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
$6.12B
$1.72 Million 0.0% of portfolio
17,283
Q2 2025 Added 3.63%
$1.54B
$3.97 Million 0.0% of portfolio
16,260
Q2 2025 Added 14.91%
$7.13B
$14.1 Million 0.0% of portfolio
386,639
Q2 2025 Reduced 1.06%
$5.41B
$2.95 Million 0.0% of portfolio
230,398
Q2 2025 Added 12.35%
$1.17B
$551,000 0.0% of portfolio
24,427
Q2 2025 Added 71.56%
$2.03B
$357,000 0.0% of portfolio
9,840
Q2 2025 Added 3.44%
$5.82B
$3.43 Million 0.0% of portfolio
32,609
Q2 2025 Added 29.9%
$833M
$389,000 0.0% of portfolio
23,199
Q2 2025 Reduced 61.42%
$921M
$722,000 0.0% of portfolio
105,816
Q2 2025 Added 31.3%
$1.1B
$327,000 0.0% of portfolio
50,409
Q2 2025 Reduced 8.26%
-
$0 0.0% of portfolio
-
Q2 2025 Added 40.64%
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.79%
$2.59B
$2.18 Million 0.0% of portfolio
11,590
Q2 2025 Added 2.85%
$118M
$801,000 0.0% of portfolio
30,116
Q2 2025 Reduced 12.61%
$270M
$177,000 0.0% of portfolio
39,112
Q2 2025 New
$82.6M
$220,000 0.0% of portfolio
15,174
Q2 2025 Added 9.28%
$3.11B
$1.07 Million 0.0% of portfolio
36,617
Q2 2025 Reduced 6.84%
$801M
$457,000 0.0% of portfolio
15,929
Q2 2025 Reduced 15.08%
$17.1B
$447,000 0.0% of portfolio
58,489
Q2 2025 Reduced 5.46%
$1.63B
$1.93 Million 0.0% of portfolio
82,801
Q2 2025 Reduced 43.29%
$3.55B
$292,000 0.0% of portfolio
5,557
Q2 2025 Added 2.28%
$569M
$168,000 0.0% of portfolio
77,098
Q2 2025 Added 594.58%
$736M
$915,000 0.0% of portfolio
9,175
Q2 2025 New
$18.3B
$3.8 Million 0.0% of portfolio
13,207
Q2 2025 Reduced 47.69%
$1.61B
$113,000 0.0% of portfolio
26,295
Q2 2025 Added 1.24%
$743M
$444,000 0.0% of portfolio
8,522
Q2 2025 Added 10.82%
$14B
$1.51 Million 0.0% of portfolio
62,289
Q2 2025 Reduced 3.71%
$1.35B
$1.15 Million 0.0% of portfolio
19,741
Q2 2025 Reduced 24.99%
$6.34B
$9.05 Million 0.0% of portfolio
58,605
Q2 2025 Reduced 2.99%
$579M
$435,000 0.0% of portfolio
10,906
Q2 2025 Added 3.05%
$12.5B
$8.9 Million 0.0% of portfolio
49,153
Q2 2025 Added 17.73%
$912M
$1.43 Million 0.0% of portfolio
42,092
Q2 2025 Added 397.01%
$898M
$468,000 0.0% of portfolio
15,582
Q2 2025 Reduced 11.78%
$1.72B
$880,000 0.0% of portfolio
91,196
Q2 2025 Added 10.0%
$1.58B
$1.14 Million 0.0% of portfolio
42,795
Q2 2025 Added 62.81%
$5.45B
$4.85 Million 0.0% of portfolio
74,977
Q2 2025 Reduced 19.92%
$2.21B
$286,000 0.0% of portfolio
21,320
Q2 2025 Reduced 76.95%
$4.81B
$2.21 Million 0.0% of portfolio
324,287
Q2 2025 Added 113.13%
$6.63B
$8.45 Million 0.0% of portfolio
116,484
Q2 2025 Added 0.57%
$341M
$22,000 0.0% of portfolio
21,250
Q1 2025 Added 8.14%
$420M
$171,000 0.0% of portfolio
12,494
Q2 2025 Reduced 0.58%
$17.8B
$7.82 Million 0.0% of portfolio
101,576
Q2 2025 Reduced 14.67%
$2.35B
$1.33 Million 0.0% of portfolio
54,821
Q2 2025 Added 43.95%
-
$0 0.0% of portfolio
-
Q2 2025 New
$227M
$306,000 0.0% of portfolio
5,382
Q2 2025 Added 1.59%
$1.01B
$967,000 0.0% of portfolio
77,116
Q2 2025 Added 18.03%
$696M
$800,000 0.0% of portfolio
193,442
Q2 2025 Reduced 12.46%
$5.71B
$5.52 Million 0.0% of portfolio
469,840
Q2 2025 Added 156.5%
$442M
$114,000 0.0% of portfolio
31,669
Q2 2025 Reduced 40.08%

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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