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
$0
$181,000 0.0% of portfolio
25,927
Q2 2025 Added 8.97%
$0
$4.44 Million 0.0% of portfolio
637,440
Q2 2025 Reduced 30.68%
$7.29B
$3.85 Million 0.0% of portfolio
34,868
Q2 2025 Added 13.65%
$9.88B
$5.42 Million 0.0% of portfolio
60,579
Q2 2025 Added 7.32%
$0
$116,000 0.0% of portfolio
11,820
Q2 2025 Reduced 20.32%
$0
$1.29 Million 0.0% of portfolio
159,645
Q2 2025 Added 5.28%
$0
$249,000 0.0% of portfolio
30,097
Q2 2025 Reduced 10.09%
$0
$311,000 0.0% of portfolio
34,043
Q2 2025 Reduced 13.71%
$4.79B
$2.19 Million 0.0% of portfolio
7,895
Q2 2025 Added 11.39%
$1.98B
$3.21 Million 0.0% of portfolio
294,363
Q2 2025 Reduced 16.19%
$4.39B
$2.09 Million 0.0% of portfolio
12,657
Q2 2025 Added 10.31%
$12.1B
$12.1 Million 0.0% of portfolio
662,843
Q2 2025 Added 7.43%
$8.47B
$4.81 Million 0.0% of portfolio
44,101
Q2 2025 Reduced 13.34%
$2.45B
$493,000 0.0% of portfolio
80,929
Q2 2025 Added 658.83%
$71.2M
$18,000 0.0% of portfolio
11,168
Q2 2025 Reduced 8.56%
$3.81B
$973,000 0.0% of portfolio
7,192
Q2 2025 Added 67.26%
$883M
$823,000 0.0% of portfolio
51,300
Q2 2025 Reduced 4.1%
$188M
$55,000 0.0% of portfolio
10,622
Q2 2025 New
$3.41B
$3 Million 0.0% of portfolio
73,737
Q2 2025 Added 43.48%
$9B
$1.15 Million 0.0% of portfolio
10,403
Q2 2025 Added 2.85%
$1.75B
$461,000 0.0% of portfolio
39,119
Q2 2025 Reduced 10.87%
$268M
$1.08 Million 0.0% of portfolio
92,460
Q2 2025 Added 10.42%
$4.21B
$2.69 Million 0.0% of portfolio
66,101
Q2 2025 Added 6.1%
$15.8B
$398,000 0.0% of portfolio
8,213
Q2 2025 Reduced 30.93%
$6.12B
$11 Million 0.0% of portfolio
100,530
Q2 2025 Added 101.02%
$297M
$614,000 0.0% of portfolio
41,695
Q2 2025 Added 3.86%
$488M
$237,000 0.0% of portfolio
19,357
Q2 2025 Reduced 3.63%
$3.27B
$885,000 0.0% of portfolio
23,087
Q2 2025 Added 5.73%
$3.56B
$7.3 Million 0.0% of portfolio
34,670
Q2 2025 Reduced 2.93%
$2.57B
$1.26 Million 0.0% of portfolio
22,501
Q2 2025 Added 3.9%
$2.24B
$2.97 Million 0.0% of portfolio
45,907
Q2 2025 Added 119.65%
$181M
$312,000 0.0% of portfolio
62,539
Q2 2025 Added 0.63%
$747M
$24,000 0.0% of portfolio
17,324
Q2 2025 Reduced 2.49%
$3.15B
$337,000 0.0% of portfolio
15,395
Q2 2025 Reduced 12.94%
$3.13B
$7.33 Million 0.0% of portfolio
91,760
Q2 2025 Added 173.85%
$3.62B
$265,000 0.0% of portfolio
2,528
Q2 2025 New
$10.1B
$6.11 Million 0.0% of portfolio
22,344
Q2 2025 Added 122.66%
$6.57B
$1.38 Million 0.0% of portfolio
17,698
Q2 2025 Reduced 0.54%
$20.7B
$8.9 Million 0.0% of portfolio
111,990
Q2 2025 Reduced 3.3%
$2.49B
$594,000 0.0% of portfolio
25,867
Q2 2025 Added 21.75%
$1.69B
$365,000 0.0% of portfolio
6,350
Q2 2025 Reduced 16.52%
$9.71B
$2.2 Million 0.0% of portfolio
32,215
Q2 2025 Added 18.69%
$0
$0 0.0% of portfolio
15,250
Q2 2025 New
$1.78B
$506,000 0.0% of portfolio
17,253
Q2 2025 Reduced 1.28%
$1.78B
$3.32 Million 0.0% of portfolio
52,014
Q2 2025 Added 8.11%
$2.04B
$551,000 0.0% of portfolio
25,068
Q2 2025 Added 9.5%
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.43%
$0
$2.72 Million 0.0% of portfolio
854,917
Q2 2025 Reduced 14.67%
$6.01B
$1.52 Million 0.0% of portfolio
21,652
Q2 2025 Reduced 2.13%

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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