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
$13.8 Million 0.01% of portfolio
329,071
Q1 2025 Reduced 57.31%
$0
$12.6 Million 0.01% of portfolio
542,299
Q1 2025 Added 31.65%
$0
$31.2 Million 0.01% of portfolio
1,343,573
Q1 2025 Added 36.41%
$0
$24.9 Million 0.01% of portfolio
1,084,389
Q1 2025 Added 19.69%
$0
$17.2 Million 0.01% of portfolio
768,897
Q1 2025 Added 33.53%
$0
$32.4 Million 0.01% of portfolio
1,401,940
Q1 2025 Added 25.36%
$0
$24.1 Million 0.01% of portfolio
227,732
Q1 2025 Added 8.26%
$0
$14.6 Million 0.01% of portfolio
188,613
Q1 2025 Reduced 85.05%
$0
$33.6 Million 0.01% of portfolio
453,623
Q1 2025 Added 5.72%
$0
$12.6 Million 0.01% of portfolio
170,079
Q1 2025 Added 7.81%
$0
$17.9 Million 0.01% of portfolio
396,814
Q1 2025 Added 2.02%
$0
$29.3 Million 0.01% of portfolio
251,534
Q1 2025 Reduced 9.67%
$0
$19.2 Million 0.01% of portfolio
345,465
Q1 2025 Reduced 5.52%
$0
$35.3 Million 0.01% of portfolio
685,088
Q1 2025 Reduced 15.69%
$0
$13.1 Million 0.01% of portfolio
192,135
Q1 2025 Added 43.63%
$0
$16.4 Million 0.01% of portfolio
539,954
Q1 2025 Added 14.1%
$0
$15.8 Million 0.01% of portfolio
314,271
Q1 2025 Added 126.93%
$0
$12.7 Million 0.01% of portfolio
218,801
Q1 2025 Added 26.93%
$0
$30 Million 0.01% of portfolio
608,107
Q1 2025 Reduced 5.35%
$0
$36.1 Million 0.01% of portfolio
459,449
Q1 2025 Added 5.71%
$0
$22 Million 0.01% of portfolio
159,813
Q1 2025 Added 42.57%
$0
$33.7 Million 0.01% of portfolio
351,882
Q1 2025 Reduced 20.53%
$0
$26.2 Million 0.01% of portfolio
257,854
Q1 2025 Added 6.61%
$0
$15.6 Million 0.01% of portfolio
111,081
Q1 2025 Reduced 45.26%
$0
$16.4 Million 0.01% of portfolio
185,145
Q1 2025 Added 10.24%
$0
$14.1 Million 0.01% of portfolio
266,827
Q1 2025 Reduced 8.86%
$0
$28.5 Million 0.01% of portfolio
298,867
Q1 2025 Reduced 5.09%
$0
$25.1 Million 0.01% of portfolio
272,567
Q1 2025 Added 10.01%
$0
$18.1 Million 0.01% of portfolio
212,599
Q1 2025 Added 79.33%
$0
$19.4 Million 0.01% of portfolio
385,363
Q1 2025 Added 15.15%
$0
$12.7 Million 0.01% of portfolio
176,916
Q1 2025 Added 4.51%
$0
$21 Million 0.01% of portfolio
375,005
Q1 2025 Reduced 23.52%
$0
$15.8 Million 0.01% of portfolio
299,036
Q1 2025 Added 2.23%
$0
$28.2 Million 0.01% of portfolio
645,954
Q1 2025 Added 5.02%
$0
$22.4 Million 0.01% of portfolio
222,291
Q1 2025 Reduced 3.37%
$0
$26 Million 0.01% of portfolio
410,626
Q1 2025 Reduced 13.93%
$0
$13.9 Million 0.01% of portfolio
291,129
Q1 2025 Added 68.68%
$0
$23 Million 0.01% of portfolio
658,641
Q1 2025 Reduced 51.26%
$0
$15.9 Million 0.01% of portfolio
426,268
Q1 2025 Reduced 45.92%
$0
$24.7 Million 0.01% of portfolio
706,301
Q1 2025 Added 22.83%
$0
$23.9 Million 0.01% of portfolio
769,845
Q1 2025 Reduced 2.9%
$0
$28.3 Million 0.01% of portfolio
557,508
Q1 2025 Added 9.08%
$0
$23.7 Million 0.01% of portfolio
339,175
Q1 2025 Added 4.17%
$0
$30.9 Million 0.01% of portfolio
753,218
Q1 2025 Added 0.38%
$0
$21.9 Million 0.01% of portfolio
1,002,205
Q1 2025 Reduced 0.04%
$0
$25.2 Million 0.01% of portfolio
915,919
Q1 2025 Reduced 20.04%
$0
$28.3 Million 0.01% of portfolio
1,181,755
Q1 2025 Reduced 0.36%
$0
$13.1 Million 0.01% of portfolio
556,109
Q1 2025 Reduced 36.91%
$0
$15.7 Million 0.01% of portfolio
409,344
Q1 2025 Added 5.16%

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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