484
Q4 2024 Reduced 60.11%
$2B
$1.21 Million 0.0% of portfolio
120,750
Q1 2025 Added 680.49%
$14.2B
$4 Million 0.0% of portfolio
204,374
Q1 2025 Added 4.57%
$8.38B
$5.53 Million 0.0% of portfolio
109,819
Q1 2025 Added 202.8%
$5.42B
$4.34 Million 0.0% of portfolio
186,281
Q1 2025 Reduced 1.57%

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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