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
$18.5 Million 0.01% of portfolio
430,904
Q1 2025 Added 0.24%
$0
$18.2 Million 0.01% of portfolio
531,453
Q1 2025 Added 39.02%
$0
$24.4 Million 0.01% of portfolio
637,309
Q1 2025 Reduced 6.55%
$0
$15.7 Million 0.01% of portfolio
382,703
Q1 2025 Added 8.27%
$0
$32.4 Million 0.01% of portfolio
1,030,708
Q1 2025 Added 26.93%
$0
$35.3 Million 0.01% of portfolio
748,693
Q1 2025 Added 46.42%
$0
$19 Million 0.01% of portfolio
550,422
Q1 2025 Added 0.84%
$0
$16.4 Million 0.01% of portfolio
558,983
Q1 2025 Added 10.89%
$0
$15 Million 0.01% of portfolio
431,349
Q1 2025 Added 71.3%
$0
$22.7 Million 0.01% of portfolio
242,330
Q1 2025 Added 23.0%
$0
$36.3 Million 0.01% of portfolio
378,586
Q1 2025 Added 47.13%
$0
$16.2 Million 0.01% of portfolio
362,866
Q1 2025 Added 20.49%
$0
$20.8 Million 0.01% of portfolio
416,811
Q1 2025 Added 9.87%
$0
$16.1 Million 0.01% of portfolio
320,076
Q1 2025 Added 4.1%
$0
$26.5 Million 0.01% of portfolio
1,391,583
Q1 2025 Added 120.51%
$0
$13.4 Million 0.01% of portfolio
174,336
Q1 2025 Added 5.05%
$0
$17.3 Million 0.01% of portfolio
263,225
Q1 2025 Added 0.93%
$0
$13.6 Million 0.01% of portfolio
494,853
Q1 2025 Reduced 3.83%
$0
$22.8 Million 0.01% of portfolio
917,767
Q1 2025 Reduced 7.99%
$0
$33 Million 0.01% of portfolio
1,007,643
Q1 2025 Added 303.07%
$0
$12.3 Million 0.01% of portfolio
531,858
Q1 2025 Reduced 3.44%
$0
$35.5 Million 0.01% of portfolio
1,318,977
Q1 2025 Added 27.45%
$0
$34.4 Million 0.01% of portfolio
1,205,268
Q1 2025 Added 10.92%
$0
$22 Million 0.01% of portfolio
743,913
Q1 2025 Added 76.98%
$0
$35.3 Million 0.01% of portfolio
276,573
Q1 2025 Reduced 2.84%
$0
$30.5 Million 0.01% of portfolio
853,638
Q1 2025 Added 12.01%
$0
$20.8 Million 0.01% of portfolio
335,321
Q1 2025 Reduced 2.4%
$0
$35.7 Million 0.01% of portfolio
1,117,365
Q1 2025 Added 4.45%
$0
$17.2 Million 0.01% of portfolio
857,534
Q1 2025 Reduced 30.75%
$0
$27 Million 0.01% of portfolio
1,118,779
Q1 2025 Added 84.17%
$0
$22.8 Million 0.01% of portfolio
142,719
Q1 2025 Added 7.19%
$0
$20.2 Million 0.01% of portfolio
203,715
Q1 2025 Added 0.97%
$0
$18.2 Million 0.01% of portfolio
560,804
Q1 2025 Reduced 5.59%
$0
$34.7 Million 0.01% of portfolio
728,656
Q1 2025 Reduced 1.23%
$0
$29.7 Million 0.01% of portfolio
154,688
Q1 2025 Reduced 18.09%
$0
$36.2 Million 0.01% of portfolio
1,372,645
Q1 2025 Reduced 11.39%
$0
$33.8 Million 0.01% of portfolio
266,287
Q1 2025 Reduced 2.09%
$0
$19.1 Million 0.01% of portfolio
357,055
Q1 2025 Reduced 0.39%
$0
$21.9 Million 0.01% of portfolio
413,564
Q1 2025 Added 9.79%
$0
$19.1 Million 0.01% of portfolio
151,141
Q1 2025 Reduced 15.93%
$0
$27.7 Million 0.01% of portfolio
286,011
Q1 2025 Reduced 27.89%
$0
$29.3 Million 0.01% of portfolio
484,603
Q1 2025 Reduced 22.38%
$0
$25.6 Million 0.01% of portfolio
457,716
Q1 2025 Added 5.22%
$0
$27.6 Million 0.01% of portfolio
209,909
Q1 2025 Added 3.17%
$0
$25.2 Million 0.01% of portfolio
104,724
Q1 2025 Reduced 20.72%
$0
$12.4 Million 0.01% of portfolio
108,773
Q1 2025 Added 3.88%
$0
$21.6 Million 0.01% of portfolio
472,673
Q1 2025 Reduced 2.49%
$0
$29.4 Million 0.01% of portfolio
169,116
Q1 2025 Added 25.43%
$0
$13.9 Million 0.01% of portfolio
494,988
Q1 2025 Added 46.73%

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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