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
$35.1B
$21.8 Million 0.01% of portfolio
121,852
Q1 2025 Added 6.83%
$4.78B
$17.4 Million 0.01% of portfolio
307,368
Q1 2025 Added 2.74%
$57.6B
$17.9 Million 0.01% of portfolio
573,236
Q1 2025 Added 0.65%
$27.2B
$12.4 Million 0.01% of portfolio
6,656
Q1 2025 Added 7.98%
$35.2B
$19.9 Million 0.01% of portfolio
41,534
Q1 2025 Added 7.6%
$14.9B
$13.1 Million 0.01% of portfolio
187,893
Q1 2025 Added 7.24%
$13.5B
$15.2 Million 0.01% of portfolio
130,314
Q1 2025 Added 535.06%
$18B
$33.2 Million 0.01% of portfolio
403,797
Q1 2025 Added 9.39%
$40.9B
$22.5 Million 0.01% of portfolio
464,596
Q1 2025 Reduced 14.28%
$12.9B
$19.2 Million 0.01% of portfolio
676,212
Q1 2025 Added 83.81%
$51.3B
$17.8 Million 0.01% of portfolio
331,772
Q1 2025 Added 4.48%
$45.6B
$26.7 Million 0.01% of portfolio
47,267
Q1 2025 Added 4.1%
$4.88B
$12.7 Million 0.01% of portfolio
166,836
Q1 2025 Added 3.6%
$44B
$35.3 Million 0.01% of portfolio
465,607
Q1 2025 Added 5.51%
$3B
$21.1 Million 0.01% of portfolio
535,525
Q1 2025 Added 0.32%
$0
$25.2 Million 0.01% of portfolio
915,919
Q1 2025 Reduced 20.04%
$0
$13.1 Million 0.01% of portfolio
556,109
Q1 2025 Reduced 36.91%
$48.3B
$24.7 Million 0.01% of portfolio
512,576
Q1 2025 Reduced 1.91%
$12.5B
$31.4 Million 0.01% of portfolio
155,474
Q1 2025 Added 28.57%
$0
$15.7 Million 0.01% of portfolio
409,344
Q1 2025 Added 5.16%
$35.5B
$23.1 Million 0.01% of portfolio
241,596
Q1 2025 Added 9.3%
$36.4B
$36.5 Million 0.01% of portfolio
303,121
Q1 2025 Added 23.37%
$0
$18.5 Million 0.01% of portfolio
430,904
Q1 2025 Added 0.24%
$0
$18.2 Million 0.01% of portfolio
531,453
Q1 2025 Added 39.02%
$0
$24.4 Million 0.01% of portfolio
637,309
Q1 2025 Reduced 6.55%
$0
$23.2 Million 0.01% of portfolio
2,739,593
Q1 2025 Added 0.14%
$0
$18.9 Million 0.01% of portfolio
2,378,176
Q1 2025 Reduced 30.48%
$0
$21.2 Million 0.01% of portfolio
1,615,346
Q1 2025 Reduced 3.94%
$42B
$26.9 Million 0.01% of portfolio
545,511
Q1 2025 Reduced 8.04%
$18.5B
$19.5 Million 0.01% of portfolio
118,077
Q1 2025 Reduced 7.44%
$8.98B
$19.3 Million 0.01% of portfolio
506,080
Q1 2025 Added 5.24%
$14.8B
$18.4 Million 0.01% of portfolio
221,490
Q1 2025 Added 0.99%
$15B
$20.6 Million 0.01% of portfolio
468,638
Q1 2025 Added 6.05%
$25.6B
$32.1 Million 0.01% of portfolio
789,178
Q1 2025 Added 71.46%
$41.7B
$24.3 Million 0.01% of portfolio
235,941
Q1 2025 Added 12.32%
$33.3B
$27.4 Million 0.01% of portfolio
281,420
Q1 2025 Added 32.49%
$0
$15.7 Million 0.01% of portfolio
382,703
Q1 2025 Added 8.27%
$0
$32.4 Million 0.01% of portfolio
1,030,708
Q1 2025 Added 26.93%
$0
$35.3 Million 0.01% of portfolio
748,693
Q1 2025 Added 46.42%
$0
$19 Million 0.01% of portfolio
550,422
Q1 2025 Added 0.84%
$0
$16.4 Million 0.01% of portfolio
558,983
Q1 2025 Added 10.89%
$19.1B
$22.4 Million 0.01% of portfolio
113,364
Q1 2025 Reduced 4.79%
$13.3B
$15.2 Million 0.01% of portfolio
69,509
Q1 2025 Added 30.84%
$0
$15 Million 0.01% of portfolio
431,349
Q1 2025 Added 71.3%
$4.06B
$14.2 Million 0.01% of portfolio
388,084
Q1 2025 Added 4.71%
$0
$35.4 Million 0.01% of portfolio
2,450,532
Q1 2025 Added 9.63%
$0
$22.7 Million 0.01% of portfolio
242,330
Q1 2025 Added 23.0%
$0
$36.3 Million 0.01% of portfolio
378,586
Q1 2025 Added 47.13%
$0
$16.2 Million 0.01% of portfolio
362,866
Q1 2025 Added 20.49%

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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