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
$478,000 0.0% of portfolio
7,315
Q1 2025 Reduced 14.57%
$0
$216,000 0.0% of portfolio
11,014
Q1 2025 Reduced 1.12%
$0
$602,000 0.0% of portfolio
33,409
Q1 2025 Added 59.76%
$0
$1.73 Million 0.0% of portfolio
44,379
Q1 2025 Added 19.39%
$0
$500,000 0.0% of portfolio
12,560
Q1 2025 New
$0
$511,000 0.0% of portfolio
13,371
Q1 2025 Reduced 45.1%
$0
$2.35 Million 0.0% of portfolio
91,591
Q1 2025 Reduced 18.43%
$0
$1.98 Million 0.0% of portfolio
68,816
Q1 2025 Added 35.2%
$0
$7.88 Million 0.0% of portfolio
212,917
Q1 2025 Added 10.23%
$0
$1.58 Million 0.0% of portfolio
62,185
Q1 2025 New
$0
$11.4 Million 0.0% of portfolio
269,604
Q1 2025 Added 4.98%
$0
$360,000 0.0% of portfolio
39,166
Q3 2024 Added 209.34%
$0
$9.08 Million 0.0% of portfolio
298,967
Q1 2025 Reduced 28.3%
$0
$497,000 0.0% of portfolio
17,934
Q1 2025 Reduced 4.13%
$0
$726,000 0.0% of portfolio
21,309
Q1 2025 New
$0
$399,000 0.0% of portfolio
10,347
Q1 2025 New
$0
$4.2 Million 0.0% of portfolio
132,771
Q1 2025 Added 108.4%
$412M
$3.27 Million 0.0% of portfolio
45,338
Q1 2025 Added 28.9%
$111M
$1.35 Million 0.0% of portfolio
20,998
Q1 2025 Added 223.29%
$5.48B
$1.51 Million 0.0% of portfolio
19,536
Q1 2025 Reduced 18.56%
$0
$3.29 Million 0.0% of portfolio
63,339
Q1 2025 Added 36.15%
$0
$9.79 Million 0.0% of portfolio
144,253
Q1 2025 Reduced 2.54%
$0
$3.8 Million 0.0% of portfolio
24,175
Q1 2025 Reduced 2.31%
$0
$5.52 Million 0.0% of portfolio
255,403
Q1 2025 Reduced 6.43%
$0
$9.35 Million 0.0% of portfolio
1,035,932
Q1 2025 Added 25.99%
$0
$4.58 Million 0.0% of portfolio
134,252
Q1 2025 Reduced 1.68%
$0
$4.62 Million 0.0% of portfolio
234,997
Q1 2025 Added 45.08%
$0
$10.3 Million 0.0% of portfolio
103,356
Q1 2025 Added 118.38%
$0
$1.51 Million 0.0% of portfolio
42,738
Q1 2025 Added 417.66%
$0
$559,000 0.0% of portfolio
14,961
Q1 2025 Reduced 16.74%
$0
$3.92 Million 0.0% of portfolio
91,526
Q1 2025 Reduced 40.74%
$0
$328,000 0.0% of portfolio
15,694
Q1 2025 Added 5.8%
$0
$274,000 0.0% of portfolio
6,509
Q1 2025 Added 17.98%
$0
$2.52 Million 0.0% of portfolio
105,764
Q1 2025 Reduced 30.05%
$0
$4.53 Million 0.0% of portfolio
260,232
Q1 2025 Added 7.46%
$0
$1.91 Million 0.0% of portfolio
40,385
Q1 2025 Reduced 3.67%
$0
$1.26 Million 0.0% of portfolio
12,450
Q1 2025 Reduced 3.47%
$0
$6.97 Million 0.0% of portfolio
209,425
Q1 2025 Added 3.45%
$0
$1.42 Million 0.0% of portfolio
28,458
Q1 2025 Reduced 31.67%
$0
$2.38 Million 0.0% of portfolio
82,721
Q1 2025 Added 253.33%
$0
$4.42 Million 0.0% of portfolio
48,486
Q1 2025 Reduced 15.49%
$0
$9.27 Million 0.0% of portfolio
234,500
Q1 2025 Added 16.78%
$0
$7.19 Million 0.0% of portfolio
319,847
Q1 2025 Added 13.05%
$0
$1.33 Million 0.0% of portfolio
21,673
Q1 2025 Added 44.56%
$0
$8.64 Million 0.0% of portfolio
504,161
Q1 2025 Reduced 8.94%
$0
$696,000 0.0% of portfolio
55,845
Q1 2025 Added 10.07%
$0
$7.95 Million 0.0% of portfolio
92,115
Q1 2025 Added 13.72%
$0
$9.19 Million 0.0% of portfolio
99,822
Q1 2025 Added 8.66%
$0
$8.61 Million 0.0% of portfolio
102,632
Q1 2025 Reduced 12.88%

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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