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
$1.78 Million 0.0% of portfolio
39,290
Q1 2025 Added 9.54%
$0
$10 Million 0.0% of portfolio
262,595
Q1 2025 Added 3.32%
$0
$699,000 0.0% of portfolio
18,870
Q1 2025 Reduced 13.62%
$0
$3.91 Million 0.0% of portfolio
166,707
Q1 2025 Reduced 4.27%
$0
$555,000 0.0% of portfolio
22,114
Q1 2025 New
$0
$285,000 0.0% of portfolio
7,123
Q1 2025 Added 26.38%
$0
$8.81 Million 0.0% of portfolio
340,928
Q1 2025 Added 108.06%
$0
$340,000 0.0% of portfolio
11,418
Q1 2025 New
$0
$3.31 Million 0.0% of portfolio
92,277
Q1 2025 Reduced 6.19%
$0
$4 Million 0.0% of portfolio
266,601
Q1 2025 Added 81.4%
$0
$1.19 Million 0.0% of portfolio
67,777
Q1 2025 Reduced 4.33%
$0
$1.18 Million 0.0% of portfolio
15,918
Q1 2025 Reduced 7.38%
$0
$2.71 Million 0.0% of portfolio
35,377
Q1 2025 Reduced 7.21%
$0
$1.62 Million 0.0% of portfolio
28,401
Q1 2025 Reduced 21.04%
$0
$206,000 0.0% of portfolio
8,960
Q1 2025 Reduced 21.04%
$0
$423,000 0.0% of portfolio
9,054
Q1 2025 Reduced 35.76%
$0
$10.7 Million 0.0% of portfolio
448,554
Q1 2025 Added 6.41%
$0
$2.4 Million 0.0% of portfolio
44,450
Q1 2025 Added 143.91%
$0
$6.48 Million 0.0% of portfolio
154,064
Q1 2025 Added 6.72%
$0
$238,000 0.0% of portfolio
4,599
Q1 2025 Reduced 4.27%
$0
$2.81 Million 0.0% of portfolio
63,075
Q1 2025 Added 20.33%
$1.75B
$2.01 Million 0.0% of portfolio
88,305
Q1 2025 Added 1.72%
$0
$1.16 Million 0.0% of portfolio
16,502
Q1 2025 Added 23.97%
$0
$4.58 Million 0.0% of portfolio
41,859
Q1 2025 Added 54.18%
$0
$3.98 Million 0.0% of portfolio
54,946
Q1 2025 Added 919.03%
$0
$1.4 Million 0.0% of portfolio
30,340
Q1 2025 Added 5.77%
$0
$9.81 Million 0.0% of portfolio
204,474
Q1 2025 Added 177.49%
$0
$12.2 Million 0.0% of portfolio
160,072
Q1 2025 Added 0.88%
$0
$5.78 Million 0.0% of portfolio
115,522
Q1 2025 Reduced 28.64%
$0
$5.45 Million 0.0% of portfolio
87,547
Q1 2025 Added 4.58%
$0
$3.04 Million 0.0% of portfolio
70,143
Q1 2025 Reduced 14.24%
$0
$8.57 Million 0.0% of portfolio
220,032
Q1 2025 Reduced 34.57%
$0
$397,000 0.0% of portfolio
6,937
Q1 2025 Reduced 7.15%
$0
$2.13 Million 0.0% of portfolio
45,957
Q1 2025 Added 38.7%
$0
$8.31 Million 0.0% of portfolio
216,359
Q1 2025 Added 4.37%
$0
$2.11 Million 0.0% of portfolio
22,016
Q1 2025 Reduced 6.53%
$0
$7.38 Million 0.0% of portfolio
188,785
Q1 2025 Added 87.45%
$0
$7.42 Million 0.0% of portfolio
173,473
Q1 2025 Added 20.75%
$0
$1.1 Million 0.0% of portfolio
29,291
Q1 2025 Reduced 11.45%
$0
$5.27 Million 0.0% of portfolio
75,596
Q1 2025 Added 83.29%
$0
$5.59 Million 0.0% of portfolio
57,597
Q1 2025 Added 2.59%
$0
$856,000 0.0% of portfolio
41,792
Q1 2025 Added 7.39%
$0
$7.95 Million 0.0% of portfolio
696,062
Q1 2025 Reduced 8.02%
$0
$838,000 0.0% of portfolio
4,718
Q1 2025 Reduced 0.88%
$0
$5.06 Million 0.0% of portfolio
78,990
Q1 2025 Reduced 7.57%
$0
$2.05 Million 0.0% of portfolio
14,067
Q1 2025 Added 0.65%
$0
$2.65 Million 0.0% of portfolio
38,329
Q1 2025 Reduced 8.89%
$0
$0 0.0% of portfolio
15,452
Q1 2025 Added 1.25%
$0
$3.17 Million 0.0% of portfolio
30,738
Q1 2025 Added 4.3%

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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