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
$70.3B
$7.67 Million 0.0% of portfolio
2,008,083
Q1 2025 Added 6.8%
$0
$493,000 0.0% of portfolio
30,990
Q1 2025 Added 12.73%
$83.6M
$87,000 0.0% of portfolio
73,877
Q1 2025 Added 84.53%
$21.7B
$4.56 Million 0.0% of portfolio
49,659
Q1 2025 Added 22.34%
$15.3B
$2.82 Million 0.0% of portfolio
33,457
Q1 2025 Reduced 16.6%
$6.69B
$8.06 Million 0.0% of portfolio
87,642
Q1 2025 Added 38.39%
$697M
$444,000 0.0% of portfolio
67,400
Q1 2025 Reduced 3.85%
$483M
$402,000 0.0% of portfolio
23,691
Q1 2025 Added 14.66%
$1.44B
$1.72 Million 0.0% of portfolio
48,545
Q1 2025 Added 4.71%
$40.9M
$44,000 0.0% of portfolio
30,179
Q1 2025 Reduced 43.48%
$3.83B
$670,000 0.0% of portfolio
276,910
Q1 2025 Reduced 5.52%
$1.16B
$864,000 0.0% of portfolio
81,834
Q1 2025 New
$4.69B
$1.49 Million 0.0% of portfolio
380,016
Q1 2025 Added 1.04%
$6.16B
$2.49 Million 0.0% of portfolio
39,957
Q1 2025 Reduced 19.39%
$2.33B
$781,000 0.0% of portfolio
90,322
Q1 2025 Reduced 6.98%
$5.39B
$2.62 Million 0.0% of portfolio
221,052
Q1 2025 Added 100.31%
$3.51B
$9.36 Million 0.0% of portfolio
545,184
Q1 2025 Added 1.05%
$9.79B
$903,000 0.0% of portfolio
9,003
Q1 2025 Added 35.67%
$86M
$26,000 0.0% of portfolio
21,158
Q4 2024 Reduced 28.66%
$3.39B
$847,000 0.0% of portfolio
67,514
Q1 2025 Reduced 16.48%
$2.02B
$694,000 0.0% of portfolio
26,082
Q1 2025 Added 3.21%
$4B
$506,000 0.0% of portfolio
2,603
Q1 2025 Added 14.57%
$5.28B
$10.2 Million 0.0% of portfolio
30,822
Q1 2025 Added 490.46%
$2.11B
$488,000 0.0% of portfolio
31,963
Q1 2025 Reduced 2.74%
$12.2B
$1.62 Million 0.0% of portfolio
47,663
Q1 2025 Reduced 30.78%
$3.15B
$1.4 Million 0.0% of portfolio
122,352
Q1 2025 Reduced 5.59%
$4.42B
$767,000 0.0% of portfolio
30,370
Q1 2025 Reduced 5.4%
$5.65B
$774,000 0.0% of portfolio
9,000
Q1 2025 Reduced 33.15%
$934M
$1.37 Million 0.0% of portfolio
104,830
Q1 2025 Added 46.68%
$12.7B
$6.4 Million 0.0% of portfolio
36,983
Q1 2025 Reduced 6.53%
$62.6M
$179,000 0.0% of portfolio
30,405
Q1 2025 Added 0.71%
$449M
$108,000 0.0% of portfolio
12,578
Q1 2025 Added 10.59%
$983M
$250,000 0.0% of portfolio
49,761
Q1 2025 Added 9.05%
$2.64B
$9.38 Million 0.0% of portfolio
415,770
Q1 2025 Reduced 34.2%
$79.1M
$50,000 0.0% of portfolio
31,240
Q1 2025 Added 0.16%
$1.27B
$657,000 0.0% of portfolio
19,078
Q1 2025 Added 43.92%
$8.25B
$1.92 Million 0.0% of portfolio
8,874
Q1 2025 Added 55.85%
$2.67B
$84,000 0.0% of portfolio
20,534
Q1 2025 Added 75.91%
$3.17B
$523,000 0.0% of portfolio
8,145
Q1 2025 Added 12.87%
$1.12B
$453,000 0.0% of portfolio
33,042
Q1 2025 Reduced 1.21%
$8.69B
$842,000 0.0% of portfolio
5,056
Q1 2025 Added 17.31%
$6.07B
$4.15 Million 0.0% of portfolio
81,175
Q1 2025 Added 21.68%
$9.3B
$810,000 0.0% of portfolio
25,976
Q1 2025 Reduced 48.98%
$327M
$159,000 0.0% of portfolio
32,493
Q1 2025 Added 0.31%
$1.74B
$298,000 0.0% of portfolio
3,659
Q1 2025 Reduced 2.17%
$398M
$211,000 0.0% of portfolio
33,988
Q1 2025 New
$4.37B
$2.18 Million 0.0% of portfolio
16,991
Q1 2025 Reduced 0.83%
$7.11B
$706,000 0.0% of portfolio
36,366
Q1 2025 Added 45.55%
$4.35B
$233,000 0.0% of portfolio
3,430
Q1 2025 Reduced 25.85%

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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