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
$87.1 Million 0.03% of portfolio
3,548,069
Q2 2025 Added 37.62%
$0
$98.8 Million 0.03% of portfolio
3,569,177
Q2 2025 Added 1.29%
$0
$87.1 Million 0.03% of portfolio
991,523
Q2 2025 Reduced 4.91%
$0
$87.1 Million 0.03% of portfolio
1,457,615
Q2 2025 Added 86.02%
$0
$77.9 Million 0.03% of portfolio
1,040,889
Q2 2025 Added 27.59%
$0
$97.6 Million 0.03% of portfolio
172,211
Q2 2025 Added 8.97%
$0
$73.8 Million 0.03% of portfolio
2,978,027
Q2 2025 Reduced 0.25%
$0
$81.2 Million 0.03% of portfolio
2,778,680
Q2 2025 Reduced 8.0%
$0
$77.7 Million 0.03% of portfolio
3,441,026
Q2 2025 Added 6.08%
$0
$85.9 Million 0.03% of portfolio
1,081,722
Q2 2025 Reduced 4.79%
$0
$82.8 Million 0.03% of portfolio
430,857
Q2 2025 Added 14.18%
$0
$72.1 Million 0.03% of portfolio
1,772,072
Q2 2025 Added 4.55%
$0
$93.5 Million 0.03% of portfolio
3,192,150
Q2 2025 Reduced 14.7%
$0
$88.1 Million 0.03% of portfolio
1,937,260
Q2 2025 Added 6.53%
$1.3B
$98.5 Million 0.03% of portfolio
3,088,565
Q2 2025 Added 16.3%
$0
$92.3 Million 0.03% of portfolio
1,644,723
Q2 2025 Added 5.04%
$0
$79.7 Million 0.03% of portfolio
220,005
Q2 2025 Added 28.03%
$0
$83.3 Million 0.03% of portfolio
699,258
Q2 2025 Added 13.16%
$0
$89.1 Million 0.03% of portfolio
1,893,921
Q2 2025 Added 20.75%
$0
$86.8 Million 0.03% of portfolio
1,827,793
Q2 2025 Added 19.15%
$0
$81.9 Million 0.03% of portfolio
1,278,743
Q2 2025 Added 13.04%
$0
$68.1 Million 0.02% of portfolio
858,900
Q2 2025 Added 4.3%
$0
$53.2 Million 0.02% of portfolio
1,057,993
Q2 2025 Added 5.05%
$0
$45.1 Million 0.02% of portfolio
305,407
Q2 2025 Added 12.4%
$0
$46.2 Million 0.02% of portfolio
1,094,129
Q2 2025 Added 0.34%
$0
$53.9 Million 0.02% of portfolio
1,814,600
Q2 2025 Added 1.53%
$0
$56.7 Million 0.02% of portfolio
1,340,471
Q2 2025 Added 0.71%
$0
$57.7 Million 0.02% of portfolio
906,249
Q2 2025 Reduced 11.5%
$0
$43.4 Million 0.02% of portfolio
1,474,585
Q2 2025 Added 0.57%
$0
$63.9 Million 0.02% of portfolio
1,185,067
Q2 2025 Added 4.51%
$0
$44.3 Million 0.02% of portfolio
1,025,869
Q2 2025 Added 7.29%
$0
$47.2 Million 0.02% of portfolio
852,766
Q2 2025 Reduced 13.21%
$0
$51.1 Million 0.02% of portfolio
2,452,132
Q2 2025 Reduced 3.8%
$5.1B
$43.6 Million 0.02% of portfolio
1,381,839
Q2 2025 Reduced 3.51%
$0
$42.8 Million 0.02% of portfolio
917,298
Q2 2025 Reduced 6.22%
$0
$43.2 Million 0.02% of portfolio
628,377
Q2 2025 Added 18.72%
$0
$66.4 Million 0.02% of portfolio
2,693,294
Q2 2025 Reduced 5.86%
$0
$70.4 Million 0.02% of portfolio
2,554,546
Q2 2025 Added 35.38%
$0
$44.3 Million 0.02% of portfolio
597,385
Q2 2025 Reduced 11.27%
$0
$46.2 Million 0.02% of portfolio
1,174,262
Q2 2025 Added 24.44%
$0
$52.3 Million 0.02% of portfolio
2,675,684
Q2 2025 Added 19.58%
$0
$67.4 Million 0.02% of portfolio
1,589,604
Q2 2025 Added 49.3%
$0
$60.6 Million 0.02% of portfolio
623,257
Q2 2025 Added 3.38%
$0
$68.6 Million 0.02% of portfolio
872,484
Q2 2025 Added 0.91%
$0
$53.4 Million 0.02% of portfolio
671,362
Q2 2025 Added 13.4%
$0
$58.1 Million 0.02% of portfolio
2,711,115
Q2 2025 Reduced 15.13%
$0
$68.1 Million 0.02% of portfolio
470,048
Q2 2025 Added 20.49%
$0
$70.3 Million 0.02% of portfolio
2,896,998
Q2 2025 Reduced 6.08%
$0
$46.9 Million 0.02% of portfolio
933,327
Q2 2025 Added 5.44%

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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