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
$2.03B
$918,000 0.0% of portfolio
11,062
Q2 2025 Added 20.8%
$3.91B
$2.07 Million 0.0% of portfolio
47,197
Q2 2025 Added 23.68%
$1.8B
$325,000 0.0% of portfolio
27,029
Q2 2025 Added 15.99%
$943M
$466,000 0.0% of portfolio
12,597
Q2 2025 Added 11.4%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.22%
$19.6B
$10.7 Million 0.0% of portfolio
18,692
Q2 2025 Reduced 11.95%
$137M
$182,000 0.0% of portfolio
13,869
Q2 2025 Added 15.53%
-
$0 0.0% of portfolio
-
Q2 2025 Added 16.57%
$60.4M
$9,000 0.0% of portfolio
23,175
Q2 2025 Added 10.1%
$2.19B
$1.04 Million 0.0% of portfolio
56,244
Q2 2025 Added 7.97%
$211M
$99,000 0.0% of portfolio
104,433
Q2 2025 Added 47.18%
$1.06B
$127,000 0.0% of portfolio
17,646
Q2 2025 New
$1.37B
$3.81 Million 0.0% of portfolio
73,961
Q2 2025 Added 43.43%
$26B
$351,000 0.0% of portfolio
12,966
Q2 2025 Added 58.49%
$0
$4.96 Million 0.0% of portfolio
907,352
Q2 2025 Added 9.35%
$1.22B
$646,000 0.0% of portfolio
6,608
Q2 2025 Added 10.1%
$1.99B
$961,000 0.0% of portfolio
83,741
Q2 2025 Added 72.0%
$5.48B
$2.99 Million 0.0% of portfolio
98,426
Q2 2025 Added 23.1%
$0
$0 0.0% of portfolio
148,190
Q2 2025 Added 1.57%
$135M
$998,000 0.0% of portfolio
76,314
Q2 2025 New
$2.79B
$587,000 0.0% of portfolio
5,166
Q2 2025 New
$8.37B
$436,000 0.0% of portfolio
4,531
Q2 2025 Added 16.3%
$352M
$543,000 0.0% of portfolio
438,120
Q2 2025 Added 1.58%
$1.05B
$2.53 Million 0.0% of portfolio
18,062
Q2 2025 Added 29.11%
$13.7B
$7.21 Million 0.0% of portfolio
34,788
Q2 2025 Added 5.41%
$1.54B
$374,000 0.0% of portfolio
2,594
Q2 2025 Reduced 2.19%
$233M
$21,000 0.0% of portfolio
24,074
Q2 2025 Reduced 26.32%
$108M
$384,000 0.0% of portfolio
52,570
Q2 2025 Added 0.64%
$1.7B
$173,000 0.0% of portfolio
13,945
Q2 2025 Reduced 3.29%
$982M
$263,000 0.0% of portfolio
11,179
Q2 2025 Added 0.54%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.45%
-
$0 0.0% of portfolio
-
Q2 2025 New
$9.03B
$5.75 Million 0.0% of portfolio
17,034
Q2 2025 Added 115.62%
$6.51B
$2.56 Million 0.0% of portfolio
11,284
Q2 2025 Added 19.62%
$39B
$7.48 Million 0.0% of portfolio
49,468
Q2 2025 Added 3.29%
$1.6B
$794,000 0.0% of portfolio
26,669
Q2 2025 Added 36.38%
$66M
$36,000 0.0% of portfolio
36,600
Q2 2025 Reduced 0.06%
$1.77B
$642,000 0.0% of portfolio
19,450
Q2 2025 Added 10.62%
$8.4B
$3.88 Million 0.0% of portfolio
104,846
Q2 2025 Reduced 5.46%
$77.1B
$7.66 Million 0.0% of portfolio
1,802,719
Q2 2025 Reduced 10.23%
$0
$466,000 0.0% of portfolio
29,897
Q2 2025 Reduced 3.53%
$291M
$93,000 0.0% of portfolio
73,877
Q1 2025 Added 84.53%
$23.1B
$4.87 Million 0.0% of portfolio
53,159
Q2 2025 Added 7.05%
$17.8B
$2.9 Million 0.0% of portfolio
32,152
Q2 2025 Reduced 3.9%
$7.02B
$2.36 Million 0.0% of portfolio
27,420
Q2 2025 Reduced 68.71%
$692M
$544,000 0.0% of portfolio
69,750
Q2 2025 Added 3.49%
$618M
$410,000 0.0% of portfolio
24,147
Q2 2025 Added 1.92%
$1.47B
$1.87 Million 0.0% of portfolio
53,897
Q2 2025 Added 11.02%
$40.9M
$34,000 0.0% of portfolio
30,279
Q2 2025 Added 0.33%

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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