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
$1.13B
$117,000 0.0% of portfolio
287,026
Q2 2025 Added 34.43%
$5.47B
$2.6 Million 0.0% of portfolio
35,819
Q2 2025 Added 87.21%
$0
$2.22 Million 0.0% of portfolio
88,389
Q2 2025 Reduced 3.5%
$0
$2.24 Million 0.0% of portfolio
69,374
Q2 2025 Added 0.81%
$0
$1.75 Million 0.0% of portfolio
65,448
Q2 2025 Added 5.25%
$0
$12.5 Million 0.0% of portfolio
278,887
Q2 2025 Added 3.44%
$482M
$288,000 0.0% of portfolio
28,123
Q2 2025 Added 1.08%
$172M
$41,000 0.0% of portfolio
26,122
Q2 2025 Added 6.09%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 26.87%
$1.7B
$631,000 0.0% of portfolio
95,740
Q2 2025 Added 32.96%
$12B
$8.12 Million 0.0% of portfolio
183,243
Q2 2025 Added 35.69%
$15.7B
$9.8 Million 0.0% of portfolio
85,879
Q2 2025 Added 20.68%
$963M
$2.37 Million 0.0% of portfolio
37,715
Q2 2025 Added 6.22%
$1.66B
$283,000 0.0% of portfolio
8,481
Q2 2025 Added 2.08%
$12.7B
$4.65 Million 0.0% of portfolio
14,349
Q2 2025 Reduced 2.11%
$3.94B
$4.17 Million 0.0% of portfolio
221,823
Q2 2025 Added 19.71%
$7.93B
$4.54 Million 0.0% of portfolio
64,172
Q2 2025 Added 6.98%
$145B
$13.2 Million 0.0% of portfolio
179,848
Q2 2025 Added 23.88%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q2 2025 New
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.74%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$4.8 Million 0.0% of portfolio
109,377
Q2 2025 Added 7.9%
$0
$338,000 0.0% of portfolio
27,673
Q2 2025 Reduced 0.95%
Touchstone ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.97%
-
$0 0.0% of portfolio
-
Q2 2025 Added 300.22%
$7.72B
$417,000 0.0% of portfolio
9,633
Q2 2025 Reduced 18.12%
$2.61B
$1.22 Million 0.0% of portfolio
35,704
Q2 2025 Added 8.47%
$4.41B
$4.36 Million 0.0% of portfolio
83,156
Q2 2025 Added 11.29%
$659M
$86,000 0.0% of portfolio
11,268
Q2 2025 New
$12.4B
$6.47 Million 0.0% of portfolio
44,210
Q2 2025 Added 12.13%
$3.59B
$3 Million 0.0% of portfolio
22,356
Q2 2025 Added 14.38%
$2.33B
$2.53 Million 0.0% of portfolio
976,672
Q2 2025 Reduced 6.27%
$16.4B
$5.54 Million 0.0% of portfolio
62,982
Q2 2025 Added 8.29%
$4.93B
$2.89 Million 0.0% of portfolio
56,020
Q2 2025 Added 5.68%
$372M
$61,000 0.0% of portfolio
10,500
Q2 2025 New
$475M
$65,000 0.0% of portfolio
11,900
Q2 2025 New
$5.67B
$7.47 Million 0.0% of portfolio
137,313
Q2 2025 Added 8.96%
$0
$1.97 Million 0.0% of portfolio
62,130
Q2 2025 Added 29.48%
$3.43B
$1.13 Million 0.0% of portfolio
35,331
Q2 2025 Added 67.07%
$1.49B
$474,000 0.0% of portfolio
11,725
Q2 2025 Added 0.09%
$309M
$38,000 0.0% of portfolio
28,552
Q2 2025 Added 129.92%
$20.3B
$5.67 Million 0.0% of portfolio
74,597
Q2 2025 Added 8.22%
$4.23B
$839,000 0.0% of portfolio
11,481
Q2 2025 Reduced 1.14%
$555M
$6.46 Million 0.0% of portfolio
459,325
Q2 2025 Added 23.15%
$2.27B
$861,000 0.0% of portfolio
31,881
Q2 2025 Added 1.65%
$48.9B
$3.13 Million 0.0% of portfolio
53,410
Q2 2025 Added 19.47%
$2.17B
$231,000 0.0% of portfolio
17,722
Q2 2025 Added 5.53%
$4.47B
$607,000 0.0% of portfolio
25,647
Q2 2025 Added 117.68%
$0
$353,000 0.0% of portfolio
50,420
Q2 2025 Added 3.43%

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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