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
$0
$17.9 Million 0.01% of portfolio
274,509
Q2 2025 Added 4.29%
$50.7B
$31.7 Million 0.01% of portfolio
107,939
Q2 2025 Added 15.7%
$30.1B
$28.9 Million 0.01% of portfolio
274,411
Q2 2025 Reduced 22.92%
$37.1B
$15.6 Million 0.01% of portfolio
101,437
Q2 2025 Added 3.83%
$0
$22.3 Million 0.01% of portfolio
616,607
Q2 2025 Added 2.9%
$60.3B
$29.6 Million 0.01% of portfolio
56,361
Q2 2025 Added 2.02%
$24.6B
$23.7 Million 0.01% of portfolio
1,007,009
Q2 2025 Added 3.15%
$12.9B
$19.8 Million 0.01% of portfolio
99,757
Q2 2025 Reduced 3.64%
$107B
$23.2 Million 0.01% of portfolio
397,489
Q2 2025 Added 28.91%
$75.6B
$17.8 Million 0.01% of portfolio
168,883
Q2 2025 Added 40.72%
$2.68B
$17.1 Million 0.01% of portfolio
1,205,875
Q2 2025 Added 17.95%
$12.1B
$14.5 Million 0.01% of portfolio
165,455
Q2 2025 Added 27.03%
$28.9B
$23.1 Million 0.01% of portfolio
409,246
Q2 2025 Added 29.45%
$52.9B
$30.6 Million 0.01% of portfolio
239,903
Q2 2025 Added 21.68%
$205B
$18.4 Million 0.01% of portfolio
140,173
Q2 2025 Reduced 1.56%
$0
$30.8 Million 0.01% of portfolio
2,045,622
Q2 2025 Added 6.56%
$48.7B
$30.7 Million 0.01% of portfolio
907,106
Q2 2025 Added 0.43%
$0
$25.4 Million 0.01% of portfolio
1,012,884
Q2 2025 Added 10.36%
$0
$30.3 Million 0.01% of portfolio
951,610
Q2 2025 Reduced 5.56%
$0
$15.9 Million 0.01% of portfolio
682,961
Q2 2025 Added 28.41%
$0
$34.9 Million 0.01% of portfolio
1,306,880
Q2 2025 Reduced 0.92%
$48.7B
$33.4 Million 0.01% of portfolio
231,395
Q2 2025 Added 16.7%
$3.95B
$15.5 Million 0.01% of portfolio
156,388
Q2 2025 Added 74.15%
$0
$18.9 Million 0.01% of portfolio
628,224
Q2 2025 Reduced 47.88%
$0
$22.8 Million 0.01% of portfolio
853,567
Q2 2025 Added 14.74%
$0
$14.5 Million 0.01% of portfolio
609,227
Q2 2025 Added 0.94%
$18.4B
$24.4 Million 0.01% of portfolio
78,399
Q2 2025 Added 3.79%
$21.1B
$38.8 Million 0.01% of portfolio
2,130,776
Q2 2025 Added 17.55%
$35.7B
$18.7 Million 0.01% of portfolio
719,112
Q2 2025 Reduced 1.18%
$2.52B
$18.7 Million 0.01% of portfolio
1,741,971
Q2 2025 Added 29.34%
$18.9B
$24.1 Million 0.01% of portfolio
744,204
Q2 2025 Reduced 4.41%
$0
$16.8 Million 0.01% of portfolio
346,640
Q2 2025 Reduced 58.74%
$0
$40.9 Million 0.01% of portfolio
1,073,062
Q2 2025 Added 25.7%
$0
$32.5 Million 0.01% of portfolio
483,305
Q2 2025 Added 44.13%
$0
$42.1 Million 0.01% of portfolio
1,133,309
Q2 2025 Added 1.43%
$0
$16.1 Million 0.01% of portfolio
753,921
Q2 2025 Reduced 12.08%
$0
$28.8 Million 0.01% of portfolio
1,171,919
Q2 2025 Added 4.75%
$0
$23.5 Million 0.01% of portfolio
123,827
Q2 2025 Reduced 13.24%
$0
$15.8 Million 0.01% of portfolio
496,300
Q2 2025 Reduced 11.5%
$0
$35.9 Million 0.01% of portfolio
749,942
Q2 2025 Added 2.92%
$0
$36.6 Million 0.01% of portfolio
1,404,112
Q2 2025 Added 2.29%
$0
$34.7 Million 0.01% of portfolio
268,559
Q2 2025 Added 0.85%
$0
$18.6 Million 0.01% of portfolio
317,842
Q2 2025 Reduced 10.98%
$0
$23.2 Million 0.01% of portfolio
416,949
Q2 2025 Added 0.82%
$0
$19.1 Million 0.01% of portfolio
131,811
Q2 2025 Reduced 12.79%
$0
$25.5 Million 0.01% of portfolio
259,086
Q2 2025 Reduced 9.41%
$0
$23.7 Million 0.01% of portfolio
397,237
Q2 2025 Reduced 18.03%
$0
$31.5 Million 0.01% of portfolio
468,275
Q2 2025 Added 2.31%
$0
$24 Million 0.01% of portfolio
190,876
Q2 2025 Reduced 9.07%

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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