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
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$6.1 Million 0.0% of portfolio	150,887	Q1 2025 Added 1.0%
VTC Vanguard Scottsdale Fds Total ETFs	$0	$7.96 Million 0.0% of portfolio	103,682	Q1 2025 Added 8.12%
BNDW Vanguard Scottsdale Fds Vangua ETFs	$0	$2.9 Million 0.0% of portfolio	42,184	Q1 2025 Added 1.04%
VFMV Vanguard Wellington Fd ETFs	$0	$4.23 Million 0.0% of portfolio	33,365	Q1 2025 Added 62.83%
VFMF Vanguard Wellington Fd Us Mult ETFs	$0	$9.61 Million 0.0% of portfolio	76,057	Q1 2025 Added 11.05%
VFQY Vanguard Wellington Fd U S Qua ETFs	$0	$5.18 Million 0.0% of portfolio	38,781	Q1 2025 Reduced 54.8%
VFVA Vanguard Wellington Fd U S Val ETFs	$0	$5.27 Million 0.0% of portfolio	46,214	Q1 2025 Added 384.12%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$6.88 Million 0.0% of portfolio	116,713	Q1 2025 Reduced 2.86%
VCEB Vanguard World Fd Esg U S Corp ETFs	$0	$2.87 Million 0.0% of portfolio	45,673	Q1 2025 Added 14.39%
USVM Victory Portfolios Ii Victorys ETFs	$0	$211,000 0.0% of portfolio	2,682	Q1 2025 Reduced 24.09%
CFA Victory Portfolios Ii Shs Us 5 ETFs	$0	$10.2 Million 0.0% of portfolio	120,440	Q1 2025 Reduced 1.88%
CSF Victory Portf Ii Shs Us Disc E ETFs	$0	$3.15 Million 0.0% of portfolio	61,176	Q1 2025 Reduced 28.51%
CDL Victory Portf Ii Shs Us Lrg Ca ETFs	$0	$9.29 Million 0.0% of portfolio	135,648	Q1 2025 Added 71.44%
CSB Victory Portf Ii Shs Us Small ETFs	$0	$6.43 Million 0.0% of portfolio	111,994	Q1 2025 Added 5.41%
CSA Victory Portfolios Ii Shs Us S ETFs	$0	$1.4 Million 0.0% of portfolio	20,140	Q1 2025 Reduced 79.32%
ULVM Usaa ETF Tr Msci Usa Value Mom ETFs	$0	$462,000 0.0% of portfolio	5,758	Q1 2025 Added 7.25%
VSDA Victory Portfolios Ii Victorys ETFs	$0	$7.75 Million 0.0% of portfolio	149,874	Q1 2025 Reduced 44.77%
VSMV Victoryshares Us Multifactor M ETFs	$0	$4.34 Million 0.0% of portfolio	89,703	Q1 2025 Added 1.19%
SEIX Virtus ETF Tr Ii Seix Sr Ln Et ETFs	$0	$1.74 Million 0.0% of portfolio	73,750	Q1 2025 Added 669.83%
JOET Virtus ETF Tr Ii Virtus Terran ETFs	$0	$4.95 Million 0.0% of portfolio	135,436	Q1 2025 Reduced 1.66%
WTAI Wisdomtree Tr Artificial Intel ETFs	$0	$7.26 Million 0.0% of portfolio	382,133	Q1 2025 Added 7.13%
USDU Wisdomtree Bloomberg U.S. Doll ETFs	$0	$9.78 Million 0.0% of portfolio	358,813	Q1 2025 Reduced 17.39%
CXSE Wisdomtree Tr China Ex State O ETFs	$0	$562,000 0.0% of portfolio	16,532	Q1 2025 Added 5.58%
WCLD Wisdomtree Tr Cloud Computing ETFs	$0	$3.02 Million 0.0% of portfolio	93,048	Q1 2025 Reduced 19.18%
WCBR Wisdomtree Tr Cybersecurity Fu ETFs	$0	$5.06 Million 0.0% of portfolio	186,845	Q1 2025 Added 158.49%
DDLS Wisdomtree Tr Dynamic Currency ETFs	$0	$2.75 Million 0.0% of portfolio	77,719	Q1 2025 Reduced 72.03%
GDE Wisdomtree Tr Efficient Gold P ETFs	$0	$997,000 0.0% of portfolio	24,300	Q1 2025 New
ELD Wisdomtree Emerging Local Debt ETFs	$0	$353,000 0.0% of portfolio	13,211	Q1 2025 Reduced 28.01%
NTSE Wisdomtree Tr Emerging Mkts Ef ETFs	$0	$1 Million 0.0% of portfolio	33,338	Q1 2025 Added 13.94%
EMMF Wisdomtree Tr Emerging Mkts Mu Industrials	$0	$2.32 Million 0.0% of portfolio	87,506	Q1 2025 Added 20.76%
GCC Wisdom Tree Continuous Commodity Index Fund ETFs	$95.4M	$2.27 Million 0.0% of portfolio	115,586	Q1 2025 Added 11.89%
EUDG Wisdomtree Tr ETFs	$0	$366,000 0.0% of portfolio	11,265	Q1 2025 Reduced 5.12%
DFE Wisdomtree Tr Europe Smallcap ETFs	$0	$328,000 0.0% of portfolio	5,396	Q1 2025 Reduced 2.58%
WTMF Wisdomtree Tr Managed Futures ETFs	$0	$5.15 Million 0.0% of portfolio	150,991	Q1 2025 Reduced 1.8%
DEW Wisdomtree Tr Global High Divi ETFs	$0	$6.99 Million 0.0% of portfolio	124,535	Q1 2025 Added 17.27%
NTSI Wisdomtree Tr Intl Efficient C ETFs	$0	$1.88 Million 0.0% of portfolio	49,562	Q1 2025 Added 21.12%
AIVI Kemiao Garment Holding Group ETFs	$0	$1.23 Million 0.0% of portfolio	28,104	Q1 2025 Added 4.35%
DWMF Wisdomtree Tr Intl Multifactor Industrials	$0	$4.54 Million 0.0% of portfolio	155,294	Q1 2025 Added 0.24%
DOL Wisdomtree Tr Intl Largecap Di ETFs	$0	$10.2 Million 0.0% of portfolio	184,726	Q1 2025 Reduced 10.19%
DIM Wisdomtree Tr Intl Midcap Divi ETFs	$0	$303,000 0.0% of portfolio	4,585	Q1 2025 Reduced 1.12%
DLS Wisdomtree Tr Intl Small Cap D ETFs	$0	$3.39 Million 0.0% of portfolio	51,304	Q1 2025 Reduced 7.86%
AGZD Wisdom Tree Interest Rate Hedg ETFs	$0	$9.57 Million 0.0% of portfolio	428,285	Q1 2025 Reduced 26.0%
DFJ Wisdomtree Tr Japan Smallcap D ETFs	$0	$1.95 Million 0.0% of portfolio	24,592	Q1 2025 Added 1.7%
MTGP Wisdomtree Tree Mortgage Plus ETFs	$0	$800,000 0.0% of portfolio	18,267	Q1 2025 Added 168.71%
PUTW Wisdomtree Tr Cboe S&P 500 Put ETFs	$0	$4.59 Million 0.0% of portfolio	147,270	Q1 2025 Added 9.9%
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	$0	$4.4 Million 0.0% of portfolio	40,073	Q1 2025 Added 3.54%
WFIG Wisdomtree U.S. Corporate Bond ETFs	$0	$9.37 Million 0.0% of portfolio	205,639	Q1 2025 Reduced 0.2%
WFHY Wisdomtree U.S. High Yield Cor ETFs	$0	$4.75 Million 0.0% of portfolio	103,636	Q1 2025 Reduced 2.05%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$11.9 Million 0.0% of portfolio	198,964	Q1 2025 Reduced 75.26%
SFIG Wisdomtree U.S. Short Term Cor ETFs	$0	$4.75 Million 0.0% of portfolio	97,465	Q1 2025 Added 178.09%

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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Lpl Financial LLC Portfolio Holdings