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
$0
$3.44 Million 0.0% of portfolio
417,164
Q1 2025 Added 2.95%
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.69%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.69%
-
$0 0.0% of portfolio
-
Q1 2025 Added 7.34%
$5.89B
$682,000 0.0% of portfolio
16,874
Q1 2025 Added 49.95%
$40.5M
$24,000 0.0% of portfolio
60,955
Q1 2025 Added 114.99%
$2.12B
$335,000 0.0% of portfolio
8,881
Q1 2025 Added 35.32%
$115M
$20,000 0.0% of portfolio
18,029
Q1 2025 Added 63.47%
$1.94B
$782,000 0.0% of portfolio
26,395
Q1 2025 Reduced 2.24%
$1.96B
$3.16 Million 0.0% of portfolio
70,855
Q1 2025 Added 25.02%
$6.18M
$135,000 0.0% of portfolio
199,034
Q1 2025 Added 109.11%
$2.13B
$2 Million 0.0% of portfolio
61,246
Q1 2025 Added 591.19%
$56.4M
$36,000 0.0% of portfolio
15,494
Q1 2025 Added 6.5%
$5.49B
$3.21 Million 0.0% of portfolio
50,533
Q1 2025 Added 68.26%
$3.88B
$3.5 Million 0.0% of portfolio
155,524
Q1 2025 Added 2.37%
$1.76B
$1.18 Million 0.0% of portfolio
33,694
Q1 2025 Reduced 8.63%
$1.17B
$131,000 0.0% of portfolio
12,581
Q1 2025 Reduced 29.08%
$11.2B
$3.94 Million 0.0% of portfolio
452,692
Q1 2025 Reduced 27.56%
$2.34B
$558,000 0.0% of portfolio
49,953
Q1 2025 Added 28.67%
$1.51B
$649,000 0.0% of portfolio
13,887
Q1 2025 Added 41.0%
$4.43B
$1.74 Million 0.0% of portfolio
30,105
Q1 2025 Added 37.49%
-
$0 0.0% of portfolio
-
Q1 2025 Added 28.97%
$268M
$1.38 Million 0.0% of portfolio
188,991
Q1 2025 Reduced 2.93%
$226M
$144,000 0.0% of portfolio
80,959
Q1 2025 New
$2.23B
$2.86 Million 0.0% of portfolio
118,613
Q1 2025 Added 22.66%
$112M
$110,000 0.0% of portfolio
183,415
Q1 2025 Added 45.46%
$647M
$60,000 0.0% of portfolio
11,476
Q1 2025 New
$9.58B
$444,000 0.0% of portfolio
28,335
Q1 2025 Added 17.26%
$787M
$93,000 0.0% of portfolio
14,409
Q1 2025 New
$4.43B
$4.02 Million 0.0% of portfolio
105,403
Q1 2025 Added 43.71%
$0
$1.21 Million 0.0% of portfolio
58,676
Q1 2025 Added 1.92%
$0
$5.69 Million 0.0% of portfolio
284,518
Q1 2025 Added 1.79%
$0
$7.21 Million 0.0% of portfolio
594,485
Q1 2025 Added 173.81%
$0
$3.93 Million 0.0% of portfolio
177,417
Q1 2025 Added 23.19%
$0
$1.56 Million 0.0% of portfolio
202,114
Q1 2025 Added 1.95%
$0
$1.38 Million 0.0% of portfolio
273,283
Q1 2025 Added 8.36%
$0
$6.13 Million 0.0% of portfolio
1,027,362
Q1 2025 Reduced 7.73%
$2.3B
$256,000 0.0% of portfolio
16,118
Q1 2025 New
$4.08B
$392,000 0.0% of portfolio
8,428
Q1 2025 Reduced 43.03%
$116M
$12,000 0.0% of portfolio
15,380
Q3 2024 Added 46.59%
$3.06B
$557,000 0.0% of portfolio
7,182
Q1 2025 Added 16.48%
$2.14B
$324,000 0.0% of portfolio
10,597
Q1 2025 Added 66.75%
$831M
$730,000 0.0% of portfolio
15,030
Q1 2025 Reduced 83.36%
$1.56B
$583,000 0.0% of portfolio
19,164
Q1 2025 Added 10.05%
$162M
$727,000 0.0% of portfolio
245,907
Q1 2025 Added 419.14%
$1.06B
$227,000 0.0% of portfolio
27,758
Q1 2025 New
$30B
$5.52 Million 0.0% of portfolio
589,039
Q1 2025 Reduced 12.19%
$6.04B
$683,000 0.0% of portfolio
20,810
Q1 2025 Added 83.19%
$7.26B
$3.31 Million 0.0% of portfolio
89,401
Q1 2025 Added 13.28%

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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