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
$67.1 Million 0.03% of portfolio
1,131,261
Q1 2025 Added 4.64%
$72.9B
$72 Million 0.03% of portfolio
437,304
Q1 2025 Added 10.19%
$8.42B
$41.9 Million 0.02% of portfolio
582,311
Q1 2025 Added 110.35%
$15.7B
$41.2 Million 0.02% of portfolio
640,109
Q1 2025 Added 32.32%
$53B
$54.3 Million 0.02% of portfolio
262,190
Q1 2025 Added 4.79%
$0
$57.4 Million 0.02% of portfolio
823,506
Q1 2025 Added 120.49%
$62.1B
$43.6 Million 0.02% of portfolio
501,234
Q1 2025 Added 49.03%
$26.1B
$51.6 Million 0.02% of portfolio
349,963
Q1 2025 Added 37.25%
$59.6B
$51.9 Million 0.02% of portfolio
790,840
Q1 2025 Added 16.01%
$89.1B
$45.7 Million 0.02% of portfolio
333,583
Q1 2025 Added 20.5%
$104B
$42 Million 0.02% of portfolio
158,480
Q1 2025 Reduced 24.72%
$33.5B
$40.2 Million 0.02% of portfolio
418,343
Q1 2025 Added 7.95%
$53.1B
$47.9 Million 0.02% of portfolio
194,764
Q1 2025 Reduced 0.04%
$71.6B
$42.9 Million 0.02% of portfolio
11,262
Q1 2025 Reduced 5.11%
$53.3B
$49.8 Million 0.02% of portfolio
94,670
Q1 2025 Reduced 6.67%
$77B
$43.9 Million 0.02% of portfolio
523,554
Q1 2025 Added 16.69%
$98.4B
$38.4 Million 0.02% of portfolio
1,135,096
Q1 2025 Added 0.5%
$20.5B
$37.6 Million 0.02% of portfolio
300,584
Q1 2025 Added 4.53%
$0
$50 Million 0.02% of portfolio
783,148
Q1 2025 Reduced 7.48%
$84.8B
$50.2 Million 0.02% of portfolio
279,917
Q1 2025 Added 8.71%
$64.1B
$40.2 Million 0.02% of portfolio
634,487
Q1 2025 Added 11.61%
$19.5B
$37.8 Million 0.02% of portfolio
87,023
Q1 2025 Added 9.49%
$38.4B
$42.8 Million 0.02% of portfolio
230,917
Q1 2025 Added 22.29%
$27.7B
$41.2 Million 0.02% of portfolio
180,629
Q1 2025 Added 9.31%
$15.7B
$49.2 Million 0.02% of portfolio
334,041
Q1 2025 Added 12.66%
$99.6B
$56.8 Million 0.02% of portfolio
214,163
Q1 2025 Added 35.74%
$11.2B
$39.7 Million 0.02% of portfolio
701,132
Q1 2025 Added 18.56%
$44.9B
$54 Million 0.02% of portfolio
1,179,878
Q1 2025 Added 6.55%
$52.5B
$44.9 Million 0.02% of portfolio
713,729
Q1 2025 Added 6.92%
$44.7B
$46.4 Million 0.02% of portfolio
445,257
Q1 2025 Reduced 5.85%
$71.4B
$50.8 Million 0.02% of portfolio
1,725,206
Q1 2025 Added 0.76%
$32.6B
$51.4 Million 0.02% of portfolio
563,940
Q1 2025 Added 19.07%
$58B
$45.6 Million 0.02% of portfolio
434,735
Q1 2025 Added 2.19%
$49.1B
$40.8 Million 0.02% of portfolio
284,929
Q1 2025 Added 12.01%
$0
$45.9 Million 0.02% of portfolio
1,090,443
Q1 2025 Reduced 13.29%
$0
$47.3 Million 0.02% of portfolio
1,787,265
Q1 2025 Added 13.17%
$0
$43.1 Million 0.02% of portfolio
1,378,675
Q1 2025 Added 81.48%
$0
$54.8 Million 0.02% of portfolio
1,330,981
Q1 2025 Added 12.55%
$0
$61.2 Million 0.02% of portfolio
1,024,029
Q1 2025 Added 17.94%
$0
$41.3 Million 0.02% of portfolio
1,466,232
Q1 2025 Added 19.77%
$0
$58.4 Million 0.02% of portfolio
1,133,892
Q1 2025 Added 15.21%
$47.6B
$53.2 Million 0.02% of portfolio
949,525
Q1 2025 Added 20.0%
$76.4B
$57.7 Million 0.02% of portfolio
227,686
Q1 2025 Added 10.81%
$0
$53.3 Million 0.02% of portfolio
982,548
Q1 2025 Reduced 0.51%
$0
$54.1 Million 0.02% of portfolio
2,549,106
Q1 2025 Added 26.85%
$4.61B
$42.7 Million 0.02% of portfolio
1,432,048
Q1 2025 Added 4.68%
$16.8B
$38 Million 0.02% of portfolio
83,515
Q1 2025 Added 9.91%
$0
$38.8 Million 0.02% of portfolio
567,381
Q1 2025 Added 9.55%
$0
$46.8 Million 0.02% of portfolio
978,176
Q1 2025 Reduced 0.62%

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
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