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
$19.3B
$811,000 0.0% of portfolio
93,055
Q1 2025 Added 36.58%
$30.4B
$1.23 Million 0.0% of portfolio
264,335
Q1 2025 Added 6.5%
$4.17B
$2.49 Million 0.0% of portfolio
64,307
Q1 2025 Reduced 7.49%
$23.5B
$4.31 Million 0.0% of portfolio
300,831
Q1 2025 Added 7.62%
$0
$145,000 0.0% of portfolio
14,976
Q1 2025 New
$0
$290,000 0.0% of portfolio
22,612
Q1 2025 Reduced 2.75%
$0
$2.58 Million 0.0% of portfolio
478,913
Q1 2025 Added 7.2%
$22.8B
$881,000 0.0% of portfolio
22,529
Q1 2025 Added 2.22%
$24.4M
$7,000 0.0% of portfolio
12,553
Q1 2025 New
$34.5B
$1.08 Million 0.0% of portfolio
74,674
Q1 2025 Added 7.38%
$18.5B
$9.28 Million 0.0% of portfolio
69,028
Q1 2025 Added 2.82%
$1.53B
$546,000 0.0% of portfolio
6,855
Q1 2025 Added 67.36%
$2.34B
$1.59 Million 0.0% of portfolio
70,540
Q1 2025 Added 2.21%
$14.5B
$10.1 Million 0.0% of portfolio
122,437
Q1 2025 Added 39.77%
$612M
$542,000 0.0% of portfolio
198,672
Q1 2025 Added 27.56%
$3.47B
$1.18 Million 0.0% of portfolio
31,167
Q1 2025 Reduced 1.22%
$167M
$663,000 0.0% of portfolio
240,575
Q1 2025 Reduced 4.66%
$4.23B
$1.15 Million 0.0% of portfolio
18,212
Q1 2025 Reduced 5.6%
$416M
$70,000 0.0% of portfolio
21,026
Q1 2025 Reduced 11.68%
$18.6B
$3.28 Million 0.0% of portfolio
213,280
Q1 2025 Added 5.45%
$4.33B
$653,000 0.0% of portfolio
8,749
Q1 2025 Reduced 0.31%
$12.5B
$7.55 Million 0.0% of portfolio
45,294
Q1 2025 Added 25.98%
$17.4B
$6.48 Million 0.0% of portfolio
89,732
Q1 2025 Added 4.92%
$8.15B
$901,000 0.0% of portfolio
11,640
Q1 2025 Added 0.34%
$3.72B
$518,000 0.0% of portfolio
41,822
Q1 2025 Added 34.61%
$5.23B
$7.3 Million 0.0% of portfolio
185,063
Q1 2025 Added 0.0%
$2.41B
$2.95 Million 0.0% of portfolio
73,629
Q1 2025 Added 9.82%
$9.21B
$4.19 Million 0.0% of portfolio
104,903
Q1 2025 Reduced 3.33%
$158M
$38,000 0.0% of portfolio
12,750
Q1 2025 Reduced 0.05%
$735M
$123,000 0.0% of portfolio
30,515
Q1 2025 Reduced 2.4%
$518M
$140,000 0.0% of portfolio
26,026
Q1 2025 Reduced 18.84%
$5B
$3.12 Million 0.0% of portfolio
41,119
Q1 2025 Added 1.86%
$0
$3.14 Million 0.0% of portfolio
175,169
Q1 2025 Added 12.27%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 26.44%
$2.36B
$284,000 0.0% of portfolio
6,735
Q1 2025 Reduced 3.01%
$416M
$140,000 0.0% of portfolio
213,514
Q1 2025 Added 2.26%
$5.65B
$1.38 Million 0.0% of portfolio
19,133
Q1 2025 Added 23.49%
$642M
$233,000 0.0% of portfolio
27,822
Q1 2025 Added 71.04%
$154M
$26,000 0.0% of portfolio
24,622
Q1 2025 Added 68.39%
$1.73B
$123,000 0.0% of portfolio
72,005
Q1 2025 Added 136.47%
$14.5B
$4.48 Million 0.0% of portfolio
135,044
Q1 2025 Added 14.43%
$13.8B
$7.51 Million 0.0% of portfolio
71,162
Q1 2025 Reduced 20.74%
$974M
$2.24 Million 0.0% of portfolio
35,507
Q1 2025 Added 12.27%
$1.37B
$261,000 0.0% of portfolio
8,308
Q1 2025 Added 5.71%
$12.3B
$4.47 Million 0.0% of portfolio
14,658
Q1 2025 Reduced 60.52%
$3.94B
$3.48 Million 0.0% of portfolio
185,296
Q1 2025 Added 14.49%
$1.42B
$1.02 Million 0.0% of portfolio
62,007
Q1 2025 Reduced 1.72%
$7.83B
$4.36 Million 0.0% of portfolio
59,986
Q1 2025 Added 4.44%
$134B
$8.7 Million 0.0% of portfolio
145,176
Q1 2025 Reduced 2.42%

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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