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
$7.82 Million 0.0% of portfolio
196,618
Q2 2025 Added 10.32%
$0
$13.5 Million 0.0% of portfolio
326,323
Q2 2025 Added 7.89%
$0
$11.2 Million 0.0% of portfolio
255,366
Q2 2025 Added 4.46%
$0
$1.78 Million 0.0% of portfolio
48,948
Q2 2025 Added 92.75%
$0
$1.75 Million 0.0% of portfolio
47,455
Q2 2025 Added 5.53%
$0
$532,000 0.0% of portfolio
14,750
Q2 2025 Reduced 11.3%
$0
$458,000 0.0% of portfolio
12,487
Q2 2025 Reduced 8.34%
$0
$1.22 Million 0.0% of portfolio
41,891
Q2 2025 Added 38.54%
$0
$1.66 Million 0.0% of portfolio
51,146
Q2 2025 Added 28.91%
$0
$1.69 Million 0.0% of portfolio
18,543
Q2 2025 Reduced 24.1%
$0
$2.24 Million 0.0% of portfolio
101,218
Q2 2025 Added 11.33%
$0
$3.43 Million 0.0% of portfolio
97,205
Q2 2025 Reduced 11.14%
$92.6M
$549,000 0.0% of portfolio
8,431
Q2 2025 Added 8.44%
$112M
$464,000 0.0% of portfolio
3,512
Q2 2025 New
$92.4M
$1.24 Million 0.0% of portfolio
17,331
Q2 2025 Added 453.35%
$246M
$3.56 Million 0.0% of portfolio
32,721
Q2 2025 Added 253.55%
$282M
$2.8 Million 0.0% of portfolio
25,053
Q2 2025 Added 126.6%
$3.55B
$9.2 Million 0.0% of portfolio
421,754
Q2 2025 Reduced 23.27%
$2.5B
$6.52 Million 0.0% of portfolio
249,201
Q2 2025 Added 14.1%
$407M
$1.93 Million 0.0% of portfolio
99,530
Q2 2025 Added 6.83%
$209M
$1.07 Million 0.0% of portfolio
57,240
Q2 2025 Reduced 39.19%
$378M
$1.58 Million 0.0% of portfolio
119,586
Q2 2025 Reduced 6.81%
$194M
$1.87 Million 0.0% of portfolio
24,912
Q2 2025 Reduced 21.13%
$1.67B
$3.16 Million 0.0% of portfolio
117,724
Q2 2025 Reduced 42.8%
$0
$13.6 Million 0.0% of portfolio
582,260
Q2 2025 Added 0.72%
$0
$1.17 Million 0.0% of portfolio
26,421
Q2 2025 Reduced 57.32%
$0
$1.65 Million 0.0% of portfolio
78,611
Q2 2025 Reduced 24.99%
$0
$13.2 Million 0.0% of portfolio
155,818
Q2 2025 Reduced 10.55%
$0
$0 0.0% of portfolio
3,937,697
Q2 2025 Added 22.92%
$0
$343,000 0.0% of portfolio
9,093
Q2 2025 New
$0
$2.27 Million 0.0% of portfolio
91,449
Q2 2025 Added 31.16%
$0
$8.87 Million 0.0% of portfolio
368,557
Q2 2025 Added 15.46%
$0
$826,000 0.0% of portfolio
65,588
Q2 2025 Reduced 3.32%
$0
$9.58 Million 0.0% of portfolio
482,121
Q2 2025 Added 4.35%
$0
$3.92 Million 0.0% of portfolio
87,836
Q2 2025 Reduced 1.8%
$0
$13.3 Million 0.0% of portfolio
274,324
Q2 2025 Reduced 4.97%
$0
$8.52 Million 0.0% of portfolio
352,517
Q2 2025 Added 3.47%
$0
$13.9 Million 0.0% of portfolio
318,957
Q2 2025 Reduced 11.21%
$0
$12.8 Million 0.0% of portfolio
925,509
Q2 2025 Added 8.16%
$0
$10.8 Million 0.0% of portfolio
689,163
Q2 2025 Added 16.03%
$0
$1.56 Million 0.0% of portfolio
26,961
Q2 2025 Added 37.63%
$0
$434,000 0.0% of portfolio
14,452
Q2 2025 Reduced 0.68%
$0
$12.6 Million 0.0% of portfolio
393,257
Q2 2025 Added 6.05%
$0
$2.02 Million 0.0% of portfolio
93,326
Q2 2025 Reduced 5.17%
$0
$7.41 Million 0.0% of portfolio
190,463
Q2 2025 Added 1,017.22%
$0
$10.3 Million 0.0% of portfolio
209,740
Q2 2025 Reduced 6.77%
$0
$13.5 Million 0.0% of portfolio
259,187
Q2 2025 Added 20.38%
$0
$6.62 Million 0.0% of portfolio
120,316
Q2 2025 Added 2.99%
$0
$8.11 Million 0.0% of portfolio
129,830
Q2 2025 Added 37.64%

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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