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
$209M
$65,000 0.0% of portfolio
136,208
Q2 2025 Added 116.73%
$4.33B
$1.29 Million 0.0% of portfolio
13,112
Q2 2025 Added 107.7%
$3.77B
$2.17 Million 0.0% of portfolio
118,602
Q2 2025 Reduced 9.16%
$12.6B
$8.88 Million 0.0% of portfolio
109,106
Q2 2025 Reduced 17.74%
$479M
$754,000 0.0% of portfolio
315,486
Q2 2025 Added 11.35%
$4.56B
$1.33 Million 0.0% of portfolio
17,175
Q2 2025 Added 4.46%
$390M
$27,000 0.0% of portfolio
31,060
Q2 2025 Added 3.5%
$1.11B
$1.64 Million 0.0% of portfolio
196,458
Q2 2025 Added 44.57%
$3.97B
$3.36 Million 0.0% of portfolio
23,886
Q2 2025 Added 20.11%
$692M
$529,000 0.0% of portfolio
38,790
Q2 2025 Reduced 6.51%
$17.8B
$598,000 0.0% of portfolio
17,282
Q2 2025 Added 57.62%
$798M
$112,000 0.0% of portfolio
26,568
Q2 2025 Added 0.61%
$338M
$513,000 0.0% of portfolio
32,654
Q2 2025 Added 59.81%
$789M
$737,000 0.0% of portfolio
38,901
Q2 2025 Added 154.52%
$440M
$136,000 0.0% of portfolio
10,856
Q2 2025 New
$6.24B
$3.58 Million 0.0% of portfolio
496,086
Q2 2025 Reduced 2.56%
$4.77B
$1.45 Million 0.0% of portfolio
26,835
Q2 2025 Added 11.7%
$4.48B
$4.55 Million 0.0% of portfolio
30,886
Q2 2025 Reduced 6.83%
$2.97B
$809,000 0.0% of portfolio
10,772
Q2 2025 Added 20.25%
$954M
$328,000 0.0% of portfolio
77,871
Q2 2025 Reduced 23.6%
$2.54B
$573,000 0.0% of portfolio
30,246
Q2 2025 Reduced 32.84%
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.06%
-
$0 0.0% of portfolio
-
Q2 2025 Added 9.88%
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.63%
-
$0 0.0% of portfolio
-
Q2 2025 Added 37.62%
$2.59B
$407,000 0.0% of portfolio
12,891
Q2 2025 Added 15.54%
$8.13B
$1.43 Million 0.0% of portfolio
9,227
Q2 2025 Reduced 9.16%
$298M
$231,000 0.0% of portfolio
13,259
Q2 2025 Added 11.2%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.07%
$6.23B
$3.6 Million 0.0% of portfolio
29,726
Q2 2025 Reduced 0.39%
$5.94B
$1.05 Million 0.0% of portfolio
4,916
Q2 2025 Added 22.08%
$8.6B
$1.72 Million 0.0% of portfolio
73,465
Q2 2025 Reduced 17.14%
$8.51B
$1.43 Million 0.0% of portfolio
22,695
Q2 2025 Reduced 41.25%
$1.41B
$639,000 0.0% of portfolio
40,157
Q2 2025 Reduced 6.23%
$460M
$220,000 0.0% of portfolio
22,426
Q2 2025 Added 99.5%
$5.29B
$4.15 Million 0.0% of portfolio
40,307
Q2 2025 Added 0.38%
$11.7B
$5.91 Million 0.0% of portfolio
79,343
Q2 2025 Reduced 20.57%
$4.18B
$956,000 0.0% of portfolio
15,448
Q2 2025 Reduced 13.42%
$6.97B
$520,000 0.0% of portfolio
15,868
Q2 2025 Added 3.99%
$872M
$1.07 Million 0.0% of portfolio
66,132
Q2 2025 Added 36.34%
$3.21B
$1.74 Million 0.0% of portfolio
70,393
Q2 2025 Added 58.59%
$87.9M
$21,000 0.0% of portfolio
10,900
Q4 2024 New
$301M
$13,000 0.0% of portfolio
14,000
Q2 2025 New
$16.3B
$2.07 Million 0.0% of portfolio
67,462
Q2 2025 Added 16.66%
$432M
$512,000 0.0% of portfolio
59,037
Q2 2025 Added 19.74%
$9.29B
$6.94 Million 0.0% of portfolio
105,864
Q2 2025 Reduced 0.09%
$10.9B
$11.5 Million 0.0% of portfolio
117,223
Q2 2025 Added 7.89%
$10.1B
$3.03 Million 0.0% of portfolio
348,494
Q2 2025 Added 76.17%
$12.4B
$1.01 Million 0.0% of portfolio
28,738
Q2 2025 Added 35.45%

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
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