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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.1 Million 0.02% of portfolio
1,310,942
Q1 2025 Added 20.58%
$0
$59.1 Million 0.02% of portfolio
824,834
Q1 2025 Reduced 4.41%
$0
$39.4 Million 0.02% of portfolio
2,109,257
Q1 2025 Added 17.37%
$0
$44.9 Million 0.02% of portfolio
791,637
Q1 2025 Added 38.7%
$0
$55.1 Million 0.02% of portfolio
683,618
Q1 2025 Reduced 1.44%
$0
$37 Million 0.02% of portfolio
664,673
Q1 2025 Added 1.65%
$0
$60.9 Million 0.02% of portfolio
2,578,194
Q1 2025 Added 3.68%
$0
$57.6 Million 0.02% of portfolio
2,674,216
Q1 2025 Added 29.12%
$0
$43.2 Million 0.02% of portfolio
1,648,859
Q1 2025 Added 1.14%
$0
$55.8 Million 0.02% of portfolio
2,379,704
Q1 2025 Reduced 1.06%
$0
$42.6 Million 0.02% of portfolio
783,580
Q1 2025 Reduced 0.95%
$0
$39 Million 0.02% of portfolio
1,319,875
Q1 2025 Reduced 4.52%
$0
$61 Million 0.02% of portfolio
815,836
Q1 2025 Added 3.25%
$0
$37 Million 0.02% of portfolio
840,059
Q1 2025 Added 308.43%
$0
$44.4 Million 0.02% of portfolio
2,312,072
Q1 2025 Reduced 3.13%
$0
$60.4 Million 0.02% of portfolio
1,959,244
Q1 2025 Added 8.76%
$0
$56.1 Million 0.02% of portfolio
1,244,515
Q1 2025 Added 3.74%
$0
$50.3 Million 0.02% of portfolio
620,671
Q1 2025 Reduced 3.29%
$0
$43.2 Million 0.02% of portfolio
215,251
Q1 2025 Reduced 20.59%
$0
$46.9 Million 0.02% of portfolio
2,797,822
Q1 2025 Added 13.13%
$0
$41.2 Million 0.02% of portfolio
2,455,663
Q1 2025 Added 13.13%
$0
$55.2 Million 0.02% of portfolio
753,776
Q1 2025 Added 88.27%
$0
$38.7 Million 0.02% of portfolio
551,195
Q1 2025 Added 65.92%
$0
$46.1 Million 0.02% of portfolio
399,198
Q1 2025 Added 10.5%
$0
$60.2 Million 0.02% of portfolio
792,397
Q1 2025 Added 28.02%
$0
$37.7 Million 0.02% of portfolio
253,985
Q1 2025 Added 1.52%
$0
$55.9 Million 0.02% of portfolio
171,843
Q1 2025 Reduced 3.71%
$0
$59.6 Million 0.02% of portfolio
838,080
Q1 2025 Added 28.89%
$0
$51.1 Million 0.02% of portfolio
206,456
Q1 2025 Added 6.75%
$0
$48.5 Million 0.02% of portfolio
957,969
Q1 2025 Added 33.77%
$0
$40.6 Million 0.02% of portfolio
617,402
Q1 2025 Reduced 9.05%
$0
$45.5 Million 0.02% of portfolio
1,474,789
Q1 2025 Reduced 2.65%
$0
$57.1 Million 0.02% of portfolio
518,201
Q1 2025 Reduced 5.93%
$0
$43.4 Million 0.02% of portfolio
437,671
Q1 2025 Added 12.66%
$0
$51.6 Million 0.02% of portfolio
1,613,277
Q1 2025 Reduced 27.69%
$0
$57.5 Million 0.02% of portfolio
747,833
Q1 2025 Added 6.34%
$0
$53.7 Million 0.02% of portfolio
1,236,251
Q1 2025 Reduced 5.42%
$1.67B
$29.3 Million 0.01% of portfolio
226,160
Q1 2025 Added 14.16%
$1.72B
$27.7 Million 0.01% of portfolio
850,675
Q1 2025 Reduced 5.89%
$0
$14.7 Million 0.01% of portfolio
703,101
Q1 2025 Added 71.82%
$0
$29.1 Million 0.01% of portfolio
547,385
Q1 2025 Added 5.87%
$0
$23.9 Million 0.01% of portfolio
568,693
Q1 2025 Reduced 5.72%
$0
$14.1 Million 0.01% of portfolio
242,083
Q1 2025 Added 9.08%
$0
$27.5 Million 0.01% of portfolio
663,975
Q1 2025 Added 105.18%
$0
$20.4 Million 0.01% of portfolio
422,203
Q1 2025 Added 28.31%
$0
$21 Million 0.01% of portfolio
449,879
Q1 2025 Added 45.88%
$0
$27.3 Million 0.01% of portfolio
550,930
Q1 2025 Reduced 0.86%
$0
$13.3 Million 0.01% of portfolio
256,972
Q1 2025 Added 6.79%
$0
$17.8 Million 0.01% of portfolio
483,006
Q1 2025 Reduced 35.83%

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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