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
$58.4 Million 0.02% of portfolio
654,212
Q2 2025 Added 24.22%
$0
$55.7 Million 0.02% of portfolio
2,396,363
Q2 2025 Added 25.65%
$0
$56.1 Million 0.02% of portfolio
1,041,135
Q2 2025 Reduced 10.22%
$0
$44.8 Million 0.02% of portfolio
686,674
Q2 2025 Reduced 5.62%
$0
$47.9 Million 0.02% of portfolio
1,764,551
Q2 2025 Reduced 14.54%
$0
$42.6 Million 0.02% of portfolio
897,478
Q2 2025 Reduced 20.5%
$0
$44.8 Million 0.02% of portfolio
1,761,322
Q2 2025 Reduced 3.35%
$0
$59.7 Million 0.02% of portfolio
2,554,218
Q2 2025 Reduced 15.09%
$0
$51.2 Million 0.02% of portfolio
2,108,441
Q2 2025 Reduced 0.09%
$0
$69.1 Million 0.02% of portfolio
2,910,616
Q2 2025 Added 10.98%
$0
$60.9 Million 0.02% of portfolio
2,416,720
Q2 2025 Added 0.47%
$0
$61.6 Million 0.02% of portfolio
781,297
Q2 2025 Reduced 11.63%
$0
$47.7 Million 0.02% of portfolio
376,733
Q2 2025 Reduced 6.72%
$0
$49.2 Million 0.02% of portfolio
883,899
Q2 2025 Added 29.02%
$0
$60.5 Million 0.02% of portfolio
534,094
Q2 2025 Added 6.3%
$0
$47.5 Million 0.02% of portfolio
501,387
Q2 2025 Added 42.49%
$0
$64.8 Million 0.02% of portfolio
919,966
Q2 2025 Added 7.17%
$0
$44.6 Million 0.02% of portfolio
313,437
Q2 2025 Added 5.57%
$0
$50.6 Million 0.02% of portfolio
1,028,710
Q2 2025 Reduced 6.51%
$0
$65.5 Million 0.02% of portfolio
963,855
Q2 2025 Added 52.78%
$0
$59.3 Million 0.02% of portfolio
878,925
Q2 2025 Added 39.48%
$0
$44 Million 0.02% of portfolio
994,237
Q2 2025 Added 1.42%
$0
$60.9 Million 0.02% of portfolio
1,262,946
Q2 2025 Added 2.73%
$0
$50.9 Million 0.02% of portfolio
655,206
Q2 2025 Added 21.59%
$0
$58.2 Million 0.02% of portfolio
1,290,994
Q2 2025 Added 28.47%
$75.7B
$63.8 Million 0.02% of portfolio
604,415
Q2 2025 Added 12.34%
$48.3B
$51.7 Million 0.02% of portfolio
720,242
Q2 2025 Added 27.81%
$58.4B
$67.2 Million 0.02% of portfolio
267,870
Q2 2025 Added 9.0%
$0
$50.1 Million 0.02% of portfolio
1,188,679
Q2 2025 Added 4.52%
$26.5B
$47.4 Million 0.02% of portfolio
126,435
Q2 2025 Added 6.94%
$96.1B
$65.6 Million 0.02% of portfolio
394,971
Q2 2025 Reduced 4.16%
$84.5B
$52.4 Million 0.02% of portfolio
191,824
Q2 2025 Added 11.68%
$65.7B
$62.6 Million 0.02% of portfolio
778,876
Q2 2025 Added 5.2%
$43.2B
$43.3 Million 0.02% of portfolio
59,255
Q2 2025 Reduced 47.15%
$35.5B
$61.1 Million 0.02% of portfolio
976,012
Q2 2025 Added 1.5%
$76.3B
$57.6 Million 0.02% of portfolio
136,947
Q2 2025 Added 1.37%
$43.4B
$45.9 Million 0.02% of portfolio
513,761
Q2 2025 Added 10.34%
$0
$67.9 Million 0.02% of portfolio
2,021,927
Q2 2025 Added 22.89%
$276B
$55.7 Million 0.02% of portfolio
460,093
Q2 2025 Reduced 1.27%
$38.1B
$45.2 Million 0.02% of portfolio
281,327
Q2 2025 Added 16.45%
$0
$57.1 Million 0.02% of portfolio
1,362,650
Q2 2025 Added 3.94%
$59.8B
$48 Million 0.02% of portfolio
219,598
Q2 2025 Reduced 4.98%
$21.4B
$45.4 Million 0.02% of portfolio
866,035
Q2 2025 Added 9.74%
$6.77B
$64.5 Million 0.02% of portfolio
715,576
Q2 2025 Added 1,680.13%
$30B
$43.1 Million 0.02% of portfolio
3,092,619
Q2 2025 Added 17.94%
$0
$54.5 Million 0.02% of portfolio
812,933
Q2 2025 Reduced 1.44%
$27.4B
$57.2 Million 0.02% of portfolio
1,688,467
Q2 2025 Added 18.87%
$23.2B
$51.3 Million 0.02% of portfolio
531,491
Q2 2025 Added 7.41%
$0
$53 Million 0.02% of portfolio
2,791,483
Q2 2025 Added 32.34%

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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