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
$67.9 Million 0.03% of portfolio
1,329,714
Q1 2025 Added 14.59%
$0
$73.9 Million 0.03% of portfolio
1,095,574
Q1 2025 Reduced 1.12%
$0
$71.9 Million 0.03% of portfolio
1,970,098
Q1 2025 Added 66.38%
$0
$71 Million 0.03% of portfolio
1,377,052
Q1 2025 Added 5.68%
$0
$68.8 Million 0.03% of portfolio
711,006
Q1 2025 Added 9.8%
$0
$62.6 Million 0.03% of portfolio
1,731,284
Q1 2025 Added 10.67%
$0
$84 Million 0.03% of portfolio
3,450,288
Q1 2025 Added 2.65%
$0
$84.3 Million 0.03% of portfolio
158,036
Q1 2025 Reduced 4.23%
$0
$75.3 Million 0.03% of portfolio
2,985,429
Q1 2025 Added 11.31%
$0
$73.2 Million 0.03% of portfolio
3,243,889
Q1 2025 Added 32.53%
$0
$66.5 Million 0.03% of portfolio
608,659
Q1 2025 Reduced 1.71%
$0
$75.8 Million 0.03% of portfolio
1,332,493
Q1 2025 Reduced 9.3%
$0
$69.4 Million 0.03% of portfolio
377,365
Q1 2025 Added 7.85%
$0
$68.9 Million 0.03% of portfolio
1,695,009
Q1 2025 Added 50.63%
$0
$82 Million 0.03% of portfolio
3,167,499
Q1 2025 Added 18.17%
$0
$67.8 Million 0.03% of portfolio
1,283,259
Q1 2025 Added 49.95%
$1.17B
$80 Million 0.03% of portfolio
2,655,747
Q1 2025 Added 50.13%
$0
$63.2 Million 0.03% of portfolio
783,612
Q1 2025 Reduced 1.85%
$0
$80.2 Million 0.03% of portfolio
617,960
Q1 2025 Added 1.05%
$0
$73.6 Million 0.03% of portfolio
1,568,446
Q1 2025 Added 25.13%
$0
$67.1 Million 0.03% of portfolio
1,534,082
Q1 2025 Reduced 1.22%
$0
$67.1 Million 0.03% of portfolio
1,131,261
Q1 2025 Added 4.64%
$0
$57.4 Million 0.02% of portfolio
823,506
Q1 2025 Added 120.49%
$0
$58.3 Million 0.02% of portfolio
962,677
Q1 2025 Added 6.13%
$0
$50 Million 0.02% of portfolio
783,148
Q1 2025 Reduced 7.48%
$0
$45.9 Million 0.02% of portfolio
1,090,443
Q1 2025 Reduced 13.29%
$0
$47.3 Million 0.02% of portfolio
1,787,265
Q1 2025 Added 13.17%
$0
$43.1 Million 0.02% of portfolio
1,378,675
Q1 2025 Added 81.48%
$0
$54.8 Million 0.02% of portfolio
1,330,981
Q1 2025 Added 12.55%
$0
$61.2 Million 0.02% of portfolio
1,024,029
Q1 2025 Added 17.94%
$0
$41.3 Million 0.02% of portfolio
1,466,232
Q1 2025 Added 19.77%
$0
$58.4 Million 0.02% of portfolio
1,133,892
Q1 2025 Added 15.21%
$0
$53.3 Million 0.02% of portfolio
982,548
Q1 2025 Reduced 0.51%
$0
$54.1 Million 0.02% of portfolio
2,549,106
Q1 2025 Added 26.85%
$4.61B
$42.7 Million 0.02% of portfolio
1,432,048
Q1 2025 Added 4.68%
$0
$38.8 Million 0.02% of portfolio
567,381
Q1 2025 Added 9.55%
$0
$46.8 Million 0.02% of portfolio
978,176
Q1 2025 Reduced 0.62%
$0
$45.7 Million 0.02% of portfolio
1,886,889
Q1 2025 Added 17.23%
$0
$46.9 Million 0.02% of portfolio
673,286
Q1 2025 Reduced 11.46%
$0
$42.2 Million 0.02% of portfolio
2,237,642
Q1 2025 Added 33.88%
$0
$43.7 Million 0.02% of portfolio
1,064,712
Q1 2025 Added 97.79%
$0
$40.7 Million 0.02% of portfolio
592,006
Q1 2025 Added 3.17%
$0
$38.9 Million 0.02% of portfolio
1,074,123
Q1 2025 Reduced 6.2%
$0
$43.6 Million 0.02% of portfolio
390,106
Q1 2025 Added 40.59%
$0
$54.3 Million 0.02% of portfolio
602,895
Q1 2025 Added 1.39%
$0
$47.1 Million 0.02% of portfolio
885,205
Q1 2025 Added 15.9%
$0
$45.3 Million 0.02% of portfolio
2,998,534
Q1 2025 Reduced 7.18%
$0
$60.1 Million 0.02% of portfolio
1,810,975
Q1 2025 Added 14.88%
$0
$39.1 Million 0.02% of portfolio
616,236
Q1 2025 Added 4.96%

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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