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
$10.9B
$3.04 Million 0.0% of portfolio
30,421
Q1 2025 Added 17.33%
$6.59B
$4.82 Million 0.0% of portfolio
30,667
Q1 2025 Added 4.28%
$5.88B
$10.5 Million 0.0% of portfolio
116,141
Q1 2025 Added 33.55%
$4.65B
$3.6 Million 0.0% of portfolio
1,870
Q1 2025 Added 6.07%
$210M
$143,000 0.0% of portfolio
14,835
Q1 2025 Reduced 2.29%
$622M
$449,000 0.0% of portfolio
30,876
Q1 2025 Added 3.45%
$2.02B
$722,000 0.0% of portfolio
16,213
Q1 2025 Added 16.47%
$11.6B
$9.75 Million 0.0% of portfolio
61,660
Q1 2025 Added 4.56%
$33.2B
$8.06 Million 0.0% of portfolio
23,861
Q1 2025 Reduced 8.05%
$6.21B
$790,000 0.0% of portfolio
28,434
Q1 2025 Reduced 11.67%
$9.99B
$2.96 Million 0.0% of portfolio
13,106
Q1 2025 Reduced 22.72%
$1.26B
$810,000 0.0% of portfolio
2,549
Q1 2025 Added 17.41%
$991M
$570,000 0.0% of portfolio
16,549
Q1 2025 Reduced 6.68%
$8.06B
$4.52 Million 0.0% of portfolio
40,220
Q1 2025 Added 151.69%
$16.8B
$543,000 0.0% of portfolio
177,731
Q1 2025 Added 15.56%
$800M
$278,000 0.0% of portfolio
51,053
Q1 2025 Added 305.15%
$398M
$305,000 0.0% of portfolio
17,631
Q1 2025 Added 65.69%
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.88%
$9.08B
$1.39 Million 0.0% of portfolio
8,525
Q1 2025 Added 17.15%
$251M
$245,000 0.0% of portfolio
80,353
Q1 2025 Reduced 2.04%
$1.53B
$438,000 0.0% of portfolio
31,537
Q1 2025 Added 85.17%
$30B
$881,000 0.0% of portfolio
60,843
Q1 2025 Added 6.3%
$15.2B
$5.23 Million 0.0% of portfolio
28,643
Q1 2025 Reduced 21.94%
$13B
$438,000 0.0% of portfolio
13,138
Q1 2025 Reduced 1.56%
$3.47B
$1.24 Million 0.0% of portfolio
16,394
Q1 2025 Added 12.8%
$1.36B
$920,000 0.0% of portfolio
41,957
Q1 2025 Reduced 1.16%
$3.21B
$428,000 0.0% of portfolio
8,558
Q1 2025 Added 15.71%
$6.36B
$1.12 Million 0.0% of portfolio
29,564
Q1 2025 Reduced 13.87%
$62.4M
$111,000 0.0% of portfolio
65,054
Q1 2025 Added 0.37%
$3.61B
$1.11 Million 0.0% of portfolio
21,321
Q1 2025 Added 1.24%
$2.82B
$10,000 0.0% of portfolio
21,086
Q1 2025 Reduced 12.23%
$7.6B
$2.46 Million 0.0% of portfolio
27,149
Q1 2025 Added 45.79%
$12.5B
$7.37 Million 0.0% of portfolio
88,226
Q1 2025 Added 18.12%
$0
$1.49 Million 0.0% of portfolio
242,701
Q1 2025 Added 1.24%
$0
$2.11 Million 0.0% of portfolio
357,103
Q1 2025 Added 2.5%
$557M
$197,000 0.0% of portfolio
18,599
Q1 2025 Reduced 5.49%
$1.48B
$1.12 Million 0.0% of portfolio
94,918
Q1 2025 Added 3.31%
$636M
$213,000 0.0% of portfolio
38,827
Q1 2025 Added 4.86%
$825M
$520,000 0.0% of portfolio
107,724
Q1 2025 Added 39.79%
$1.58B
$533,000 0.0% of portfolio
21,412
Q1 2025 Reduced 25.86%
$8.59B
$379,000 0.0% of portfolio
27,587
Q1 2025 Reduced 2.75%
$15.1B
$1.51 Million 0.0% of portfolio
73,078
Q1 2025 Reduced 6.59%
$759M
$555,000 0.0% of portfolio
61,403
Q1 2025 Reduced 51.32%
$15.2B
$6.12 Million 0.0% of portfolio
56,867
Q1 2025 Reduced 23.41%
$252M
$476,000 0.0% of portfolio
57,230
Q1 2025 New
$2.43B
$426,000 0.0% of portfolio
11,509
Q1 2025 Reduced 9.68%
$2.78B
$1.39 Million 0.0% of portfolio
42,135
Q1 2025 Added 18.94%
$455M
$1.21 Million 0.0% of portfolio
34,801
Q1 2025 Reduced 8.97%
$12.6B
$2.33 Million 0.0% of portfolio
66,444
Q1 2025 Added 208.04%

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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