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
$5.93B
$3.72 Million 0.0% of portfolio
23,645
Q2 2025 Added 15.01%
$3.89B
$1.93 Million 0.0% of portfolio
45,935
Q2 2025 Added 22.07%
$49.2B
$8.3 Million 0.0% of portfolio
855,126
Q2 2025 Added 0.43%
$178M
$43,000 0.0% of portfolio
16,709
Q1 2025 New
$5.39B
$617,000 0.0% of portfolio
69,132
Q2 2025 Reduced 2.1%
$8.07B
$1.44 Million 0.0% of portfolio
4,407
Q2 2025 Added 7.2%
$7.11B
$1.55 Million 0.0% of portfolio
40,839
Q2 2025 Added 42.38%
$0
$4.54 Million 0.0% of portfolio
524,999
Q2 2025 Added 25.85%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.83%
-
$0 0.0% of portfolio
-
Q2 2025 Added 722.75%
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.77%
$6.17B
$879,000 0.0% of portfolio
17,337
Q2 2025 Added 2.74%
$46.8M
$22,000 0.0% of portfolio
49,921
Q2 2025 Reduced 18.1%
$1.84B
$414,000 0.0% of portfolio
12,735
Q2 2025 Added 43.4%
$1.34B
$233,000 0.0% of portfolio
11,501
Q2 2025 New
$27.9B
$13.6 Million 0.0% of portfolio
215,174
Q2 2025 Added 11.15%
$2.28B
$723,000 0.0% of portfolio
26,771
Q2 2025 Added 1.42%
$1.48B
$3.99 Million 0.0% of portfolio
93,845
Q2 2025 Added 32.45%
$7.11M
$168,000 0.0% of portfolio
225,101
Q2 2025 Added 13.1%
$2.13B
$2.01 Million 0.0% of portfolio
61,481
Q2 2025 Added 0.38%
$138M
$21,000 0.0% of portfolio
16,866
Q2 2025 Added 8.86%
$6.48B
$6.37 Million 0.0% of portfolio
67,323
Q2 2025 Added 33.23%
$3.74B
$3.95 Million 0.0% of portfolio
155,487
Q2 2025 Reduced 0.02%
$1.16B
$1.29 Million 0.0% of portfolio
36,459
Q2 2025 Added 8.21%
$284M
$42,000 0.0% of portfolio
73,515
Q2 2025 Reduced 8.5%
$667M
$141,000 0.0% of portfolio
12,597
Q2 2025 New
$2.49B
$2.05 Million 0.0% of portfolio
140,259
Q2 2025 Added 1,014.85%
$11.6B
$3.97 Million 0.0% of portfolio
444,691
Q2 2025 Reduced 1.77%
$2.74B
$541,000 0.0% of portfolio
53,819
Q2 2025 Added 7.74%
$1.67B
$757,000 0.0% of portfolio
16,697
Q2 2025 Added 20.23%
$4.67B
$1.05 Million 0.0% of portfolio
16,465
Q2 2025 Reduced 45.31%
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.51%
$256M
$1.29 Million 0.0% of portfolio
186,190
Q2 2025 Reduced 1.48%
$1.84B
$3.67 Million 0.0% of portfolio
138,371
Q2 2025 Added 16.66%
$236M
$146,000 0.0% of portfolio
132,930
Q2 2025 Reduced 27.53%
$11.6B
$180,000 0.0% of portfolio
12,022
Q2 2025 Reduced 57.57%
$635M
$106,000 0.0% of portfolio
21,226
Q2 2025 Added 47.31%
$3.73B
$4.58 Million 0.0% of portfolio
102,260
Q2 2025 Reduced 2.98%
$0
$1.85 Million 0.0% of portfolio
74,560
Q2 2025 Added 27.07%
$0
$6.73 Million 0.0% of portfolio
294,007
Q2 2025 Added 3.34%
$0
$7.51 Million 0.0% of portfolio
605,466
Q2 2025 Added 1.85%
$0
$4.54 Million 0.0% of portfolio
190,077
Q2 2025 Added 7.14%
$0
$2.26 Million 0.0% of portfolio
288,879
Q2 2025 Added 42.93%
$0
$1.31 Million 0.0% of portfolio
259,581
Q2 2025 Reduced 5.01%
$0
$7.75 Million 0.0% of portfolio
1,244,750
Q2 2025 Added 21.16%
$1.97B
$233,000 0.0% of portfolio
14,706
Q2 2025 Reduced 8.76%
$412M
$246,000 0.0% of portfolio
8,755
Q2 2025 New
$3.09B
$367,000 0.0% of portfolio
7,686
Q2 2025 Reduced 8.8%
$245M
$13,000 0.0% of portfolio
13,880
Q2 2025 Reduced 9.75%

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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