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
$17.3B
$243 Million 0.1% of portfolio
7,832,370
Q1 2025 Added 14.01%
$0
$250 Million 0.1% of portfolio
8,135,980
Q1 2025 Reduced 3.74%
$0
$255 Million 0.1% of portfolio
2,992,592
Q1 2025 Added 13.27%
$0
$235 Million 0.1% of portfolio
2,126,145
Q1 2025 Added 11.44%
$0
$246 Million 0.1% of portfolio
3,877,878
Q1 2025 Added 36.96%
$0
$248 Million 0.1% of portfolio
4,388,159
Q1 2025 Added 17.76%
$0
$242 Million 0.1% of portfolio
4,223,299
Q1 2025 Reduced 7.48%
$0
$248 Million 0.1% of portfolio
4,819,492
Q1 2025 Added 38.21%
$0
$256 Million 0.1% of portfolio
3,237,616
Q1 2025 Added 6.08%
$0
$218 Million 0.09% of portfolio
3,610,103
Q1 2025 Added 49.08%
$0
$229 Million 0.09% of portfolio
3,354,942
Q1 2025 Added 26.39%
$0
$212 Million 0.09% of portfolio
12,759,474
Q1 2025 Added 4.17%
$0
$224 Million 0.09% of portfolio
1,893,539
Q1 2025 Added 8.25%
$0
$218 Million 0.09% of portfolio
3,119,862
Q1 2025 Added 6.32%
$0
$218 Million 0.09% of portfolio
4,265,149
Q1 2025 Added 19.96%
$0
$217 Million 0.09% of portfolio
1,613,201
Q1 2025 Added 1.05%
$0
$212 Million 0.09% of portfolio
7,044,821
Q1 2025 Added 24.34%
$0
$220 Million 0.09% of portfolio
4,333,078
Q1 2025 Added 4.61%
$0
$199 Million 0.08% of portfolio
2,149,684
Q1 2025 Added 51.12%
$0
$186 Million 0.08% of portfolio
4,285,378
Q1 2025 Added 22.4%
$0
$205 Million 0.08% of portfolio
7,838,369
Q1 2025 Added 3.47%
$0
$193 Million 0.08% of portfolio
4,233,946
Q1 2025 Added 25.29%
$0
$196 Million 0.08% of portfolio
7,846,867
Q1 2025 Added 25.59%
$0
$193 Million 0.08% of portfolio
6,122,646
Q1 2025 Reduced 11.12%
$0
$204 Million 0.08% of portfolio
2,246,432
Q1 2025 Added 29.26%
$0
$192 Million 0.08% of portfolio
3,014,735
Q1 2025 Reduced 1.59%
$0
$207 Million 0.08% of portfolio
6,396,666
Q1 2025 Added 57.01%
$0
$193 Million 0.08% of portfolio
1,202,709
Q1 2025 Added 1.01%
$0
$208 Million 0.08% of portfolio
2,503,284
Q1 2025 Added 10.39%
$0
$193 Million 0.08% of portfolio
2,741,423
Q1 2025 Reduced 12.58%
$0
$206 Million 0.08% of portfolio
799,861
Q1 2025 Added 2.65%
$0
$208 Million 0.08% of portfolio
827,794
Q1 2025 Added 10.95%
$0
$193 Million 0.08% of portfolio
3,115,295
Q1 2025 Added 3.4%
$0
$201 Million 0.08% of portfolio
758,905
Q1 2025 Added 2.05%
$0
$168 Million 0.07% of portfolio
3,238,970
Q1 2025 Added 15.64%
$0
$175 Million 0.07% of portfolio
7,146,522
Q1 2025 Added 84.82%
$0
$174 Million 0.07% of portfolio
2,366,613
Q1 2025 Added 5.3%
$0
$166 Million 0.07% of portfolio
745,689
Q1 2025 Added 2.27%
$0
$166 Million 0.07% of portfolio
3,317,876
Q1 2025 Added 28.79%
$0
$170 Million 0.07% of portfolio
15,193,057
Q1 2025 Added 3.31%
$0
$169 Million 0.07% of portfolio
1,452,559
Q1 2025 Added 1.25%
$0
$166 Million 0.07% of portfolio
1,604,696
Q1 2025 Added 4.27%
$0
$178 Million 0.07% of portfolio
4,846,157
Q1 2025 Added 26.29%
$0
$184 Million 0.07% of portfolio
2,071,246
Q1 2025 Added 34.97%
$0
$170 Million 0.07% of portfolio
1,111,205
Q1 2025 Reduced 0.24%
$0
$183 Million 0.07% of portfolio
4,888,811
Q1 2025 Reduced 23.65%
$0
$167 Million 0.07% of portfolio
1,808,688
Q1 2025 Added 22.04%
$0
$165 Million 0.07% of portfolio
3,942,327
Q1 2025 Reduced 10.23%
$0
$184 Million 0.07% of portfolio
4,146,390
Q1 2025 Added 8.82%

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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