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
$19.7 Million 0.01% of portfolio
877,789
Q1 2025 Added 28.8%
$0
$27.5 Million 0.01% of portfolio
1,305,008
Q1 2025 Added 42.72%
$0
$29.9 Million 0.01% of portfolio
1,831,434
Q1 2025 Added 14.51%
$0
$24.6 Million 0.01% of portfolio
1,138,315
Q1 2025 Added 30.61%
$0
$36 Million 0.01% of portfolio
2,167,508
Q1 2025 Added 1.25%
$0
$28.3 Million 0.01% of portfolio
1,219,967
Q1 2025 Added 7.03%
$0
$20.1 Million 0.01% of portfolio
529,873
Q1 2025 Reduced 1.7%
$0
$14 Million 0.01% of portfolio
207,201
Q1 2025 Reduced 12.51%
$0
$29.5 Million 0.01% of portfolio
558,347
Q1 2025 Added 8.73%
$0
$17.3 Million 0.01% of portfolio
125,516
Q1 2025 Added 25.82%
$0
$36.7 Million 0.01% of portfolio
622,342
Q1 2025 Reduced 0.77%
$0
$35.4 Million 0.01% of portfolio
354,067
Q1 2025 Added 52.68%
$0
$17.7 Million 0.01% of portfolio
1,241,815
Q1 2025 Added 4.2%
$0
$21.8 Million 0.01% of portfolio
1,223,606
Q1 2025 Reduced 32.49%
$0
$20.5 Million 0.01% of portfolio
464,465
Q1 2025 Added 2.71%
$0
$22.5 Million 0.01% of portfolio
427,334
Q1 2025 Added 3.27%
$0
$28.3 Million 0.01% of portfolio
596,559
Q1 2025 Added 22.75%
$0
$13.6 Million 0.01% of portfolio
130,453
Q1 2025 Reduced 30.79%
$29.7B
$18 Million 0.01% of portfolio
102,121
Q1 2025 Added 5.82%
$0
$18.5 Million 0.01% of portfolio
454,282
Q1 2025 Reduced 5.86%
$0
$12.7 Million 0.01% of portfolio
171,725
Q1 2025 Reduced 50.65%
$0
$35.2 Million 0.01% of portfolio
603,477
Q1 2025 Reduced 6.44%
$0
$15.5 Million 0.01% of portfolio
165,910
Q1 2025 Added 80.24%
$0
$14.7 Million 0.01% of portfolio
369,486
Q1 2025 Added 17.38%
$0
$27.5 Million 0.01% of portfolio
715,789
Q1 2025 Added 48.02%
$0
$16 Million 0.01% of portfolio
432,758
Q1 2025 Added 120.69%
$0
$14.8 Million 0.01% of portfolio
348,660
Q1 2025 Reduced 0.52%
$0
$15.9 Million 0.01% of portfolio
418,037
Q1 2025 Added 55.31%
$0
$18.7 Million 0.01% of portfolio
361,454
Q1 2025 Reduced 1.13%
$0
$21.5 Million 0.01% of portfolio
452,414
Q1 2025 Reduced 2.7%
$0
$25.2 Million 0.01% of portfolio
164,547
Q1 2025 Added 3.92%
$0
$27.1 Million 0.01% of portfolio
755,770
Q1 2025 Added 50.61%
$0
$21.8 Million 0.01% of portfolio
354,996
Q1 2025 Added 0.39%
$0
$32.5 Million 0.01% of portfolio
671,916
Q1 2025 Added 2.5%
$0
$17.7 Million 0.01% of portfolio
470,648
Q1 2025 Added 3.55%
$0
$22.9 Million 0.01% of portfolio
397,729
Q1 2025 Added 5.05%
$0
$31.4 Million 0.01% of portfolio
545,736
Q1 2025 Reduced 30.17%
$0
$14.9 Million 0.01% of portfolio
318,148
Q1 2025 Reduced 8.8%
$0
$20.6 Million 0.01% of portfolio
476,314
Q1 2025 Added 11.42%
$0
$27.1 Million 0.01% of portfolio
1,084,783
Q1 2025 Added 24.06%
$0
$20.8 Million 0.01% of portfolio
308,646
Q1 2025 Reduced 27.41%
$0
$23.6 Million 0.01% of portfolio
406,035
Q1 2025 Added 247.61%
$0
$20.7 Million 0.01% of portfolio
643,590
Q1 2025 Added 83.2%
$0
$13.1 Million 0.01% of portfolio
143,558
Q1 2025 Reduced 1.51%
$0
$13.8 Million 0.01% of portfolio
329,071
Q1 2025 Reduced 57.31%
$0
$12.6 Million 0.01% of portfolio
542,299
Q1 2025 Added 31.65%
$0
$31.2 Million 0.01% of portfolio
1,343,573
Q1 2025 Added 36.41%
$0
$24.9 Million 0.01% of portfolio
1,084,389
Q1 2025 Added 19.69%
$0
$17.2 Million 0.01% of portfolio
768,897
Q1 2025 Added 33.53%

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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