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
$47B
$23.8 Million 0.01% of portfolio
304,783
Q2 2025 Reduced 6.03%
$47.8B
$16.1 Million 0.01% of portfolio
100,821
Q2 2025 Added 13.66%
$30B
$37.1 Million 0.01% of portfolio
69,434
Q2 2025 Added 15.43%
$18.3B
$29.9 Million 0.01% of portfolio
512,029
Q2 2025 Added 58.38%
$31.5B
$19.3 Million 0.01% of portfolio
74,527
Q2 2025 Added 2.04%
$72.1B
$30.6 Million 0.01% of portfolio
38,464
Q2 2025 Added 7.5%
$22.7B
$26.5 Million 0.01% of portfolio
417,262
Q2 2025 Added 13.67%
$43.1B
$26.6 Million 0.01% of portfolio
612,162
Q2 2025 Added 64.85%
$34.7B
$14.2 Million 0.01% of portfolio
84,026
Q2 2025 Added 8.94%
$20.3B
$18.2 Million 0.01% of portfolio
159,271
Q2 2025 Added 13.84%
$19.2B
$18.4 Million 0.01% of portfolio
124,558
Q2 2025 Added 9.22%
$13.1B
$38.4 Million 0.01% of portfolio
85,885
Q2 2025 Added 2.84%
$39.3B
$26.2 Million 0.01% of portfolio
14,320
Q2 2025 Added 4.35%
$87.5B
$25.5 Million 0.01% of portfolio
52,028
Q2 2025 Added 17.65%
$16.6B
$18.2 Million 0.01% of portfolio
324,086
Q2 2025 Added 17.79%
$40.7B
$24.5 Million 0.01% of portfolio
301,171
Q2 2025 Added 35.23%
$0
$14.5 Million 0.01% of portfolio
769,888
Q2 2025 Added 3.07%
$24.9B
$41.7 Million 0.01% of portfolio
1,034,782
Q2 2025 Added 86.24%
$26.2B
$33.6 Million 0.01% of portfolio
672,665
Q2 2025 Reduced 39.61%
$0
$22.1 Million 0.01% of portfolio
3,804,780
Q2 2025 Added 9.5%
$45.2B
$20.5 Million 0.01% of portfolio
98,376
Q2 2025 Reduced 16.29%
$11.9B
$15.1 Million 0.01% of portfolio
105,205
Q2 2025 Added 14.23%
$29.1B
$41.4 Million 0.01% of portfolio
798,925
Q2 2025 Added 1.73%
$83.8B
$32 Million 0.01% of portfolio
651,079
Q2 2025 Reduced 3.89%
$19.6B
$27 Million 0.01% of portfolio
222,275
Q2 2025 Added 9.33%
$13.9B
$41.4 Million 0.01% of portfolio
333,036
Q2 2025 Added 7.25%
$0
$30.5 Million 0.01% of portfolio
2,051,627
Q2 2025 Added 5.57%
$42.8B
$14.5 Million 0.01% of portfolio
1,399,477
Q2 2025 Added 11.38%
$41.8B
$27.5 Million 0.01% of portfolio
216,857
Q2 2025 Added 2.35%
$116B
$25.2 Million 0.01% of portfolio
65,849
Q2 2025 Added 0.59%
$11.5B
$23.3 Million 0.01% of portfolio
129,174
Q2 2025 Added 21.42%
$2.43B
$23.7 Million 0.01% of portfolio
1,296,534
Q2 2025 Added 14.7%
$73.4B
$34.4 Million 0.01% of portfolio
129,231
Q2 2025 Reduced 4.8%
$15.9B
$21 Million 0.01% of portfolio
322,572
Q2 2025 Added 8.67%
$10.1B
$17.6 Million 0.01% of portfolio
97,874
Q2 2025 Added 2.98%
$277B
$18.2 Million 0.01% of portfolio
299,844
Q2 2025 Added 28.33%
$24.4B
$20.3 Million 0.01% of portfolio
36,410
Q2 2025 Reduced 0.73%
$10.9B
$35.6 Million 0.01% of portfolio
147,411
Q2 2025 Reduced 23.92%
$53.6B
$19.4 Million 0.01% of portfolio
36,092
Q2 2025 Reduced 3.75%
$7.59B
$16.2 Million 0.01% of portfolio
54,676
Q2 2025 Added 10.99%
$5.65B
$38.2 Million 0.01% of portfolio
689,614
Q2 2025 Added 307.04%
$16.2B
$38.9 Million 0.01% of portfolio
831,479
Q2 2025 Added 12.92%
$11.8B
$31.2 Million 0.01% of portfolio
726,727
Q2 2025 Added 380.61%
$34.5B
$18.9 Million 0.01% of portfolio
119,964
Q2 2025 Added 17.47%
$8.21B
$18.6 Million 0.01% of portfolio
209,398
Q2 2025 Added 12.64%
$15.3B
$19.5 Million 0.01% of portfolio
357,348
Q2 2025 Added 3.02%
$37.9B
$17.2 Million 0.01% of portfolio
521,760
Q2 2025 Added 46.78%
$31.4B
$20.2 Million 0.01% of portfolio
782,629
Q2 2025 Added 0.41%
$25B
$19.2 Million 0.01% of portfolio
121,743
Q2 2025 Added 26.83%

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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