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
$135 Million 0.05% of portfolio
5,748,813
Q1 2025 Added 12.98%
$0
$123 Million 0.05% of portfolio
3,055,596
Q1 2025 Added 5.27%
$0
$133 Million 0.05% of portfolio
2,269,271
Q1 2025 Added 12.31%
$0
$126 Million 0.05% of portfolio
976,948
Q1 2025 Added 2.48%
$0
$120 Million 0.05% of portfolio
1,459,724
Q1 2025 Added 75.95%
$0
$88.5 Million 0.04% of portfolio
1,471,607
Q1 2025 Added 10.01%
$0
$95.6 Million 0.04% of portfolio
2,008,797
Q1 2025 Reduced 4.45%
$0
$109 Million 0.04% of portfolio
2,200,888
Q1 2025 Added 19.71%
$0
$110 Million 0.04% of portfolio
2,179,768
Q1 2025 Added 3.71%
$0
$93.3 Million 0.04% of portfolio
912,898
Q1 2025 Added 9.72%
$0
$87.4 Million 0.04% of portfolio
772,908
Q1 2025 Added 14.81%
$0
$90.2 Million 0.04% of portfolio
1,976,404
Q1 2025 Added 2.97%
$0
$99.7 Million 0.04% of portfolio
973,149
Q1 2025 Added 1.68%
$0
$99.4 Million 0.04% of portfolio
911,833
Q1 2025 Reduced 1.99%
$0
$100 Million 0.04% of portfolio
829,119
Q1 2025 Reduced 3.17%
$0
$91.5 Million 0.04% of portfolio
527,370
Q1 2025 Reduced 3.85%
$0
$88 Million 0.04% of portfolio
2,417,798
Q1 2025 Added 11.87%
$0
$89.6 Million 0.04% of portfolio
1,404,062
Q1 2025 Added 28.13%
$0
$108 Million 0.04% of portfolio
5,675,876
Q1 2025 Reduced 30.8%
$0
$104 Million 0.04% of portfolio
4,084,841
Q1 2025 Added 3.22%
$0
$104 Million 0.04% of portfolio
4,139,340
Q1 2025 Added 25.88%
$0
$88.4 Million 0.04% of portfolio
4,270,526
Q1 2025 Added 0.09%
$0
$98.5 Million 0.04% of portfolio
5,029,257
Q1 2025 Added 11.79%
$0
$95.1 Million 0.04% of portfolio
4,674,961
Q1 2025 Added 7.92%
$0
$103 Million 0.04% of portfolio
2,549,791
Q1 2025 Added 2.92%
$0
$94.6 Million 0.04% of portfolio
917,803
Q1 2025 Added 16.72%
$0
$97 Million 0.04% of portfolio
2,280,862
Q1 2025 Added 29.66%
$0
$95.8 Million 0.04% of portfolio
1,973,635
Q1 2025 Added 17.38%
$0
$103 Million 0.04% of portfolio
1,010,417
Q1 2025 Added 0.47%
$0
$105 Million 0.04% of portfolio
1,158,943
Q1 2025 Reduced 0.2%
$0
$90.2 Million 0.04% of portfolio
936,236
Q1 2025 Added 8.82%
$0
$105 Million 0.04% of portfolio
1,996,733
Q1 2025 Added 4.88%
$0
$100 Million 0.04% of portfolio
1,907,817
Q1 2025 Added 17.92%
$0
$105 Million 0.04% of portfolio
2,410,997
Q1 2025 Reduced 0.84%
$0
$97.9 Million 0.04% of portfolio
817,455
Q1 2025 Added 24.96%
$0
$111 Million 0.04% of portfolio
889,343
Q1 2025 Added 5.51%
$0
$89.7 Million 0.04% of portfolio
849,763
Q1 2025 Reduced 7.8%
$0
$103 Million 0.04% of portfolio
2,026,708
Q1 2025 Added 18.19%
$0
$101 Million 0.04% of portfolio
1,663,845
Q1 2025 Added 4.86%
$0
$97.9 Million 0.04% of portfolio
1,749,301
Q1 2025 Added 14.47%
$0
$101 Million 0.04% of portfolio
1,970,173
Q1 2025 Added 40.17%
$0
$102 Million 0.04% of portfolio
2,771,142
Q1 2025 Added 12.95%
$0
$101 Million 0.04% of portfolio
1,422,612
Q1 2025 Added 5.87%
$0
$97.7 Million 0.04% of portfolio
4,940,299
Q1 2025 Reduced 5.52%
$0
$93.7 Million 0.04% of portfolio
3,523,715
Q1 2025 Added 0.82%
$0
$89.7 Million 0.04% of portfolio
1,042,724
Q1 2025 Added 29.83%
$0
$98.3 Million 0.04% of portfolio
1,282,584
Q1 2025 Added 5.29%
$0
$106 Million 0.04% of portfolio
1,113,988
Q1 2025 Reduced 23.76%
$0
$87.7 Million 0.04% of portfolio
3,020,430
Q1 2025 Reduced 16.45%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email