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
$205 Million 0.07% of portfolio
517,669
Q2 2025 Added 4.57%
$0
$190 Million 0.07% of portfolio
988,209
Q2 2025 Added 4.11%
$0
$211 Million 0.07% of portfolio
743,504
Q2 2025 Added 10.29%
$0
$187 Million 0.07% of portfolio
2,095,564
Q2 2025 Added 20.94%
$0
$192 Million 0.07% of portfolio
2,848,868
Q2 2025 Added 13.26%
$0
$187 Million 0.07% of portfolio
751,701
Q2 2025 Reduced 0.95%
$0
$161 Million 0.06% of portfolio
2,361,048
Q2 2025 Added 3.48%
$0
$157 Million 0.06% of portfolio
2,363,387
Q2 2025 Added 4.56%
$0
$168 Million 0.06% of portfolio
3,097,402
Q2 2025 Added 19.77%
$0
$158 Million 0.06% of portfolio
2,741,828
Q2 2025 Reduced 2.94%
$0
$180 Million 0.06% of portfolio
2,844,253
Q2 2025 Reduced 67.01%
$0
$164 Million 0.06% of portfolio
4,376,374
Q2 2025 Reduced 9.69%
$0
$173 Million 0.06% of portfolio
2,150,985
Q2 2025 Added 10.69%
$0
$171 Million 0.06% of portfolio
2,133,487
Q2 2025 Added 6.08%
$0
$158 Million 0.06% of portfolio
1,003,975
Q2 2025 Added 1.77%
$0
$176 Million 0.06% of portfolio
500,570
Q2 2025 Reduced 0.22%
$0
$172 Million 0.06% of portfolio
2,958,356
Q2 2025 Added 50.16%
$0
$178 Million 0.06% of portfolio
4,469,368
Q2 2025 Reduced 8.58%
$0
$172 Million 0.06% of portfolio
7,043,915
Q2 2025 Added 3.2%
$0
$175 Million 0.06% of portfolio
4,215,740
Q2 2025 Added 6.94%
$0
$181 Million 0.06% of portfolio
2,628,272
Q2 2025 Added 11.81%
$0
$156 Million 0.06% of portfolio
6,571,446
Q2 2025 Added 14.31%
$0
$156 Million 0.06% of portfolio
1,799,016
Q2 2025 Reduced 1.46%
$0
$166 Million 0.06% of portfolio
3,195,082
Q2 2025 Reduced 11.11%
$0
$175 Million 0.06% of portfolio
1,063,962
Q2 2025 Added 3.64%
$0
$168 Million 0.06% of portfolio
767,776
Q2 2025 Added 6.97%
$0
$173 Million 0.06% of portfolio
2,007,413
Q2 2025 Added 37.52%
$10.7B
$174 Million 0.06% of portfolio
2,652,213
Q2 2025 Reduced 2.34%
$0
$150 Million 0.05% of portfolio
3,066,360
Q2 2025 Reduced 5.33%
$0
$137 Million 0.05% of portfolio
2,003,931
Q2 2025 Added 36.17%
$0
$146 Million 0.05% of portfolio
1,978,642
Q2 2025 Added 17.81%
$0
$149 Million 0.05% of portfolio
2,121,502
Q2 2025 Added 5.61%
$0
$143 Million 0.05% of portfolio
2,758,206
Q2 2025 Added 25.32%
$0
$155 Million 0.05% of portfolio
6,790,859
Q2 2025 Added 3.53%
$0
$133 Million 0.05% of portfolio
3,192,741
Q2 2025 Reduced 9.53%
$0
$134 Million 0.05% of portfolio
7,030,503
Q2 2025 Added 7.52%
$0
$130 Million 0.05% of portfolio
3,326,720
Q2 2025 Reduced 9.53%
$0
$141 Million 0.05% of portfolio
1,404,397
Q2 2025 Added 13.04%
$0
$132 Million 0.05% of portfolio
5,166,325
Q2 2025 Added 26.48%
$0
$132 Million 0.05% of portfolio
5,277,124
Q2 2025 Added 27.49%
$0
$131 Million 0.05% of portfolio
6,357,842
Q2 2025 Added 4.38%
$0
$130 Million 0.05% of portfolio
6,641,066
Q2 2025 Added 5.15%
$0
$141 Million 0.05% of portfolio
1,044,180
Q2 2025 Reduced 0.66%
$0
$135 Million 0.05% of portfolio
1,162,736
Q2 2025 Added 15.07%
$0
$134 Million 0.05% of portfolio
1,194,332
Q2 2025 Added 3.05%
$0
$130 Million 0.05% of portfolio
2,435,500
Q2 2025 Added 27.66%
$0
$132 Million 0.05% of portfolio
2,730,289
Q2 2025 Added 13.24%
$0
$150 Million 0.05% of portfolio
525,482
Q2 2025 Added 0.9%
$0
$154 Million 0.05% of portfolio
1,164,297
Q2 2025 Added 0.23%

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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