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
$65.2B
$73.8 Million 0.03% of portfolio
1,948,185
Q1 2025 Added 9.64%
$0
$77.1 Million 0.03% of portfolio
3,682,289
Q1 2025 Added 2.75%
$66.3B
$77.8 Million 0.03% of portfolio
225,382
Q1 2025 Added 23.52%
$52.8B
$65.5 Million 0.03% of portfolio
66,286
Q1 2025 Added 2.54%
$59.6B
$69.2 Million 0.03% of portfolio
1,062,605
Q1 2025 Reduced 5.25%
$10.2B
$76.5 Million 0.03% of portfolio
4,032,779
Q1 2025 Added 11.14%
$23.8B
$72.8 Million 0.03% of portfolio
425,818
Q1 2025 Added 6.42%
$96.2B
$62.6 Million 0.03% of portfolio
2,757,720
Q1 2025 Added 13.55%
$102B
$83.2 Million 0.03% of portfolio
482,151
Q1 2025 Added 6.04%
$44.4B
$86.1 Million 0.03% of portfolio
605,150
Q1 2025 Reduced 3.17%
$120B
$75.9 Million 0.03% of portfolio
656,650
Q1 2025 Reduced 6.49%
$131B
$77.6 Million 0.03% of portfolio
114,083
Q1 2025 Added 18.85%
$106B
$79.1 Million 0.03% of portfolio
324,035
Q1 2025 Added 9.92%
$133B
$80.5 Million 0.03% of portfolio
926,139
Q1 2025 Added 26.09%
$35.3B
$65 Million 0.03% of portfolio
112,122
Q1 2025 Added 3.11%
$92.7B
$80.2 Million 0.03% of portfolio
1,263,797
Q1 2025 Added 25.54%
$90.9B
$80.9 Million 0.03% of portfolio
133,138
Q1 2025 Added 12.01%
$86.5B
$63.6 Million 0.03% of portfolio
975,153
Q1 2025 Reduced 3.79%
$0
$69.3 Million 0.03% of portfolio
3,502,382
Q1 2025 Added 20.74%
$122B
$84.3 Million 0.03% of portfolio
1,520,721
Q1 2025 Added 18.43%
$91.1B
$76.1 Million 0.03% of portfolio
217,958
Q1 2025 Added 8.13%
$84.2B
$75.7 Million 0.03% of portfolio
176,628
Q1 2025 Added 35.9%
$47.1B
$62.8 Million 0.03% of portfolio
601,560
Q1 2025 Reduced 18.54%
$94.5B
$68.1 Million 0.03% of portfolio
207,026
Q1 2025 Added 14.1%
$6.35B
$64.9 Million 0.03% of portfolio
1,177,670
Q1 2025 Added 20.97%
$100B
$72.9 Million 0.03% of portfolio
216,325
Q1 2025 Added 7.41%
$57.5B
$62.5 Million 0.03% of portfolio
472,863
Q1 2025 Added 3.35%
$74.1B
$72 Million 0.03% of portfolio
437,304
Q1 2025 Added 10.19%
$8.29B
$41.9 Million 0.02% of portfolio
582,311
Q1 2025 Added 110.35%
$15.5B
$41.2 Million 0.02% of portfolio
640,109
Q1 2025 Added 32.32%
$52.5B
$54.3 Million 0.02% of portfolio
262,190
Q1 2025 Added 4.79%
$63.2B
$43.6 Million 0.02% of portfolio
501,234
Q1 2025 Added 49.03%
$25.8B
$51.6 Million 0.02% of portfolio
349,963
Q1 2025 Added 37.25%
$58.4B
$51.9 Million 0.02% of portfolio
790,840
Q1 2025 Added 16.01%
$88B
$45.7 Million 0.02% of portfolio
333,583
Q1 2025 Added 20.5%
$103B
$42 Million 0.02% of portfolio
158,480
Q1 2025 Reduced 24.72%
$32.5B
$40.2 Million 0.02% of portfolio
418,343
Q1 2025 Added 7.95%
$53.1B
$47.9 Million 0.02% of portfolio
194,764
Q1 2025 Reduced 0.04%
$71B
$42.9 Million 0.02% of portfolio
11,262
Q1 2025 Reduced 5.11%
$57.3B
$49.8 Million 0.02% of portfolio
94,670
Q1 2025 Reduced 6.67%
$75.2B
$43.9 Million 0.02% of portfolio
523,554
Q1 2025 Added 16.69%
$95.8B
$38.4 Million 0.02% of portfolio
1,135,096
Q1 2025 Added 0.5%
$20.8B
$37.6 Million 0.02% of portfolio
300,584
Q1 2025 Added 4.53%
$83.7B
$50.2 Million 0.02% of portfolio
279,917
Q1 2025 Added 8.71%
$63.5B
$40.2 Million 0.02% of portfolio
634,487
Q1 2025 Added 11.61%
$19.5B
$37.8 Million 0.02% of portfolio
87,023
Q1 2025 Added 9.49%
$38.4B
$42.8 Million 0.02% of portfolio
230,917
Q1 2025 Added 22.29%
$29B
$41.2 Million 0.02% of portfolio
180,629
Q1 2025 Added 9.31%
$15.5B
$49.2 Million 0.02% of portfolio
334,041
Q1 2025 Added 12.66%

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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