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
$16.1 Million 0.01% of portfolio
938,037
Q1 2025 Added 8.28%
$26.5B
$15.1 Million 0.01% of portfolio
83,789
Q1 2025 Added 26.74%
$0
$26.3 Million 0.01% of portfolio
648,159
Q1 2025 Added 18.73%
$0
$14.6 Million 0.01% of portfolio
328,205
Q1 2025 Added 8.23%
$0
$28.8 Million 0.01% of portfolio
573,705
Q1 2025 Added 3.85%
$0
$26.4 Million 0.01% of portfolio
512,882
Q1 2025 Added 1.61%
$0
$21.8 Million 0.01% of portfolio
287,230
Q1 2025 Added 124.64%
$0
$29.6 Million 0.01% of portfolio
585,643
Q1 2025 Added 78.6%
$1.09B
$21.7 Million 0.01% of portfolio
701,144
Q1 2025 Added 62.21%
$1.82B
$21 Million 0.01% of portfolio
680,781
Q1 2025 Added 0.17%
$0
$30.3 Million 0.01% of portfolio
1,943,464
Q1 2025 Added 13.5%
$47.3B
$12.9 Million 0.01% of portfolio
1,256,449
Q1 2025 Added 8.27%
$20B
$16.6 Million 0.01% of portfolio
655,721
Q1 2025 Added 2.29%
$8.03B
$15.5 Million 0.01% of portfolio
242,432
Q1 2025 Added 17.12%
$0
$15.2 Million 0.01% of portfolio
1,045,487
Q1 2025 Added 7.38%
$0
$14.4 Million 0.01% of portfolio
374,640
Q1 2025 Added 27.01%
$109B
$22.6 Million 0.01% of portfolio
65,463
Q1 2025 Added 6.3%
$12.8B
$19.4 Million 0.01% of portfolio
106,389
Q1 2025 Added 33.5%
$2.41B
$21.7 Million 0.01% of portfolio
1,130,362
Q1 2025 Added 14.49%
$75.4B
$30.9 Million 0.01% of portfolio
135,744
Q1 2025 Added 12.24%
$16.1B
$18.3 Million 0.01% of portfolio
296,846
Q1 2025 Added 17.27%
$9.67B
$15.3 Million 0.01% of portfolio
95,038
Q1 2025 Added 12.93%
$250B
$13.4 Million 0.01% of portfolio
233,650
Q1 2025 Added 52.2%
$25.9B
$21 Million 0.01% of portfolio
36,676
Q1 2025 Added 15.32%
$12.2B
$16.5 Million 0.01% of portfolio
94,111
Q1 2025 Reduced 9.06%
$44.2B
$15.7 Million 0.01% of portfolio
37,500
Q1 2025 Added 11.82%
$0
$27.3 Million 0.01% of portfolio
658,097
Q1 2025 Added 362.15%
$5.41B
$28.1 Million 0.01% of portfolio
169,420
Q1 2025 Added 12.0%
$9.61B
$13.6 Million 0.01% of portfolio
500,207
Q1 2025 Added 7.47%
$3.52B
$12.4 Million 0.01% of portfolio
549,632
Q1 2025 Reduced 3.44%
$0
$13.8 Million 0.01% of portfolio
578,075
Q1 2025 Added 4.54%
$0
$18.1 Million 0.01% of portfolio
958,620
Q1 2025 Reduced 1.62%
$0
$13.6 Million 0.01% of portfolio
174,202
Q1 2025 Reduced 12.38%
$0
$13.8 Million 0.01% of portfolio
684,397
Q1 2025 Reduced 8.9%
$0
$15.3 Million 0.01% of portfolio
845,119
Q1 2025 Added 7.47%
$0
$13.2 Million 0.01% of portfolio
288,679
Q1 2025 Added 109.93%
$0
$24.2 Million 0.01% of portfolio
384,791
Q1 2025 Added 11.04%
$0
$12.4 Million 0.01% of portfolio
855,688
Q1 2025 Added 15.42%
$0
$21.9 Million 0.01% of portfolio
175,959
Q1 2025 Reduced 1.85%
$0
$13.2 Million 0.01% of portfolio
507,208
Q1 2025 Reduced 9.79%
$0
$17.3 Million 0.01% of portfolio
309,419
Q1 2025 Reduced 2.25%
$0
$26.6 Million 0.01% of portfolio
511,425
Q1 2025 Added 1.11%
$0
$20.4 Million 0.01% of portfolio
1,007,690
Q1 2025 Added 14.46%
$0
$30.2 Million 0.01% of portfolio
385,387
Q1 2025 Added 188.69%
$0
$18 Million 0.01% of portfolio
742,105
Q1 2025 Reduced 9.27%
$0
$35.4 Million 0.01% of portfolio
1,183,474
Q1 2025 Added 15.12%
$0
$25.3 Million 0.01% of portfolio
409,753
Q1 2025 Added 4.03%
$0
$25.2 Million 0.01% of portfolio
516,986
Q1 2025 Reduced 2.51%
$0
$14.4 Million 0.01% of portfolio
541,184
Q1 2025 Added 0.03%

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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