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
$0
$64.3 Million 0.03% of portfolio
848,664
Q1 2025 Added 1.49%
$0
$70.3 Million 0.03% of portfolio
3,008,101
Q1 2025 Added 29.13%
$0
$62.3 Million 0.03% of portfolio
2,622,627
Q1 2025 Added 14.58%
$0
$64 Million 0.03% of portfolio
884,148
Q1 2025 Added 11.82%
$0
$63.7 Million 0.03% of portfolio
1,414,795
Q1 2025 Added 7.25%
$0
$77.6 Million 0.03% of portfolio
1,426,513
Q1 2025 Added 1.8%
$0
$66.9 Million 0.03% of portfolio
858,033
Q1 2025 Reduced 8.81%
$0
$84.3 Million 0.03% of portfolio
865,117
Q1 2025 Added 18.26%
$0
$83.8 Million 0.03% of portfolio
742,926
Q1 2025 Added 9.5%
$0
$67.9 Million 0.03% of portfolio
1,329,714
Q1 2025 Added 14.59%
$0
$73.9 Million 0.03% of portfolio
1,095,574
Q1 2025 Reduced 1.12%
$43B
$86.1 Million 0.03% of portfolio
605,150
Q1 2025 Reduced 3.17%
$120B
$75.9 Million 0.03% of portfolio
656,650
Q1 2025 Reduced 6.49%
$131B
$77.6 Million 0.03% of portfolio
114,083
Q1 2025 Added 18.85%
$106B
$79.1 Million 0.03% of portfolio
324,035
Q1 2025 Added 9.92%
$129B
$80.5 Million 0.03% of portfolio
926,139
Q1 2025 Added 26.09%
$91B
$80.2 Million 0.03% of portfolio
1,263,797
Q1 2025 Added 25.54%
$60.9B
$64.9 Million 0.03% of portfolio
273,940
Q1 2025 Added 10.2%
$0
$71.9 Million 0.03% of portfolio
1,970,098
Q1 2025 Added 66.38%
$91.5B
$80.9 Million 0.03% of portfolio
133,138
Q1 2025 Added 12.01%
$85.5B
$63.6 Million 0.03% of portfolio
975,153
Q1 2025 Reduced 3.79%
$0
$69.3 Million 0.03% of portfolio
3,502,382
Q1 2025 Added 20.74%
$0
$71 Million 0.03% of portfolio
1,377,052
Q1 2025 Added 5.68%
$0
$68.8 Million 0.03% of portfolio
711,006
Q1 2025 Added 9.8%
$122B
$84.3 Million 0.03% of portfolio
1,520,721
Q1 2025 Added 18.43%
$0
$62.6 Million 0.03% of portfolio
1,731,284
Q1 2025 Added 10.67%
$0
$84 Million 0.03% of portfolio
3,450,288
Q1 2025 Added 2.65%
$89.3B
$76.1 Million 0.03% of portfolio
217,958
Q1 2025 Added 8.13%
$0
$84.3 Million 0.03% of portfolio
158,036
Q1 2025 Reduced 4.23%
$0
$75.3 Million 0.03% of portfolio
2,985,429
Q1 2025 Added 11.31%
$0
$73.2 Million 0.03% of portfolio
3,243,889
Q1 2025 Added 32.53%
$0
$66.5 Million 0.03% of portfolio
608,659
Q1 2025 Reduced 1.71%
$0
$75.8 Million 0.03% of portfolio
1,332,493
Q1 2025 Reduced 9.3%
$0
$69.4 Million 0.03% of portfolio
377,365
Q1 2025 Added 7.85%
$0
$68.9 Million 0.03% of portfolio
1,695,009
Q1 2025 Added 50.63%
$0
$82 Million 0.03% of portfolio
3,167,499
Q1 2025 Added 18.17%
$84B
$75.7 Million 0.03% of portfolio
176,628
Q1 2025 Added 35.9%
$48.3B
$62.8 Million 0.03% of portfolio
601,560
Q1 2025 Reduced 18.54%
$92.5B
$68.1 Million 0.03% of portfolio
207,026
Q1 2025 Added 14.1%
$6.44B
$64.9 Million 0.03% of portfolio
1,177,670
Q1 2025 Added 20.97%
$102B
$72.9 Million 0.03% of portfolio
216,325
Q1 2025 Added 7.41%
$57.4B
$62.5 Million 0.03% of portfolio
472,863
Q1 2025 Added 3.35%
$0
$67.8 Million 0.03% of portfolio
1,283,259
Q1 2025 Added 49.95%
$0
$82.8 Million 0.03% of portfolio
1,818,572
Q1 2025 Added 2.64%
$1.17B
$80 Million 0.03% of portfolio
2,655,747
Q1 2025 Added 50.13%
$0
$63.2 Million 0.03% of portfolio
783,612
Q1 2025 Reduced 1.85%
$0
$80.2 Million 0.03% of portfolio
617,960
Q1 2025 Added 1.05%
$0
$73.6 Million 0.03% of portfolio
1,568,446
Q1 2025 Added 25.13%
$0
$67.1 Million 0.03% of portfolio
1,534,082
Q1 2025 Reduced 1.22%

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
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