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
$42.8 Million 0.02% of portfolio
917,298
Q2 2025 Reduced 6.22%
$0
$43.2 Million 0.02% of portfolio
628,377
Q2 2025 Added 18.72%
$0
$66.4 Million 0.02% of portfolio
2,693,294
Q2 2025 Reduced 5.86%
$0
$70.4 Million 0.02% of portfolio
2,554,546
Q2 2025 Added 35.38%
$0
$44.3 Million 0.02% of portfolio
597,385
Q2 2025 Reduced 11.27%
$0
$46.2 Million 0.02% of portfolio
1,174,262
Q2 2025 Added 24.44%
$0
$52.3 Million 0.02% of portfolio
2,675,684
Q2 2025 Added 19.58%
$0
$67.4 Million 0.02% of portfolio
1,589,604
Q2 2025 Added 49.3%
$0
$60.6 Million 0.02% of portfolio
623,257
Q2 2025 Added 3.38%
$0
$68.6 Million 0.02% of portfolio
872,484
Q2 2025 Added 0.91%
$0
$53.4 Million 0.02% of portfolio
671,362
Q2 2025 Added 13.4%
$0
$58.1 Million 0.02% of portfolio
2,711,115
Q2 2025 Reduced 15.13%
$0
$68.1 Million 0.02% of portfolio
470,048
Q2 2025 Added 20.49%
$47.2B
$44.1 Million 0.02% of portfolio
4,063,107
Q2 2025 Added 5.68%
$66.3B
$45.8 Million 0.02% of portfolio
433,627
Q2 2025 Added 14.07%
$11.5B
$47.1 Million 0.02% of portfolio
1,973,425
Q2 2025 Added 4.46%
$0
$46.9 Million 0.02% of portfolio
933,327
Q2 2025 Added 5.44%
$0
$44.7 Million 0.02% of portfolio
1,150,705
Q2 2025 Added 15.7%
$0
$46.8 Million 0.02% of portfolio
3,139,151
Q2 2025 Added 4.69%
$0
$44.4 Million 0.02% of portfolio
647,204
Q2 2025 Added 5.03%
$31.6B
$56.3 Million 0.02% of portfolio
2,750,680
Q2 2025 Added 7.96%
$81.5B
$61.8 Million 0.02% of portfolio
332,259
Q2 2025 Added 13.91%
$24.9B
$47.7 Million 0.02% of portfolio
2,843,409
Q2 2025 Added 6.08%
$33.3B
$70.4 Million 0.02% of portfolio
846,163
Q2 2025 Added 10.66%
$138B
$60.5 Million 0.02% of portfolio
2,701,521
Q2 2025 Reduced 2.04%
$0
$54.1 Million 0.02% of portfolio
2,418,267
Q2 2025 Added 8.35%
$0
$69.7 Million 0.02% of portfolio
596,040
Q2 2025 Reduced 5.28%
$0
$44.7 Million 0.02% of portfolio
1,096,783
Q2 2025 Reduced 13.68%
$0
$51.3 Million 0.02% of portfolio
2,097,358
Q2 2025 Reduced 7.68%
$0
$63.6 Million 0.02% of portfolio
3,398,644
Q2 2025 Reduced 9.4%
$0
$42.9 Million 0.02% of portfolio
2,597,465
Q2 2025 Added 41.83%
$0
$43.2 Million 0.02% of portfolio
1,872,901
Q2 2025 Reduced 3.54%
$0
$48.1 Million 0.02% of portfolio
388,926
Q2 2025 Reduced 0.86%
$0
$47.1 Million 0.02% of portfolio
1,158,308
Q2 2025 Added 6.87%
$0
$56.5 Million 0.02% of portfolio
1,086,858
Q2 2025 Reduced 11.51%
$0
$52.4 Million 0.02% of portfolio
1,145,307
Q2 2025 Reduced 13.02%
$0
$57.5 Million 0.02% of portfolio
822,343
Q2 2025 Reduced 0.56%
$29.6B
$69.1 Million 0.02% of portfolio
673,596
Q2 2025 Added 6.78%
$0
$48.5 Million 0.02% of portfolio
1,237,128
Q2 2025 Added 8.61%
$0
$43.4 Million 0.02% of portfolio
730,749
Q2 2025 Reduced 3.3%
$0
$47.8 Million 0.02% of portfolio
637,774
Q2 2025 Reduced 18.17%
$0
$50.1 Million 0.02% of portfolio
879,175
Q2 2025 Added 2,995.58%
$0
$62.1 Million 0.02% of portfolio
1,227,737
Q2 2025 Added 7.44%
$0
$47 Million 0.02% of portfolio
843,495
Q2 2025 Added 5.34%
$0
$64.7 Million 0.02% of portfolio
718,250
Q2 2025 Reduced 24.24%
$0
$49.8 Million 0.02% of portfolio
1,024,472
Q2 2025 Added 52.47%
$0
$45.6 Million 0.02% of portfolio
990,640
Q2 2025 Reduced 0.48%
$0
$49.5 Million 0.02% of portfolio
328,043
Q2 2025 Added 12.18%
$0
$58.3 Million 0.02% of portfolio
802,503
Q2 2025 Added 7.98%

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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