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
$20.8 Million 0.01% of portfolio
416,811
Q1 2025 Added 9.87%
$0
$16.1 Million 0.01% of portfolio
320,076
Q1 2025 Added 4.1%
$21.1B
$17.2 Million 0.01% of portfolio
553,770
Q1 2025 Added 26.31%
$13.1B
$12.3 Million 0.01% of portfolio
616,996
Q1 2025 Added 38.51%
$3.82B
$16.8 Million 0.01% of portfolio
784,543
Q1 2025 Added 8.06%
$11.9B
$19.1 Million 0.01% of portfolio
60,073
Q1 2025 Added 44.42%
$27.3B
$23.4 Million 0.01% of portfolio
213,918
Q1 2025 Reduced 1.01%
$0
$26.5 Million 0.01% of portfolio
1,391,583
Q1 2025 Added 120.51%
$0
$13.4 Million 0.01% of portfolio
174,336
Q1 2025 Added 5.05%
$0
$22.1 Million 0.01% of portfolio
347,337
Q1 2025 Added 16.82%
$0
$17.3 Million 0.01% of portfolio
263,225
Q1 2025 Added 0.93%
$50.7B
$27.9 Million 0.01% of portfolio
93,294
Q1 2025 Added 5.59%
$25.7B
$36.6 Million 0.01% of portfolio
356,020
Q1 2025 Reduced 8.85%
$34.3B
$13.6 Million 0.01% of portfolio
97,699
Q1 2025 Added 0.01%
$0
$19.5 Million 0.01% of portfolio
599,201
Q1 2025 Added 2.41%
$61.2B
$35 Million 0.01% of portfolio
55,245
Q1 2025 Added 4.65%
$13.2B
$20.4 Million 0.01% of portfolio
103,524
Q1 2025 Reduced 4.35%
$103B
$12.7 Million 0.01% of portfolio
252,566
Q1 2025 Added 9.53%
$37.6B
$15.5 Million 0.01% of portfolio
69,112
Q1 2025 Added 29.56%
$96.9B
$18.5 Million 0.01% of portfolio
308,346
Q1 2025 Reduced 4.12%
$83.5B
$19.9 Million 0.01% of portfolio
478,131
Q1 2025 Added 62.28%
$1.93B
$12.3 Million 0.01% of portfolio
1,022,356
Q1 2025 Added 12.54%
$27.5B
$17.1 Million 0.01% of portfolio
316,142
Q1 2025 Reduced 1.95%
$45.5B
$25.2 Million 0.01% of portfolio
197,155
Q1 2025 Reduced 18.96%
$183B
$16.1 Million 0.01% of portfolio
142,392
Q1 2025 Added 3.48%
$0
$27.3 Million 0.01% of portfolio
1,919,691
Q1 2025 Added 52.34%
$14.6B
$13.9 Million 0.01% of portfolio
119,882
Q1 2025 Added 9.79%
$352B
$31 Million 0.01% of portfolio
115,550
Q1 2025 Reduced 3.03%
$0
$13.6 Million 0.01% of portfolio
494,853
Q1 2025 Reduced 3.83%
$0
$22.8 Million 0.01% of portfolio
917,767
Q1 2025 Reduced 7.99%
$0
$33 Million 0.01% of portfolio
1,007,643
Q1 2025 Added 303.07%
$0
$12.3 Million 0.01% of portfolio
531,858
Q1 2025 Reduced 3.44%
$0
$35.5 Million 0.01% of portfolio
1,318,977
Q1 2025 Added 27.45%
$84.9B
$34.2 Million 0.01% of portfolio
262,394
Q1 2025 Added 25.77%
$30.8B
$16.8 Million 0.01% of portfolio
198,282
Q1 2025 Added 16.69%
$0
$34.4 Million 0.01% of portfolio
1,205,268
Q1 2025 Added 10.92%
$0
$22 Million 0.01% of portfolio
743,913
Q1 2025 Added 76.98%
$0
$13.5 Million 0.01% of portfolio
603,544
Q1 2025 Added 5.17%
$11.2B
$12.9 Million 0.01% of portfolio
108,649
Q1 2025 Added 15.4%
$17B
$25.5 Million 0.01% of portfolio
75,537
Q1 2025 Added 2.4%
$68.3B
$30.7 Million 0.01% of portfolio
210,033
Q1 2025 Added 18.9%
$17.1B
$21.1 Million 0.01% of portfolio
1,812,630
Q1 2025 Added 13.05%
$30.2B
$18.5 Million 0.01% of portfolio
727,729
Q1 2025 Reduced 2.38%
$77.3B
$13.9 Million 0.01% of portfolio
148,380
Q1 2025 Added 9.22%
$22.4B
$26.1 Million 0.01% of portfolio
778,542
Q1 2025 Added 1.18%
$0
$35.3 Million 0.01% of portfolio
276,573
Q1 2025 Reduced 2.84%
$0
$30.5 Million 0.01% of portfolio
853,638
Q1 2025 Added 12.01%
$0
$20.8 Million 0.01% of portfolio
335,321
Q1 2025 Reduced 2.4%
$0
$35.7 Million 0.01% of portfolio
1,117,365
Q1 2025 Added 4.45%

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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