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
$38.1 Million 0.02% of portfolio
1,571,067
Q1 2025 Added 5.1%
$0
$53.2 Million 0.02% of portfolio
1,128,859
Q1 2025 Reduced 20.19%
$0
$46 Million 0.02% of portfolio
1,822,447
Q1 2025 Added 12.38%
$0
$51 Million 0.02% of portfolio
2,110,416
Q1 2025 Added 12.31%
$0
$60.5 Million 0.02% of portfolio
2,405,411
Q1 2025 Added 7.33%
$0
$54.6 Million 0.02% of portfolio
1,761,345
Q1 2025 Added 6.82%
$0
$51.7 Million 0.02% of portfolio
403,863
Q1 2025 Reduced 3.75%
$0
$42.9 Million 0.02% of portfolio
527,309
Q1 2025 Added 15.02%
$0
$53.6 Million 0.02% of portfolio
502,438
Q1 2025 Reduced 5.34%
$0
$39.4 Million 0.02% of portfolio
286,708
Q1 2025 Reduced 6.38%
$0
$51.3 Million 0.02% of portfolio
624,829
Q1 2025 Added 672.44%
$0
$61.4 Million 0.02% of portfolio
858,382
Q1 2025 Added 19.86%
$0
$38.6 Million 0.02% of portfolio
296,893
Q1 2025 Added 0.84%
$0
$49.6 Million 0.02% of portfolio
1,100,377
Q1 2025 Reduced 61.2%
$0
$39.2 Million 0.02% of portfolio
630,872
Q1 2025 Added 31.05%
$0
$38.8 Million 0.02% of portfolio
630,152
Q1 2025 Added 55.28%
$0
$59.8 Million 0.02% of portfolio
1,229,418
Q1 2025 Added 18.1%
$0
$37.7 Million 0.02% of portfolio
538,861
Q1 2025 Added 7.21%
$0
$45.4 Million 0.02% of portfolio
1,004,878
Q1 2025 Reduced 5.28%
$73.2B
$43.1 Million 0.02% of portfolio
538,043
Q1 2025 Reduced 10.78%
$51.7B
$38.1 Million 0.02% of portfolio
563,524
Q1 2025 Added 11.39%
$50.2B
$51.4 Million 0.02% of portfolio
245,748
Q1 2025 Added 8.64%
$0
$46.2 Million 0.02% of portfolio
1,137,281
Q1 2025 Added 29.36%
$29.6B
$38.7 Million 0.02% of portfolio
118,229
Q1 2025 Added 2.56%
$20.6B
$44.1 Million 0.02% of portfolio
626,028
Q1 2025 Added 8.66%
$87.6B
$60 Million 0.02% of portfolio
412,129
Q1 2025 Added 7.27%
$91.8B
$40.9 Million 0.02% of portfolio
171,755
Q1 2025 Reduced 2.86%
$61.8B
$49.2 Million 0.02% of portfolio
799,775
Q1 2025 Added 18.43%
$62.1B
$59.4 Million 0.02% of portfolio
740,369
Q1 2025 Added 2.86%
$9.91B
$44.7 Million 0.02% of portfolio
734,173
Q1 2025 Added 2.31%
$31.4B
$56.3 Million 0.02% of portfolio
961,553
Q1 2025 Added 4.04%
$92.2B
$59.6 Million 0.02% of portfolio
127,928
Q1 2025 Added 12.94%
$69B
$59.1 Million 0.02% of portfolio
135,091
Q1 2025 Added 9.91%
$52.1B
$58 Million 0.02% of portfolio
883,960
Q1 2025 Added 13.1%
$0
$52.1 Million 0.02% of portfolio
1,645,363
Q1 2025 Added 11.61%
$260B
$51.9 Million 0.02% of portfolio
465,995
Q1 2025 Added 3.5%
$0
$60.1 Million 0.02% of portfolio
768,210
Q1 2025 Reduced 11.98%
$0
$53.1 Million 0.02% of portfolio
1,310,942
Q1 2025 Added 20.58%
$59B
$43.9 Million 0.02% of portfolio
231,113
Q1 2025 Added 5.82%
$5.85B
$57.6 Million 0.02% of portfolio
40,198
Q1 2025 Added 12.34%
$26.6B
$45.1 Million 0.02% of portfolio
2,622,295
Q1 2025 Added 26.49%
$0
$59.1 Million 0.02% of portfolio
824,834
Q1 2025 Reduced 4.41%
$25.6B
$51.3 Million 0.02% of portfolio
1,420,489
Q1 2025 Added 8.81%
$23.1B
$45.5 Million 0.02% of portfolio
494,839
Q1 2025 Added 16.08%
$0
$39.4 Million 0.02% of portfolio
2,109,257
Q1 2025 Added 17.37%
$0
$44.9 Million 0.02% of portfolio
791,637
Q1 2025 Added 38.7%
$0
$55.1 Million 0.02% of portfolio
683,618
Q1 2025 Reduced 1.44%
$39.2B
$58.2 Million 0.02% of portfolio
521,190
Q1 2025 Added 4.02%
$41.4B
$60.3 Million 0.02% of portfolio
733,229
Q1 2025 Added 10.91%

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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