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
$258B
$53.3 Million 0.02% of portfolio
757,370
Q2 2025 Reduced 7.16%
$60.2B
$61.6 Million 0.02% of portfolio
383,468
Q2 2025 Added 9.83%
$72.3B
$62.1 Million 0.02% of portfolio
277,513
Q2 2025 Added 32.13%
$40.5B
$43.1 Million 0.02% of portfolio
569,376
Q2 2025 Added 18.98%
$40.8B
$57.6 Million 0.02% of portfolio
584,273
Q2 2025 Reduced 2.87%
$20.2B
$68.9 Million 0.02% of portfolio
957,711
Q2 2025 Added 6.36%
$6.62B
$60.8 Million 0.02% of portfolio
1,152,639
Q2 2025 Reduced 2.13%
$64.8B
$70.5 Million 0.02% of portfolio
263,501
Q2 2025 Added 27.91%
$158B
$54 Million 0.02% of portfolio
882,923
Q2 2025 Added 13.21%
$60.7B
$64.8 Million 0.02% of portfolio
481,763
Q2 2025 Added 1.88%
$38.8B
$49.4 Million 0.02% of portfolio
171,613
Q2 2025 Added 22.33%
$32.7B
$57.4 Million 0.02% of portfolio
662,527
Q2 2025 Added 17.1%
$78.3B
$44.3 Million 0.02% of portfolio
287,887
Q2 2025 Added 11.56%
$44.8B
$48.3 Million 0.02% of portfolio
201,434
Q2 2025 Added 6.77%
$14.2B
$47.2 Million 0.02% of portfolio
756,299
Q2 2025 Added 11.08%
$25.5B
$52 Million 0.02% of portfolio
402,315
Q2 2025 Added 11.13%
$17.8B
$19.3 Million 0.01% of portfolio
171,086
Q2 2025 Reduced 8.7%
$6.27B
$18.7 Million 0.01% of portfolio
65,552
Q2 2025 Added 80.17%
$37.2B
$14.5 Million 0.01% of portfolio
122,703
Q2 2025 Added 1.28%
$5.62B
$18.1 Million 0.01% of portfolio
1,971,616
Q2 2025 Added 41.63%
$70B
$29.1 Million 0.01% of portfolio
244,697
Q2 2025 Added 24.87%
$37.9B
$20.4 Million 0.01% of portfolio
231,454
Q2 2025 Reduced 0.19%
$14B
$25.6 Million 0.01% of portfolio
353,083
Q2 2025 Added 20.02%
$3.69B
$17.2 Million 0.01% of portfolio
421,866
Q2 2025 Added 10.77%
$12.3B
$21.2 Million 0.01% of portfolio
2,308,007
Q2 2025 Added 14.98%
$10.3B
$15 Million 0.01% of portfolio
164,686
Q2 2025 Added 27.26%
$26B
$14.5 Million 0.01% of portfolio
151,420
Q2 2025 Reduced 7.71%
$52B
$40.2 Million 0.01% of portfolio
75,404
Q2 2025 Added 6.72%
$43.5B
$20.3 Million 0.01% of portfolio
112,143
Q2 2025 Reduced 7.87%
$118B
$14.6 Million 0.01% of portfolio
212,226
Q2 2025 Added 7.67%
$75.3B
$21.8 Million 0.01% of portfolio
61,218
Q2 2025 Reduced 9.83%
$8.24B
$15.5 Million 0.01% of portfolio
303,948
Q2 2025 Added 2.29%
$10.1B
$17.2 Million 0.01% of portfolio
73,994
Q2 2025 Added 8.37%
$33.3B
$16.7 Million 0.01% of portfolio
315,851
Q2 2025 Reduced 5.33%
$30.9B
$26.2 Million 0.01% of portfolio
151,347
Q2 2025 Added 10.88%
$23.2B
$22 Million 0.01% of portfolio
142,451
Q2 2025 Added 29.77%
$10.9B
$15.7 Million 0.01% of portfolio
79,050
Q2 2025 Added 176.84%
$27B
$22.2 Million 0.01% of portfolio
109,106
Q2 2025 Added 22.5%
$6.13B
$18.1 Million 0.01% of portfolio
384,541
Q2 2025 Reduced 0.76%
$19.3B
$24.3 Million 0.01% of portfolio
331,011
Q2 2025 Reduced 5.93%
$5.45B
$30.5 Million 0.01% of portfolio
659,311
Q2 2025 Added 653.58%
$13.5B
$19.8 Million 0.01% of portfolio
183,953
Q2 2025 Added 12.36%
$0
$14.5 Million 0.01% of portfolio
1,634,779
Q2 2025 Added 18.14%
$4.59B
$32.3 Million 0.01% of portfolio
1,051,216
Q2 2025 Added 20.33%
$30.3B
$31.7 Million 0.01% of portfolio
554,870
Q2 2025 Added 2.44%
$5.27B
$31.8 Million 0.01% of portfolio
2,374,002
Q2 2025 Added 14.36%
$105B
$41.3 Million 0.01% of portfolio
1,379,934
Q2 2025 Added 21.57%
$25.7B
$30.6 Million 0.01% of portfolio
275,626
Q2 2025 Reduced 2.11%
$21.9B
$39.9 Million 0.01% of portfolio
342,190
Q2 2025 Added 13.84%

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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