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
$487,000 0.0% of portfolio
22,457
Q1 2025 Added 12.02%
$0
$4.05 Million 0.0% of portfolio
318,224
Q1 2025 Added 5.3%
$69.6M
$360,000 0.0% of portfolio
37,266
Q1 2025 Reduced 0.47%
$0
$626,000 0.0% of portfolio
26,042
Q1 2025 New
$0
$7.31 Million 0.0% of portfolio
163,734
Q1 2025 Added 46.42%
$0
$12 Million 0.0% of portfolio
341,980
Q1 2025 Added 41.25%
$0
$1.5 Million 0.0% of portfolio
71,857
Q1 2025 Added 297.26%
$0
$1.16 Million 0.0% of portfolio
35,937
Q1 2025 Reduced 19.52%
$0
$3.81 Million 0.0% of portfolio
121,498
Q1 2025 Added 16.81%
$0
$324,000 0.0% of portfolio
12,235
Q1 2025 Reduced 18.92%
$0
$256,000 0.0% of portfolio
10,149
Q1 2025 Added 10.16%
$0
$2.06 Million 0.0% of portfolio
34,253
Q1 2025 Reduced 6.54%
$0
$2.61 Million 0.0% of portfolio
52,449
Q1 2025 Added 2.84%
$0
$776,000 0.0% of portfolio
28,804
Q1 2025 Added 35.12%
$0
$957,000 0.0% of portfolio
21,094
Q1 2025 Added 195.89%
$0
$1.28 Million 0.0% of portfolio
46,555
Q1 2025 Reduced 4.53%
$0
$9.46 Million 0.0% of portfolio
300,945
Q1 2025 Added 26.96%
$0
$1.01 Million 0.0% of portfolio
57,406
Q1 2025 Added 5.52%
$0
$5.94 Million 0.0% of portfolio
139,787
Q1 2025 Added 38.98%
$0
$8.27 Million 0.0% of portfolio
231,856
Q1 2025 Added 50.76%
$0
$878,000 0.0% of portfolio
26,247
Q1 2025 Reduced 6.73%
$0
$990,000 0.0% of portfolio
25,964
Q1 2025 Reduced 3.01%
$0
$370,000 0.0% of portfolio
10,423
Q1 2025 Added 25.07%
$0
$965,000 0.0% of portfolio
27,901
Q1 2025 Added 57.18%
$0
$973,000 0.0% of portfolio
29,390
Q1 2025 Added 27.3%
$0
$1.03 Million 0.0% of portfolio
34,495
Q1 2025 Added 10.08%
$0
$796,000 0.0% of portfolio
23,762
Q1 2025 Reduced 4.99%
$0
$651,000 0.0% of portfolio
20,118
Q1 2025 Added 51.45%
$0
$2.48 Million 0.0% of portfolio
64,970
Q1 2025 Reduced 4.46%
$0
$2.46 Million 0.0% of portfolio
58,532
Q1 2025 Reduced 7.33%
$0
$1.71 Million 0.0% of portfolio
40,872
Q1 2025 Added 13.73%
$0
$4.12 Million 0.0% of portfolio
88,325
Q1 2025 Added 21.81%
$0
$1.23 Million 0.0% of portfolio
28,404
Q1 2025 Added 2.78%
$0
$524,000 0.0% of portfolio
13,417
Q1 2025 Added 0.02%
$0
$1.2 Million 0.0% of portfolio
26,310
Q1 2025 Added 19.8%
$0
$742,000 0.0% of portfolio
18,711
Q1 2025 Reduced 4.82%
$0
$6.7 Million 0.0% of portfolio
177,345
Q1 2025 Added 20.24%
$0
$8.68 Million 0.0% of portfolio
242,466
Q1 2025 Added 141.11%
$0
$6.38 Million 0.0% of portfolio
159,870
Q1 2025 Added 255.89%
$0
$7.63 Million 0.0% of portfolio
213,131
Q1 2025 Added 82.56%
$0
$6.6 Million 0.0% of portfolio
178,233
Q1 2025 Added 131.03%
$0
$11.8 Million 0.0% of portfolio
302,473
Q1 2025 Added 50.75%
$0
$9.82 Million 0.0% of portfolio
244,453
Q1 2025 Added 75.23%
$0
$871,000 0.0% of portfolio
25,395
Q1 2025 Added 5.13%
$0
$1.55 Million 0.0% of portfolio
44,967
Q1 2025 Added 1.02%
$0
$564,000 0.0% of portfolio
16,630
Q1 2025 Added 3.95%
$0
$475,000 0.0% of portfolio
13,623
Q1 2025 Reduced 1.55%
$0
$845,000 0.0% of portfolio
30,237
Q1 2025 Reduced 3.24%
$0
$1.22 Million 0.0% of portfolio
39,677
Q1 2025 Reduced 3.67%

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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