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
$45.2B
$44.1 Million 0.02% of portfolio
188,665
Q1 2025 Added 11.44%
$13.1B
$43 Million 0.02% of portfolio
680,868
Q1 2025 Reduced 2.73%
$23.6B
$43.2 Million 0.02% of portfolio
362,011
Q1 2025 Added 12.33%
$1.67B
$29.3 Million 0.01% of portfolio
226,160
Q1 2025 Added 14.16%
$1.72B
$27.7 Million 0.01% of portfolio
850,675
Q1 2025 Reduced 5.89%
$16B
$17.4 Million 0.01% of portfolio
187,380
Q1 2025 Added 31.94%
$0
$14.7 Million 0.01% of portfolio
703,101
Q1 2025 Added 71.82%
$35.5B
$14.2 Million 0.01% of portfolio
121,147
Q1 2025 Added 3.83%
$5.13B
$13.3 Million 0.01% of portfolio
1,392,082
Q1 2025 Added 12.36%
$54.4B
$21.2 Million 0.01% of portfolio
195,966
Q1 2025 Reduced 8.27%
$55.3B
$35.9 Million 0.01% of portfolio
300,118
Q1 2025 Added 12.19%
$42.8B
$22 Million 0.01% of portfolio
231,887
Q1 2025 Reduced 35.57%
$12.8B
$27.2 Million 0.01% of portfolio
294,198
Q1 2025 Added 12.94%
$4B
$14.6 Million 0.01% of portfolio
380,837
Q1 2025 Added 2.59%
$0
$29.1 Million 0.01% of portfolio
547,385
Q1 2025 Added 5.87%
$0
$23.9 Million 0.01% of portfolio
568,693
Q1 2025 Reduced 5.72%
$14.3B
$19.5 Million 0.01% of portfolio
2,007,385
Q1 2025 Added 12.76%
$24.9B
$16.5 Million 0.01% of portfolio
164,067
Q1 2025 Added 25.05%
$0
$27.5 Million 0.01% of portfolio
663,975
Q1 2025 Added 105.18%
$0
$20.4 Million 0.01% of portfolio
422,203
Q1 2025 Added 28.31%
$0
$21 Million 0.01% of portfolio
449,879
Q1 2025 Added 45.88%
$0
$27.3 Million 0.01% of portfolio
550,930
Q1 2025 Reduced 0.86%
$0
$13.3 Million 0.01% of portfolio
256,972
Q1 2025 Added 6.79%
$57.5B
$34.2 Million 0.01% of portfolio
70,655
Q1 2025 Reduced 1.44%
$40.9B
$21 Million 0.01% of portfolio
121,725
Q1 2025 Added 4.66%
$0
$17.8 Million 0.01% of portfolio
483,006
Q1 2025 Reduced 35.83%
$0
$26 Million 0.01% of portfolio
2,282,622
Q1 2025 Added 7.66%
$74.4B
$27.1 Million 0.01% of portfolio
67,893
Q1 2025 Reduced 0.78%
$9.91B
$15.4 Million 0.01% of portfolio
68,279
Q1 2025 Added 117.95%
$29.8B
$16 Million 0.01% of portfolio
333,636
Q1 2025 Reduced 5.45%
$31B
$20 Million 0.01% of portfolio
136,497
Q1 2025 Added 18.51%
$31.1B
$12.4 Million 0.01% of portfolio
20,880
Q1 2025 Added 27.96%
$0
$15.8 Million 0.01% of portfolio
238,579
Q1 2025 Added 22.54%
$0
$33.5 Million 0.01% of portfolio
1,007,131
Q1 2025 Added 16.94%
$0
$16.3 Million 0.01% of portfolio
783,702
Q1 2025 Added 13.37%
$0
$25.7 Million 0.01% of portfolio
271,711
Q1 2025 Added 9.73%
$21.7B
$17 Million 0.01% of portfolio
109,772
Q1 2025 Added 20.6%
$28.2B
$19.1 Million 0.01% of portfolio
89,067
Q1 2025 Added 11.17%
$39.9B
$13.6 Million 0.01% of portfolio
309,442
Q1 2025 Added 6.92%
$18.5B
$13.5 Million 0.01% of portfolio
258,661
Q1 2025 Reduced 1.85%
$76.6B
$33.7 Million 0.01% of portfolio
352,524
Q1 2025 Added 8.71%
$6.22B
$16.8 Million 0.01% of portfolio
387,492
Q1 2025 Added 6.98%
$18.5B
$25 Million 0.01% of portfolio
351,888
Q1 2025 Added 4.87%
$14.5B
$18.7 Million 0.01% of portfolio
163,719
Q1 2025 Added 29.84%
$0
$14.2 Million 0.01% of portfolio
1,311,417
Q1 2025 Added 7.26%
$0
$12.5 Million 0.01% of portfolio
747,872
Q1 2025 Added 9.23%
$5.27B
$28.3 Million 0.01% of portfolio
873,618
Q1 2025 Added 50.83%
$30.3B
$31 Million 0.01% of portfolio
541,635
Q1 2025 Reduced 5.18%
$5.27B
$27.8 Million 0.01% of portfolio
2,075,846
Q1 2025 Added 6.25%

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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