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
$5.27B
$31.8 Million 0.01% of portfolio
2,374,002
Q2 2025 Added 14.36%
$0
$18.6 Million 0.01% of portfolio
215,814
Q2 2025 Added 42.81%
$0
$21.5 Million 0.01% of portfolio
181,577
Q2 2025 Reduced 45.71%
$106B
$41.3 Million 0.01% of portfolio
1,379,934
Q2 2025 Added 21.57%
$26.5B
$30.6 Million 0.01% of portfolio
275,626
Q2 2025 Reduced 2.11%
$18.9B
$39.9 Million 0.01% of portfolio
342,190
Q2 2025 Added 13.84%
$0
$19.7 Million 0.01% of portfolio
1,078,841
Q2 2025 Added 1.8%
$0
$35.5 Million 0.01% of portfolio
546,456
Q2 2025 Reduced 30.22%
$36.3B
$34.8 Million 0.01% of portfolio
468,480
Q2 2025 Reduced 27.14%
$72.3B
$22.8 Million 0.01% of portfolio
321,406
Q2 2025 Added 0.12%
$17B
$16.6 Million 0.01% of portfolio
44,570
Q2 2025 Added 7.46%
$7.09B
$14.7 Million 0.01% of portfolio
218,519
Q2 2025 Reduced 2.43%
$32.2B
$21.4 Million 0.01% of portfolio
760,362
Q2 2025 Added 6.45%
$11.7B
$17.7 Million 0.01% of portfolio
64,154
Q2 2025 Added 17.66%
$31.9B
$24 Million 0.01% of portfolio
71,108
Q2 2025 Added 25.99%
$26B
$33.9 Million 0.01% of portfolio
145,567
Q2 2025 Added 17.74%
$25.9B
$40.4 Million 0.01% of portfolio
182,613
Q2 2025 Added 1.1%
$21.3B
$24.9 Million 0.01% of portfolio
259,443
Q2 2025 Added 21.47%
$25.2B
$26.7 Million 0.01% of portfolio
179,442
Q2 2025 Added 11.92%
$26.4B
$18.3 Million 0.01% of portfolio
409,685
Q2 2025 Added 0.96%
$15.2B
$40.6 Million 0.01% of portfolio
338,528
Q2 2025 Added 1.34%
$60.7B
$34.9 Million 0.01% of portfolio
178,009
Q2 2025 Added 25.59%
$21.3B
$28.2 Million 0.01% of portfolio
406,388
Q2 2025 Added 8.08%
$34.7B
$21.7 Million 0.01% of portfolio
278,702
Q2 2025 Added 6.59%
$0
$17 Million 0.01% of portfolio
629,753
Q2 2025 Added 11.22%
$0
$18.6 Million 0.01% of portfolio
818,404
Q2 2025 Added 6.89%
$0
$21.2 Million 0.01% of portfolio
1,161,741
Q2 2025 Added 9.89%
$0
$26 Million 0.01% of portfolio
1,291,788
Q2 2025 Added 5.31%
$0
$33.8 Million 0.01% of portfolio
989,110
Q2 2025 Reduced 20.44%
$21.7B
$21.5 Million 0.01% of portfolio
132,212
Q2 2025 Added 0.97%
$10.7B
$31.1 Million 0.01% of portfolio
633,971
Q2 2025 Reduced 9.58%
$34.3B
$37 Million 0.01% of portfolio
459,963
Q2 2025 Added 3.0%
$18.8B
$16.8 Million 0.01% of portfolio
663,500
Q2 2025 Added 9.61%
$21.2B
$25.6 Million 0.01% of portfolio
276,181
Q2 2025 Added 21.86%
$20.8B
$21.4 Million 0.01% of portfolio
43,872
Q2 2025 Added 27.87%
$19.7B
$32.2 Million 0.01% of portfolio
79,197
Q2 2025 Added 24.85%
$58.9B
$27.5 Million 0.01% of portfolio
213,531
Q2 2025 Added 8.38%
$41.4B
$26.5 Million 0.01% of portfolio
197,079
Q2 2025 Added 21.23%
$0
$14.3 Million 0.01% of portfolio
333,691
Q2 2025 Added 2.45%
$0
$29.4 Million 0.01% of portfolio
635,908
Q2 2025 Added 63.21%
$0
$16.2 Million 0.01% of portfolio
443,192
Q2 2025 Reduced 25.41%
$0
$29.3 Million 0.01% of portfolio
529,796
Q2 2025 Reduced 6.09%
$2.69B
$22 Million 0.01% of portfolio
213,728
Q2 2025 Reduced 7.7%
$36.4B
$30.7 Million 0.01% of portfolio
623,500
Q2 2025 Added 13.92%
$23B
$25.3 Million 0.01% of portfolio
794,900
Q2 2025 Reduced 1.7%
$25.4B
$31.6 Million 0.01% of portfolio
229,993
Q2 2025 Added 31.65%
$0
$30.4 Million 0.01% of portfolio
1,051,180
Q2 2025 Added 28.2%
$0
$19 Million 0.01% of portfolio
399,622
Q2 2025 Added 32.61%
$0
$15.1 Million 0.01% of portfolio
314,963
Q2 2025 Added 22.79%

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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