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
$53B
$59.5 Million 0.02% of portfolio
345,151
Q2 2025 Reduced 3.73%
$442B
$63.4 Million 0.02% of portfolio
87
Q2 2025 Reduced 3.33%
$39.4B
$50 Million 0.02% of portfolio
297,772
Q2 2025 Added 17.87%
$51.2B
$52.8 Million 0.02% of portfolio
721,216
Q2 2025 Added 13.67%
$20.7B
$57.2 Million 0.02% of portfolio
112,098
Q2 2025 Added 28.81%
$38.4B
$46.1 Million 0.02% of portfolio
249,055
Q2 2025 Added 7.85%
$50.4B
$50.6 Million 0.02% of portfolio
678,396
Q2 2025 Reduced 4.95%
$40.5B
$44.7 Million 0.02% of portfolio
435,057
Q2 2025 Reduced 2.29%
$68.3B
$54.4 Million 0.02% of portfolio
1,668,518
Q2 2025 Reduced 3.29%
$26B
$50.7 Million 0.02% of portfolio
232,394
Q2 2025 Added 135.12%
$57.2B
$46.3 Million 0.02% of portfolio
458,986
Q2 2025 Added 5.58%
$50.3B
$54.6 Million 0.02% of portfolio
313,171
Q2 2025 Added 9.91%
$50.4B
$58.3 Million 0.02% of portfolio
1,031,118
Q2 2025 Added 8.59%
$18.3B
$53.4 Million 0.02% of portfolio
643,002
Q2 2025 Reduced 26.15%
$68.9B
$64.8 Million 0.02% of portfolio
541,747
Q2 2025 Added 5.25%
$46.1B
$44.1 Million 0.02% of portfolio
4,063,107
Q2 2025 Added 5.68%
$12.1B
$47.1 Million 0.02% of portfolio
1,973,425
Q2 2025 Added 4.46%
$32B
$56.3 Million 0.02% of portfolio
2,750,680
Q2 2025 Added 7.96%
$78.6B
$61.8 Million 0.02% of portfolio
332,259
Q2 2025 Added 13.91%
$25.4B
$47.7 Million 0.02% of portfolio
2,843,409
Q2 2025 Added 6.08%
$31.9B
$70.4 Million 0.02% of portfolio
846,163
Q2 2025 Added 10.66%
$102B
$60.5 Million 0.02% of portfolio
2,701,521
Q2 2025 Reduced 2.04%
$29B
$69.1 Million 0.02% of portfolio
673,596
Q2 2025 Added 6.78%
$74.3B
$63.8 Million 0.02% of portfolio
604,415
Q2 2025 Added 12.34%
$48.3B
$51.7 Million 0.02% of portfolio
720,242
Q2 2025 Added 27.81%
$53.9B
$67.2 Million 0.02% of portfolio
267,870
Q2 2025 Added 9.0%
$26.9B
$47.4 Million 0.02% of portfolio
126,435
Q2 2025 Added 6.94%
$89.7B
$65.6 Million 0.02% of portfolio
394,971
Q2 2025 Reduced 4.16%
$86.1B
$52.4 Million 0.02% of portfolio
191,824
Q2 2025 Added 11.68%
$64.2B
$62.6 Million 0.02% of portfolio
778,876
Q2 2025 Added 5.2%
$39.9B
$43.3 Million 0.02% of portfolio
59,255
Q2 2025 Reduced 47.15%
$33.9B
$61.1 Million 0.02% of portfolio
976,012
Q2 2025 Added 1.5%
$80.5B
$57.6 Million 0.02% of portfolio
136,947
Q2 2025 Added 1.37%
$45.6B
$45.9 Million 0.02% of portfolio
513,761
Q2 2025 Added 10.34%
$265B
$55.7 Million 0.02% of portfolio
460,093
Q2 2025 Reduced 1.27%
$39.1B
$45.2 Million 0.02% of portfolio
281,327
Q2 2025 Added 16.45%
$57.6B
$48 Million 0.02% of portfolio
219,598
Q2 2025 Reduced 4.98%
$20.8B
$45.4 Million 0.02% of portfolio
866,035
Q2 2025 Added 9.74%
$6.68B
$64.5 Million 0.02% of portfolio
715,576
Q2 2025 Added 1,680.13%
$30.5B
$43.1 Million 0.02% of portfolio
3,092,619
Q2 2025 Added 17.94%
$26.5B
$57.2 Million 0.02% of portfolio
1,688,467
Q2 2025 Added 18.87%
$23.5B
$51.3 Million 0.02% of portfolio
531,491
Q2 2025 Added 7.41%
$39.2B
$59.4 Million 0.02% of portfolio
553,082
Q2 2025 Added 6.12%
$41.4B
$67.6 Million 0.02% of portfolio
802,846
Q2 2025 Added 9.49%
$40B
$60.6 Million 0.02% of portfolio
182,578
Q2 2025 Reduced 1.02%
$53.6B
$45 Million 0.02% of portfolio
79,302
Q2 2025 Added 12.96%
$84.1B
$64.2 Million 0.02% of portfolio
205,052
Q2 2025 Added 8.53%
$107B
$50.1 Million 0.02% of portfolio
313,494
Q2 2025 Added 19.47%
$26.2B
$59.2 Million 0.02% of portfolio
781,439
Q2 2025 Added 7.52%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email