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
$35.6 Million 0.01% of portfolio
334,482
Q1 2025 Added 125.94%
$115B
$34.4 Million 0.01% of portfolio
830,658
Q1 2025 Added 12.34%
$30.5B
$35 Million 0.01% of portfolio
281,572
Q1 2025 Added 29.25%
$0
$12.7 Million 0.01% of portfolio
1,253,404
Q1 2025 Added 4.2%
$0
$17.1 Million 0.01% of portfolio
1,059,785
Q1 2025 Added 16.33%
$0
$16.9 Million 0.01% of portfolio
531,033
Q1 2025 Added 3.03%
$32.5B
$26.5 Million 0.01% of portfolio
643,011
Q1 2025 Added 161.38%
$65.4B
$18.1 Million 0.01% of portfolio
321,022
Q1 2025 Reduced 1.91%
$42.4B
$34.8 Million 0.01% of portfolio
252,629
Q1 2025 Added 9.23%
$21.5B
$14.1 Million 0.01% of portfolio
41,476
Q1 2025 Reduced 12.48%
$10.3B
$17.5 Million 0.01% of portfolio
223,951
Q1 2025 Added 11.96%
$32.6B
$14 Million 0.01% of portfolio
714,313
Q1 2025 Reduced 2.22%
$25B
$28 Million 0.01% of portfolio
123,632
Q1 2025 Added 22.9%
$17.4B
$14.2 Million 0.01% of portfolio
233,626
Q1 2025 Added 7.7%
$23.6B
$23.5 Million 0.01% of portfolio
213,594
Q1 2025 Added 16.0%
$23.8B
$23.7 Million 0.01% of portfolio
160,325
Q1 2025 Added 30.52%
$51.8B
$16 Million 0.01% of portfolio
141,740
Q1 2025 Added 16.02%
$20.5B
$28.2 Million 0.01% of portfolio
375,998
Q1 2025 Added 46.22%
$39B
$20 Million 0.01% of portfolio
261,469
Q1 2025 Added 0.3%
$0
$14.5 Million 0.01% of portfolio
566,245
Q1 2025 Added 5.99%
$0
$16.9 Million 0.01% of portfolio
765,664
Q1 2025 Added 1.18%
$55.9B
$35.6 Million 0.01% of portfolio
206,665
Q1 2025 Added 17.84%
$0
$18.9 Million 0.01% of portfolio
1,057,223
Q1 2025 Added 15.69%
$0
$24.7 Million 0.01% of portfolio
1,226,667
Q1 2025 Reduced 11.96%
$0
$36.7 Million 0.01% of portfolio
1,243,236
Q1 2025 Reduced 16.34%
$9.29B
$12.6 Million 0.01% of portfolio
471,254
Q1 2025 Added 4.83%
$26.5B
$24 Million 0.01% of portfolio
130,946
Q1 2025 Reduced 4.32%
$34.8B
$35.4 Million 0.01% of portfolio
446,550
Q1 2025 Added 3.18%
$20.2B
$17.5 Million 0.01% of portfolio
605,330
Q1 2025 Reduced 8.89%
$15.4B
$21.4 Million 0.01% of portfolio
63,434
Q1 2025 Added 3.02%
$47.3B
$25 Million 0.01% of portfolio
197,025
Q1 2025 Reduced 16.7%
$25.6B
$20.5 Million 0.01% of portfolio
98,839
Q1 2025 Added 17.73%
$40.4B
$16.1 Million 0.01% of portfolio
162,562
Q1 2025 Added 6.78%
$0
$12.8 Million 0.01% of portfolio
325,696
Q1 2025 Added 6.74%
$0
$16.5 Million 0.01% of portfolio
389,634
Q1 2025 Added 81.25%
$0
$21 Million 0.01% of portfolio
594,133
Q1 2025 Added 3.5%
$0
$20.3 Million 0.01% of portfolio
560,248
Q1 2025 Added 46.79%
$0
$28.5 Million 0.01% of portfolio
564,181
Q1 2025 Added 1.09%
$2.61B
$25.9 Million 0.01% of portfolio
231,567
Q1 2025 Added 18.14%
$37.3B
$23.9 Million 0.01% of portfolio
547,310
Q1 2025 Reduced 6.33%
$21.7B
$30.2 Million 0.01% of portfolio
808,617
Q1 2025 Reduced 5.49%
$25.2B
$27.9 Million 0.01% of portfolio
174,702
Q1 2025 Reduced 3.82%
$0
$21.2 Million 0.01% of portfolio
819,963
Q1 2025 Added 120.87%
$0
$14.3 Million 0.01% of portfolio
301,351
Q1 2025 Added 10.25%
$0
$28.6 Million 0.01% of portfolio
744,398
Q1 2025 Added 26.0%
$0
$13.1 Million 0.01% of portfolio
394,567
Q1 2025 Added 22.93%
$0
$27.7 Million 0.01% of portfolio
317,160
Q1 2025 Added 20.63%
$54.7B
$31.5 Million 0.01% of portfolio
184,560
Q1 2025 Added 5.9%
$0
$22.7 Million 0.01% of portfolio
2,298,467
Q1 2025 Added 4.37%

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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