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
$32.9B
$86.7 Million 0.03% of portfolio
707,420
Q2 2025 Added 25.44%
$77.1B
$70.8 Million 0.03% of portfolio
262,770
Q2 2025 Added 15.41%
$74.4B
$80 Million 0.03% of portfolio
205,658
Q2 2025 Added 15.6%
$27.4B
$73.6 Million 0.03% of portfolio
1,753,459
Q2 2025 Added 347.39%
$58.7B
$87.4 Million 0.03% of portfolio
384,352
Q2 2025 Added 5.38%
$79.5B
$89.7 Million 0.03% of portfolio
716,280
Q2 2025 Added 21.52%
$65.2B
$96.2 Million 0.03% of portfolio
2,219,727
Q2 2025 Added 13.94%
$0
$79.8 Million 0.03% of portfolio
3,844,991
Q2 2025 Added 4.42%
$60.9B
$76.5 Million 0.03% of portfolio
238,844
Q2 2025 Added 5.97%
$51.2B
$72.8 Million 0.03% of portfolio
70,016
Q2 2025 Added 5.63%
$63.5B
$88.4 Million 0.03% of portfolio
1,041,987
Q2 2025 Reduced 1.94%
$10.2B
$81.4 Million 0.03% of portfolio
4,293,341
Q2 2025 Added 6.46%
$27.3B
$72.8 Million 0.03% of portfolio
438,678
Q2 2025 Added 3.02%
$96.2B
$87.2 Million 0.03% of portfolio
475,322
Q2 2025 Reduced 1.42%
$42.3B
$98.4 Million 0.03% of portfolio
763,129
Q2 2025 Added 26.11%
$124B
$95 Million 0.03% of portfolio
713,842
Q2 2025 Added 8.71%
$57.5B
$85.8 Million 0.03% of portfolio
1,108,736
Q2 2025 Added 38.63%
$93.2B
$70.8 Million 0.03% of portfolio
141,192
Q2 2025 Added 10.37%
$52.4B
$72.1 Million 0.03% of portfolio
968,924
Q2 2025 Added 9.61%
$92B
$97.8 Million 0.03% of portfolio
1,376,215
Q2 2025 Added 8.9%
$64.2B
$70.8 Million 0.03% of portfolio
276,571
Q2 2025 Added 0.96%
$97.6B
$88.9 Million 0.03% of portfolio
127,255
Q2 2025 Reduced 4.42%
$77.6B
$72.9 Million 0.03% of portfolio
980,349
Q2 2025 Added 0.53%
$0
$79.3 Million 0.03% of portfolio
4,178,529
Q2 2025 Added 19.31%
$55.2B
$92.5 Million 0.03% of portfolio
244,652
Q2 2025 Added 2.54%
$96B
$73.6 Million 0.03% of portfolio
786,457
Q2 2025 Added 64.49%
$117B
$81.3 Million 0.03% of portfolio
1,683,755
Q2 2025 Added 10.72%
$92.5B
$79.9 Million 0.03% of portfolio
232,665
Q2 2025 Added 6.75%
$136B
$94.6 Million 0.03% of portfolio
123,316
Q2 2025 Added 20.89%
$64.1B
$91.9 Million 0.03% of portfolio
179,286
Q2 2025 Added 1.5%
$90.7B
$73.4 Million 0.03% of portfolio
222,006
Q2 2025 Added 7.24%
$173B
$89.4 Million 0.03% of portfolio
1,302,314
Q2 2025 Added 2.41%
$93.3B
$95.5 Million 0.03% of portfolio
218,386
Q2 2025 Added 0.95%
$88.9B
$79.9 Million 0.03% of portfolio
412,218
Q2 2025 Added 19.9%
$35B
$92.1 Million 0.03% of portfolio
883,663
Q2 2025 Added 3.88%
$48B
$45.9 Million 0.02% of portfolio
346,525
Q2 2025 Added 15.46%
$9.49B
$47.6 Million 0.02% of portfolio
759,950
Q2 2025 Added 30.51%
$418B
$62.5 Million 0.02% of portfolio
551,159
Q2 2025 Reduced 2.07%
$16.2B
$44.6 Million 0.02% of portfolio
737,297
Q2 2025 Added 15.18%
$53.2B
$57.5 Million 0.02% of portfolio
285,739
Q2 2025 Added 8.98%
$58.6B
$49.7 Million 0.02% of portfolio
580,501
Q2 2025 Added 15.81%
$25B
$55.8 Million 0.02% of portfolio
400,842
Q2 2025 Added 14.54%
$83.1B
$47.7 Million 0.02% of portfolio
335,962
Q2 2025 Added 0.71%
$33.2B
$43.2 Million 0.02% of portfolio
474,079
Q2 2025 Added 13.32%
$242B
$69.9 Million 0.02% of portfolio
1,000,419
Q2 2025 Added 13.29%
$53.1B
$50.3 Million 0.02% of portfolio
204,655
Q2 2025 Added 5.08%
$80.4B
$51.9 Million 0.02% of portfolio
13,981
Q2 2025 Added 24.14%
$86.2B
$42.6 Million 0.02% of portfolio
384,717
Q2 2025 Added 9.13%
$86B
$55.9 Million 0.02% of portfolio
613,494
Q2 2025 Added 17.18%

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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