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
$65.8B
$18.1 Million 0.01% of portfolio
321,022
Q1 2025 Reduced 1.91%
$43B
$34.8 Million 0.01% of portfolio
252,629
Q1 2025 Added 9.23%
$21.3B
$14.1 Million 0.01% of portfolio
41,476
Q1 2025 Reduced 12.48%
$10.6B
$17.5 Million 0.01% of portfolio
223,951
Q1 2025 Added 11.96%
$32.1B
$14 Million 0.01% of portfolio
714,313
Q1 2025 Reduced 2.22%
$24.6B
$28 Million 0.01% of portfolio
123,632
Q1 2025 Added 22.9%
$18.7B
$14.2 Million 0.01% of portfolio
233,626
Q1 2025 Added 7.7%
$23.9B
$23.5 Million 0.01% of portfolio
213,594
Q1 2025 Added 16.0%
$23.4B
$23.7 Million 0.01% of portfolio
160,325
Q1 2025 Added 30.52%
$23.5B
$16.6 Million 0.01% of portfolio
405,797
Q1 2025 Added 3.41%
$54.8B
$16 Million 0.01% of portfolio
141,740
Q1 2025 Added 16.02%
$20.2B
$28.2 Million 0.01% of portfolio
375,998
Q1 2025 Added 46.22%
$41.4B
$20 Million 0.01% of portfolio
261,469
Q1 2025 Added 0.3%
$0
$14.5 Million 0.01% of portfolio
566,245
Q1 2025 Added 5.99%
$0
$16.9 Million 0.01% of portfolio
765,664
Q1 2025 Added 1.18%
$53B
$35.6 Million 0.01% of portfolio
206,665
Q1 2025 Added 17.84%
$27.3B
$24 Million 0.01% of portfolio
130,946
Q1 2025 Reduced 4.32%
$34.4B
$35.4 Million 0.01% of portfolio
446,550
Q1 2025 Added 3.18%
$20B
$17.5 Million 0.01% of portfolio
605,330
Q1 2025 Reduced 8.89%
$16.5B
$21.4 Million 0.01% of portfolio
63,434
Q1 2025 Added 3.02%
$48.1B
$25 Million 0.01% of portfolio
197,025
Q1 2025 Reduced 16.7%
$26.4B
$20.5 Million 0.01% of portfolio
98,839
Q1 2025 Added 17.73%
$41.5B
$16.1 Million 0.01% of portfolio
162,562
Q1 2025 Added 6.78%
$2.78B
$25.9 Million 0.01% of portfolio
231,567
Q1 2025 Added 18.14%
$32.5B
$23.9 Million 0.01% of portfolio
547,310
Q1 2025 Reduced 6.33%
$22.6B
$30.2 Million 0.01% of portfolio
808,617
Q1 2025 Reduced 5.49%
$25.3B
$27.9 Million 0.01% of portfolio
174,702
Q1 2025 Reduced 3.82%
$54.7B
$31.5 Million 0.01% of portfolio
184,560
Q1 2025 Added 5.9%
$0
$22.7 Million 0.01% of portfolio
2,298,467
Q1 2025 Added 4.37%
$16B
$15.7 Million 0.01% of portfolio
193,293
Q1 2025 Reduced 7.92%
$25.3B
$15.6 Million 0.01% of portfolio
177,276
Q1 2025 Added 6.85%
$16.4B
$22.9 Million 0.01% of portfolio
49,876
Q1 2025 Added 29.01%
$88.1B
$17.9 Million 0.01% of portfolio
97,771
Q1 2025 Added 30.03%
$26.4B
$35 Million 0.01% of portfolio
199,486
Q1 2025 Added 37.88%
$21B
$36.9 Million 0.01% of portfolio
1,056,623
Q1 2025 Added 8.27%
$19.2B
$12.4 Million 0.01% of portfolio
373,475
Q1 2025 Reduced 4.73%
$25.5B
$25.7 Million 0.01% of portfolio
185,654
Q1 2025 Reduced 2.15%
$37.8B
$23.9 Million 0.01% of portfolio
320,119
Q1 2025 Added 12.73%
$2.62B
$21.5 Million 0.01% of portfolio
347,975
Q1 2025 Added 12.47%
$8.09B
$15 Million 0.01% of portfolio
67,559
Q1 2025 Added 4.46%
$9.63B
$19.8 Million 0.01% of portfolio
224,805
Q1 2025 Added 18.29%
$0
$13.1 Million 0.01% of portfolio
1,315,745
Q1 2025 Added 12.4%
$0
$18.1 Million 0.01% of portfolio
2,144,278
Q1 2025 Added 136.6%
$0
$22.3 Million 0.01% of portfolio
1,684,959
Q1 2025 Added 5.75%
$0
$16.1 Million 0.01% of portfolio
1,132,140
Q1 2025 Added 74.23%
$0
$21.6 Million 0.01% of portfolio
2,648,786
Q1 2025 Added 207.12%
$41.9B
$24.2 Million 0.01% of portfolio
357,684
Q1 2025 Added 12.09%
$19.3B
$23.8 Million 0.01% of portfolio
404,557
Q1 2025 Added 73.05%
$47.7B
$23.5 Million 0.01% of portfolio
324,351
Q1 2025 Added 23.95%

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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