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
$57.9 Million 0.02% of portfolio
709,756
Q2 2025 Added 3.82%
$38.6B
$59.4 Million 0.02% of portfolio
553,082
Q2 2025 Added 6.12%
$41.6B
$67.6 Million 0.02% of portfolio
802,846
Q2 2025 Added 9.49%
$0
$51 Million 0.02% of portfolio
790,191
Q2 2025 Added 18.88%
$40.3B
$60.6 Million 0.02% of portfolio
182,578
Q2 2025 Reduced 1.02%
$52.9B
$45 Million 0.02% of portfolio
79,302
Q2 2025 Added 12.96%
$82.5B
$64.2 Million 0.02% of portfolio
205,052
Q2 2025 Added 8.53%
$0
$65.7 Million 0.02% of portfolio
2,757,897
Q2 2025 Added 3.13%
$0
$45.8 Million 0.02% of portfolio
1,634,298
Q2 2025 Reduced 0.88%
$0
$61.4 Million 0.02% of portfolio
2,425,130
Q2 2025 Added 1.91%
$100B
$50.1 Million 0.02% of portfolio
313,494
Q2 2025 Added 19.47%
$28.3B
$59.2 Million 0.02% of portfolio
781,439
Q2 2025 Added 7.52%
$255B
$53.3 Million 0.02% of portfolio
757,370
Q2 2025 Reduced 7.16%
$61.4B
$61.6 Million 0.02% of portfolio
383,468
Q2 2025 Added 9.83%
$72.2B
$62.1 Million 0.02% of portfolio
277,513
Q2 2025 Added 32.13%
$0
$47.8 Million 0.02% of portfolio
1,465,088
Q2 2025 Added 11.0%
$0
$45.1 Million 0.02% of portfolio
2,358,568
Q2 2025 Added 2.01%
$0
$67.3 Million 0.02% of portfolio
2,184,358
Q2 2025 Added 11.49%
$0
$47 Million 0.02% of portfolio
487,668
Q2 2025 Added 139.39%
$0
$46.2 Million 0.02% of portfolio
283,280
Q2 2025 Reduced 2.66%
$0
$58.9 Million 0.02% of portfolio
1,319,151
Q2 2025 Added 6.0%
$0
$44 Million 0.02% of portfolio
185,547
Q2 2025 Added 19.95%
$0
$66.7 Million 0.02% of portfolio
615,970
Q2 2025 Added 1.2%
$0
$50.2 Million 0.02% of portfolio
605,035
Q2 2025 Reduced 2.52%
$0
$55.2 Million 0.02% of portfolio
215,028
Q2 2025 Reduced 0.1%
$41.7B
$43.1 Million 0.02% of portfolio
569,376
Q2 2025 Added 18.98%
$41.3B
$57.6 Million 0.02% of portfolio
584,273
Q2 2025 Reduced 2.87%
$21.8B
$68.9 Million 0.02% of portfolio
957,711
Q2 2025 Added 6.36%
$6.31B
$60.8 Million 0.02% of portfolio
1,152,639
Q2 2025 Reduced 2.13%
$65.4B
$70.5 Million 0.02% of portfolio
263,501
Q2 2025 Added 27.91%
$150B
$54 Million 0.02% of portfolio
882,923
Q2 2025 Added 13.21%
$65.6B
$64.8 Million 0.02% of portfolio
481,763
Q2 2025 Added 1.88%
$0
$43.5 Million 0.02% of portfolio
2,670,533
Q2 2025 Reduced 4.55%
$0
$69.5 Million 0.02% of portfolio
1,313,075
Q2 2025 Added 2.32%
$0
$63.7 Million 0.02% of portfolio
821,856
Q2 2025 Added 49.1%
$0
$46.3 Million 0.02% of portfolio
344,515
Q2 2025 Reduced 13.7%
$0
$49.3 Million 0.02% of portfolio
649,206
Q2 2025 Reduced 18.07%
$0
$59.2 Million 0.02% of portfolio
346,126
Q2 2025 Added 36.28%
$0
$57.8 Million 0.02% of portfolio
859,094
Q2 2025 Added 2.51%
$0
$67.2 Million 0.02% of portfolio
239,968
Q2 2025 Added 16.23%
$0
$43.5 Million 0.02% of portfolio
223,127
Q2 2025 Added 26.96%
$41.9B
$49.4 Million 0.02% of portfolio
171,613
Q2 2025 Added 22.33%
$32.7B
$57.4 Million 0.02% of portfolio
662,527
Q2 2025 Added 17.1%
$0
$53.8 Million 0.02% of portfolio
1,059,018
Q2 2025 Added 10.55%
$82.5B
$44.3 Million 0.02% of portfolio
287,887
Q2 2025 Added 11.56%
$0
$53.5 Million 0.02% of portfolio
1,350,030
Q2 2025 Added 85.65%
$0
$52.6 Million 0.02% of portfolio
1,526,904
Q2 2025 Added 3.53%
$0
$54.5 Million 0.02% of portfolio
476,974
Q2 2025 Reduced 7.96%
$0
$52.5 Million 0.02% of portfolio
1,651,760
Q2 2025 Added 2.39%

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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