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
$15.3B
$15.7 Million 0.01% of portfolio
193,293
Q1 2025 Reduced 7.92%
$25.8B
$15.6 Million 0.01% of portfolio
177,276
Q1 2025 Added 6.85%
$16.7B
$22.9 Million 0.01% of portfolio
49,876
Q1 2025 Added 29.01%
$86.9B
$17.9 Million 0.01% of portfolio
97,771
Q1 2025 Added 30.03%
$26.5B
$35 Million 0.01% of portfolio
199,486
Q1 2025 Added 37.88%
$19.9B
$36.9 Million 0.01% of portfolio
1,056,623
Q1 2025 Added 8.27%
$19.6B
$12.4 Million 0.01% of portfolio
373,475
Q1 2025 Reduced 4.73%
$26B
$25.7 Million 0.01% of portfolio
185,654
Q1 2025 Reduced 2.15%
$37.5B
$23.9 Million 0.01% of portfolio
320,119
Q1 2025 Added 12.73%
$2.51B
$21.5 Million 0.01% of portfolio
347,975
Q1 2025 Added 12.47%
$8.13B
$15 Million 0.01% of portfolio
67,559
Q1 2025 Added 4.46%
$9.47B
$19.8 Million 0.01% of portfolio
224,805
Q1 2025 Added 18.29%
$0
$13.1 Million 0.01% of portfolio
1,315,745
Q1 2025 Added 12.4%
$0
$18.1 Million 0.01% of portfolio
2,144,278
Q1 2025 Added 136.6%
$0
$22.3 Million 0.01% of portfolio
1,684,959
Q1 2025 Added 5.75%
$0
$16.1 Million 0.01% of portfolio
1,132,140
Q1 2025 Added 74.23%
$42.6B
$24.2 Million 0.01% of portfolio
357,684
Q1 2025 Added 12.09%
$19.4B
$23.8 Million 0.01% of portfolio
404,557
Q1 2025 Added 73.05%
$48.4B
$23.5 Million 0.01% of portfolio
324,351
Q1 2025 Added 23.95%
$41.4B
$12.8 Million 0.01% of portfolio
88,703
Q1 2025 Reduced 6.52%
$26.5B
$22.2 Million 0.01% of portfolio
60,154
Q1 2025 Added 33.01%
$21.4B
$17.3 Million 0.01% of portfolio
323,295
Q1 2025 Added 9.42%
$31.9B
$17.8 Million 0.01% of portfolio
73,040
Q1 2025 Added 1.25%
$69.2B
$29.2 Million 0.01% of portfolio
35,780
Q1 2025 Added 6.63%
$0
$25.1 Million 0.01% of portfolio
1,241,986
Q1 2025 Added 40.73%
$0
$33 Million 0.01% of portfolio
956,205
Q1 2025 Reduced 4.79%
$0
$17.7 Million 0.01% of portfolio
458,551
Q1 2025 Added 4.92%
$22.7B
$22.8 Million 0.01% of portfolio
367,079
Q1 2025 Added 40.54%
$0
$14.9 Million 0.01% of portfolio
288,852
Q1 2025 Reduced 0.7%
$43.1B
$17.1 Million 0.01% of portfolio
371,350
Q1 2025 Added 5.29%
$27.9B
$13 Million 0.01% of portfolio
77,128
Q1 2025 Added 25.98%
$18.8B
$16.8 Million 0.01% of portfolio
139,905
Q1 2025 Added 8.53%
$20.1B
$16.9 Million 0.01% of portfolio
114,046
Q1 2025 Added 2.86%
$39.1B
$25.3 Million 0.01% of portfolio
13,723
Q1 2025 Reduced 42.01%
$25.8B
$30.4 Million 0.01% of portfolio
391,932
Q1 2025 Added 9.63%
$89.2B
$18.9 Million 0.01% of portfolio
44,222
Q1 2025 Added 0.98%
$0
$17 Million 0.01% of portfolio
332,473
Q1 2025 Reduced 13.57%
$0
$17 Million 0.01% of portfolio
353,624
Q1 2025 Added 0.38%
$0
$20.2 Million 0.01% of portfolio
789,319
Q1 2025 Added 10.59%
$0
$19.8 Million 0.01% of portfolio
284,906
Q1 2025 Added 26.84%
$0
$27.5 Million 0.01% of portfolio
540,311
Q1 2025 Added 14.94%
$0
$24.3 Million 0.01% of portfolio
620,790
Q1 2025 Added 74.63%
$0
$15.1 Million 0.01% of portfolio
254,081
Q1 2025 Added 33.81%
$0
$19.9 Million 0.01% of portfolio
397,435
Q1 2025 Added 31.03%
$14.7B
$17.9 Million 0.01% of portfolio
275,148
Q1 2025 Added 17.73%
$48.3B
$16.6 Million 0.01% of portfolio
222,706
Q1 2025 Added 2.71%
$30B
$26.9 Million 0.01% of portfolio
686,793
Q1 2025 Added 32.24%
$0
$34.8 Million 0.01% of portfolio
717,461
Q1 2025 Reduced 5.66%
$0
$24.6 Million 0.01% of portfolio
1,236,069
Q1 2025 Reduced 6.24%

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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