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 0.0% of portfolio
-
Q1 2025 Added 55.16%
$23.2B
$5.86 Million 0.0% of portfolio
66,668
Q1 2025 Reduced 27.89%
$85.5B
$2.26 Million 0.0% of portfolio
21,936
Q1 2025 Reduced 7.4%
$859M
$420,000 0.0% of portfolio
17,180
Q1 2025 Added 16.55%
$857M
$421,000 0.0% of portfolio
26,617
Q1 2025 Added 59.59%
$0
$843,000 0.0% of portfolio
93,760
Q1 2025 Added 8.86%
-
$0 0.0% of portfolio
-
Q1 2025 Added 117.03%
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$4.06 Million 0.0% of portfolio
531,125
Q1 2025 Reduced 5.45%
$0
$624,000 0.0% of portfolio
60,086
Q1 2025 Added 3.27%
$0
$927,000 0.0% of portfolio
75,721
Q1 2025 Added 7.7%
$0
$839,000 0.0% of portfolio
254,308
Q1 2025 Added 11.13%
$12.8B
$1.8 Million 0.0% of portfolio
16,315
Q1 2025 Reduced 2.62%
$266M
$817,000 0.0% of portfolio
10,027
Q3 2023 Added 2.3%
$768M
$2.51 Million 0.0% of portfolio
301,585
Q1 2025 Added 44.04%
$3.44B
$492,000 0.0% of portfolio
132,844
Q1 2025 Reduced 7.72%
$1.07B
$2.03 Million 0.0% of portfolio
184,034
Q1 2025 Added 5.3%
$9.24B
$443,000 0.0% of portfolio
8,949
Q1 2025 Added 9.62%
$2.42B
$577,000 0.0% of portfolio
93,075
Q1 2025 Reduced 3.34%
$1.95B
$1.26 Million 0.0% of portfolio
103,454
Q1 2025 Added 621.59%
$7.23B
$2.23 Million 0.0% of portfolio
3,929
Q1 2025 Reduced 5.21%
$11.3B
$1.57 Million 0.0% of portfolio
57,549
Q1 2025 Reduced 2.99%
$6.59B
$2.71 Million 0.0% of portfolio
89,231
Q1 2025 Added 77.14%
$289M
$211,000 0.0% of portfolio
17,698
Q1 2025 Reduced 26.86%
$3.08B
$405,000 0.0% of portfolio
90,283
Q1 2025 Added 94.87%
$0
$55,000 0.0% of portfolio
14,523
Q1 2025 Added 10.63%
$208M
$446,000 0.0% of portfolio
29,211
Q1 2025 Reduced 6.05%
$7.12B
$5.19 Million 0.0% of portfolio
28,936
Q1 2025 Added 41.11%
$1.32B
$719,000 0.0% of portfolio
92,481
Q1 2025 Reduced 7.78%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 74.86%
$1.63B
$2.09 Million 0.0% of portfolio
171,821
Q1 2025 Added 7.99%
$562M
$97,000 0.0% of portfolio
21,512
Q1 2025 Reduced 1.05%
$420M
$204,000 0.0% of portfolio
29,696
Q1 2025 Reduced 7.03%
$10.9B
$3.02 Million 0.0% of portfolio
19,618
Q1 2025 Reduced 27.7%
$1.93B
$292,000 0.0% of portfolio
2,682
Q1 2025 Added 17.84%
$32M
$16,000 0.0% of portfolio
14,496
Q1 2025 Added 4.59%
$5.81B
$1.15 Million 0.0% of portfolio
302,840
Q1 2025 Added 14.35%
$16B
$9.39 Million 0.0% of portfolio
234,234
Q1 2025 Added 29.94%
$855M
$97,000 0.0% of portfolio
12,546
Q1 2025 Reduced 35.06%
$3.39B
$1.89 Million 0.0% of portfolio
52,321
Q1 2025 Added 4.72%
$7.59B
$9.95 Million 0.0% of portfolio
233,246
Q1 2025 Reduced 7.05%
$28.6B
$2.18 Million 0.0% of portfolio
414,192
Q1 2025 Reduced 14.8%
$2.95B
$529,000 0.0% of portfolio
26,933
Q1 2025 New
$831M
$419,000 0.0% of portfolio
105,432
Q1 2025 Reduced 27.35%
$3.92B
$1.19 Million 0.0% of portfolio
48,651
Q1 2025 Added 3.94%
$46.2M
$157,000 0.0% of portfolio
32,831
Q1 2025 Added 14.77%
$927M
$47,000 0.0% of portfolio
41,700
Q1 2025 Added 6.11%
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 87.18%

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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