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
$782 Million 0.32% of portfolio
22,834,860
Q1 2025 Added 36.12%
$0
$783 Million 0.32% of portfolio
23,374,014
Q1 2025 Added 6.56%
$0
$787 Million 0.32% of portfolio
17,658,134
Q1 2025 Added 0.2%
$0
$768 Million 0.31% of portfolio
15,159,206
Q1 2025 Added 19.41%
$0
$768 Million 0.31% of portfolio
2,970,441
Q1 2025 Reduced 2.13%
$0
$765 Million 0.31% of portfolio
9,352,667
Q1 2025 Reduced 17.18%
$0
$737 Million 0.3% of portfolio
2,401,110
Q1 2025 Reduced 0.68%
$0
$743 Million 0.3% of portfolio
3,949,393
Q1 2025 Added 6.16%
$0
$749 Million 0.3% of portfolio
5,335,760
Q1 2025 Added 4.39%
$0
$741 Million 0.3% of portfolio
14,856,970
Q1 2025 Added 789.9%
$0
$741 Million 0.3% of portfolio
8,977,710
Q1 2025 Added 488.27%
$0
$743 Million 0.3% of portfolio
5,760,304
Q1 2025 Added 2.07%
$0
$687 Million 0.28% of portfolio
7,664,395
Q1 2025 Added 1.61%
$0
$701 Million 0.28% of portfolio
1,292,568
Q1 2025 Reduced 2.51%
$53B
$659 Million 0.27% of portfolio
11,182,842
Q1 2025 Added 29.57%
$0
$666 Million 0.27% of portfolio
10,044,254
Q1 2025 Added 15.21%
$0
$670 Million 0.27% of portfolio
13,097,106
Q1 2025 Added 1.68%
$0
$676 Million 0.27% of portfolio
14,926,353
Q1 2025 Added 5.34%
$0
$641 Million 0.26% of portfolio
5,253,679
Q1 2025 Added 3.13%
$0
$629 Million 0.26% of portfolio
6,730,761
Q1 2025 Reduced 6.35%
$0
$637 Million 0.26% of portfolio
4,862,738
Q1 2025 Added 4.11%
$0
$644 Million 0.26% of portfolio
12,794,277
Q1 2025 Added 1.48%
$0
$616 Million 0.25% of portfolio
24,607,170
Q1 2025 Added 11.58%
$0
$613 Million 0.25% of portfolio
6,602,552
Q1 2025 Added 19.49%
$0
$598 Million 0.24% of portfolio
5,943,668
Q1 2025 Added 40.31%
$0
$589 Million 0.24% of portfolio
23,043,191
Q1 2025 Reduced 10.28%
$0
$600 Million 0.24% of portfolio
6,986,164
Q1 2025 Reduced 4.11%
$0
$573 Million 0.23% of portfolio
17,359,776
Q1 2025 Reduced 4.43%
$0
$567 Million 0.23% of portfolio
6,855,478
Q1 2025 Added 6.49%
$0
$556 Million 0.23% of portfolio
5,362,198
Q1 2025 Added 142.6%
$0
$575 Million 0.23% of portfolio
5,749,190
Q1 2025 Reduced 37.18%
$0
$562 Million 0.23% of portfolio
10,851,065
Q1 2025 Added 21.73%
$0
$556 Million 0.23% of portfolio
8,170,141
Q1 2025 Reduced 2.75%
$0
$547 Million 0.22% of portfolio
9,141,990
Q1 2025 Added 3.19%
$0
$550 Million 0.22% of portfolio
5,876,594
Q1 2025 Added 3.35%
$0
$532 Million 0.22% of portfolio
5,516,259
Q1 2025 Added 5.42%
$0
$519 Million 0.21% of portfolio
10,234,101
Q1 2025 Added 47.45%
$0
$496 Million 0.2% of portfolio
14,836,962
Q1 2025 Added 60.83%
$0
$489 Million 0.2% of portfolio
10,622,082
Q1 2025 Added 8.67%
$0
$493 Million 0.2% of portfolio
6,302,475
Q1 2025 Reduced 10.73%
$0
$467 Million 0.19% of portfolio
10,740,662
Q1 2025 Added 17.88%
$0
$475 Million 0.19% of portfolio
5,192,398
Q1 2025 Reduced 2.79%
$0
$475 Million 0.19% of portfolio
8,622,592
Q1 2025 Reduced 16.79%
$0
$460 Million 0.19% of portfolio
2,182,703
Q1 2025 Reduced 1.35%
$0
$479 Million 0.19% of portfolio
1,798,912
Q1 2025 Added 126.27%
$0
$472 Million 0.19% of portfolio
9,494,864
Q1 2025 Added 38.09%
$0
$461 Million 0.19% of portfolio
5,841,413
Q1 2025 Added 4.54%
$0
$455 Million 0.18% of portfolio
9,249,695
Q1 2025 Reduced 0.21%
$0
$450 Million 0.18% of portfolio
8,233,568
Q1 2025 Added 5,323.56%

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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