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
$34.2B
$632,000 0.0% of portfolio
299,797
Q2 2025 Added 8.27%
$1.16B
$863,000 0.0% of portfolio
81,677
Q2 2025 Reduced 0.19%
$5.79B
$1.66 Million 0.0% of portfolio
378,493
Q2 2025 Reduced 0.4%
$11.5B
$4.47 Million 0.0% of portfolio
47,026
Q2 2025 Added 17.69%
$2.56B
$786,000 0.0% of portfolio
95,237
Q2 2025 Added 5.44%
$7.03B
$2.96 Million 0.0% of portfolio
187,888
Q2 2025 Reduced 15.0%
$4.18B
$478,000 0.0% of portfolio
4,267
Q2 2025 Reduced 38.98%
$3.89B
$8.62 Million 0.0% of portfolio
532,542
Q2 2025 Reduced 2.32%
$9.2B
$1.87 Million 0.0% of portfolio
13,026
Q2 2025 Added 44.69%
$93.4M
$25,000 0.0% of portfolio
21,158
Q4 2024 Reduced 28.66%
$4.73B
$1.52 Million 0.0% of portfolio
130,247
Q2 2025 Added 92.92%
$2.48B
$274,000 0.0% of portfolio
11,434
Q2 2025 Reduced 56.16%
$4.18B
$744,000 0.0% of portfolio
3,563
Q2 2025 Added 36.88%
$7.28B
$4.27 Million 0.0% of portfolio
14,121
Q2 2025 Reduced 54.19%
$2.42B
$625,000 0.0% of portfolio
29,612
Q2 2025 Reduced 7.36%
$13.5B
$1.82 Million 0.0% of portfolio
47,069
Q2 2025 Reduced 1.25%
$4.47B
$713,000 0.0% of portfolio
31,735
Q2 2025 Added 4.49%
$5.65B
$1.08 Million 0.0% of portfolio
12,487
Q2 2025 Added 38.74%
$851M
$2.59 Million 0.0% of portfolio
145,538
Q2 2025 Added 38.83%
$13.2B
$7.37 Million 0.0% of portfolio
37,342
Q2 2025 Added 0.97%
$60.9M
$180,000 0.0% of portfolio
32,927
Q2 2025 Added 8.29%
$361M
$226,000 0.0% of portfolio
18,815
Q2 2025 Added 49.59%
$1.38B
$229,000 0.0% of portfolio
61,410
Q2 2025 Added 23.41%
$1.97B
$661,000 0.0% of portfolio
16,363
Q2 2025 New
$2.64B
$8.93 Million 0.0% of portfolio
395,982
Q2 2025 Reduced 4.76%
$70.8M
$68,000 0.0% of portfolio
31,240
Q1 2025 Added 0.16%
$1.29B
$728,000 0.0% of portfolio
23,714
Q2 2025 Added 24.3%
$6.91B
$4.49 Million 0.0% of portfolio
20,121
Q2 2025 Added 126.74%
$2.58B
$202,000 0.0% of portfolio
34,810
Q2 2025 Added 69.52%
$3.01B
$640,000 0.0% of portfolio
8,864
Q2 2025 Added 8.83%
$944M
$472,000 0.0% of portfolio
36,367
Q2 2025 Added 10.06%
$119M
$34,000 0.0% of portfolio
11,832
Q2 2025 New
$16.3B
$9.87 Million 0.0% of portfolio
153,279
Q2 2025 Reduced 18.42%
$7.65B
$1.23 Million 0.0% of portfolio
7,304
Q2 2025 Added 44.46%
$5.49B
$4.71 Million 0.0% of portfolio
98,741
Q2 2025 Added 21.64%
$10.6B
$699,000 0.0% of portfolio
22,639
Q2 2025 Reduced 12.85%
$297M
$329,000 0.0% of portfolio
58,259
Q2 2025 Added 79.3%
$2.35B
$342,000 0.0% of portfolio
4,319
Q2 2025 Added 18.04%
$671M
$725,000 0.0% of portfolio
106,346
Q2 2025 Added 212.89%
$4.1B
$1.94 Million 0.0% of portfolio
17,437
Q2 2025 Added 2.62%
$6.15B
$428,000 0.0% of portfolio
21,729
Q2 2025 Reduced 40.25%
-
$0 0.0% of portfolio
-
Q2 2025 New
$5.33B
$431,000 0.0% of portfolio
6,152
Q2 2025 Added 79.36%
$300M
$332,000 0.0% of portfolio
20,846
Q2 2025 Reduced 16.1%
$21.8B
$0 0.0% of portfolio
-
Q1 2025 Reduced 70.19%
$3.3B
$2.68 Million 0.0% of portfolio
160,676
Q2 2025 Added 5.8%
$255M
$100,000 0.0% of portfolio
10,578
Q2 2025 Reduced 3.06%
$2.91B
$2.51 Million 0.0% of portfolio
583,232
Q2 2025 Added 0.57%
$15.4B
$5.17 Million 0.0% of portfolio
16,469
Q2 2025 Reduced 10.37%

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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