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
$133B
$3.37 Million 0.0% of portfolio
28,501
Q1 2025 Reduced 11.46%
$2.04B
$5.36 Million 0.0% of portfolio
395,549
Q1 2025 Added 369.11%
$545M
$521,000 0.0% of portfolio
18,357
Q1 2025 Added 25.29%
$10.4B
$550,000 0.0% of portfolio
34,372
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.4B
$204,000 0.0% of portfolio
20,228
Q1 2025 Added 78.13%
$1.14B
$2.09 Million 0.0% of portfolio
144,318
Q1 2025 Added 55.47%
$4.4B
$975,000 0.0% of portfolio
14,028
Q1 2025 Added 27.59%
$2.04B
$724,000 0.0% of portfolio
114,706
Q1 2025 Added 50.04%
$20.2B
$3.42 Million 0.0% of portfolio
85,312
Q1 2025 Added 4.35%
$842M
$5.44 Million 0.0% of portfolio
314,518
Q1 2025 Added 4.28%
$2.93B
$1.17 Million 0.0% of portfolio
71,536
Q1 2025 Reduced 4.39%
$0
$4.91 Million 0.0% of portfolio
438,966
Q1 2025 Added 1.55%
$0
$124,000 0.0% of portfolio
17,640
Q1 2025 Reduced 3.17%
$1.19B
$3.15 Million 0.0% of portfolio
214,829
Q1 2025 Added 0.09%
$12.9B
$1.49 Million 0.0% of portfolio
10,351
Q1 2025 Added 7.4%
$9.26B
$6.79 Million 0.0% of portfolio
25,408
Q1 2025 Added 167.85%
$896M
$412,000 0.0% of portfolio
13,894
Q1 2025 Reduced 26.58%
$377M
$656,000 0.0% of portfolio
14,757
Q1 2025 Added 9.71%
$873M
$281,000 0.0% of portfolio
15,311
Q1 2025 Reduced 72.12%
$14B
$7.71 Million 0.0% of portfolio
98,044
Q1 2025 Added 5.22%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.82%
$621M
$2.35 Million 0.0% of portfolio
236,783
Q1 2025 Reduced 18.92%
$3.96B
$5.54 Million 0.0% of portfolio
400,186
Q1 2025 Added 78.84%
$3.66B
$1.4 Million 0.0% of portfolio
49,969
Q1 2025 Added 32.41%
$307M
$519,000 0.0% of portfolio
147,915
Q1 2025 Added 2.78%
$768M
$102,000 0.0% of portfolio
30,526
Q1 2025 Reduced 27.33%
-
$734,000 0.0% of portfolio
55,905
Q1 2025 Added 44.65%
$84B
$5.62 Million 0.0% of portfolio
392,254
Q1 2025 Added 15.99%
$0
$5.3 Million 0.0% of portfolio
394,569
Q1 2025 Added 10.63%
$0
$1.97 Million 0.0% of portfolio
138,543
Q1 2025 Added 1.56%
$0
$1.63 Million 0.0% of portfolio
98,876
Q1 2025 Added 46.49%
$608M
$2.74 Million 0.0% of portfolio
128,335
Q1 2025 Added 46.76%
$1.23B
$560,000 0.0% of portfolio
27,012
Q1 2025 Reduced 4.44%
$1.52B
$212,000 0.0% of portfolio
8,326
Q1 2025 Reduced 2.92%
$111M
$296,000 0.0% of portfolio
47,107
Q1 2025 Reduced 18.67%
$879M
$971,000 0.0% of portfolio
136,391
Q1 2025 Reduced 4.06%
$10.7B
$5.36 Million 0.0% of portfolio
98,394
Q1 2025 Added 135.25%
$0
$1.88 Million 0.0% of portfolio
117,234
Q1 2025 Reduced 5.73%
$0
$809,000 0.0% of portfolio
91,415
Q1 2025 Reduced 8.14%
$0
$66,000 0.0% of portfolio
11,822
Q1 2025 Reduced 11.32%
$0
$6.28 Million 0.0% of portfolio
460,172
Q1 2025 Added 10.82%
$0
$3.34 Million 0.0% of portfolio
240,850
Q1 2025 Added 12.89%
$0
$298,000 0.0% of portfolio
15,302
Q1 2025 Added 8.62%
$0
$1.29 Million 0.0% of portfolio
159,660
Q1 2025 Added 3.43%
$0
$7.93 Million 0.0% of portfolio
1,620,897
Q1 2025 Reduced 0.22%
$0
$2.13 Million 0.0% of portfolio
247,403
Q1 2025 Added 3.05%
$0
$8.59 Million 0.0% of portfolio
1,138,700
Q1 2025 Added 2.66%
$0
$463,000 0.0% of portfolio
52,454
Q1 2025 Reduced 6.46%

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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