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
$5.07 Million 0.0% of portfolio
105,127
Q2 2025 Added 176.35%
$0
$6.78 Million 0.0% of portfolio
57,402
Q2 2025 Added 66.17%
$0
$5.79 Million 0.0% of portfolio
121,469
Q2 2025 Added 3.01%
$0
$705,000 0.0% of portfolio
14,869
Q2 2025 Added 0.45%
$0
$811,000 0.0% of portfolio
20,820
Q2 2025 Reduced 91.75%
$0
$12.2 Million 0.0% of portfolio
180,841
Q2 2025 Reduced 9.18%
$0
$2.41 Million 0.0% of portfolio
112,249
Q2 2025 Added 36.68%
$0
$692,000 0.0% of portfolio
23,723
Q2 2025 Added 13.08%
$0
$7.95 Million 0.0% of portfolio
352,628
Q2 2025 Added 379.17%
$0
$1.14 Million 0.0% of portfolio
46,958
Q2 2025 Reduced 8.43%
$0
$426,000 0.0% of portfolio
19,414
Q2 2025 Reduced 7.86%
$0
$296,000 0.0% of portfolio
9,202
Q2 2025 Reduced 12.42%
$0
$213,000 0.0% of portfolio
17,069
Q2 2025 Reduced 12.74%
$0
$2.58 Million 0.0% of portfolio
131,924
Q2 2025 Reduced 4.71%
$0
$8.21 Million 0.0% of portfolio
312,059
Q2 2025 Added 5.63%
$0
$7.95 Million 0.0% of portfolio
151,005
Q2 2025 Added 7.7%
$0
$1.05 Million 0.0% of portfolio
43,224
Q2 2025 Reduced 6.37%
$0
$3.24 Million 0.0% of portfolio
190,242
Q2 2025 Added 5.95%
$0
$196,000 0.0% of portfolio
5,065
Q4 2024 New
$0
$936,000 0.0% of portfolio
17,700
Q2 2025 Added 6.97%
$0
$223,000 0.0% of portfolio
6,523
Q2 2025 New
$0
$1.27 Million 0.0% of portfolio
25,670
Q2 2025 Reduced 9.92%
$0
$1.8 Million 0.0% of portfolio
54,228
Q2 2025 Added 7.49%
$0
$2.53 Million 0.0% of portfolio
78,182
Q2 2025 Added 15.18%
$0
$3.12 Million 0.0% of portfolio
88,541
Q2 2025 Reduced 9.43%
$0
$12 Million 0.0% of portfolio
515,664
Q2 2025 Reduced 7.27%
$0
$1.08 Million 0.0% of portfolio
48,304
Q2 2025 Reduced 7.8%
$0
$3.32 Million 0.0% of portfolio
60,969
Q2 2025 Reduced 2.94%
$0
$13.5 Million 0.0% of portfolio
200,169
Q2 2025 Reduced 1.38%
$0
$8.31 Million 0.0% of portfolio
346,177
Q2 2025 Added 12.29%
$0
$5.93 Million 0.0% of portfolio
145,981
Q2 2025 Added 2.89%
$0
$4.36 Million 0.0% of portfolio
127,306
Q2 2025 Added 24.2%
$0
$1.41 Million 0.0% of portfolio
42,786
Q2 2025 Added 90.58%
$0
$6.77 Million 0.0% of portfolio
190,458
Q2 2025 Added 9.09%
$0
$7.14 Million 0.0% of portfolio
305,969
Q2 2025 Added 96.41%
$0
$217,000 0.0% of portfolio
9,410
Q2 2025 New
$0
$239,000 0.0% of portfolio
6,577
Q2 2025 New
$0
$324,000 0.0% of portfolio
10,897
Q2 2025 Added 30.91%
$0
$207,000 0.0% of portfolio
6,550
Q2 2025 New
$0
$3.27 Million 0.0% of portfolio
150,579
Q2 2025 Added 7.3%
$0
$749,000 0.0% of portfolio
15,302
Q2 2025 Added 0.07%
$0
$1.91 Million 0.0% of portfolio
53,083
Q2 2025 Reduced 45.05%
$0
$2.88 Million 0.0% of portfolio
137,062
Q2 2025 Reduced 10.33%
$0
$3.17 Million 0.0% of portfolio
135,710
Q2 2025 Reduced 18.63%
$0
$2.37 Million 0.0% of portfolio
71,280
Q2 2025 Reduced 1.58%
$0
$5.54 Million 0.0% of portfolio
156,182
Q2 2025 Added 6.64%
$0
$10.7 Million 0.0% of portfolio
481,528
Q2 2025 Added 6.12%
$0
$722,000 0.0% of portfolio
24,366
Q2 2025 Reduced 2.87%
$0
$8.11 Million 0.0% of portfolio
203,554
Q2 2025 Added 1.29%

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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