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
$455 Million 0.18% of portfolio
9,309,943
Q1 2025 Reduced 0.86%
$0
$422 Million 0.17% of portfolio
5,493,438
Q1 2025 Added 2.49%
$0
$408 Million 0.17% of portfolio
4,111,859
Q1 2025 Added 2.85%
$0
$417 Million 0.17% of portfolio
4,376,591
Q1 2025 Added 18.19%
$0
$422 Million 0.17% of portfolio
10,706,453
Q1 2025 Added 6.15%
$0
$382 Million 0.16% of portfolio
4,386,459
Q1 2025 Added 5.85%
$0
$399 Million 0.16% of portfolio
4,377,870
Q1 2025 Reduced 27.46%
$0
$396 Million 0.16% of portfolio
1,960,110
Q1 2025 Added 0.28%
$0
$404 Million 0.16% of portfolio
5,152,916
Q1 2025 Added 238.62%
$0
$402 Million 0.16% of portfolio
1,903,252
Q1 2025 Reduced 0.54%
$0
$365 Million 0.15% of portfolio
26,769,795
Q1 2025 Added 405.44%
$0
$371 Million 0.15% of portfolio
3,414,796
Q1 2025 Added 10.07%
$0
$360 Million 0.15% of portfolio
3,580,510
Q1 2025 Added 19.75%
$0
$375 Million 0.15% of portfolio
2,762,025
Q1 2025 Reduced 3.48%
$0
$344 Million 0.14% of portfolio
4,212,629
Q1 2025 Added 6.48%
$0
$333 Million 0.14% of portfolio
1,683,999
Q1 2025 Reduced 6.22%
$0
$344 Million 0.14% of portfolio
4,494,250
Q1 2025 Reduced 0.94%
$0
$322 Million 0.13% of portfolio
7,352,408
Q1 2025 Reduced 12.98%
$0
$319 Million 0.13% of portfolio
2,900,331
Q1 2025 Added 1.84%
$0
$331 Million 0.13% of portfolio
3,579,241
Q1 2025 Added 64.28%
$0
$317 Million 0.13% of portfolio
6,248,282
Q1 2025 Added 18.49%
$0
$323 Million 0.13% of portfolio
3,157,733
Q1 2025 Reduced 1.4%
$0
$311 Million 0.13% of portfolio
4,092,725
Q1 2025 Added 13.84%
$0
$319 Million 0.13% of portfolio
1,033,098
Q1 2025 Reduced 4.42%
$0
$298 Million 0.12% of portfolio
8,987,115
Q1 2025 Added 11.04%
$0
$307 Million 0.12% of portfolio
12,416,312
Q1 2025 Added 3.78%
$0
$305 Million 0.12% of portfolio
2,685,101
Q1 2025 Added 0.21%
$0
$301 Million 0.12% of portfolio
2,481,595
Q1 2025 Added 4.29%
$0
$289 Million 0.12% of portfolio
7,967,935
Q1 2025 Added 145.79%
$0
$286 Million 0.12% of portfolio
2,870,518
Q1 2025 Added 11.63%
$0
$291 Million 0.12% of portfolio
10,667,377
Q1 2025 Added 2.67%
$0
$296 Million 0.12% of portfolio
5,957,028
Q1 2025 Added 10.08%
$0
$278 Million 0.11% of portfolio
12,405,221
Q1 2025 Added 45.58%
$0
$261 Million 0.11% of portfolio
4,147,552
Q1 2025 Added 12.48%
$0
$259 Million 0.11% of portfolio
6,854,471
Q1 2025 Added 1.15%
$0
$268 Million 0.11% of portfolio
3,584,663
Q1 2025 Added 19.83%
$0
$270 Million 0.11% of portfolio
2,298,746
Q1 2025 Added 6.7%
$0
$283 Million 0.11% of portfolio
2,806,216
Q1 2025 Added 17.26%
$0
$259 Million 0.11% of portfolio
1,389,827
Q1 2025 Added 7.92%
$0
$274 Million 0.11% of portfolio
5,915,853
Q1 2025 Reduced 2.18%
$0
$260 Million 0.11% of portfolio
5,983,959
Q1 2025 Added 2.75%
$0
$275 Million 0.11% of portfolio
3,459,506
Q1 2025 Added 16.71%
$0
$252 Million 0.1% of portfolio
6,181,267
Q1 2025 Added 12.14%
$0
$256 Million 0.1% of portfolio
9,035,420
Q1 2025 Added 33.94%
$0
$253 Million 0.1% of portfolio
14,362,757
Q1 2025 Added 10.24%
$0
$245 Million 0.1% of portfolio
4,464,951
Q1 2025 Reduced -0.0%
$0
$254 Million 0.1% of portfolio
5,023,739
Q1 2025 Added 2.54%
$0
$235 Million 0.1% of portfolio
7,865,036
Q1 2025 Added 11.04%
$0
$255 Million 0.1% of portfolio
2,557,114
Q1 2025 Reduced 20.41%

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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