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
$358M
$833,000 0.0% of portfolio
484,327
Q2 2025 Added 28.67%
$73M
$0 0.0% of portfolio
-
Q2 2025 New
$4.03B
$540,000 0.0% of portfolio
7,866
Q2 2025 Added 26.71%
$2.21B
$20,000 0.0% of portfolio
11,668
Q2 2025 Added 3.54%
$2B
$1.39 Million 0.0% of portfolio
95,120
Q2 2025 Added 53.14%
$5.29B
$686,000 0.0% of portfolio
4,462
Q2 2025 Added 75.19%
$2.31B
$1.77 Million 0.0% of portfolio
58,665
Q2 2025 Added 22.94%
$108M
$135,000 0.0% of portfolio
43,412
Q2 2025 Reduced 0.13%
-
$0 0.0% of portfolio
-
Q2 2025 Added 8.7%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.27%
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.03%
-
$0 0.0% of portfolio
-
Q2 2025 Added 144.61%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.44%
-
$0 0.0% of portfolio
-
Q2 2025 Added 30.18%
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.38%
$71.3B
$2.43 Million 0.0% of portfolio
357,875
Q2 2025 Added 2.99%
$14.9B
$7.51 Million 0.0% of portfolio
47,856
Q2 2025 Added 6.04%
$742M
$518,000 0.0% of portfolio
13,377
Q2 2025 Added 27.11%
$846M
$367,000 0.0% of portfolio
40,533
Q2 2025 Reduced 34.87%
$1.97B
$520,000 0.0% of portfolio
4,588
Q2 2025 Added 1.59%
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.9%
$29.1B
$13 Million 0.0% of portfolio
59,634
Q2 2025 Added 29.98%
$413M
$198,000 0.0% of portfolio
11,373
Q2 2025 Added 3.85%
$8.59B
$341,000 0.0% of portfolio
12,682
Q2 2025 New
$1.29B
$211,000 0.0% of portfolio
22,243
Q2 2025 Added 15.98%
$7.45B
$3.49 Million 0.0% of portfolio
89,855
Q2 2025 Reduced 50.91%
$1.49B
$339,000 0.0% of portfolio
41,733
Q2 2025 Added 18.83%
$8.12B
$2.6 Million 0.0% of portfolio
24,503
Q2 2025 Reduced 4.91%
$4.01B
$5.02 Million 0.0% of portfolio
39,881
Q2 2025 Added 9.74%
$55B
$6.44 Million 0.0% of portfolio
197,211
Q2 2025 Reduced 24.55%
$1.59B
$379,000 0.0% of portfolio
89,832
Q2 2025 Added 22.05%
$4.9B
$1.53 Million 0.0% of portfolio
34,872
Q2 2025 Added 7.66%
$8.58B
$4.04 Million 0.0% of portfolio
382,822
Q2 2025 Added 50.76%
$0
$274,000 0.0% of portfolio
25,977
Q2 2025 Reduced 11.53%
$15B
$3 Million 0.0% of portfolio
11,726
Q2 2025 Reduced 50.8%
$2.93B
$656,000 0.0% of portfolio
16,009
Q2 2025 Added 11.32%
$978M
$838,000 0.0% of portfolio
208,645
Q2 2025 Added 60.46%
$13B
$978,000 0.0% of portfolio
24,495
Q2 2025 Reduced 26.12%
$3.67B
$532,000 0.0% of portfolio
1,676
Q2 2025 Added 2.89%
$1.23B
$1.38 Million 0.0% of portfolio
17,220
Q2 2025 Reduced 8.22%
$10.9B
$286,000 0.0% of portfolio
16,046
Q2 2025 Added 41.23%
$0
$7.39 Million 0.0% of portfolio
580,792
Q2 2025 Added 79.32%
$33B
$951,000 0.0% of portfolio
11,519
Q2 2025 Added 163.47%
$5.58B
$996,000 0.0% of portfolio
18,812
Q2 2025 Reduced 25.39%
$6.69B
$605,000 0.0% of portfolio
12,622
Q2 2025 Reduced 0.22%
$26.7B
$8.08 Million 0.0% of portfolio
101,630
Q2 2025 Reduced 2.67%
$3.35B
$756,000 0.0% of portfolio
11,714
Q2 2025 Reduced 0.62%
$1.71B
$871,000 0.0% of portfolio
37,938
Q2 2025 Added 14.96%
$1.22B
$708,000 0.0% of portfolio
104,155
Q2 2025 Added 711.24%

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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