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
$0
$73 Million 0.03% of portfolio
1,325,296
Q2 2025 Reduced 7.1%
$0
$83.8 Million 0.03% of portfolio
996,453
Q2 2025 Added 16.13%
$0
$98.9 Million 0.03% of portfolio
800,652
Q2 2025 Reduced 2.06%
$0
$92.5 Million 0.03% of portfolio
929,734
Q2 2025 Added 7.47%
$0
$84.1 Million 0.03% of portfolio
695,028
Q2 2025 Reduced 6.45%
$0
$94.4 Million 0.03% of portfolio
1,671,981
Q2 2025 Added 0.49%
$0
$80.1 Million 0.03% of portfolio
1,557,653
Q2 2025 Added 17.14%
$0
$77 Million 0.03% of portfolio
1,049,430
Q2 2025 Reduced 4.21%
$42B
$98.4 Million 0.03% of portfolio
763,129
Q2 2025 Added 26.11%
$112B
$95 Million 0.03% of portfolio
713,842
Q2 2025 Added 8.71%
$100B
$73.7 Million 0.03% of portfolio
337,253
Q2 2025 Added 4.08%
$71.7B
$85.8 Million 0.03% of portfolio
1,108,736
Q2 2025 Added 38.63%
$87.3B
$70.8 Million 0.03% of portfolio
141,192
Q2 2025 Added 10.37%
$53.2B
$72.1 Million 0.03% of portfolio
968,924
Q2 2025 Added 9.61%
$87.8B
$97.8 Million 0.03% of portfolio
1,376,215
Q2 2025 Added 8.9%
$69.5B
$70.8 Million 0.03% of portfolio
276,571
Q2 2025 Added 0.96%
$0
$97.4 Million 0.03% of portfolio
2,467,216
Q2 2025 Added 25.23%
$97.4B
$88.9 Million 0.03% of portfolio
127,255
Q2 2025 Reduced 4.42%
$77.6B
$72.9 Million 0.03% of portfolio
980,349
Q2 2025 Added 0.53%
$0
$79.3 Million 0.03% of portfolio
4,178,529
Q2 2025 Added 19.31%
$0
$79.6 Million 0.03% of portfolio
1,549,012
Q2 2025 Added 12.49%
$0
$81.3 Million 0.03% of portfolio
835,200
Q2 2025 Added 17.47%
$0
$78.6 Million 0.03% of portfolio
1,256,291
Q2 2025 Added 58.7%
$59.3B
$92.5 Million 0.03% of portfolio
244,652
Q2 2025 Added 2.54%
$120B
$73.6 Million 0.03% of portfolio
786,457
Q2 2025 Added 64.49%
$118B
$81.3 Million 0.03% of portfolio
1,683,755
Q2 2025 Added 10.72%
$0
$88.8 Million 0.03% of portfolio
2,218,104
Q2 2025 Added 28.12%
$0
$87.1 Million 0.03% of portfolio
3,548,069
Q2 2025 Added 37.62%
$0
$98.8 Million 0.03% of portfolio
3,569,177
Q2 2025 Added 1.29%
$0
$87.1 Million 0.03% of portfolio
991,523
Q2 2025 Reduced 4.91%
$89.7B
$79.9 Million 0.03% of portfolio
232,665
Q2 2025 Added 6.75%
$0
$87.1 Million 0.03% of portfolio
1,457,615
Q2 2025 Added 86.02%
$0
$77.9 Million 0.03% of portfolio
1,040,889
Q2 2025 Added 27.59%
$0
$97.6 Million 0.03% of portfolio
172,211
Q2 2025 Added 8.97%
$0
$73.8 Million 0.03% of portfolio
2,978,027
Q2 2025 Reduced 0.25%
$0
$81.2 Million 0.03% of portfolio
2,778,680
Q2 2025 Reduced 8.0%
$0
$77.7 Million 0.03% of portfolio
3,441,026
Q2 2025 Added 6.08%
$0
$85.9 Million 0.03% of portfolio
1,081,722
Q2 2025 Reduced 4.79%
$0
$82.8 Million 0.03% of portfolio
430,857
Q2 2025 Added 14.18%
$135B
$94.6 Million 0.03% of portfolio
123,316
Q2 2025 Added 20.89%
$0
$72.1 Million 0.03% of portfolio
1,772,072
Q2 2025 Added 4.55%
$75.4B
$91.9 Million 0.03% of portfolio
179,286
Q2 2025 Added 1.5%
$87.9B
$73.4 Million 0.03% of portfolio
222,006
Q2 2025 Added 7.24%
$173B
$89.4 Million 0.03% of portfolio
1,302,314
Q2 2025 Added 2.41%
$97.8B
$95.5 Million 0.03% of portfolio
218,386
Q2 2025 Added 0.95%
$0
$93.5 Million 0.03% of portfolio
3,192,150
Q2 2025 Reduced 14.7%
$0
$88.1 Million 0.03% of portfolio
1,937,260
Q2 2025 Added 6.53%
$1.36B
$98.5 Million 0.03% of portfolio
3,088,565
Q2 2025 Added 16.3%
$0
$92.3 Million 0.03% of portfolio
1,644,723
Q2 2025 Added 5.04%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email