Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

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 $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Million 0.01% of portfolio
218,449
Q2 2025 Added 51.43%
$0
$17.1 Million 0.01% of portfolio
1,030,348
Q2 2025 Reduced 0.54%
$0
$16.4 Million 0.01% of portfolio
674,883
Q2 2025 Added 7.41%
$0
$32.6 Million 0.01% of portfolio
649,680
Q2 2025 Reduced 9.59%
$0
$35.4 Million 0.01% of portfolio
524,454
Q2 2025 Added 26.25%
$0
$14.3 Million 0.01% of portfolio
846,842
Q2 2025 Added 225.42%
$0
$15.4 Million 0.01% of portfolio
66,753
Q2 2025 Reduced 6.38%
$0
$41 Million 0.01% of portfolio
2,394,463
Q2 2025 Reduced 2.49%
$0
$24.1 Million 0.01% of portfolio
776,334
Q2 2025 Added 67.35%
$0
$28.5 Million 0.01% of portfolio
119,448
Q2 2025 Added 73.12%
$0
$18.8 Million 0.01% of portfolio
171,599
Q2 2025 Added 86.29%
$0
$20.3 Million 0.01% of portfolio
179,585
Q2 2025 Added 12.79%
$0
$31.3 Million 0.01% of portfolio
297,844
Q2 2025 Added 1.92%
$0
$23.7 Million 0.01% of portfolio
206,914
Q2 2025 Added 0.72%
$0
$28.5 Million 0.01% of portfolio
281,695
Q2 2025 Reduced 21.96%
$0
$24.2 Million 0.01% of portfolio
294,024
Q2 2025 Reduced 30.03%
$0
$16.4 Million 0.01% of portfolio
117,989
Q2 2025 Added 5.75%
$0
$23.4 Million 0.01% of portfolio
85,680
Q2 2025 Reduced 8.04%
$0
$17.2 Million 0.01% of portfolio
99,808
Q2 2025 Reduced 2.15%
$0
$20.4 Million 0.01% of portfolio
327,298
Q2 2025 Added 13.53%
$0
$26.5 Million 0.01% of portfolio
242,068
Q2 2025 Added 3.33%
$0
$24.9 Million 0.01% of portfolio
349,770
Q2 2025 Reduced 1.04%
$0
$38.2 Million 0.01% of portfolio
599,519
Q2 2025 Reduced 2.9%
$0
$16.8 Million 0.01% of portfolio
608,196
Q2 2025 Added 7.13%
$0
$23.3 Million 0.01% of portfolio
421,501
Q2 2025 Added 0.33%
$0
$31.5 Million 0.01% of portfolio
654,008
Q2 2025 Reduced 7.48%
$0
$26 Million 0.01% of portfolio
645,170
Q2 2025 Added 2.71%
$0
$22.9 Million 0.01% of portfolio
1,020,860
Q2 2025 Added 0.37%
$0
$33.5 Million 0.01% of portfolio
526,732
Q2 2025 Added 4.16%
$0
$37.3 Million 0.01% of portfolio
941,688
Q2 2025 Added 2.77%
$0
$37.1 Million 0.01% of portfolio
799,762
Q2 2025 Added 33.27%
$0
$23.7 Million 0.01% of portfolio
473,552
Q2 2025 Added 5.64%
$0
$40.6 Million 0.01% of portfolio
423,221
Q2 2025 Reduced 3.3%
$0
$19.3 Million 0.01% of portfolio
376,170
Q2 2025 Reduced 10.41%
$0
$29.3 Million 0.01% of portfolio
629,393
Q2 2025 Added 6.56%
$0
$26 Million 0.01% of portfolio
510,962
Q2 2025 Added 7.63%
$0
$14.7 Million 0.01% of portfolio
222,223
Q2 2025 Added 3.6%
$0
$752,000 0.0% of portfolio
19,695
Q2 2025 Reduced 13.4%
$0
$2.31 Million 0.0% of portfolio
32,645
Q2 2025 Added 4.81%
$0
$312,000 0.0% of portfolio
15,963
Q2 2025 Reduced 28.94%
$0
$3.01 Million 0.0% of portfolio
144,921
Q2 2025 Added 11.2%
$0
$5.71 Million 0.0% of portfolio
172,375
Q2 2025 Reduced 16.79%
$193M
$5.97 Million 0.0% of portfolio
59,366
Q2 2025 Added 37.8%
$1.09B
$7.17 Million 0.0% of portfolio
79,815
Q2 2025 Added 16.57%
$0
$1.59 Million 0.0% of portfolio
48,967
Q2 2025 Reduced 14.85%
$0
$1.34 Million 0.0% of portfolio
46,427
Q2 2025 Reduced 17.12%
$0
$1.7 Million 0.0% of portfolio
77,764
Q2 2025 Reduced 20.12%
$0
$4.33 Million 0.0% of portfolio
148,137
Q2 2025 Reduced 6.85%
$0
$7.26 Million 0.0% of portfolio
103,776
Q2 2025 Added 17.26%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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