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
$55.3B
$60.6 Million 0.02% of portfolio
238,596
Q1 2025 Added 19.21%
$0
$37 Million 0.02% of portfolio
664,673
Q1 2025 Added 1.65%
$39.6B
$47.7 Million 0.02% of portfolio
184,456
Q1 2025 Added 21.69%
$58.1B
$41.4 Million 0.02% of portfolio
70,204
Q1 2025 Added 1.26%
$87.2B
$38.8 Million 0.02% of portfolio
188,944
Q1 2025 Reduced 6.0%
$51.4B
$37.8 Million 0.02% of portfolio
903,260
Q1 2025 Added 14.21%
$0
$60.9 Million 0.02% of portfolio
2,578,194
Q1 2025 Added 3.68%
$0
$57.6 Million 0.02% of portfolio
2,674,216
Q1 2025 Added 29.12%
$0
$43.2 Million 0.02% of portfolio
1,648,859
Q1 2025 Added 1.14%
$0
$55.8 Million 0.02% of portfolio
2,379,704
Q1 2025 Reduced 1.06%
$23.4B
$51.9 Million 0.02% of portfolio
726,788
Q1 2025 Added 30.69%
$256B
$59.8 Million 0.02% of portfolio
815,803
Q1 2025 Added 12.75%
$53.2B
$58 Million 0.02% of portfolio
349,158
Q1 2025 Reduced 2.58%
$0
$42.6 Million 0.02% of portfolio
783,580
Q1 2025 Reduced 0.95%
$0
$39 Million 0.02% of portfolio
1,319,875
Q1 2025 Reduced 4.52%
$0
$61 Million 0.02% of portfolio
815,836
Q1 2025 Added 3.25%
$0
$44.4 Million 0.02% of portfolio
2,312,072
Q1 2025 Reduced 3.13%
$0
$60.4 Million 0.02% of portfolio
1,959,244
Q1 2025 Added 8.76%
$0
$45.6 Million 0.02% of portfolio
291,026
Q1 2025 Added 7.89%
$0
$56.1 Million 0.02% of portfolio
1,244,515
Q1 2025 Added 3.74%
$0
$50.3 Million 0.02% of portfolio
620,671
Q1 2025 Reduced 3.29%
$0
$43.2 Million 0.02% of portfolio
215,251
Q1 2025 Reduced 20.59%
$139B
$56.1 Million 0.02% of portfolio
102,008
Q1 2025 Added 22.36%
$49B
$38.1 Million 0.02% of portfolio
806,260
Q1 2025 Reduced 11.5%
$33.5B
$49.3 Million 0.02% of portfolio
900,457
Q1 2025 Added 14.69%
$59.9B
$54.5 Million 0.02% of portfolio
206,005
Q1 2025 Added 4.15%
$155B
$46.4 Million 0.02% of portfolio
779,880
Q1 2025 Reduced 21.2%
$0
$46.9 Million 0.02% of portfolio
2,797,822
Q1 2025 Added 13.13%
$0
$41.2 Million 0.02% of portfolio
2,455,663
Q1 2025 Added 13.13%
$0
$55.2 Million 0.02% of portfolio
753,776
Q1 2025 Added 88.27%
$0
$38.7 Million 0.02% of portfolio
551,195
Q1 2025 Added 65.92%
$0
$46.1 Million 0.02% of portfolio
399,198
Q1 2025 Added 10.5%
$0
$60.2 Million 0.02% of portfolio
792,397
Q1 2025 Added 28.02%
$0
$37.7 Million 0.02% of portfolio
253,985
Q1 2025 Added 1.52%
$0
$55.9 Million 0.02% of portfolio
171,843
Q1 2025 Reduced 3.71%
$0
$59.6 Million 0.02% of portfolio
838,080
Q1 2025 Added 28.89%
$0
$51.1 Million 0.02% of portfolio
206,456
Q1 2025 Added 6.75%
$32.7B
$49 Million 0.02% of portfolio
565,756
Q1 2025 Reduced 7.01%
$32.4B
$37.9 Million 0.02% of portfolio
1,162,574
Q1 2025 Added 13.97%
$0
$48.5 Million 0.02% of portfolio
957,969
Q1 2025 Added 33.77%
$0
$40.6 Million 0.02% of portfolio
617,402
Q1 2025 Reduced 9.05%
$81.1B
$40.4 Million 0.02% of portfolio
343,813
Q1 2025 Added 8.99%
$73.2B
$39.5 Million 0.02% of portfolio
258,052
Q1 2025 Added 3.9%
$0
$45.5 Million 0.02% of portfolio
1,474,789
Q1 2025 Reduced 2.65%
$0
$57.1 Million 0.02% of portfolio
518,201
Q1 2025 Reduced 5.93%
$0
$43.4 Million 0.02% of portfolio
437,671
Q1 2025 Added 12.66%
$0
$51.6 Million 0.02% of portfolio
1,613,277
Q1 2025 Reduced 27.69%
$0
$57.5 Million 0.02% of portfolio
747,833
Q1 2025 Added 6.34%
$0
$53.7 Million 0.02% of portfolio
1,236,251
Q1 2025 Reduced 5.42%

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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