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
$2.67 Million 0.0% of portfolio
157,845
Q1 2025 Added 15.96%
$0
$322,000 0.0% of portfolio
34,626
Q1 2025 Added 7.2%
$0
$1.97 Million 0.0% of portfolio
136,860
Q1 2025 Added 29.43%
$0
$2.08 Million 0.0% of portfolio
129,668
Q1 2025 Added 8.34%
$0
$0 0.0% of portfolio
10,000
Q2 2021 New
$364M
$1.04 Million 0.0% of portfolio
54,165
Q1 2025 Added 15.72%
$12.5B
$8.18 Million 0.0% of portfolio
156,049
Q1 2025 Added 11.43%
$24.7B
$3.5 Million 0.0% of portfolio
483
Q1 2025 Added 0.84%
$0
$2.73 Million 0.0% of portfolio
62,196
Q1 2025 Added 11.5%
$0
$427,000 0.0% of portfolio
11,163
Q1 2025 Reduced 16.87%
$0
$367,000 0.0% of portfolio
27,606
Q1 2025 Added 4.54%
$0
$1.79 Million 0.0% of portfolio
118,799
Q1 2025 Added 50.74%
$232M
$279,000 0.0% of portfolio
11,208
Q4 2024 Reduced 14.83%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.99%
$2.15B
$1.08 Million 0.0% of portfolio
49,703
Q1 2025 Reduced 11.64%
$1.12B
$623,000 0.0% of portfolio
36,675
Q1 2025 Reduced 18.96%
$113M
$141,000 0.0% of portfolio
15,259
Q1 2025 Reduced 39.73%
$0
$533,000 0.0% of portfolio
87,153
Q1 2025 Reduced 18.11%
$8.84B
$10.6 Million 0.0% of portfolio
231,189
Q1 2025 Added 14.71%
$2.43B
$505,000 0.0% of portfolio
44,110
Q1 2025 Added 87.82%
$0
$0 0.0% of portfolio
265,241
Q1 2025 Added 103.9%
$15.1B
$7.89 Million 0.0% of portfolio
74,974
Q1 2025 Added 30.73%
$6.8B
$2.36 Million 0.0% of portfolio
111,399
Q1 2025 Reduced 2.9%
$11.6B
$11.4 Million 0.0% of portfolio
291,198
Q1 2025 Added 1.9%
$185M
$210,000 0.0% of portfolio
55,959
Q1 2025 New
$3.04B
$4.82 Million 0.0% of portfolio
198,723
Q1 2025 Added 43.51%
$7.99B
$11 Million 0.0% of portfolio
94,919
Q1 2025 Reduced 11.27%
$1.04B
$555,000 0.0% of portfolio
91,893
Q1 2025 Added 0.84%
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.36%
$1.32B
$349,000 0.0% of portfolio
9,990
Q1 2025 Added 22.52%
$72.3M
$8,000 0.0% of portfolio
16,150
Q1 2025 Added 0.8%
$74.7M
$12,000 0.0% of portfolio
11,300
Q1 2025 Reduced 52.12%
$3.96B
$2.45 Million 0.0% of portfolio
32,474
Q1 2025 Added 12.76%
$508M
$281,000 0.0% of portfolio
10,703
Q1 2025 Added 6.56%
$7.3B
$8.13 Million 0.0% of portfolio
166,275
Q1 2025 Added 2.74%
$706M
$249,000 0.0% of portfolio
16,391
Q1 2025 Added 5.84%
$1.67B
$676,000 0.0% of portfolio
40,303
Q1 2025 Added 23.77%
$5.1B
$5.2 Million 0.0% of portfolio
42,849
Q1 2025 Added 20.12%
$7.68B
$395,000 0.0% of portfolio
15,660
Q1 2025 Reduced 15.39%
$465M
$222,000 0.0% of portfolio
218,262
Q1 2025 Added 8.77%
$2.23B
$1.1 Million 0.0% of portfolio
69,238
Q1 2025 Added 9.08%
$1.07B
$33,000 0.0% of portfolio
20,333
Q1 2025 Reduced 38.63%
$1.57B
$1.79 Million 0.0% of portfolio
191,948
Q1 2025 Added 7.23%
$5.57B
$457,000 0.0% of portfolio
13,076
Q1 2025 Added 22.92%
$81.5M
$29,000 0.0% of portfolio
13,985
Q1 2025 Reduced 19.77%
$155M
$504,000 0.0% of portfolio
21,560
Q1 2025 Added 85.78%
$220M
$67,000 0.0% of portfolio
20,030
Q1 2025 Added 19.1%
$556M
$91,000 0.0% of portfolio
21,109
Q1 2025 Added 62.26%
$2.52B
$4.87 Million 0.0% of portfolio
327,293
Q1 2025 Reduced 28.49%

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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