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
$350,000 0.0% of portfolio
33,358
Q1 2025 Added 20.24%
$0
$5.66 Million 0.0% of portfolio
671,106
Q1 2025 Added 13.25%
$1.13B
$203,000 0.0% of portfolio
37,010
Q1 2025 Added 17.15%
$2.58B
$991,000 0.0% of portfolio
140,237
Q1 2025 Added 28.18%
$441M
$324,000 0.0% of portfolio
31,377
Q1 2025 Added 17.18%
$2.28B
$1.06 Million 0.0% of portfolio
19,826
Q1 2025 Added 7.93%
$985M
$125,000 0.0% of portfolio
11,702
Q1 2025 Reduced 7.19%
$0
$403,000 0.0% of portfolio
21,138
Q1 2025 Added 1.67%
$344M
$445,000 0.0% of portfolio
17,634
Q1 2025 Reduced 29.48%
$7.4B
$2.8 Million 0.0% of portfolio
37,897
Q1 2025 Added 15.31%
$13.2B
$2.3 Million 0.0% of portfolio
54,247
Q1 2025 Added 9.05%
$8.55B
$2.76 Million 0.0% of portfolio
19,168
Q1 2025 Added 31.72%
$5.63B
$1.35 Million 0.0% of portfolio
14,816
Q1 2025 Reduced 10.41%
$1.54B
$447,000 0.0% of portfolio
12,084
Q1 2025 Reduced 1.85%
$0
$2.92 Million 0.0% of portfolio
376,329
Q1 2025 Added 130.69%
$964M
$1.49 Million 0.0% of portfolio
22,035
Q1 2025 Added 16.14%
$1.05B
$153,000 0.0% of portfolio
54,543
Q1 2025 Reduced 3.22%
$46.6M
$45,000 0.0% of portfolio
39,421
Q1 2025 Reduced 31.32%
$64.5M
$133,000 0.0% of portfolio
45,656
Q1 2025 Reduced 47.99%
$7.97B
$10.8 Million 0.0% of portfolio
30,807
Q1 2025 Added 21.38%
$4.35B
$4.77 Million 0.0% of portfolio
124,448
Q1 2025 Reduced 2.15%
$283M
$65,000 0.0% of portfolio
11,898
Q1 2025 Reduced 10.07%
$2.94B
$723,000 0.0% of portfolio
95,796
Q1 2025 Reduced 6.15%
$1.25B
$272,000 0.0% of portfolio
9,753
Q1 2025 Reduced 42.59%
$79.8M
$18,000 0.0% of portfolio
27,429
Q1 2025 Reduced 11.61%
$5.98B
$1.62 Million 0.0% of portfolio
21,331
Q1 2025 Added 24.33%
$1.68B
$1.91 Million 0.0% of portfolio
70,590
Q1 2025 Added 3.42%
$299M
$2.25 Million 0.0% of portfolio
88,665
Q1 2025 Added 1.56%
$1.7B
$2.79 Million 0.0% of portfolio
43,698
Q1 2025 Reduced 18.23%
$3.25B
$246,000 0.0% of portfolio
58,315
Q1 2025 Added 191.44%
$25.3B
$4.34 Million 0.0% of portfolio
19,707
Q1 2025 Added 11.26%
$2.48B
$654,000 0.0% of portfolio
28,647
Q1 2025 Added 33.88%
$1.74B
$427,000 0.0% of portfolio
13,293
Q1 2025 Reduced 2.68%
$1.34B
$803,000 0.0% of portfolio
40,718
Q1 2025 Reduced 1.44%
$6.41B
$942,000 0.0% of portfolio
8,395
Q1 2025 Reduced 3.0%
$3.82B
$4.4 Million 0.0% of portfolio
80,096
Q1 2025 Added 25.95%
$23.5M
$59,000 0.0% of portfolio
62,880
Q1 2025 Added 0.8%
$1.22B
$803,000 0.0% of portfolio
68,831
Q1 2025 Added 100.15%
$1.79B
$604,000 0.0% of portfolio
23,494
Q1 2025 Added 37.5%
$1.62B
$0 0.0% of portfolio
-
Q1 2025 Added 73.89%
$4.71B
$1.42 Million 0.0% of portfolio
49,260
Q1 2025 Added 7.67%
$12.5B
$7.25 Million 0.0% of portfolio
93,455
Q1 2025 Added 6.0%
$1.83B
$593,000 0.0% of portfolio
35,542
Q1 2025 Added 13.04%
$5.21B
$5.36 Million 0.0% of portfolio
58,594
Q1 2025 Added 7.9%
$396M
$134,000 0.0% of portfolio
40,150
Q3 2024 Reduced 0.25%
$43M
$71,000 0.0% of portfolio
65,744
Q1 2025 Added 26.69%
$286M
$3.37 Million 0.0% of portfolio
93,112
Q1 2025 Reduced 15.84%
$3.08B
$575,000 0.0% of portfolio
16,734
Q1 2025 Reduced 12.63%
$4.99B
$1.55 Million 0.0% of portfolio
63,823
Q1 2025 Added 35.63%

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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