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
$1.92B
$1.13 Million 0.0% of portfolio
13,077
Q2 2025 Added 59.48%
$8.46B
$5.99 Million 0.0% of portfolio
19,045
Q2 2025 Added 47.89%
$22.9B
$9.59 Million 0.0% of portfolio
45,675
Q2 2025 Reduced 4.51%
$164M
$372,000 0.0% of portfolio
58,555
Q2 2025 Added 209.78%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.29%
$1.97B
$299,000 0.0% of portfolio
6,338
Q2 2025 Reduced 28.36%
$0
$725,000 0.0% of portfolio
141,641
Q2 2025 Added 9.85%
$0
$2.31 Million 0.0% of portfolio
298,419
Q2 2025 Added 23.76%
$10.5B
$1.98 Million 0.0% of portfolio
6,315
Q2 2025 Added 8.21%
$11.8B
$6.64 Million 0.0% of portfolio
181,994
Q2 2025 Reduced 2.79%
$457M
$167,000 0.0% of portfolio
10,976
Q2 2025 New
$11.7B
$5.18 Million 0.0% of portfolio
155,780
Q2 2025 Added 17.31%
$15.5B
$3.15 Million 0.0% of portfolio
21,128
Q2 2025 Added 11.17%
$1.21B
$244,000 0.0% of portfolio
17,815
Q2 2025 Reduced 88.76%
$6.63B
$12.2 Million 0.0% of portfolio
73,019
Q2 2025 Reduced 3.1%
$4.34B
$1.63 Million 0.0% of portfolio
19,182
Q2 2025 Reduced 19.34%
$5.62B
$11.8 Million 0.0% of portfolio
148,113
Q2 2025 Reduced 11.22%
$3.97B
$1.22 Million 0.0% of portfolio
50,782
Q2 2025 Added 74.8%
$4.07B
$2.4 Million 0.0% of portfolio
106,573
Q2 2025 Added 43.03%
$8.95B
$5.46 Million 0.0% of portfolio
13,414
Q2 2025 Added 4.48%
$584M
$387,000 0.0% of portfolio
26,735
Q2 2025 Reduced 3.54%
$5.74M
$40,000 0.0% of portfolio
18,623
Q2 2025 New
$2.89B
$674,000 0.0% of portfolio
3,719
Q2 2025 Reduced 52.12%
$366M
$79,000 0.0% of portfolio
49,086
Q2 2025 Added 17.06%
$204M
$287,000 0.0% of portfolio
55,665
Q2 2025 Reduced 0.31%
$1.6B
$1.16 Million 0.0% of portfolio
39,009
Q2 2025 Reduced 8.8%
$179M
$1.34 Million 0.0% of portfolio
49,392
Q2 2025 Added 4.31%
$3.6B
$705,000 0.0% of portfolio
16,322
Q2 2025 Reduced 0.89%
$945M
$144,000 0.0% of portfolio
23,949
Q2 2025 New
$8.02B
$8.41 Million 0.0% of portfolio
99,229
Q2 2025 Added 13.77%
$3.52B
$2.23 Million 0.0% of portfolio
31,737
Q2 2025 Added 30.89%
$808M
$493,000 0.0% of portfolio
5,038
Q2 2025 Reduced 70.69%
$818M
$264,000 0.0% of portfolio
6,750
Q2 2025 Added 21.95%
$1.28B
$3.01 Million 0.0% of portfolio
31,495
Q2 2025 Added 47.82%
$1.79B
$475,000 0.0% of portfolio
33,696
Q2 2025 Added 2.25%
$929M
$2.08 Million 0.0% of portfolio
317,083
Q2 2025 Added 48.79%
$1.83B
$1.75 Million 0.0% of portfolio
42,171
Q2 2025 Added 26.66%
$3.35B
$1.23 Million 0.0% of portfolio
44,042
Q2 2025 Added 1.37%
$2.16B
$779,000 0.0% of portfolio
49,489
Q2 2025 Added 8.62%
$3.3B
$3.72 Million 0.0% of portfolio
30,686
Q2 2025 Added 5.37%
$1.18B
$1.15 Million 0.0% of portfolio
239,953
Q2 2025 Added 24.48%
$1.02B
$112,000 0.0% of portfolio
15,325
Q2 2025 Added 0.77%
-
$0 0.0% of portfolio
-
Q2 2025 Added 29.8%
-
$0 0.0% of portfolio
-
Q2 2025 Added 145.82%
-
$0 0.0% of portfolio
-
Q2 2025 Added 41.19%
$27B
$11.5 Million 0.0% of portfolio
107,931
Q2 2025 Added 61.89%
$105B
$6.27 Million 0.0% of portfolio
46,569
Q2 2025 Added 112.29%
$834M
$261,000 0.0% of portfolio
8,980
Q2 2025 Reduced 47.73%
$920M
$515,000 0.0% of portfolio
30,446
Q2 2025 Added 14.39%

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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