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
$25.4 Million 0.01% of portfolio
537,857
Q1 2025 Added 18.98%
$0
$19.4 Million 0.01% of portfolio
477,593
Q1 2025 Added 4.44%
$0
$15.1 Million 0.01% of portfolio
717,326
Q1 2025 Reduced 9.16%
$0
$17 Million 0.01% of portfolio
452,110
Q1 2025 Added 4.77%
$0
$30.3 Million 0.01% of portfolio
766,313
Q1 2025 Reduced 0.58%
$0
$20.3 Million 0.01% of portfolio
902,279
Q1 2025 Reduced 4.13%
$0
$16.4 Million 0.01% of portfolio
524,975
Q1 2025 Reduced 10.05%
$0
$23.3 Million 0.01% of portfolio
580,098
Q1 2025 Reduced 6.93%
$0
$15.1 Million 0.01% of portfolio
628,337
Q1 2025 Added 6.32%
$0
$36.8 Million 0.01% of portfolio
718,628
Q1 2025 Added 5.9%
$0
$23.8 Million 0.01% of portfolio
415,409
Q1 2025 Added 2.26%
$0
$15.3 Million 0.01% of portfolio
1,366,939
Q1 2025 Added 52.14%
$0
$18.7 Million 0.01% of portfolio
71,299
Q1 2025 Reduced 2.27%
$0
$14.1 Million 0.01% of portfolio
463,901
Q1 2025 Added 11.04%
$0
$15.6 Million 0.01% of portfolio
68,999
Q1 2025 Added 42.0%
$0
$16.4 Million 0.01% of portfolio
159,227
Q1 2025 Reduced 8.84%
$0
$22 Million 0.01% of portfolio
205,431
Q1 2025 Reduced 1.43%
$0
$34.8 Million 0.01% of portfolio
360,985
Q1 2025 Reduced 22.97%
$0
$30.4 Million 0.01% of portfolio
420,227
Q1 2025 Added 4.83%
$0
$26.4 Million 0.01% of portfolio
103,867
Q1 2025 Reduced 2.46%
$0
$12.5 Million 0.01% of portfolio
66,909
Q1 2025 Reduced 0.6%
$0
$14.8 Million 0.01% of portfolio
111,571
Q1 2025 Added 4.7%
$0
$23 Million 0.01% of portfolio
93,169
Q1 2025 Added 10.76%
$0
$15.5 Million 0.01% of portfolio
102,003
Q1 2025 Added 18.91%
$0
$18 Million 0.01% of portfolio
288,283
Q1 2025 Added 1.49%
$0
$22.9 Million 0.01% of portfolio
234,277
Q1 2025 Added 1.35%
$0
$33.2 Million 0.01% of portfolio
175,750
Q1 2025 Added 7.73%
$0
$24.2 Million 0.01% of portfolio
353,461
Q1 2025 Reduced 1.92%
$0
$26.8 Million 0.01% of portfolio
727,202
Q1 2025 Reduced 23.07%
$0
$13.8 Million 0.01% of portfolio
567,693
Q1 2025 Added 6.64%
$0
$20.3 Million 0.01% of portfolio
420,120
Q1 2025 Reduced 18.26%
$0
$33.6 Million 0.01% of portfolio
706,868
Q1 2025 Added 158.04%
$0
$22.4 Million 0.01% of portfolio
628,154
Q1 2025 Reduced 20.03%
$0
$22.3 Million 0.01% of portfolio
1,017,141
Q1 2025 Added 38.68%
$0
$29.4 Million 0.01% of portfolio
505,679
Q1 2025 Reduced 29.02%
$0
$32.7 Million 0.01% of portfolio
916,300
Q1 2025 Added 9.25%
$0
$25.5 Million 0.01% of portfolio
600,102
Q1 2025 Reduced 7.1%
$0
$20.3 Million 0.01% of portfolio
448,283
Q1 2025 Added 4.03%
$0
$20.8 Million 0.01% of portfolio
419,864
Q1 2025 Added 70.91%
$0
$27.5 Million 0.01% of portfolio
590,644
Q1 2025 Added 2.07%
$0
$23.2 Million 0.01% of portfolio
474,729
Q1 2025 Added 19.93%
$0
$14 Million 0.01% of portfolio
214,506
Q1 2025 Added 5.37%
$0
$813,000 0.0% of portfolio
22,743
Q4 2024 Reduced 31.23%
$0
$2.05 Million 0.0% of portfolio
31,148
Q1 2025 Reduced 1.83%
$0
$424,000 0.0% of portfolio
22,464
Q1 2025 Reduced 3.35%
$0
$2.8 Million 0.0% of portfolio
130,321
Q1 2025 Added 61.74%
$0
$7.07 Million 0.0% of portfolio
207,167
Q1 2025 Added 49.87%
$187M
$3.9 Million 0.0% of portfolio
43,080
Q1 2025 Added 15.09%
$1.09B
$6.15 Million 0.0% of portfolio
68,470
Q1 2025 Added 15.21%

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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