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
$2.51 Million 0.0% of portfolio
30,771
Q1 2025 Reduced 11.61%
$0
$1.42 Million 0.0% of portfolio
32,311
Q1 2025 Reduced 10.54%
$0
$1.25 Million 0.0% of portfolio
12,000
Q1 2025 Added 5.16%
$0
$1.82 Million 0.0% of portfolio
43,359
Q1 2025 Reduced 33.06%
$0
$4.82 Million 0.0% of portfolio
245,008
Q1 2025 Added 12.79%
$0
$6.26 Million 0.0% of portfolio
280,538
Q1 2025 Added 30.19%
$0
$4.44 Million 0.0% of portfolio
190,194
Q1 2025 Added 9.17%
$0
$11.2 Million 0.0% of portfolio
505,230
Q1 2025 Added 39.64%
$0
$993,000 0.0% of portfolio
42,798
Q1 2025 Added 11.57%
$0
$6.48 Million 0.0% of portfolio
297,756
Q1 2025 Added 140.32%
$0
$9.31 Million 0.0% of portfolio
428,769
Q1 2025 Added 23.87%
$0
$2.64 Million 0.0% of portfolio
129,919
Q1 2025 Reduced 13.75%
$0
$7.81 Million 0.0% of portfolio
376,251
Q1 2025 Added 33.64%
$0
$2.69 Million 0.0% of portfolio
117,409
Q1 2025 Added 21.2%
$0
$5.94 Million 0.0% of portfolio
237,871
Q1 2025 Added 13.82%
$0
$9.59 Million 0.0% of portfolio
358,405
Q1 2025 Added 2.31%
$0
$10.3 Million 0.0% of portfolio
407,925
Q1 2025 Added 81.47%
$0
$6.55 Million 0.0% of portfolio
258,931
Q1 2025 Added 19.91%
$0
$7.7 Million 0.0% of portfolio
151,748
Q1 2025 Reduced 14.63%
$0
$6.55 Million 0.0% of portfolio
194,374
Q1 2025 Reduced 7.45%
$0
$1.22 Million 0.0% of portfolio
61,926
Q1 2025 Reduced 0.51%
$0
$2.76 Million 0.0% of portfolio
89,640
Q1 2025 Added 24.4%
$0
$4.21 Million 0.0% of portfolio
106,875
Q1 2025 Added 1.2%
$0
$2.68 Million 0.0% of portfolio
260,545
Q1 2025 Reduced 36.13%
$0
$506,000 0.0% of portfolio
6,947
Q1 2025 Reduced 10.23%
$0
$8.22 Million 0.0% of portfolio
349,088
Q1 2025 Added 63.12%
$0
$5.72 Million 0.0% of portfolio
51,600
Q1 2025 Reduced 22.08%
$0
$4.45 Million 0.0% of portfolio
198,103
Q1 2025 Added 5.03%
$0
$4.57 Million 0.0% of portfolio
84,293
Q1 2025 Reduced 3.12%
$0
$1.69 Million 0.0% of portfolio
84,156
Q1 2025 Added 0.45%
$0
$8.92 Million 0.0% of portfolio
150,439
Q1 2025 Added 12.91%
$0
$888,000 0.0% of portfolio
12,012
Q1 2025 Reduced 32.09%
$0
$10.5 Million 0.0% of portfolio
314,702
Q1 2025 Reduced 24.6%
$0
$9.44 Million 0.0% of portfolio
293,039
Q1 2025 Added 79.79%
$0
$11.9 Million 0.0% of portfolio
416,375
Q1 2025 Added 101.91%
$0
$835,000 0.0% of portfolio
22,718
Q1 2025 New
$0
$2.08 Million 0.0% of portfolio
28,690
Q1 2025 Reduced 11.36%
$0
$1.5 Million 0.0% of portfolio
92,035
Q1 2025 Reduced 1.52%
$0
$7.04 Million 0.0% of portfolio
176,194
Q1 2025 Added 4.92%
$0
$3.59 Million 0.0% of portfolio
31,505
Q1 2025 Added 32.39%
$0
$2.87 Million 0.0% of portfolio
14,986
Q1 2025 Added 1.82%
$0
$5.21 Million 0.0% of portfolio
186,044
Q1 2025 Added 18.64%
$0
$1.02 Million 0.0% of portfolio
24,735
Q1 2025 Reduced 1.31%
$0
$7.41 Million 0.0% of portfolio
197,782
Q1 2025 Reduced 7.62%
$0
$5.81 Million 0.0% of portfolio
140,053
Q1 2025 Reduced 2.8%
$0
$2.53 Million 0.0% of portfolio
17,406
Q1 2025 Reduced 2.88%
$0
$6.26 Million 0.0% of portfolio
118,892
Q1 2025 Added 4.62%
$0
$12.3 Million 0.0% of portfolio
269,858
Q1 2025 Reduced 16.94%
$0
$8.46 Million 0.0% of portfolio
97,916
Q1 2025 Reduced 45.85%

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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