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
$142 Million 0.05% of portfolio
1,563,773
Q2 2025 Added 11.28%
$0
$131 Million 0.05% of portfolio
2,097,596
Q2 2025 Reduced 2.33%
$0
$131 Million 0.05% of portfolio
2,562,461
Q2 2025 Added 7.12%
$0
$150 Million 0.05% of portfolio
3,027,582
Q2 2025 Added 6.31%
$0
$140 Million 0.05% of portfolio
2,847,670
Q2 2025 Added 14.62%
$0
$133 Million 0.05% of portfolio
5,156,988
Q2 2025 Added 5.09%
$0
$149 Million 0.05% of portfolio
3,574,104
Q2 2025 Reduced 1.74%
$0
$128 Million 0.05% of portfolio
3,196,045
Q2 2025 Added 4.6%
$0
$137 Million 0.05% of portfolio
2,328,663
Q2 2025 Added 2.62%
$0
$132 Million 0.05% of portfolio
1,648,569
Q2 2025 Added 11.93%
$0
$128 Million 0.05% of portfolio
978,647
Q2 2025 Added 0.17%
$0
$130 Million 0.05% of portfolio
734,807
Q2 2025 Added 19.02%
$0
$109 Million 0.04% of portfolio
552,163
Q2 2025 Added 36.74%
$0
$102 Million 0.04% of portfolio
2,046,267
Q2 2025 Reduced 6.12%
$0
$109 Million 0.04% of portfolio
893,831
Q2 2025 Reduced 2.09%
$0
$124 Million 0.04% of portfolio
895,102
Q2 2025 Added 15.81%
$0
$105 Million 0.04% of portfolio
914,162
Q2 2025 Added 0.26%
$0
$101 Million 0.04% of portfolio
671,403
Q2 2025 Reduced 2.02%
$0
$125 Million 0.04% of portfolio
588,116
Q2 2025 Added 11.52%
$0
$126 Million 0.04% of portfolio
2,892,842
Q2 2025 Added 19.65%
$0
$107 Million 0.04% of portfolio
2,082,693
Q2 2025 Added 122.9%
$0
$117 Million 0.04% of portfolio
2,706,243
Q2 2025 Reduced 14.49%
$0
$118 Million 0.04% of portfolio
2,477,313
Q2 2025 Reduced 10.88%
$0
$103 Million 0.04% of portfolio
5,250,884
Q2 2025 Added 4.41%
$0
$125 Million 0.04% of portfolio
1,064,889
Q2 2025 Added 20.4%
$0
$107 Million 0.04% of portfolio
2,534,293
Q2 2025 Reduced 0.61%
$0
$120 Million 0.04% of portfolio
1,087,139
Q2 2025 Added 18.45%
$0
$127 Million 0.04% of portfolio
1,865,283
Q2 2025 Added 5.19%
$0
$112 Million 0.04% of portfolio
2,589,503
Q2 2025 Added 13.53%
$0
$113 Million 0.04% of portfolio
2,254,861
Q2 2025 Added 14.25%
$0
$114 Million 0.04% of portfolio
1,716,979
Q2 2025 Added 26.21%
$0
$113 Million 0.04% of portfolio
2,148,930
Q2 2025 Added 7.62%
$0
$117 Million 0.04% of portfolio
882,693
Q2 2025 Reduced 0.75%
$0
$103 Million 0.04% of portfolio
970,378
Q2 2025 Added 14.19%
$0
$126 Million 0.04% of portfolio
1,142,416
Q2 2025 Added 0.32%
$0
$123 Million 0.04% of portfolio
2,429,384
Q2 2025 Added 19.87%
$0
$117 Million 0.04% of portfolio
1,976,433
Q2 2025 Added 12.98%
$0
$113 Million 0.04% of portfolio
2,969,362
Q2 2025 Added 7.15%
$0
$108 Million 0.04% of portfolio
1,516,605
Q2 2025 Added 6.61%
$0
$123 Million 0.04% of portfolio
5,560,420
Q2 2025 Added 12.55%
$0
$105 Million 0.04% of portfolio
4,291,727
Q2 2025 Added 24.39%
$0
$117 Million 0.04% of portfolio
1,415,291
Q2 2025 Added 10.35%
$0
$125 Million 0.04% of portfolio
1,288,926
Q2 2025 Added 15.7%
$0
$120 Million 0.04% of portfolio
4,698,364
Q2 2025 Added 1.86%
$0
$109 Million 0.04% of portfolio
4,213,386
Q2 2025 Added 33.02%
$0
$105 Million 0.04% of portfolio
4,135,621
Q2 2025 Added 9.41%
$0
$106 Million 0.04% of portfolio
954,765
Q2 2025 Added 26.66%
$0
$108 Million 0.04% of portfolio
574,649
Q2 2025 Added 1.73%
$0
$126 Million 0.04% of portfolio
982,296
Q2 2025 Added 3.71%

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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