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
$108 Million 0.04% of portfolio
1,813,555
Q2 2025 Added 1.03%
$0
$103 Million 0.04% of portfolio
1,144,983
Q2 2025 Added 6.2%
$0
$111 Million 0.04% of portfolio
870,845
Q2 2025 Added 10.8%
$0
$105 Million 0.04% of portfolio
467,196
Q2 2025 Added 6.13%
$0
$114 Million 0.04% of portfolio
2,523,584
Q2 2025 Added 22.8%
$0
$101 Million 0.04% of portfolio
2,017,686
Q2 2025 Added 0.62%
$0
$74.7 Million 0.03% of portfolio
1,110,937
Q2 2025 Added 15.4%
$0
$80.4 Million 0.03% of portfolio
1,876,479
Q2 2025 Added 2.75%
$0
$73.7 Million 0.03% of portfolio
2,130,770
Q2 2025 Added 54.55%
$0
$89.2 Million 0.03% of portfolio
2,869,211
Q2 2025 Added 3.52%
$0
$88.2 Million 0.03% of portfolio
1,100,753
Q2 2025 Added 1.75%
$0
$70.8 Million 0.03% of portfolio
3,727,860
Q2 2025 Reduced 2.87%
$0
$72.9 Million 0.03% of portfolio
1,301,246
Q2 2025 Reduced 10.44%
$0
$84.7 Million 0.03% of portfolio
538,390
Q2 2025 Added 8.55%
$0
$88.1 Million 0.03% of portfolio
2,349,160
Q2 2025 Added 5.42%
$0
$94.1 Million 0.03% of portfolio
2,051,310
Q2 2025 Added 3.79%
$0
$94.2 Million 0.03% of portfolio
872,711
Q2 2025 Added 3.29%
$0
$89.1 Million 0.03% of portfolio
1,422,391
Q2 2025 Added 1.31%
$0
$75.5 Million 0.03% of portfolio
2,311,665
Q2 2025 Added 4.63%
$0
$78.5 Million 0.03% of portfolio
4,170,782
Q2 2025 Reduced 26.52%
$0
$71.4 Million 0.03% of portfolio
1,918,529
Q2 2025 Added 5.94%
$0
$76.4 Million 0.03% of portfolio
6,861,034
Q2 2025 Reduced 54.84%
$0
$87.3 Million 0.03% of portfolio
4,172,460
Q2 2025 Reduced 2.3%
$0
$98 Million 0.03% of portfolio
4,783,420
Q2 2025 Added 2.32%
$0
$74.4 Million 0.03% of portfolio
1,445,230
Q2 2025 Added 11.51%
$0
$94.8 Million 0.03% of portfolio
1,967,217
Q2 2025 Added 18.19%
$0
$85.2 Million 0.03% of portfolio
1,371,551
Q2 2025 Added 12.39%
$0
$78.6 Million 0.03% of portfolio
663,248
Q2 2025 Added 1.79%
$0
$80.2 Million 0.03% of portfolio
1,676,030
Q2 2025 Added 0.35%
$0
$82.3 Million 0.03% of portfolio
1,082,413
Q2 2025 Added 0.68%
$0
$88.1 Million 0.03% of portfolio
1,853,302
Q2 2025 Added 11.06%
$0
$98.6 Million 0.03% of portfolio
914,560
Q2 2025 Reduced 2.32%
$0
$75.5 Million 0.03% of portfolio
817,228
Q2 2025 Reduced 3.7%
$0
$72.8 Million 0.03% of portfolio
2,109,166
Q2 2025 Added 19.75%
$0
$91.6 Million 0.03% of portfolio
2,016,169
Q2 2025 Added 42.51%
$0
$73 Million 0.03% of portfolio
1,325,296
Q2 2025 Reduced 7.1%
$0
$83.8 Million 0.03% of portfolio
996,453
Q2 2025 Added 16.13%
$0
$98.9 Million 0.03% of portfolio
800,652
Q2 2025 Reduced 2.06%
$0
$92.5 Million 0.03% of portfolio
929,734
Q2 2025 Added 7.47%
$0
$84.1 Million 0.03% of portfolio
695,028
Q2 2025 Reduced 6.45%
$0
$94.4 Million 0.03% of portfolio
1,671,981
Q2 2025 Added 0.49%
$0
$80.1 Million 0.03% of portfolio
1,557,653
Q2 2025 Added 17.14%
$0
$77 Million 0.03% of portfolio
1,049,430
Q2 2025 Reduced 4.21%
$0
$75 Million 0.03% of portfolio
798,120
Q2 2025 Added 3.89%
$0
$97.4 Million 0.03% of portfolio
2,467,216
Q2 2025 Added 25.23%
$0
$79.6 Million 0.03% of portfolio
1,549,012
Q2 2025 Added 12.49%
$0
$81.3 Million 0.03% of portfolio
835,200
Q2 2025 Added 17.47%
$0
$78.6 Million 0.03% of portfolio
1,256,291
Q2 2025 Added 58.7%
$0
$88.8 Million 0.03% of portfolio
2,218,104
Q2 2025 Added 28.12%

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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