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
$228M
$41,000 0.0% of portfolio
62,847
Q1 2025 Added 10.08%
$4.57B
$469,000 0.0% of portfolio
6,313
Q1 2025 Added 12.15%
$3.81B
$2.37 Million 0.0% of portfolio
130,558
Q1 2025 Added 2.27%
$1.36B
$66,000 0.0% of portfolio
95,137
Q1 2025 Added 0.37%
$12.9B
$10.6 Million 0.0% of portfolio
132,634
Q1 2025 Reduced 2.72%
$443M
$739,000 0.0% of portfolio
283,325
Q1 2025 Reduced 4.56%
$4.45B
$1.36 Million 0.0% of portfolio
16,441
Q1 2025 Reduced 0.88%
$268M
$15,000 0.0% of portfolio
30,010
Q1 2025 Reduced 47.64%
$1.23B
$1.11 Million 0.0% of portfolio
135,894
Q1 2025 Reduced 19.23%
$5.53B
$1.75 Million 0.0% of portfolio
19,886
Q1 2025 Added 4.35%
$728M
$521,000 0.0% of portfolio
41,492
Q1 2025 Added 7.88%
$5.34B
$7.34 Million 0.0% of portfolio
89,801
Q1 2025 Reduced 11.34%
$17.8B
$379,000 0.0% of portfolio
10,964
Q1 2025 Added 12.45%
$648M
$87,000 0.0% of portfolio
26,408
Q1 2025 Reduced 6.9%
$328M
$276,000 0.0% of portfolio
20,433
Q1 2025 Added 20.04%
$709M
$284,000 0.0% of portfolio
15,284
Q1 2025 Added 32.19%
$3.72B
$415,000 0.0% of portfolio
7,156
Q1 2025 Added 73.86%
$6.12B
$1.23 Million 0.0% of portfolio
24,025
Q1 2025 Added 10.24%
$4.7B
$3.73 Million 0.0% of portfolio
33,150
Q1 2025 Added 7.14%
$2.47B
$452,000 0.0% of portfolio
8,958
Q1 2025 Added 17.21%
$858M
$394,000 0.0% of portfolio
101,931
Q1 2025 Reduced 11.56%
$668M
$170,000 0.0% of portfolio
20,591
Q1 2025 New
$2.55B
$924,000 0.0% of portfolio
45,037
Q1 2025 Added 39.24%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.5%
-
$0 0.0% of portfolio
-
Q1 2025 Added 116.14%
-
$0 0.0% of portfolio
-
Q1 2025 Added 548.68%
-
$0 0.0% of portfolio
-
Q1 2025 New
$3.2B
$384,000 0.0% of portfolio
11,157
Q1 2025 Added 12.81%
$7.15B
$1.6 Million 0.0% of portfolio
10,157
Q1 2025 Added 2.46%
$356M
$292,000 0.0% of portfolio
11,924
Q1 2025 Added 44.62%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.94%
$5.85B
$3.62 Million 0.0% of portfolio
29,841
Q1 2025 Added 10.82%
$4.48B
$615,000 0.0% of portfolio
4,027
Q1 2025 Added 82.13%
$8.68B
$1.89 Million 0.0% of portfolio
88,665
Q1 2025 Added 17.29%
$8.52B
$2.19 Million 0.0% of portfolio
38,627
Q1 2025 Reduced 50.46%
$1.22B
$432,000 0.0% of portfolio
42,825
Q1 2025 Reduced 49.94%
$430M
$79,000 0.0% of portfolio
11,241
Q1 2025 Reduced 50.79%
$5.41B
$3.51 Million 0.0% of portfolio
40,153
Q1 2025 Added 9.59%
$12.5B
$6.46 Million 0.0% of portfolio
99,895
Q1 2025 Reduced 17.77%
$4B
$1.03 Million 0.0% of portfolio
17,843
Q1 2025 Reduced 4.14%
$8.29B
$448,000 0.0% of portfolio
15,259
Q1 2025 Added 17.79%
$887M
$817,000 0.0% of portfolio
48,505
Q1 2025 Reduced 0.99%
$3.41B
$1.33 Million 0.0% of portfolio
44,386
Q1 2025 Reduced 6.23%
$90.6M
$28,000 0.0% of portfolio
10,900
Q4 2024 New
$13.4B
$1.64 Million 0.0% of portfolio
57,828
Q1 2025 Reduced 1.19%
$393M
$459,000 0.0% of portfolio
49,304
Q1 2025 Reduced 0.72%
$8.82B
$6.93 Million 0.0% of portfolio
105,960
Q1 2025 Added 42.36%
$12.4B
$1.72 Million 0.0% of portfolio
197,820
Q1 2025 Reduced 38.25%
$11B
$842,000 0.0% of portfolio
21,217
Q1 2025 Reduced 11.59%

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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