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
$5.14 Million 0.0% of portfolio
143,420
Q2 2025 Added 7.95%
$0
$4.55 Million 0.0% of portfolio
222,613
Q2 2025 Reduced 0.78%
$0
$2.95 Million 0.0% of portfolio
41,241
Q2 2025 Added 0.29%
$0
$1.37 Million 0.0% of portfolio
18,723
Q2 2025 Added 13.99%
$0
$1.26 Million 0.0% of portfolio
35,135
Q2 2025 Added 364.5%
$0
$356,000 0.0% of portfolio
7,049
Q2 2025 Reduced 4.79%
$0
$10.4 Million 0.0% of portfolio
174,953
Q2 2025 Reduced 0.26%
$0
$1.26 Million 0.0% of portfolio
63,103
Q2 2025 Added 64.61%
$0
$387,000 0.0% of portfolio
5,072
Q2 2025 Added 5.93%
$0
$770,000 0.0% of portfolio
16,440
Q2 2025 New
$0
$8.41 Million 0.0% of portfolio
302,944
Q2 2025 Added 31.51%
$0
$3.37 Million 0.0% of portfolio
100,172
Q2 2025 Reduced 27.74%
$0
$2.17 Million 0.0% of portfolio
81,876
Q2 2025 Reduced 1.33%
$0
$8.12 Million 0.0% of portfolio
228,483
Q2 2025 Reduced 3.83%
$0
$4.61 Million 0.0% of portfolio
200,987
Q2 2025 Reduced 19.82%
$0
$5.38 Million 0.0% of portfolio
140,754
Q2 2025 Reduced 7.89%
$0
$11.6 Million 0.0% of portfolio
812,004
Q2 2025 Added 1.61%
$0
$11.1 Million 0.0% of portfolio
194,223
Q2 2025 Reduced 2.32%
$0
$1.54 Million 0.0% of portfolio
48,628
Q2 2025 Added 3.68%
$0
$248,000 0.0% of portfolio
11,224
Q2 2025 Reduced 28.67%
$0
$13.4 Million 0.0% of portfolio
490,829
Q2 2025 Reduced 6.92%
$0
$2.79 Million 0.0% of portfolio
109,007
Q2 2025 Added 3.91%
$0
$11.2 Million 0.0% of portfolio
327,838
Q2 2025 Added 6.07%
$0
$13.1 Million 0.0% of portfolio
253,587
Q2 2025 Reduced 0.53%
$0
$4.09 Million 0.0% of portfolio
50,296
Q2 2025 Reduced 0.17%
$0
$9.89 Million 0.0% of portfolio
196,208
Q2 2025 Reduced 11.11%
$0
$10.2 Million 0.0% of portfolio
141,811
Q2 2025 Added 0.85%
$0
$11.7 Million 0.0% of portfolio
749,713
Q2 2025 Added 58.93%
$0
$8.87 Million 0.0% of portfolio
169,859
Q2 2025 Added 6.92%
$0
$1.4 Million 0.0% of portfolio
46,960
Q2 2025 Reduced 4.06%
$0
$663,000 0.0% of portfolio
20,891
Q2 2025 New
$0
$9.11 Million 0.0% of portfolio
419,767
Q2 2025 Added 1,032.85%
$0
$6.25 Million 0.0% of portfolio
139,843
Q2 2025 Added 26.54%
$0
$5.9 Million 0.0% of portfolio
109,557
Q2 2025 Added 4.42%
$0
$5.12 Million 0.0% of portfolio
150,692
Q2 2025 Reduced 23.46%
$0
$6.16 Million 0.0% of portfolio
188,386
Q2 2025 Reduced 12.84%
$0
$7.97 Million 0.0% of portfolio
80,656
Q2 2025 Added 99.1%
$0
$11 Million 0.0% of portfolio
476,472
Q2 2025 Added 5.32%
$0
$6.57 Million 0.0% of portfolio
169,336
Q2 2025 Added 2.78%
$0
$1.74 Million 0.0% of portfolio
32,029
Q2 2025 Reduced 71.21%
$0
$11.4 Million 0.0% of portfolio
356,038
Q2 2025 Added 1,109.57%
$0
$1.66 Million 0.0% of portfolio
55,478
Q2 2025 Added 158.63%
$0
$1.75 Million 0.0% of portfolio
71,898
Q2 2025 Added 15.59%
$0
$458,000 0.0% of portfolio
18,727
Q2 2025 Added 73.66%
$0
$1.12 Million 0.0% of portfolio
43,845
Q2 2025 Added 38.72%
$0
$7.88 Million 0.0% of portfolio
266,391
Q2 2025 Added 15.65%
$0
$5.59 Million 0.0% of portfolio
180,251
Q2 2025 Added 128.45%
$0
$4.54 Million 0.0% of portfolio
154,647
Q2 2025 Added 43.51%
$0
$2.94 Million 0.0% of portfolio
99,238
Q2 2025 Added 23.04%

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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