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
$476M
$69,000 0.0% of portfolio
18,753
Q2 2025 Added 1.71%
$24.6B
$4.68 Million 0.0% of portfolio
153,761
Q2 2025 Added 24.11%
$2.22B
$1.89 Million 0.0% of portfolio
23,893
Q2 2025 Added 39.92%
$922M
$143,000 0.0% of portfolio
12,604
Q2 2025 New
$5.23B
$4.19 Million 0.0% of portfolio
260,915
Q2 2025 Added 288.56%
$1.92B
$3.5 Million 0.0% of portfolio
38,350
Q2 2025 Added 1.52%
$659M
$1.08 Million 0.0% of portfolio
93,856
Q2 2025 Added 6.27%
$2B
$2.09 Million 0.0% of portfolio
24,513
Q2 2025 Added 240.32%
$732M
$503,000 0.0% of portfolio
12,153
Q2 2025 Reduced 3.17%
$1.18B
$2.15 Million 0.0% of portfolio
115,774
Q2 2025 Added 1.14%
$115B
$8 Million 0.0% of portfolio
529,444
Q2 2025 Added 18.88%
$620M
$97,000 0.0% of portfolio
19,205
Q2 2025 Added 5.52%
$3.7B
$851,000 0.0% of portfolio
40,005
Q2 2025 Added 197.21%
$15.9B
$3.83 Million 0.0% of portfolio
30,271
Q2 2025 Added 33.84%
$35B
$3.63 Million 0.0% of portfolio
54,648
Q2 2025 Added 10.91%
$659M
$255,000 0.0% of portfolio
29,747
Q2 2025 Added 41.98%
$4.19B
$10.2 Million 0.0% of portfolio
190,659
Q2 2025 Added 3.1%
$3.49B
$310,000 0.0% of portfolio
37,989
Q2 2025 Reduced 23.16%
$2.16B
$469,000 0.0% of portfolio
46,300
Q2 2025 Added 15.99%
$6.42B
$1.16 Million 0.0% of portfolio
105,953
Q2 2025 New
$2.35B
$519,000 0.0% of portfolio
16,482
Q2 2025 Added 2.67%
$1.94B
$437,000 0.0% of portfolio
19,692
Q2 2025 Added 13.56%
$257M
$439,000 0.0% of portfolio
53,515
Q2 2025 Added 124.88%
$46.4M
$263,000 0.0% of portfolio
370,748
Q2 2025 Reduced 4.92%
$812M
$1.59 Million 0.0% of portfolio
106,836
Q2 2025 Added 139.83%
$1.95B
$747,000 0.0% of portfolio
14,915
Q2 2025 Reduced 4.9%
$2.86B
$3.56 Million 0.0% of portfolio
91,747
Q2 2025 Added 33.88%
$2.82B
$219,000 0.0% of portfolio
3,384
Q2 2025 New
$34.4B
$9.43 Million 0.0% of portfolio
141,288
Q2 2025 Added 8.51%
$7.37B
$1.92 Million 0.0% of portfolio
37,139
Q2 2025 Added 4.28%
-
$0 0.0% of portfolio
-
Q2 2025 Added 152.41%
$275M
$132,000 0.0% of portfolio
13,084
Q2 2025 Reduced 3.23%
$46.8B
$3.49 Million 0.0% of portfolio
225,438
Q2 2025 Added 11.92%
$402M
$28,000 0.0% of portfolio
10,254
Q2 2025 Reduced 22.32%
$776M
$698,000 0.0% of portfolio
37,460
Q2 2025 Reduced 29.68%
$3.53B
$3.22 Million 0.0% of portfolio
105,145
Q2 2025 Added 35.9%
$26.7B
$11.3 Million 0.0% of portfolio
128,862
Q2 2025 Reduced 4.27%
$848M
$296,000 0.0% of portfolio
41,695
Q2 2025 Added 1.68%
$1.32B
$580,000 0.0% of portfolio
14,341
Q2 2025 Added 78.7%
$1.05B
$715,000 0.0% of portfolio
227,193
Q2 2025 Added 115.98%
$7.45B
$1.69 Million 0.0% of portfolio
27,466
Q2 2025 Added 10.12%
$0
$210,000 0.0% of portfolio
43,059
Q2 2025 Added 185.33%
$14.5B
$2.14 Million 0.0% of portfolio
15,738
Q2 2025 Reduced 5.28%
$21.9B
$6.43 Million 0.0% of portfolio
159,130
Q2 2025 Reduced 0.7%
$3.41B
$2.09 Million 0.0% of portfolio
27,028
Q2 2025 Reduced 11.3%
$4.7B
$207,000 0.0% of portfolio
12,387
Q2 2025 Reduced 11.64%
$1.24B
$1.63 Million 0.0% of portfolio
186,638
Q2 2025 Added 11.05%
$5.91B
$2 Million 0.0% of portfolio
16,889
Q2 2025 Reduced 58.16%
$26.5B
$6.58 Million 0.0% of portfolio
775,373
Q2 2025 Added 40.42%

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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