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
$10.2B
$4.19 Million 0.0% of portfolio
76,678
Q2 2025 Reduced 0.55%
Webull Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.39%
$2.15B
$2.12 Million 0.0% of portfolio
185,549
Q2 2025 Added 23.76%
Weride Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 34.89%
$1.82B
$2.27 Million 0.0% of portfolio
71,805
Q2 2025 Added 12.16%
$10.7B
$3.48 Million 0.0% of portfolio
18,814
Q2 2025 Added 4.25%
$6.09B
$428,000 0.0% of portfolio
5,849
Q2 2025 Reduced 3.34%
$1.33B
$642,000 0.0% of portfolio
13,254
Q2 2025 Reduced 3.82%
$9.01B
$10.1 Million 0.0% of portfolio
129,912
Q2 2025 Reduced 3.28%
$0
$2.27 Million 0.0% of portfolio
153,048
Q2 2025 Added 3.27%
$0
$8.17 Million 0.0% of portfolio
812,499
Q2 2025 Added 2.29%
$0
$749,000 0.0% of portfolio
114,674
Q2 2025 Added 7.84%
$0
$340,000 0.0% of portfolio
79,344
Q2 2025 Added 7.82%
$0
$973,000 0.0% of portfolio
244,506
Q2 2025 Added 78.49%
$0
$353,000 0.0% of portfolio
29,538
Q2 2025 Added 1.29%
$0
$758,000 0.0% of portfolio
58,447
Q2 2025 Added 9.7%
$0
$166,000 0.0% of portfolio
10,044
Q2 2025 Added 0.25%
$0
$1.01 Million 0.0% of portfolio
101,729
Q2 2025 Added 8.66%
$0
$2.47 Million 0.0% of portfolio
206,710
Q2 2025 Added 11.1%
$0
$1.26 Million 0.0% of portfolio
183,735
Q2 2025 Added 65.61%
$0
$3.06 Million 0.0% of portfolio
281,597
Q2 2025 Added 0.65%
$0
$275,000 0.0% of portfolio
32,819
Q2 2025 Added 6.69%
$0
$689,000 0.0% of portfolio
78,674
Q2 2025 Reduced 85.17%
$24.1B
$9.7 Million 0.0% of portfolio
151,659
Q2 2025 Added 24.09%
$14.7B
$10.7 Million 0.0% of portfolio
277,118
Q2 2025 Added 7.08%
$3.2B
$1.48 Million 0.0% of portfolio
175,396
Q2 2025 Added 43.13%
$772M
$664,000 0.0% of portfolio
30,076
Q2 2025 Added 1.01%
$10.1B
$1.62 Million 0.0% of portfolio
21,273
Q2 2025 Reduced 30.07%
$7.42B
$4.41 Million 0.0% of portfolio
30,044
Q2 2025 Reduced 2.03%
Wheeler Real Estate Invt Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
Wheels Up Experience Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 10.56%
$4.67B
$11.8 Million 0.0% of portfolio
116,786
Q2 2025 Added 0.56%
$4.7B
$3.56 Million 0.0% of portfolio
1,985
Q2 2025 Added 6.15%
$198M
$196,000 0.0% of portfolio
22,550
Q2 2025 Added 52.01%
$604M
$426,000 0.0% of portfolio
34,163
Q2 2025 Added 10.65%
$1.84B
$787,000 0.0% of portfolio
17,656
Q2 2025 Added 8.9%
$13.8B
$11.8 Million 0.0% of portfolio
72,089
Q2 2025 Added 16.91%
$36.2B
$11 Million 0.0% of portfolio
35,879
Q2 2025 Added 50.37%
$5.28B
$437,000 0.0% of portfolio
15,960
Q2 2025 Reduced 43.87%
Winchester Bancorp Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$10.2B
$6.04 Million 0.0% of portfolio
17,941
Q2 2025 Added 36.89%
$1.39B
$873,000 0.0% of portfolio
2,314
Q2 2025 Reduced 9.22%
$995M
$641,000 0.0% of portfolio
22,117
Q2 2025 Added 33.65%
$7.74B
$7.32 Million 0.0% of portfolio
59,072
Q2 2025 Added 46.87%
$14.7B
$1.53 Million 0.0% of portfolio
505,670
Q2 2025 Added 184.51%
Wisdomtree Bitcoin Fd
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.29%
$800M
$409,000 0.0% of portfolio
74,955
Q2 2025 Added 46.82%
$0
$9.77 Million 0.0% of portfolio
397,803
Q2 2025 Added 4.1%

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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