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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.1B
$75.7 Million 0.03% of portfolio
274,474
Q2 2025 Added 28.16%
$47.9B
$86 Million 0.03% of portfolio
245,471
Q2 2025 Added 18.78%
$66.7B
$75.1 Million 0.03% of portfolio
826,730
Q2 2025 Added 5.15%
$35.6B
$71.1 Million 0.03% of portfolio
708,216
Q2 2025 Added 4.43%
$69.4B
$82 Million 0.03% of portfolio
1,558,606
Q2 2025 Added 32.1%
$99B
$82.3 Million 0.03% of portfolio
1,193,403
Q2 2025 Reduced 0.69%
$144B
$82.3 Million 0.03% of portfolio
416,768
Q2 2025 Added 0.97%
$36.7B
$86.7 Million 0.03% of portfolio
707,420
Q2 2025 Added 25.44%
$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%
$78B
$70.8 Million 0.03% of portfolio
262,770
Q2 2025 Added 15.41%
$77.5B
$80 Million 0.03% of portfolio
205,658
Q2 2025 Added 15.6%
$28.1B
$73.6 Million 0.03% of portfolio
1,753,459
Q2 2025 Added 347.39%
$61.4B
$87.4 Million 0.03% of portfolio
384,352
Q2 2025 Added 5.38%
$0
$88.2 Million 0.03% of portfolio
1,100,753
Q2 2025 Added 1.75%
$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
$94.3 Million 0.03% of portfolio
690,527
Q2 2025 Reduced 16.72%
$0
$94.2 Million 0.03% of portfolio
872,711
Q2 2025 Added 3.29%
$79.5B
$89.7 Million 0.03% of portfolio
716,280
Q2 2025 Added 21.52%
$56.1B
$96.2 Million 0.03% of portfolio
2,219,727
Q2 2025 Added 13.94%
$0
$79.8 Million 0.03% of portfolio
3,844,991
Q2 2025 Added 4.42%
$65.1B
$76.5 Million 0.03% of portfolio
238,844
Q2 2025 Added 5.97%
$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%
$48.2B
$72.8 Million 0.03% of portfolio
70,016
Q2 2025 Added 5.63%
$62.2B
$88.4 Million 0.03% of portfolio
1,041,987
Q2 2025 Reduced 1.94%
$10.2B
$81.4 Million 0.03% of portfolio
4,293,341
Q2 2025 Added 6.46%
$27.5B
$72.8 Million 0.03% of portfolio
438,678
Q2 2025 Added 3.02%
$94.1B
$87.2 Million 0.03% of portfolio
475,322
Q2 2025 Reduced 1.42%
$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%

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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