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
$75 Million 0.03% of portfolio
859,551
Q2 2025 Added 9.69%
$0
$79.7 Million 0.03% of portfolio
220,005
Q2 2025 Added 28.03%
$0
$83.3 Million 0.03% of portfolio
699,258
Q2 2025 Added 13.16%
$0
$89.1 Million 0.03% of portfolio
1,893,921
Q2 2025 Added 20.75%
$81.6B
$79.9 Million 0.03% of portfolio
412,218
Q2 2025 Added 19.9%
$36.1B
$92.1 Million 0.03% of portfolio
883,663
Q2 2025 Added 3.88%
$0
$86.8 Million 0.03% of portfolio
1,827,793
Q2 2025 Added 19.15%
$0
$81.9 Million 0.03% of portfolio
1,278,743
Q2 2025 Added 13.04%
$48.5B
$45.9 Million 0.02% of portfolio
346,525
Q2 2025 Added 15.46%
$9.5B
$47.6 Million 0.02% of portfolio
759,950
Q2 2025 Added 30.51%
$473B
$62.5 Million 0.02% of portfolio
551,159
Q2 2025 Reduced 2.07%
$16.9B
$44.6 Million 0.02% of portfolio
737,297
Q2 2025 Added 15.18%
$58B
$57.5 Million 0.02% of portfolio
285,739
Q2 2025 Added 8.98%
$0
$68.1 Million 0.02% of portfolio
858,900
Q2 2025 Added 4.3%
$59.7B
$49.7 Million 0.02% of portfolio
580,501
Q2 2025 Added 15.81%
$25.3B
$55.8 Million 0.02% of portfolio
400,842
Q2 2025 Added 14.54%
$33.5B
$43.2 Million 0.02% of portfolio
474,079
Q2 2025 Added 13.32%
$0
$53.2 Million 0.02% of portfolio
1,057,993
Q2 2025 Added 5.05%
$0
$45.1 Million 0.02% of portfolio
305,407
Q2 2025 Added 12.4%
$238B
$69.9 Million 0.02% of portfolio
1,000,419
Q2 2025 Added 13.29%
$53.1B
$50.3 Million 0.02% of portfolio
204,655
Q2 2025 Added 5.08%
$81.4B
$51.9 Million 0.02% of portfolio
13,981
Q2 2025 Added 24.14%
$87.8B
$42.6 Million 0.02% of portfolio
384,717
Q2 2025 Added 9.13%
$88.1B
$55.9 Million 0.02% of portfolio
613,494
Q2 2025 Added 17.18%
$53.4B
$59.5 Million 0.02% of portfolio
345,151
Q2 2025 Reduced 3.73%
$452B
$63.4 Million 0.02% of portfolio
87
Q2 2025 Reduced 3.33%
$41.1B
$50 Million 0.02% of portfolio
297,772
Q2 2025 Added 17.87%
$49.9B
$52.8 Million 0.02% of portfolio
721,216
Q2 2025 Added 13.67%
$21.1B
$57.2 Million 0.02% of portfolio
112,098
Q2 2025 Added 28.81%
$38.4B
$46.1 Million 0.02% of portfolio
249,055
Q2 2025 Added 7.85%
$48.6B
$50.6 Million 0.02% of portfolio
678,396
Q2 2025 Reduced 4.95%
$41.8B
$44.7 Million 0.02% of portfolio
435,057
Q2 2025 Reduced 2.29%
$74.7B
$54.4 Million 0.02% of portfolio
1,668,518
Q2 2025 Reduced 3.29%
$23.3B
$50.7 Million 0.02% of portfolio
232,394
Q2 2025 Added 135.12%
$54.3B
$46.3 Million 0.02% of portfolio
458,986
Q2 2025 Added 5.58%
$49.7B
$54.6 Million 0.02% of portfolio
313,171
Q2 2025 Added 9.91%
$0
$46.2 Million 0.02% of portfolio
1,094,129
Q2 2025 Added 0.34%
$0
$53.9 Million 0.02% of portfolio
1,814,600
Q2 2025 Added 1.53%
$0
$56.7 Million 0.02% of portfolio
1,340,471
Q2 2025 Added 0.71%
$0
$57.7 Million 0.02% of portfolio
906,249
Q2 2025 Reduced 11.5%
$0
$43.4 Million 0.02% of portfolio
1,474,585
Q2 2025 Added 0.57%
$0
$63.9 Million 0.02% of portfolio
1,185,067
Q2 2025 Added 4.51%
$50.9B
$58.3 Million 0.02% of portfolio
1,031,118
Q2 2025 Added 8.59%
$19B
$53.4 Million 0.02% of portfolio
643,002
Q2 2025 Reduced 26.15%
$65.7B
$64.8 Million 0.02% of portfolio
541,747
Q2 2025 Added 5.25%
$0
$44.3 Million 0.02% of portfolio
1,025,869
Q2 2025 Added 7.29%
$0
$47.2 Million 0.02% of portfolio
852,766
Q2 2025 Reduced 13.21%
$0
$51.1 Million 0.02% of portfolio
2,452,132
Q2 2025 Reduced 3.8%
$5.34B
$43.6 Million 0.02% of portfolio
1,381,839
Q2 2025 Reduced 3.51%

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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