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 Market Cap. of $2 Billions to $10 Billions
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