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
$6.78B
$1.58 Million 0.0% of portfolio
22,123
Q1 2025 Reduced 10.83%
$2.45B
$236,000 0.0% of portfolio
4,888
Q1 2025 New
$34.1M
$97,000 0.0% of portfolio
23,000
Q1 2025 Reduced 36.11%
$225M
$139,000 0.0% of portfolio
12,167
Q1 2025 Reduced 19.78%
$1.41B
$751,000 0.0% of portfolio
43,755
Q1 2025 Added 0.42%
$34.1B
$1.65 Million 0.0% of portfolio
76,542
Q1 2025 Added 144.59%
$24.7B
$2.66 Million 0.0% of portfolio
17,154
Q1 2025 Reduced 4.24%
$160M
$128,000 0.0% of portfolio
43,293
Q1 2025 Added 62.96%
$17.4B
$5.24 Million 0.0% of portfolio
118,368
Q1 2025 Added 22.59%
$2.51B
$3.21 Million 0.0% of portfolio
463,286
Q1 2025 Reduced 21.26%
$0
$707,000 0.0% of portfolio
115,485
Q1 2025 Added 32.25%
$0
$167,000 0.0% of portfolio
50,427
Q1 2025 Reduced 0.69%
$0
$1.25 Million 0.0% of portfolio
122,200
Q1 2025 Added 13.48%
$0
$347,000 0.0% of portfolio
96,387
Q1 2025 Added 15.88%
$4.73B
$1.52 Million 0.0% of portfolio
23,454
Q1 2025 Added 321.0%
$40M
$15,000 0.0% of portfolio
16,099
Q1 2025 Reduced 28.76%
$1.23B
$230,000 0.0% of portfolio
3,229
Q1 2025 Reduced 0.92%
$6.78B
$1.46 Million 0.0% of portfolio
32,509
Q1 2025 Added 34.45%
$9.28B
$1.45 Million 0.0% of portfolio
20,023
Q1 2025 Added 11.26%
$2.3B
$512,000 0.0% of portfolio
4,144
Q1 2025 Added 2.32%
$5.6B
$4.63 Million 0.0% of portfolio
36,751
Q1 2025 Added 4.6%
$666M
$1.89 Million 0.0% of portfolio
235,628
Q1 2025 Added 218.22%
$225M
$24,000 0.0% of portfolio
20,112
Q1 2025 New
$2.98B
$1.98 Million 0.0% of portfolio
476,632
Q1 2025 Reduced 11.01%
$15.6B
$8.77 Million 0.0% of portfolio
63,955
Q1 2025 Added 27.49%
$39.8M
$472,000 0.0% of portfolio
181,830
Q1 2025 Added 65.02%
$857M
$653,000 0.0% of portfolio
36,628
Q1 2025 Reduced 2.46%
$5.66B
$739,000 0.0% of portfolio
22,367
Q1 2025 Reduced 18.13%
$3.3B
$2.25 Million 0.0% of portfolio
45,260
Q1 2025 Added 616.37%
$43.2M
$18,000 0.0% of portfolio
10,000
Q1 2025 New
$12.5B
$7.65 Million 0.0% of portfolio
34,658
Q1 2025 Added 81.0%
$7.16B
$4.14 Million 0.0% of portfolio
80,016
Q1 2025 Added 26.28%
$9.85B
$4.38 Million 0.0% of portfolio
109,707
Q1 2025 Reduced 3.6%
$307M
$1.35 Million 0.0% of portfolio
95,145
Q1 2025 Added 7.21%
$3.44B
$864,000 0.0% of portfolio
31,018
Q1 2025 Added 24.76%
-
$0 0.0% of portfolio
-
Q1 2025 Added 12.59%
-
$0 0.0% of portfolio
-
Q1 2025 Added 24.38%
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.03%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.06%
$7.21B
$8.47 Million 0.0% of portfolio
34,447
Q1 2025 Added 28.38%
$367M
$604,000 0.0% of portfolio
14,073
Q1 2025 Reduced 2.97%
$516M
$572,000 0.0% of portfolio
112,435
Q1 2025 Added 247.95%
$1.01B
$2.25 Million 0.0% of portfolio
425,090
Q1 2025 Added 15.58%
$366M
$391,000 0.0% of portfolio
66,552
Q1 2025 Reduced 10.07%
$450M
$288,000 0.0% of portfolio
5,581
Q1 2025 Added 18.52%
$3.2B
$280,000 0.0% of portfolio
6,478
Q1 2025 Added 5.76%
$1.21B
$114,000 0.0% of portfolio
12,476
Q1 2025 Reduced 31.91%
$942M
$124,000 0.0% of portfolio
15,039
Q1 2025 Added 29.85%
$688M
$900,000 0.0% of portfolio
148,367
Q1 2025 Added 2.0%

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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