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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$66.3 Million 0.03% of portfolio
14,392
Q1 2025 Added 8.02%
$36.5B
$73.5 Million 0.03% of portfolio
303,204
Q1 2025 Added 8.47%
$60.3B
$81.4 Million 0.03% of portfolio
351,869
Q1 2025 Added 20.01%
$1.52B
$64.1 Million 0.03% of portfolio
1,276,359
Q1 2025 Added 4.33%
$22B
$68.4 Million 0.03% of portfolio
332,615
Q1 2025 Added 4.18%
$74.1B
$73.7 Million 0.03% of portfolio
786,216
Q1 2025 Added 7.83%
$35.8B
$75 Million 0.03% of portfolio
678,198
Q1 2025 Reduced 0.79%
$102B
$62.9 Million 0.03% of portfolio
311,821
Q1 2025 Added 42.91%
$84.5B
$81.4 Million 0.03% of portfolio
1,201,641
Q1 2025 Added 11.34%
$144B
$84.6 Million 0.03% of portfolio
412,751
Q1 2025 Added 2.61%
$0
$71.9 Million 0.03% of portfolio
1,826,212
Q1 2025 Added 10.84%
$0
$77 Million 0.03% of portfolio
2,771,687
Q1 2025 Added 15.71%
$83.5B
$77.4 Million 0.03% of portfolio
177,911
Q1 2025 Added 0.4%
$16.8B
$74.4 Million 0.03% of portfolio
870,692
Q1 2025 Added 6.17%
$71.8B
$66 Million 0.03% of portfolio
514,736
Q1 2025 Added 10.77%
$0
$73.6 Million 0.03% of portfolio
1,081,779
Q1 2025 Added 0.23%
$0
$71.8 Million 0.03% of portfolio
3,837,937
Q1 2025 Added 9.08%
$0
$73 Million 0.03% of portfolio
2,861,014
Q1 2025 Added 24.88%
$0
$77 Million 0.03% of portfolio
1,452,909
Q1 2025 Reduced 0.84%
$0
$65.6 Million 0.03% of portfolio
495,987
Q1 2025 Added 0.68%
$0
$68.7 Million 0.03% of portfolio
3,194,436
Q1 2025 Added 9.18%
$0
$83.5 Million 0.03% of portfolio
2,228,326
Q1 2025 Added 11.53%
$0
$85.1 Million 0.03% of portfolio
844,947
Q1 2025 Added 3.95%
$0
$66.3 Million 0.03% of portfolio
864,647
Q1 2025 Added 1.86%
$79.5B
$73.8 Million 0.03% of portfolio
589,418
Q1 2025 Added 16.79%
$0
$75.4 Million 0.03% of portfolio
3,084,460
Q1 2025 Added 19.04%
$65.2B
$73.8 Million 0.03% of portfolio
1,948,185
Q1 2025 Added 9.64%
$0
$77.1 Million 0.03% of portfolio
3,682,289
Q1 2025 Added 2.75%
$66.3B
$77.8 Million 0.03% of portfolio
225,382
Q1 2025 Added 23.52%
$0
$62.9 Million 0.03% of portfolio
2,209,371
Q1 2025 Added 4.79%
$53.4B
$65.5 Million 0.03% of portfolio
66,286
Q1 2025 Added 2.54%
$59.6B
$69.2 Million 0.03% of portfolio
1,062,605
Q1 2025 Reduced 5.25%
$10.2B
$76.5 Million 0.03% of portfolio
4,032,779
Q1 2025 Added 11.14%
$24.2B
$72.8 Million 0.03% of portfolio
425,818
Q1 2025 Added 6.42%
$95.7B
$62.6 Million 0.03% of portfolio
2,757,720
Q1 2025 Added 13.55%
$102B
$83.2 Million 0.03% of portfolio
482,151
Q1 2025 Added 6.04%
$0
$67.9 Million 0.03% of portfolio
629,256
Q1 2025 Added 12.88%
$0
$69.5 Million 0.03% of portfolio
3,751,130
Q1 2025 Added 25.51%
$0
$64 Million 0.03% of portfolio
1,296,065
Q1 2025 Added 25.43%
$0
$76.2 Million 0.03% of portfolio
1,664,500
Q1 2025 Added 4.26%
$0
$84.9 Million 0.03% of portfolio
884,469
Q1 2025 Added 2.65%
$0
$72.6 Million 0.03% of portfolio
1,220,382
Q1 2025 Added 16.0%
$0
$61.7 Million 0.03% of portfolio
1,228,208
Q1 2025 Reduced 26.98%
$0
$75.8 Million 0.03% of portfolio
651,556
Q1 2025 Reduced 0.3%
$0
$79.4 Million 0.03% of portfolio
1,670,175
Q1 2025 Added 10.62%
$0
$79.3 Million 0.03% of portfolio
948,047
Q1 2025 Added 0.29%
$0
$81.8 Million 0.03% of portfolio
1,360,443
Q1 2025 Added 113.83%
$0
$74.1 Million 0.03% of portfolio
1,075,050
Q1 2025 Added 44.53%
$0
$79.2 Million 0.03% of portfolio
1,668,691
Q1 2025 Added 5.95%

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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