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
$16.1B
$10.2 Million 0.0% of portfolio
139,715
Q2 2025 Reduced 10.47%
$26.6B
$6.48 Million 0.0% of portfolio
877
Q2 2025 Added 81.57%
$0
$2.91 Million 0.0% of portfolio
68,799
Q2 2025 Added 10.62%
$0
$693,000 0.0% of portfolio
18,130
Q2 2025 Added 62.41%
$0
$397,000 0.0% of portfolio
27,970
Q2 2025 Added 1.32%
$0
$1.75 Million 0.0% of portfolio
118,560
Q2 2025 Reduced 0.2%
$235M
$256,000 0.0% of portfolio
9,424
Q2 2025 Reduced 15.92%
-
$0 0.0% of portfolio
-
Q2 2025 Added 8.45%
$28M
$7,000 0.0% of portfolio
15,699
Q2 2025 New
$2.42B
$1.45 Million 0.0% of portfolio
69,759
Q2 2025 Added 40.35%
$1.06B
$538,000 0.0% of portfolio
30,599
Q2 2025 Reduced 16.57%
$260M
$52,000 0.0% of portfolio
53,990
Q2 2025 New
$42.7M
$10,000 0.0% of portfolio
40,785
Q2 2025 Added 11.06%
$117M
$153,000 0.0% of portfolio
18,149
Q2 2025 Added 18.94%
$0
$552,000 0.0% of portfolio
88,626
Q2 2025 Added 1.69%
$8.88B
$10.8 Million 0.0% of portfolio
243,251
Q2 2025 Added 5.22%
$358M
$66,000 0.0% of portfolio
12,415
Q2 2025 New
$0
$0 0.0% of portfolio
476,655
Q2 2025 Added 79.71%
$13.8B
$10 Million 0.0% of portfolio
99,989
Q2 2025 Added 33.36%
$6.46B
$2.01 Million 0.0% of portfolio
94,274
Q2 2025 Reduced 15.37%
$12.3B
$13.3 Million 0.0% of portfolio
346,551
Q2 2025 Added 19.01%
$327M
$283,000 0.0% of portfolio
66,645
Q2 2025 Added 19.1%
$3.47B
$4.14 Million 0.0% of portfolio
205,944
Q2 2025 Added 3.63%
$8.53B
$12.2 Million 0.0% of portfolio
92,234
Q2 2025 Reduced 2.83%
$1.05B
$518,000 0.0% of portfolio
58,220
Q2 2025 Reduced 36.64%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.64%
$1.43B
$449,000 0.0% of portfolio
15,296
Q2 2025 Added 53.11%
$4.11B
$2.46 Million 0.0% of portfolio
34,194
Q2 2025 Added 5.3%
$486M
$274,000 0.0% of portfolio
11,496
Q2 2025 Added 7.41%
$7.6B
$9.44 Million 0.0% of portfolio
165,674
Q2 2025 Reduced 0.36%
$567M
$204,000 0.0% of portfolio
12,268
Q2 2025 Reduced 25.15%
$1.72B
$838,000 0.0% of portfolio
41,144
Q2 2025 Added 2.09%
$5.78B
$4.26 Million 0.0% of portfolio
42,196
Q2 2025 Reduced 1.52%
$10B
$597,000 0.0% of portfolio
20,458
Q2 2025 Added 30.64%
$5.97B
$171,000 0.0% of portfolio
322,779
Q2 2025 Added 47.89%
$2.31B
$1.32 Million 0.0% of portfolio
70,041
Q2 2025 Added 1.16%
$1.07B
$26,000 0.0% of portfolio
20,236
Q2 2025 Reduced 0.48%
$1.25B
$2.47 Million 0.0% of portfolio
176,241
Q2 2025 Reduced 8.18%
$312M
$356,000 0.0% of portfolio
26,390
Q2 2025 New
$5.07B
$2.19 Million 0.0% of portfolio
67,454
Q2 2025 Added 415.86%
$88.1M
$33,000 0.0% of portfolio
14,685
Q2 2025 Added 5.01%
$147M
$557,000 0.0% of portfolio
21,560
Q1 2025 Added 85.78%
$235M
$58,000 0.0% of portfolio
19,488
Q2 2025 Reduced 2.71%
$593M
$47,000 0.0% of portfolio
13,009
Q2 2025 Reduced 38.37%
$2.65B
$2.52 Million 0.0% of portfolio
260,842
Q2 2025 Reduced 20.3%
$989M
$470,000 0.0% of portfolio
14,580
Q2 2025 Added 10.35%
$75.4M
$36,000 0.0% of portfolio
75,884
Q2 2025 Reduced 10.56%
$313M
$7,000 0.0% of portfolio
12,568
Q2 2024 Reduced 10.66%
$254M
$390,000 0.0% of portfolio
43,078
Q2 2025 Reduced 0.39%

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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