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
$87,000 0.0% of portfolio
14,260
Q1 2025 Added 4.0%
$0
$307,000 0.0% of portfolio
57,577
Q1 2025 New
$7.14B
$1.34 Million 0.0% of portfolio
19,722
Q1 2025 Added 6.53%
$0
$1.53 Million 0.0% of portfolio
156,108
Q1 2025 Reduced 8.25%
$0
$895,000 0.0% of portfolio
84,649
Q1 2025 Reduced 3.98%
$1.61B
$610,000 0.0% of portfolio
5,091
Q1 2025 Added 57.96%
$168M
$85,000 0.0% of portfolio
41,940
Q1 2025 Added 56.68%
$541M
$209,000 0.0% of portfolio
18,994
Q1 2025 Reduced 23.06%
$2.02B
$1.02 Million 0.0% of portfolio
35,824
Q1 2025 Reduced 24.06%
$10B
$6.89 Million 0.0% of portfolio
616,619
Q1 2025 Reduced 30.84%
$2.46B
$554,000 0.0% of portfolio
6,500
Q1 2025 Added 158.76%
$897M
$8,000 0.0% of portfolio
26,684
Q4 2024 Reduced 3.85%
$2.13B
$248,000 0.0% of portfolio
13,643
Q1 2025 Reduced 30.68%
$27.2B
$11.5 Million 0.0% of portfolio
1,076,134
Q1 2025 Added 8.23%
$4.11B
$591,000 0.0% of portfolio
18,857
Q1 2025 Added 3.94%
$2.53B
$634,000 0.0% of portfolio
13,294
Q1 2025 Added 99.79%
$46.8B
$9.26 Million 0.0% of portfolio
47,432
Q1 2025 Added 8.88%
$20.9B
$9.26 Million 0.0% of portfolio
25,133
Q1 2025 Added 23.42%
$7.01B
$1.49 Million 0.0% of portfolio
7,313
Q1 2025 Reduced 1.96%
$4.56B
$657,000 0.0% of portfolio
20,519
Q1 2025 Reduced 46.68%
$3.12B
$2.54 Million 0.0% of portfolio
10,390
Q1 2025 Added 10.5%
$3.98B
$892,000 0.0% of portfolio
16,663
Q1 2025 Reduced 25.46%
$10.4B
$3.97 Million 0.0% of portfolio
77,103
Q1 2025 Added 9.9%
$2.39B
$2.19 Million 0.0% of portfolio
149,925
Q1 2025 Added 28.91%
$1.85B
$394,000 0.0% of portfolio
13,477
Q1 2025 Reduced 1.75%
$1.97B
$1.98 Million 0.0% of portfolio
64,023
Q1 2025 Added 44.89%
$10.1B
$2.8 Million 0.0% of portfolio
18,047
Q1 2025 Added 19.04%
$6.38B
$465,000 0.0% of portfolio
6,051
Q1 2025 Reduced 8.9%
$1.38B
$697,000 0.0% of portfolio
13,781
Q1 2025 Added 3.88%
$9.22B
$10.3 Million 0.0% of portfolio
134,316
Q1 2025 Reduced 8.19%
$0
$2.14 Million 0.0% of portfolio
148,201
Q1 2025 Reduced 3.76%
$0
$7.86 Million 0.0% of portfolio
794,299
Q1 2025 Added 0.38%
$0
$702,000 0.0% of portfolio
106,336
Q1 2025 Reduced 13.6%
$0
$307,000 0.0% of portfolio
73,591
Q1 2025 Reduced 26.89%
$0
$545,000 0.0% of portfolio
136,988
Q1 2025 Reduced 50.71%
$0
$345,000 0.0% of portfolio
29,162
Q1 2025 Added 10.29%
$0
$1.26 Million 0.0% of portfolio
161,235
Q1 2025 Added 3.44%
$0
$684,000 0.0% of portfolio
53,279
Q1 2025 Added 2.9%
$0
$166,000 0.0% of portfolio
10,019
Q1 2025 New
$0
$963,000 0.0% of portfolio
93,623
Q1 2025 Added 26.13%
$0
$2.2 Million 0.0% of portfolio
186,055
Q1 2025 Added 110.87%
$0
$759,000 0.0% of portfolio
110,945
Q1 2025 Added 123.69%
$0
$3.14 Million 0.0% of portfolio
279,775
Q1 2025 Added 0.8%
$0
$256,000 0.0% of portfolio
30,761
Q1 2025 New
$0
$4.66 Million 0.0% of portfolio
530,374
Q1 2025 Added 19.3%
$20.5B
$4.94 Million 0.0% of portfolio
122,213
Q1 2025 Reduced 6.22%
$15.2B
$10.6 Million 0.0% of portfolio
258,794
Q1 2025 Added 13.95%
$3.34B
$1.3 Million 0.0% of portfolio
122,542
Q1 2025 Added 43.32%
$794M
$687,000 0.0% of portfolio
29,775
Q1 2025 Reduced 15.26%

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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