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
$0
$2.72 Million 0.0% of portfolio
188,698
Q1 2025 Added 27.52%
$5.2B
$4.46 Million 0.0% of portfolio
58,148
Q1 2025 Added 15.47%
$108M
$414,000 0.0% of portfolio
25,820
Q1 2025 Added 37.56%
$4.16B
$3.61 Million 0.0% of portfolio
61,888
Q1 2025 Added 7.12%
$7.14B
$706,000 0.0% of portfolio
6,185
Q1 2025 Reduced 50.79%
$13.9B
$10 Million 0.0% of portfolio
30,463
Q1 2025 Added 69.62%
$1.68B
$637,000 0.0% of portfolio
8,200
Q1 2025 Added 21.72%
$13.5B
$3.13 Million 0.0% of portfolio
12,878
Q1 2025 Reduced 26.01%
$14.9B
$8.39 Million 0.0% of portfolio
47,830
Q1 2025 Added 30.43%
$140M
$147,000 0.0% of portfolio
18,902
Q1 2025 Added 0.1%
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.25%
$1.81B
$345,000 0.0% of portfolio
8,847
Q1 2025 Added 8.61%
$0
$606,000 0.0% of portfolio
128,942
Q1 2025 Reduced 8.27%
$0
$1.94 Million 0.0% of portfolio
241,135
Q1 2025 Added 20.56%
$12.7B
$1.75 Million 0.0% of portfolio
5,836
Q1 2025 Added 14.61%
$12.9B
$5.06 Million 0.0% of portfolio
187,212
Q1 2025 Reduced 37.22%
$10.5B
$2.27 Million 0.0% of portfolio
19,005
Q1 2025 Added 27.06%
$1.08B
$1.82 Million 0.0% of portfolio
158,490
Q1 2025 Added 97.12%
$6.8B
$11.1 Million 0.0% of portfolio
75,358
Q1 2025 Added 0.56%
$4.28B
$1.85 Million 0.0% of portfolio
23,782
Q1 2025 Added 10.13%
$3.97M
$0 0.0% of portfolio
14,098
Q1 2025 New
$3.91B
$738,000 0.0% of portfolio
29,052
Q1 2025 Added 63.89%
$3.98B
$2.12 Million 0.0% of portfolio
74,510
Q1 2025 Added 15.72%
$9.58B
$6.03 Million 0.0% of portfolio
12,839
Q1 2025 Added 3.84%
$557M
$330,000 0.0% of portfolio
27,717
Q1 2025 Reduced 3.91%
$3.06B
$878,000 0.0% of portfolio
7,767
Q1 2025 Added 100.44%
$396M
$66,000 0.0% of portfolio
41,932
Q1 2025 Reduced 21.17%
$267M
$279,000 0.0% of portfolio
55,840
Q1 2025 Reduced 15.04%
$1.08B
$984,000 0.0% of portfolio
42,773
Q1 2025 Added 24.73%
$15.7B
$11 Million 0.0% of portfolio
77,478
Q1 2025 Reduced 3.55%
$177M
$1.26 Million 0.0% of portfolio
47,350
Q1 2025 Added 19.98%
$4.19B
$684,000 0.0% of portfolio
16,469
Q1 2025 Reduced 3.67%
$7.52B
$6.91 Million 0.0% of portfolio
87,216
Q1 2025 Reduced 10.08%
$3.14B
$1.79 Million 0.0% of portfolio
24,248
Q1 2025 Added 6.16%
$747M
$1.51 Million 0.0% of portfolio
17,186
Q1 2025 Reduced 19.15%
$894M
$222,000 0.0% of portfolio
5,535
Q1 2025 New
$1.23B
$2.21 Million 0.0% of portfolio
21,307
Q1 2025 Reduced 14.11%
$2.01B
$416,000 0.0% of portfolio
32,955
Q1 2025 Added 49.63%
$1.16B
$173,000 0.0% of portfolio
13,044
Q1 2025 Added 3.21%
$935M
$436,000 0.0% of portfolio
213,103
Q1 2025 Added 139.21%
$1.88B
$1.43 Million 0.0% of portfolio
33,294
Q1 2025 Added 3.9%
$3.24B
$1.19 Million 0.0% of portfolio
43,447
Q1 2025 Reduced 2.9%
$2.16B
$717,000 0.0% of portfolio
45,561
Q1 2025 Added 1.76%
$4.4B
$42,000 0.0% of portfolio
62,012
Q1 2025 Added 1.33%
$3.32B
$3.23 Million 0.0% of portfolio
29,122
Q1 2025 Added 8.49%
$1.19B
$1.67 Million 0.0% of portfolio
192,759
Q1 2025 Added 7.61%
$947M
$144,000 0.0% of portfolio
15,208
Q1 2025 Reduced 22.92%
-
$0 0.0% of portfolio
-
Q1 2025 Added 88.62%
-
$0 0.0% of portfolio
-
Q1 2025 New

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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