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
$989M
$426,000 0.0% of portfolio
13,212
Q1 2025 Added 35.44%
$79.7M
$55,000 0.0% of portfolio
84,841
Q1 2025 Added 0.47%
$19.1M
$9,000 0.0% of portfolio
12,568
Q2 2024 Reduced 10.66%
$274M
$226,000 0.0% of portfolio
43,245
Q1 2025 Added 119.12%
$133M
$104,000 0.0% of portfolio
48,653
Q1 2025 Added 1.17%
$685M
$576,000 0.0% of portfolio
44,549
Q1 2025 Reduced 72.38%
$5.36B
$315,000 0.0% of portfolio
15,084
Q1 2025 Added 469.64%
$4.93B
$565,000 0.0% of portfolio
7,990
Q1 2025 Added 16.88%
$2.85B
$195,000 0.0% of portfolio
14,920
Q1 2025 New
$8.2B
$1.28 Million 0.0% of portfolio
13,563
Q1 2025 Reduced 10.51%
$3.97B
$3.01 Million 0.0% of portfolio
15,479
Q1 2025 Added 79.45%
$4.91B
$576,000 0.0% of portfolio
27,301
Q1 2025 Reduced 18.74%
$3.32B
$4.87 Million 0.0% of portfolio
60,575
Q1 2025 Added 1.19%
$10.3B
$4.34 Million 0.0% of portfolio
101,389
Q1 2025 Added 13.29%
$658M
$426,000 0.0% of portfolio
47,194
Q1 2025 Reduced -0.0%
$13.8B
$6.85 Million 0.0% of portfolio
47,949
Q1 2025 Reduced 37.52%
$12.3M
$190,000 0.0% of portfolio
100,773
Q1 2025 Added 0.1%
$765M
$319,000 0.0% of portfolio
5,443
Q1 2025 Reduced 4.49%
$0
$5.97 Million 0.0% of portfolio
1,264,958
Q1 2025 Added 40.97%
$114M
$280,000 0.0% of portfolio
107,606
Q1 2025 Added 0.48%
$16.2B
$442,000 0.0% of portfolio
29,959
Q1 2025 Added 72.78%
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.19%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 11.12%
$333M
$216,000 0.0% of portfolio
183,803
Q1 2025 Reduced 0.77%
$2.16B
$503,000 0.0% of portfolio
23,614
Q1 2025 Added 3.34%
$1.06B
$618,000 0.0% of portfolio
24,905
Q1 2025 Added 86.96%
$1.42B
$911,000 0.0% of portfolio
49,897
Q1 2025 Added 1.89%
$3.08B
$137,000 0.0% of portfolio
17,970
Q1 2025 Reduced 46.41%
$3.65B
$636,000 0.0% of portfolio
4,640
Q1 2025 Added 50.55%
$3.93B
$518,000 0.0% of portfolio
6,720
Q1 2025 Added 73.24%
$6.07B
$5.37 Million 0.0% of portfolio
207,724
Q1 2025 Added 11.25%
$236M
$68,000 0.0% of portfolio
14,425
Q1 2025 New
$1.69B
$2.82 Million 0.0% of portfolio
68,528
Q1 2025 Added 438.45%
$1.9B
$5.1 Million 0.0% of portfolio
83,099
Q1 2025 Reduced 6.62%
$19.2B
$784,000 0.0% of portfolio
28,528
Q1 2025 Added 41.78%
$7.85B
$2.03 Million 0.0% of portfolio
170,016
Q1 2025 Reduced 70.87%
$33.3M
$22,000 0.0% of portfolio
60,125
Q1 2025 Added 92.25%
$308M
$465,000 0.0% of portfolio
34,623
Q1 2025 Added 50.95%
$2.44B
$5.43 Million 0.0% of portfolio
508,004
Q1 2025 Added 34.53%
$2.88B
$1.43 Million 0.0% of portfolio
9,413
Q1 2025 Reduced 7.3%
$7.84B
$2.82 Million 0.0% of portfolio
47,550
Q1 2025 Reduced 44.05%
$2.28B
$1.66 Million 0.0% of portfolio
19,640
Q1 2025 Added 23.2%
$3.04B
$546,000 0.0% of portfolio
17,482
Q1 2025 Reduced 5.0%
$1.42B
$1 Million 0.0% of portfolio
121,940
Q1 2025 Added 14.9%
$10.3B
$4.34 Million 0.0% of portfolio
23,140
Q1 2025 Added 21.11%
$2.39B
$262,000 0.0% of portfolio
35,941
Q1 2025 Added 7.22%
$3.16B
$273,000 0.0% of portfolio
14,343
Q1 2025 Reduced 39.74%
$1.78B
$257,000 0.0% of portfolio
4,120
Q1 2025 Added 33.72%
$0
$147,000 0.0% of portfolio
22,770
Q1 2025 Added 15.56%

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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