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
$52.7 Million 0.02% of portfolio
2,750,565
Q1 2025 Added 3.56%
$0
$41.9 Million 0.02% of portfolio
1,238,086
Q1 2025 Reduced 4.06%
$0
$51.4 Million 0.02% of portfolio
2,231,921
Q1 2025 Added 9.03%
$0
$41.3 Million 0.02% of portfolio
934,345
Q1 2025 Added 64.15%
$0
$50.2 Million 0.02% of portfolio
1,270,534
Q1 2025 Reduced 4.24%
$0
$55.1 Million 0.02% of portfolio
2,271,805
Q1 2025 Added 8.26%
$0
$44.8 Million 0.02% of portfolio
1,941,620
Q1 2025 Added 4.88%
$0
$44.2 Million 0.02% of portfolio
392,318
Q1 2025 Added 3.34%
$0
$41.7 Million 0.02% of portfolio
1,941,778
Q1 2025 Added 0.23%
$0
$41 Million 0.02% of portfolio
1,083,891
Q1 2025 Reduced 12.56%
$0
$50.4 Million 0.02% of portfolio
1,316,683
Q1 2025 Added 20.3%
$0
$53.4 Million 0.02% of portfolio
826,990
Q1 2025 Added 10.24%
$0
$39.8 Million 0.02% of portfolio
1,139,083
Q1 2025 Added 1.84%
$0
$40.2 Million 0.02% of portfolio
755,656
Q1 2025 Added 93.4%
$0
$53.4 Million 0.02% of portfolio
779,363
Q1 2025 Added 4.7%
$0
$57.5 Million 0.02% of portfolio
1,142,679
Q1 2025 Added 12.38%
$0
$45.1 Million 0.02% of portfolio
800,761
Q1 2025 Reduced 3.0%
$0
$43.7 Million 0.02% of portfolio
995,458
Q1 2025 Added 4.79%
$0
$51.4 Million 0.02% of portfolio
1,027,584
Q1 2025 Reduced 14.0%
$0
$39.8 Million 0.02% of portfolio
292,437
Q1 2025 Reduced 3.06%
$0
$47.2 Million 0.02% of portfolio
743,180
Q1 2025 Added 21.99%
$0
$43 Million 0.02% of portfolio
526,658
Q1 2025 Added 1.98%
$0
$44 Million 0.02% of portfolio
1,907,165
Q1 2025 Added 9.67%
$0
$54.1 Million 0.02% of portfolio
1,159,705
Q1 2025 Added 10.64%
$0
$41.9 Million 0.02% of portfolio
727,590
Q1 2025 Added 5.01%
$0
$55.3 Million 0.02% of portfolio
2,064,761
Q1 2025 Added 4.06%
$0
$38.1 Million 0.02% of portfolio
1,571,067
Q1 2025 Added 5.1%
$0
$53.2 Million 0.02% of portfolio
1,128,859
Q1 2025 Reduced 20.19%
$0
$46 Million 0.02% of portfolio
1,822,447
Q1 2025 Added 12.38%
$0
$51 Million 0.02% of portfolio
2,110,416
Q1 2025 Added 12.31%
$0
$60.5 Million 0.02% of portfolio
2,405,411
Q1 2025 Added 7.33%
$0
$54.6 Million 0.02% of portfolio
1,761,345
Q1 2025 Added 6.82%
$0
$51.7 Million 0.02% of portfolio
403,863
Q1 2025 Reduced 3.75%
$0
$42.9 Million 0.02% of portfolio
527,309
Q1 2025 Added 15.02%
$0
$53.6 Million 0.02% of portfolio
502,438
Q1 2025 Reduced 5.34%
$0
$39.4 Million 0.02% of portfolio
286,708
Q1 2025 Reduced 6.38%
$0
$51.3 Million 0.02% of portfolio
624,829
Q1 2025 Added 672.44%
$0
$61.4 Million 0.02% of portfolio
858,382
Q1 2025 Added 19.86%
$0
$38.6 Million 0.02% of portfolio
296,893
Q1 2025 Added 0.84%
$0
$49.6 Million 0.02% of portfolio
1,100,377
Q1 2025 Reduced 61.2%
$0
$39.2 Million 0.02% of portfolio
630,872
Q1 2025 Added 31.05%
$0
$38.8 Million 0.02% of portfolio
630,152
Q1 2025 Added 55.28%
$0
$40.6 Million 0.02% of portfolio
980,313
Q1 2025 Added 17.71%
$0
$59.8 Million 0.02% of portfolio
1,229,418
Q1 2025 Added 18.1%
$0
$37.7 Million 0.02% of portfolio
538,861
Q1 2025 Added 7.21%
$0
$45.4 Million 0.02% of portfolio
1,004,878
Q1 2025 Reduced 5.28%
$0
$46.2 Million 0.02% of portfolio
1,137,281
Q1 2025 Added 29.36%
$0
$52.1 Million 0.02% of portfolio
1,645,363
Q1 2025 Added 11.61%
$0
$60.1 Million 0.02% of portfolio
768,210
Q1 2025 Reduced 11.98%

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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