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
$13.9 Million 0.01% of portfolio
807,262
Q1 2025 Added 6.61%
$0
$12.9 Million 0.01% of portfolio
254,934
Q1 2025 Reduced 2.61%
$0
$15.1 Million 0.01% of portfolio
328,203
Q1 2025 Added 7.6%
$0
$31.3 Million 0.01% of portfolio
183,813
Q1 2025 Reduced 1.85%
$0
$13.9 Million 0.01% of portfolio
738,016
Q1 2025 Added 35.25%
$0
$15.1 Million 0.01% of portfolio
552,829
Q1 2025 Added 0.37%
$0
$19.6 Million 0.01% of portfolio
824,361
Q1 2025 Added 9.7%
$0
$14.4 Million 0.01% of portfolio
110,986
Q1 2025 Added 24.76%
$0
$23.4 Million 0.01% of portfolio
850,251
Q1 2025 Added 8.19%
$0
$25 Million 0.01% of portfolio
365,274
Q1 2025 Added 13.14%
$0
$23.2 Million 0.01% of portfolio
255,234
Q1 2025 Added 128.36%
$0
$29.2 Million 0.01% of portfolio
993,415
Q1 2025 Reduced 2.12%
$0
$12.5 Million 0.01% of portfolio
436,122
Q1 2025 Added 106.79%
$0
$16.5 Million 0.01% of portfolio
694,244
Q1 2025 Added 15.8%
$0
$30.3 Million 0.01% of portfolio
1,259,273
Q1 2025 Added 15.51%
$0
$26.9 Million 0.01% of portfolio
475,936
Q1 2025 Added 6.14%
$0
$17 Million 0.01% of portfolio
523,149
Q1 2025 Added 369.06%
$0
$18.2 Million 0.01% of portfolio
563,853
Q1 2025 Added 0.6%
$0
$13.3 Million 0.01% of portfolio
837,197
Q1 2025 Added 67.38%
$0
$13.7 Million 0.01% of portfolio
169,636
Q1 2025 Added 30.94%
$0
$13.3 Million 0.01% of portfolio
340,587
Q1 2025 Added 12.57%
$0
$29.4 Million 0.01% of portfolio
745,936
Q1 2025 Added 28.22%
$0
$22.8 Million 0.01% of portfolio
994,542
Q1 2025 Reduced 52.85%
$0
$16.1 Million 0.01% of portfolio
938,037
Q1 2025 Added 8.28%
$0
$26.3 Million 0.01% of portfolio
648,159
Q1 2025 Added 18.73%
$0
$14.6 Million 0.01% of portfolio
328,205
Q1 2025 Added 8.23%
$0
$28.8 Million 0.01% of portfolio
573,705
Q1 2025 Added 3.85%
$0
$26.4 Million 0.01% of portfolio
512,882
Q1 2025 Added 1.61%
$0
$21.8 Million 0.01% of portfolio
287,230
Q1 2025 Added 124.64%
$0
$29.6 Million 0.01% of portfolio
585,643
Q1 2025 Added 78.6%
$1.09B
$21.7 Million 0.01% of portfolio
701,144
Q1 2025 Added 62.21%
$1.82B
$21 Million 0.01% of portfolio
680,781
Q1 2025 Added 0.17%
$0
$15.2 Million 0.01% of portfolio
1,045,487
Q1 2025 Added 7.38%
$0
$14.4 Million 0.01% of portfolio
374,640
Q1 2025 Added 27.01%
$0
$27.3 Million 0.01% of portfolio
658,097
Q1 2025 Added 362.15%
$3.51B
$12.4 Million 0.01% of portfolio
549,632
Q1 2025 Reduced 3.44%
$0
$13.8 Million 0.01% of portfolio
578,075
Q1 2025 Added 4.54%
$0
$18.1 Million 0.01% of portfolio
958,620
Q1 2025 Reduced 1.62%
$0
$13.6 Million 0.01% of portfolio
174,202
Q1 2025 Reduced 12.38%
$0
$13.8 Million 0.01% of portfolio
684,397
Q1 2025 Reduced 8.9%
$0
$15.3 Million 0.01% of portfolio
845,119
Q1 2025 Added 7.47%
$0
$13.2 Million 0.01% of portfolio
288,679
Q1 2025 Added 109.93%
$0
$24.2 Million 0.01% of portfolio
384,791
Q1 2025 Added 11.04%
$0
$12.4 Million 0.01% of portfolio
855,688
Q1 2025 Added 15.42%
$0
$21.9 Million 0.01% of portfolio
175,959
Q1 2025 Reduced 1.85%
$0
$13.2 Million 0.01% of portfolio
507,208
Q1 2025 Reduced 9.79%
$0
$17.3 Million 0.01% of portfolio
309,419
Q1 2025 Reduced 2.25%
$0
$26.6 Million 0.01% of portfolio
511,425
Q1 2025 Added 1.11%
$0
$20.4 Million 0.01% of portfolio
1,007,690
Q1 2025 Added 14.46%

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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