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
$99.1B
$56.8 Million 0.02% of portfolio
214,163
Q1 2025 Added 35.74%
$11.3B
$39.7 Million 0.02% of portfolio
701,132
Q1 2025 Added 18.56%
$44.5B
$54 Million 0.02% of portfolio
1,179,878
Q1 2025 Added 6.55%
$54.8B
$44.9 Million 0.02% of portfolio
713,729
Q1 2025 Added 6.92%
$44.8B
$46.4 Million 0.02% of portfolio
445,257
Q1 2025 Reduced 5.85%
$70.1B
$50.8 Million 0.02% of portfolio
1,725,206
Q1 2025 Added 0.76%
$32.8B
$51.4 Million 0.02% of portfolio
563,940
Q1 2025 Added 19.07%
$59.6B
$45.6 Million 0.02% of portfolio
434,735
Q1 2025 Added 2.19%
$49.2B
$40.8 Million 0.02% of portfolio
284,929
Q1 2025 Added 12.01%
$47.6B
$53.2 Million 0.02% of portfolio
949,525
Q1 2025 Added 20.0%
$76.4B
$57.7 Million 0.02% of portfolio
227,686
Q1 2025 Added 10.81%
$17.1B
$38 Million 0.02% of portfolio
83,515
Q1 2025 Added 9.91%
$46.7B
$38.6 Million 0.02% of portfolio
3,844,723
Q1 2025 Reduced 1.56%
$30.4B
$47 Million 0.02% of portfolio
785,376
Q1 2025 Reduced 2.88%
$11.5B
$40.9 Million 0.02% of portfolio
310,535
Q1 2025 Added 6.63%
$26.8B
$39.3 Million 0.02% of portfolio
2,547,970
Q1 2025 Added 3.31%
$25.1B
$40.2 Million 0.02% of portfolio
2,680,430
Q1 2025 Reduced 1.02%
$9.94B
$39.5 Million 0.02% of portfolio
193,759
Q1 2025 Added 63.95%
$35.4B
$61.2 Million 0.02% of portfolio
764,645
Q1 2025 Added 8.17%
$0
$37.9 Million 0.02% of portfolio
858,985
Q1 2025 Added 39.18%
$18.3B
$39.3 Million 0.02% of portfolio
736,366
Q1 2025 Added 4.99%
$28.9B
$54.3 Million 0.02% of portfolio
630,809
Q1 2025 Added 10.89%
$73.4B
$43.1 Million 0.02% of portfolio
538,043
Q1 2025 Reduced 10.78%
$50.3B
$38.1 Million 0.02% of portfolio
563,524
Q1 2025 Added 11.39%
$49.6B
$51.4 Million 0.02% of portfolio
245,748
Q1 2025 Added 8.64%
$30.4B
$38.7 Million 0.02% of portfolio
118,229
Q1 2025 Added 2.56%
$21.2B
$44.1 Million 0.02% of portfolio
626,028
Q1 2025 Added 8.66%
$89.4B
$60 Million 0.02% of portfolio
412,129
Q1 2025 Added 7.27%
$90.6B
$40.9 Million 0.02% of portfolio
171,755
Q1 2025 Reduced 2.86%
$61.6B
$49.2 Million 0.02% of portfolio
799,775
Q1 2025 Added 18.43%
$62.4B
$59.4 Million 0.02% of portfolio
740,369
Q1 2025 Added 2.86%
$9.93B
$44.7 Million 0.02% of portfolio
734,173
Q1 2025 Added 2.31%
$31.4B
$56.3 Million 0.02% of portfolio
961,553
Q1 2025 Added 4.04%
$92B
$59.6 Million 0.02% of portfolio
127,928
Q1 2025 Added 12.94%
$69.7B
$59.1 Million 0.02% of portfolio
135,091
Q1 2025 Added 9.91%
$51.9B
$58 Million 0.02% of portfolio
883,960
Q1 2025 Added 13.1%
$264B
$51.9 Million 0.02% of portfolio
465,995
Q1 2025 Added 3.5%
$60.5B
$43.9 Million 0.02% of portfolio
231,113
Q1 2025 Added 5.82%
$5.81B
$57.6 Million 0.02% of portfolio
40,198
Q1 2025 Added 12.34%
$26.9B
$45.1 Million 0.02% of portfolio
2,622,295
Q1 2025 Added 26.49%
$24.9B
$51.3 Million 0.02% of portfolio
1,420,489
Q1 2025 Added 8.81%
$22.9B
$45.5 Million 0.02% of portfolio
494,839
Q1 2025 Added 16.08%
$39.7B
$58.2 Million 0.02% of portfolio
521,190
Q1 2025 Added 4.02%
$40.7B
$60.3 Million 0.02% of portfolio
733,229
Q1 2025 Added 10.91%
$54.7B
$60.6 Million 0.02% of portfolio
238,596
Q1 2025 Added 19.21%
$39.3B
$47.7 Million 0.02% of portfolio
184,456
Q1 2025 Added 21.69%
$59.2B
$41.4 Million 0.02% of portfolio
70,204
Q1 2025 Added 1.26%
$85.1B
$38.8 Million 0.02% of portfolio
188,944
Q1 2025 Reduced 6.0%
$51.4B
$37.8 Million 0.02% of portfolio
903,260
Q1 2025 Added 14.21%

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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