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
$1.6 Million 0.0% of portfolio
197,238
Q1 2025 Added 159.63%
$0
$803,000 0.0% of portfolio
112,189
Q1 2025 Added 4.12%
$0
$134,000 0.0% of portfolio
19,025
Q3 2024 New
$0
$178,000 0.0% of portfolio
23,792
Q1 2025 Added 0.93%
$0
$5.75 Million 0.0% of portfolio
919,520
Q1 2025 Reduced 25.84%
$9.06B
$3.25 Million 0.0% of portfolio
30,679
Q1 2025 Added 8.58%
$10.2B
$5.38 Million 0.0% of portfolio
56,446
Q1 2025 Reduced 7.24%
$0
$140,000 0.0% of portfolio
14,834
Q1 2025 Added 13.71%
$0
$1.17 Million 0.0% of portfolio
151,640
Q1 2025 Added 9.52%
$0
$279,000 0.0% of portfolio
33,473
Q1 2025 Reduced 1.65%
$0
$362,000 0.0% of portfolio
39,450
Q1 2025 Reduced 1.13%
$3.97B
$1.76 Million 0.0% of portfolio
7,088
Q1 2025 Added 26.19%
$1.94B
$3.18 Million 0.0% of portfolio
351,233
Q1 2025 Added 50.36%
$4.27B
$1.58 Million 0.0% of portfolio
11,474
Q1 2025 Reduced 1.09%
$8.89B
$4.92 Million 0.0% of portfolio
50,890
Q1 2025 Added 13.94%
$1.7B
$36,000 0.0% of portfolio
10,665
Q1 2025 Reduced 0.18%
$3.76B
$550,000 0.0% of portfolio
4,300
Q1 2025 Reduced 49.46%
$1.03B
$1.09 Million 0.0% of portfolio
811,046
Q1 2025 Added 29.89%
$638M
$871,000 0.0% of portfolio
53,493
Q1 2025 Reduced 3.43%
$2.77B
$2.1 Million 0.0% of portfolio
51,392
Q1 2025 Reduced 26.0%
$8.29B
$934,000 0.0% of portfolio
10,115
Q1 2025 Added 39.61%
$1.24B
$319,000 0.0% of portfolio
43,892
Q1 2025 Added 14.56%
$527M
$995,000 0.0% of portfolio
83,735
Q1 2025 Added 37.63%
$4.07B
$2.78 Million 0.0% of portfolio
62,299
Q1 2025 Added 27.92%
$17.2B
$565,000 0.0% of portfolio
11,891
Q1 2025 Added 20.06%
$6.32B
$5.82 Million 0.0% of portfolio
50,009
Q1 2025 Added 0.49%
$277M
$573,000 0.0% of portfolio
40,145
Q1 2025 Added 69.86%
$362M
$191,000 0.0% of portfolio
20,087
Q1 2025 Added 2.43%
$3.28B
$985,000 0.0% of portfolio
21,836
Q1 2025 Added 7.75%
$2.51B
$6.08 Million 0.0% of portfolio
35,718
Q1 2025 Reduced 2.96%
$3.32B
$1.09 Million 0.0% of portfolio
21,657
Q1 2025 Added 15.77%
$1.47B
$528,000 0.0% of portfolio
20,900
Q1 2025 New
$181M
$310,000 0.0% of portfolio
62,148
Q1 2025 Added 3.97%
$341M
$26,000 0.0% of portfolio
17,766
Q1 2025 Reduced 52.78%
$2.56B
$340,000 0.0% of portfolio
17,683
Q1 2025 New
$57.4M
$8,000 0.0% of portfolio
14,733
Q1 2025 Added 21.68%
$3.92B
$2.88 Million 0.0% of portfolio
33,508
Q1 2025 Reduced 4.8%
$10.1B
$2.86 Million 0.0% of portfolio
10,035
Q1 2025 Reduced 4.32%
$4.5B
$1.02 Million 0.0% of portfolio
17,794
Q1 2025 Reduced 16.46%
$20.2B
$9.77 Million 0.0% of portfolio
115,811
Q1 2025 Added 8.49%
$2.36B
$476,000 0.0% of portfolio
21,246
Q1 2025 Added 108.97%
$2.61B
$443,000 0.0% of portfolio
7,607
Q1 2025 Reduced 19.43%
$10B
$1.79 Million 0.0% of portfolio
27,142
Q1 2025 Added 16.0%
$1.51B
$464,000 0.0% of portfolio
17,477
Q1 2025 Reduced 11.37%
$2.22B
$2.48 Million 0.0% of portfolio
48,112
Q1 2025 Added 1,161.46%
$2.19B
$511,000 0.0% of portfolio
22,893
Q1 2025 Added 35.29%
$750M
$478,000 0.0% of portfolio
25,169
Q1 2025 Reduced 16.43%
-
$0 0.0% of portfolio
-
Q1 2025 Added 13.08%
$0
$4.11 Million 0.0% of portfolio
1,001,866
Q1 2025 Added 1.34%

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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