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
$1.51B
$199,000 0.0% of portfolio
12,338
Q1 2025 New
$450M
$32,000 0.0% of portfolio
31,045
Q1 2025 Added 4.2%
$9.92B
$2.78 Million 0.0% of portfolio
48,342
Q1 2025 Added 1.66%
$4.56B
$3.17 Million 0.0% of portfolio
67,101
Q1 2025 Added 16.1%
$1.39B
$169,000 0.0% of portfolio
15,907
Q1 2025 Added 44.96%
$1.74B
$10.9 Million 0.0% of portfolio
1,346,805
Q1 2025 Added 7.49%
$996M
$735,000 0.0% of portfolio
25,383
Q1 2025 Reduced 10.75%
$7.37B
$2.38 Million 0.0% of portfolio
25,664
Q1 2025 Added 45.08%
$5.1B
$938,000 0.0% of portfolio
13,075
Q1 2025 Added 5.8%
-
$0 0.0% of portfolio
-
Q1 2025 Added 100.78%
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.15%
$2.31B
$509,000 0.0% of portfolio
7,122
Q1 2025 Reduced 2.22%
$1.06B
$453,000 0.0% of portfolio
13,866
Q1 2025 Reduced 46.7%
$3.88B
$1.2 Million 0.0% of portfolio
15,325
Q1 2025 Reduced 8.32%
$4.2B
$918,000 0.0% of portfolio
26,649
Q1 2025 Added 61.25%
$6.08B
$1.02 Million 0.0% of portfolio
46,968
Q1 2025 Added 31.7%
$2.93B
$207,000 0.0% of portfolio
4,700
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.86%
$0
$3.21 Million 0.0% of portfolio
433,753
Q1 2025 Added 11.76%
$1.75B
$1.42 Million 0.0% of portfolio
31,694
Q1 2025 Reduced 1.08%
$0
$523,000 0.0% of portfolio
52,662
Q1 2025 Reduced 6.19%
$5B
$6.64 Million 0.0% of portfolio
50,015
Q1 2025 Added 7.42%
$7.81B
$1.72 Million 0.0% of portfolio
13,363
Q1 2025 Added 3.4%
$0
$3.23 Million 0.0% of portfolio
187,166
Q1 2025 Reduced 2.19%
$21.2B
$8.54 Million 0.0% of portfolio
102,246
Q1 2025 Added 18.81%
$2.58B
$1.08 Million 0.0% of portfolio
108,054
Q1 2025 Added 25.75%
$2.96B
$414,000 0.0% of portfolio
8,821
Q1 2025 Added 9.02%
$6.48B
$5.28 Million 0.0% of portfolio
146,309
Q1 2025 Added 7.37%
$378M
$117,000 0.0% of portfolio
92,478
Q1 2025 Added 8.46%
$2B
$1.49 Million 0.0% of portfolio
9,232
Q1 2025 Added 92.05%
$10.8B
$7.52 Million 0.0% of portfolio
97,879
Q1 2025 Added 1.87%
$12.2B
$422,000 0.0% of portfolio
5,105
Q1 2025 Added 23.64%
$1.79B
$2.72 Million 0.0% of portfolio
174,623
Q1 2025 Added 12.64%
$428M
$177,000 0.0% of portfolio
13,500
Q1 2025 Reduced 24.72%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 65.35%
$6.41B
$9.81 Million 0.0% of portfolio
496,203
Q1 2025 Added 8.35%
$40.1B
$11 Million 0.0% of portfolio
123,407
Q1 2025 Added 6.61%
$17.2B
$9.61 Million 0.0% of portfolio
97,943
Q1 2025 Reduced 1.48%
$988M
$165,000 0.0% of portfolio
15,140
Q1 2025 Reduced 6.45%
$33B
$2.74 Million 0.0% of portfolio
244,428
Q1 2025 Added 32.6%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.32%
$283M
$571,000 0.0% of portfolio
40,824
Q1 2025 Reduced 12.0%
$1.34B
$9,000 0.0% of portfolio
27,190
Q1 2025 Added 24.44%
$3.7B
$895,000 0.0% of portfolio
17,142
Q1 2025 Added 0.38%
$165M
$21,000 0.0% of portfolio
12,150
Q1 2025 Added 3.4%
$23.1B
$8.7 Million 0.0% of portfolio
38,400
Q1 2025 Added 7.55%
$7.18B
$6.78 Million 0.0% of portfolio
59,863
Q1 2025 Reduced 7.69%
$6.69B
$2.37 Million 0.0% of portfolio
116,060
Q1 2025 Added 35.39%
$1.75B
$976,000 0.0% of portfolio
13,681
Q1 2025 Added 22.58%

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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