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
$1.01 Billion 0.41% of portfolio
6,935,385
Q1 2025 Added 2.85%
$0
$1.02 Billion 0.41% of portfolio
12,792,685
Q1 2025 Added 6.61%
$0
$984 Million 0.4% of portfolio
9,948,608
Q1 2025 Added 7.3%
$0
$970 Million 0.39% of portfolio
15,697,592
Q1 2025 Added 6.38%
$573B
$928 Million 0.38% of portfolio
2,647,278
Q1 2025 Added 5.62%
$434B
$922 Million 0.37% of portfolio
975,377
Q1 2025 Added 6.74%
$0
$911 Million 0.37% of portfolio
5,260,788
Q1 2025 Added 20.48%
$0
$914 Million 0.37% of portfolio
22,433,333
Q1 2025 Added 6.69%
$112B
$891 Million 0.36% of portfolio
5,319,616
Q1 2025 Added 6.81%
$0
$888 Million 0.36% of portfolio
15,058,000
Q1 2025 Reduced 12.43%
$1.11T
$830 Million 0.34% of portfolio
5,313,955
Q1 2025 Added 6.22%
$760B
$843 Million 0.34% of portfolio
1,020,851
Q1 2025 Added 7.45%
$0
$848 Million 0.34% of portfolio
3,826,253
Q1 2025 Added 0.97%
$0
$782 Million 0.32% of portfolio
22,834,860
Q1 2025 Added 36.12%
$0
$783 Million 0.32% of portfolio
23,374,014
Q1 2025 Added 6.56%
$0
$787 Million 0.32% of portfolio
17,658,134
Q1 2025 Added 0.2%
$0
$768 Million 0.31% of portfolio
2,970,441
Q1 2025 Reduced 2.13%
$0
$765 Million 0.31% of portfolio
9,352,667
Q1 2025 Reduced 17.18%
$0
$737 Million 0.3% of portfolio
2,401,110
Q1 2025 Reduced 0.68%
$0
$743 Million 0.3% of portfolio
3,949,393
Q1 2025 Added 6.16%
$0
$749 Million 0.3% of portfolio
5,335,760
Q1 2025 Added 4.39%
$0
$741 Million 0.3% of portfolio
14,856,970
Q1 2025 Added 789.9%
$0
$741 Million 0.3% of portfolio
8,977,710
Q1 2025 Added 488.27%
$0
$743 Million 0.3% of portfolio
5,760,304
Q1 2025 Added 2.07%
$410B
$713 Million 0.29% of portfolio
4,298,916
Q1 2025 Added 8.48%
$1T
$713 Million 0.29% of portfolio
2,750,951
Q1 2025 Added 4.86%
$475B
$695 Million 0.28% of portfolio
5,842,283
Q1 2025 Added 5.64%
$0
$687 Million 0.28% of portfolio
7,664,395
Q1 2025 Added 1.61%
$0
$701 Million 0.28% of portfolio
1,292,568
Q1 2025 Reduced 2.51%
$339B
$665 Million 0.27% of portfolio
3,172,248
Q1 2025 Added 7.33%
$53.5B
$659 Million 0.27% of portfolio
11,182,842
Q1 2025 Added 29.57%
$379B
$666 Million 0.27% of portfolio
1,816,074
Q1 2025 Added 7.08%
$0
$666 Million 0.27% of portfolio
10,044,254
Q1 2025 Added 15.21%
$0
$670 Million 0.27% of portfolio
1,595,471
Q1 2025 Reduced 1.03%
$0
$670 Million 0.27% of portfolio
13,097,106
Q1 2025 Added 1.68%
$0
$676 Million 0.27% of portfolio
14,926,353
Q1 2025 Added 5.34%
$260B
$655 Million 0.27% of portfolio
7,459,426
Q1 2025 Added 9.6%
$0
$641 Million 0.26% of portfolio
5,253,679
Q1 2025 Added 3.13%
$562B
$634 Million 0.26% of portfolio
679,661
Q1 2025 Added 13.89%
$0
$629 Million 0.26% of portfolio
6,730,761
Q1 2025 Reduced 6.35%
$0
$637 Million 0.26% of portfolio
4,862,738
Q1 2025 Added 4.11%
$0
$644 Million 0.26% of portfolio
12,794,277
Q1 2025 Added 1.48%
$364B
$605 Million 0.25% of portfolio
3,549,612
Q1 2025 Added 7.85%
$0
$616 Million 0.25% of portfolio
24,607,170
Q1 2025 Added 11.58%
$0
$613 Million 0.25% of portfolio
6,602,552
Q1 2025 Added 19.49%
$297B
$594 Million 0.24% of portfolio
3,553,406
Q1 2025 Added 6.45%
$0
$598 Million 0.24% of portfolio
5,943,668
Q1 2025 Added 40.31%
$0
$589 Million 0.24% of portfolio
23,043,191
Q1 2025 Reduced 10.28%
$0
$600 Million 0.24% of portfolio
6,986,164
Q1 2025 Reduced 4.11%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email