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
$42.5B
$12.8 Million 0.01% of portfolio
88,703
Q1 2025 Reduced 6.52%
$26B
$22.2 Million 0.01% of portfolio
60,154
Q1 2025 Added 33.01%
$20.1B
$17.3 Million 0.01% of portfolio
323,295
Q1 2025 Added 9.42%
$32.5B
$17.8 Million 0.01% of portfolio
73,040
Q1 2025 Added 1.25%
$69.6B
$29.2 Million 0.01% of portfolio
35,780
Q1 2025 Added 6.63%
$22.6B
$22.8 Million 0.01% of portfolio
367,079
Q1 2025 Added 40.54%
$42.9B
$17.1 Million 0.01% of portfolio
371,350
Q1 2025 Added 5.29%
$26.8B
$13 Million 0.01% of portfolio
77,128
Q1 2025 Added 25.98%
$19.2B
$16.8 Million 0.01% of portfolio
139,905
Q1 2025 Added 8.53%
$19.9B
$16.9 Million 0.01% of portfolio
114,046
Q1 2025 Added 2.86%
$40.2B
$25.3 Million 0.01% of portfolio
13,723
Q1 2025 Reduced 42.01%
$24.9B
$30.4 Million 0.01% of portfolio
391,932
Q1 2025 Added 9.63%
$89.7B
$18.9 Million 0.01% of portfolio
44,222
Q1 2025 Added 0.98%
$15.2B
$17.9 Million 0.01% of portfolio
275,148
Q1 2025 Added 17.73%
$48.7B
$16.6 Million 0.01% of portfolio
222,706
Q1 2025 Added 2.71%
$29.8B
$26.9 Million 0.01% of portfolio
686,793
Q1 2025 Added 32.24%
$23B
$22.5 Million 0.01% of portfolio
555,611
Q1 2025 Added 94.56%
$23.4B
$36.8 Million 0.01% of portfolio
1,113,778
Q1 2025 Reduced 10.29%
$84.9B
$36.6 Million 0.01% of portfolio
380,157
Q1 2025 Added 35.25%
$12.4B
$36.4 Million 0.01% of portfolio
1,889,160
Q1 2025 Added 24.48%
$0
$19.1 Million 0.01% of portfolio
3,474,636
Q1 2025 Reduced 1.3%
$41.6B
$25.5 Million 0.01% of portfolio
117,515
Q1 2025 Added 15.62%
$74.7B
$31.9 Million 0.01% of portfolio
677,413
Q1 2025 Added 5.76%
$17.7B
$24.2 Million 0.01% of portfolio
203,301
Q1 2025 Added 3.26%
$22.4B
$13.5 Million 0.01% of portfolio
138,024
Q1 2025 Added 9.17%
$27.4B
$15.1 Million 0.01% of portfolio
83,789
Q1 2025 Added 26.74%
$0
$30.3 Million 0.01% of portfolio
1,943,464
Q1 2025 Added 13.5%
$47.3B
$12.9 Million 0.01% of portfolio
1,256,449
Q1 2025 Added 8.27%
$20B
$16.6 Million 0.01% of portfolio
655,721
Q1 2025 Added 2.29%
$7.88B
$15.5 Million 0.01% of portfolio
242,432
Q1 2025 Added 17.12%
$38.8B
$26.2 Million 0.01% of portfolio
211,874
Q1 2025 Added 2.56%
$109B
$22.6 Million 0.01% of portfolio
65,463
Q1 2025 Added 6.3%
$13.1B
$19.4 Million 0.01% of portfolio
106,389
Q1 2025 Added 33.5%
$2.36B
$21.7 Million 0.01% of portfolio
1,130,362
Q1 2025 Added 14.49%
$73.7B
$30.9 Million 0.01% of portfolio
135,744
Q1 2025 Added 12.24%
$16.4B
$18.3 Million 0.01% of portfolio
296,846
Q1 2025 Added 17.27%
$9.4B
$15.3 Million 0.01% of portfolio
95,038
Q1 2025 Added 12.93%
$248B
$13.4 Million 0.01% of portfolio
233,650
Q1 2025 Added 52.2%
$26.9B
$21 Million 0.01% of portfolio
36,676
Q1 2025 Added 15.32%
$12.3B
$16.5 Million 0.01% of portfolio
94,111
Q1 2025 Reduced 9.06%
$45B
$15.7 Million 0.01% of portfolio
37,500
Q1 2025 Added 11.82%
$5.25B
$28.1 Million 0.01% of portfolio
169,420
Q1 2025 Added 12.0%
$9.59B
$13.6 Million 0.01% of portfolio
500,207
Q1 2025 Added 7.47%
$30.1B
$18 Million 0.01% of portfolio
102,121
Q1 2025 Added 5.82%
$7.28B
$15.6 Million 0.01% of portfolio
185,902
Q1 2025 Added 0.49%
$12.5B
$18.6 Million 0.01% of portfolio
346,882
Q1 2025 Reduced 7.63%
$17.2B
$14.3 Million 0.01% of portfolio
892,621
Q1 2025 Reduced 4.2%
$32.4B
$23.7 Million 0.01% of portfolio
779,466
Q1 2025 Added 18.87%
$22.1B
$13 Million 0.01% of portfolio
95,988
Q1 2025 Reduced 12.62%

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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