Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

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 $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.3B
$23.9 Million 0.01% of portfolio
43,575
Q2 2025 Added 4.91%
$16.6B
$18 Million 0.01% of portfolio
105,769
Q2 2025 Reduced 18.84%
$16.8B
$16.3 Million 0.01% of portfolio
214,746
Q2 2025 Reduced 46.82%
$35.5B
$35.5 Million 0.01% of portfolio
505,177
Q2 2025 Added 8.73%
$9.07B
$35 Million 0.01% of portfolio
728,297
Q2 2025 Reduced 0.8%
$50.3B
$20.8 Million 0.01% of portfolio
403,603
Q2 2025 Added 21.65%
$45.4B
$26 Million 0.01% of portfolio
45,141
Q2 2025 Reduced 4.5%
$15.6B
$15.5 Million 0.01% of portfolio
91,951
Q2 2025 Added 18.68%
$2.77B
$16.3 Million 0.01% of portfolio
508,418
Q2 2025 Reduced 5.06%
$0
$33.4 Million 0.01% of portfolio
1,132,319
Q2 2025 Added 23.63%
$0
$32.1 Million 0.01% of portfolio
1,345,146
Q2 2025 Added 13.83%
$66.9B
$32.8 Million 0.01% of portfolio
563,369
Q2 2025 Added 9.91%
$0
$15.3 Million 0.01% of portfolio
371,292
Q2 2025 Reduced 9.3%
$34.8B
$41.1 Million 0.01% of portfolio
317,543
Q2 2025 Added 4.76%
$1.53B
$17.1 Million 0.01% of portfolio
432,743
Q2 2025 Added 58.29%
$0
$22.9 Million 0.01% of portfolio
472,802
Q2 2025 Added 9.72%
$0
$26.4 Million 0.01% of portfolio
648,868
Q2 2025 Added 1.81%
$0
$23.7 Million 0.01% of portfolio
2,792,247
Q2 2025 Added 1.92%
$0
$15.2 Million 0.01% of portfolio
1,898,223
Q2 2025 Reduced 20.18%
$0
$22.6 Million 0.01% of portfolio
1,629,051
Q2 2025 Added 0.85%
$44B
$31.1 Million 0.01% of portfolio
740,513
Q2 2025 Added 35.75%
$15.7B
$23.1 Million 0.01% of portfolio
142,270
Q2 2025 Added 20.49%
$9.88B
$21.2 Million 0.01% of portfolio
579,519
Q2 2025 Added 14.51%
$16.6B
$19.2 Million 0.01% of portfolio
267,350
Q2 2025 Added 20.71%
$11.9B
$23 Million 0.01% of portfolio
441,403
Q2 2025 Reduced 5.81%
$38.1B
$22.6 Million 0.01% of portfolio
228,387
Q2 2025 Reduced 3.2%
$34.2B
$25.5 Million 0.01% of portfolio
268,268
Q2 2025 Reduced 4.67%
$0
$14.6 Million 0.01% of portfolio
358,964
Q2 2025 Reduced 6.2%
$0
$38.6 Million 0.01% of portfolio
1,133,786
Q2 2025 Added 10.0%
$0
$42 Million 0.01% of portfolio
883,241
Q2 2025 Added 17.97%
$0
$18.9 Million 0.01% of portfolio
540,717
Q2 2025 Reduced 1.76%
$0
$17.2 Million 0.01% of portfolio
592,130
Q2 2025 Added 5.93%
$20.4B
$23.8 Million 0.01% of portfolio
126,232
Q2 2025 Added 11.35%
$12.5B
$19.6 Million 0.01% of portfolio
84,740
Q2 2025 Added 21.91%
$4.01B
$14.5 Million 0.01% of portfolio
412,686
Q2 2025 Added 6.34%
$0
$36.2 Million 0.01% of portfolio
2,600,746
Q2 2025 Added 6.13%
$0
$27.9 Million 0.01% of portfolio
293,665
Q2 2025 Added 21.18%
$0
$38.6 Million 0.01% of portfolio
402,662
Q2 2025 Added 6.36%
$0
$16.9 Million 0.01% of portfolio
381,976
Q2 2025 Added 5.27%
$0
$22.5 Million 0.01% of portfolio
448,317
Q2 2025 Added 7.56%
$0
$18.8 Million 0.01% of portfolio
369,245
Q2 2025 Added 15.36%
$18.9B
$24.4 Million 0.01% of portfolio
679,575
Q2 2025 Added 22.72%
$3.54B
$17.6 Million 0.01% of portfolio
906,067
Q2 2025 Added 15.49%
$12.3B
$15.3 Million 0.01% of portfolio
52,368
Q2 2025 Reduced 12.83%
$24.7B
$22.3 Million 0.01% of portfolio
196,086
Q2 2025 Reduced 8.34%
$0
$27.4 Million 0.01% of portfolio
1,412,126
Q2 2025 Added 1.48%
$0
$19.9 Million 0.01% of portfolio
374,310
Q2 2025 Added 115.47%
$0
$14.4 Million 0.01% of portfolio
183,720
Q2 2025 Added 5.38%
$0
$20.4 Million 0.01% of portfolio
289,302
Q2 2025 Reduced 16.71%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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