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
$17.2 Million 0.01% of portfolio
857,534
Q1 2025 Reduced 30.75%
$0
$27 Million 0.01% of portfolio
1,118,779
Q1 2025 Added 84.17%
$0
$22.8 Million 0.01% of portfolio
142,719
Q1 2025 Added 7.19%
$0
$20.2 Million 0.01% of portfolio
203,715
Q1 2025 Added 0.97%
$0
$18.2 Million 0.01% of portfolio
560,804
Q1 2025 Reduced 5.59%
$0
$34.7 Million 0.01% of portfolio
728,656
Q1 2025 Reduced 1.23%
$0
$29.7 Million 0.01% of portfolio
154,688
Q1 2025 Reduced 18.09%
$0
$36.2 Million 0.01% of portfolio
1,372,645
Q1 2025 Reduced 11.39%
$0
$33.8 Million 0.01% of portfolio
266,287
Q1 2025 Reduced 2.09%
$0
$19.1 Million 0.01% of portfolio
357,055
Q1 2025 Reduced 0.39%
$0
$21.9 Million 0.01% of portfolio
413,564
Q1 2025 Added 9.79%
$0
$19.1 Million 0.01% of portfolio
151,141
Q1 2025 Reduced 15.93%
$0
$27.7 Million 0.01% of portfolio
286,011
Q1 2025 Reduced 27.89%
$0
$29.3 Million 0.01% of portfolio
484,603
Q1 2025 Reduced 22.38%
$0
$25.6 Million 0.01% of portfolio
457,716
Q1 2025 Added 5.22%
$0
$27.6 Million 0.01% of portfolio
209,909
Q1 2025 Added 3.17%
$0
$12.4 Million 0.01% of portfolio
108,773
Q1 2025 Added 3.88%
$0
$21.6 Million 0.01% of portfolio
472,673
Q1 2025 Reduced 2.49%
$0
$29.4 Million 0.01% of portfolio
169,116
Q1 2025 Added 25.43%
$0
$18.6 Million 0.01% of portfolio
653,764
Q1 2025 Added 14.08%
$0
$35.1 Million 0.01% of portfolio
1,460,290
Q1 2025 Added 0.63%
$0
$29 Million 0.01% of portfolio
2,496,122
Q1 2025 Added 15.35%
$17.7B
$27 Million 0.01% of portfolio
176,618
Q1 2025 Added 10.03%
$0
$13.9 Million 0.01% of portfolio
494,988
Q1 2025 Added 46.73%
$0
$25.4 Million 0.01% of portfolio
537,857
Q1 2025 Added 18.98%
$0
$19.4 Million 0.01% of portfolio
477,593
Q1 2025 Added 4.44%
$0
$15.1 Million 0.01% of portfolio
717,326
Q1 2025 Reduced 9.16%
$5.81B
$15.1 Million 0.01% of portfolio
119,382
Q1 2025 Added 132.21%
$39.4B
$35.9 Million 0.01% of portfolio
478,530
Q1 2025 Reduced 4.62%
$39.7B
$28.3 Million 0.01% of portfolio
136,757
Q1 2025 Added 35.57%
$39.1B
$30.3 Million 0.01% of portfolio
150,956
Q1 2025 Reduced 3.58%
$15.3B
$12.9 Million 0.01% of portfolio
408,190
Q1 2025 Reduced 0.35%
$25.2B
$14.6 Million 0.01% of portfolio
29,365
Q1 2025 Added 3.52%
$1.99B
$16.8 Million 0.01% of portfolio
573,013
Q1 2025 Reduced 4.65%
$8B
$15.1 Million 0.01% of portfolio
11,380
Q1 2025 Reduced 15.71%
$0
$17 Million 0.01% of portfolio
452,110
Q1 2025 Added 4.77%
$236B
$15.2 Million 0.01% of portfolio
85,878
Q1 2025 Added 12.33%
$85.4B
$31.2 Million 0.01% of portfolio
22,549
Q1 2025 Added 4.9%
$20.5B
$14.8 Million 0.01% of portfolio
151,528
Q1 2025 Added 3.32%
$0
$30.3 Million 0.01% of portfolio
766,313
Q1 2025 Reduced 0.58%
$0
$20.3 Million 0.01% of portfolio
902,279
Q1 2025 Reduced 4.13%
$0
$16.4 Million 0.01% of portfolio
524,975
Q1 2025 Reduced 10.05%
$0
$23.3 Million 0.01% of portfolio
580,098
Q1 2025 Reduced 6.93%
$15.7B
$14.5 Million 0.01% of portfolio
227,851
Q1 2025 Added 9.04%
$7.6B
$12.9 Million 0.01% of portfolio
390,791
Q1 2025 Reduced 2.01%
$24.6B
$22.5 Million 0.01% of portfolio
61,454
Q1 2025 Reduced 2.98%
$29.1B
$17 Million 0.01% of portfolio
245,695
Q1 2025 Added 45.17%
$16.3B
$24.6 Million 0.01% of portfolio
301,684
Q1 2025 Added 1.5%
$0
$15.1 Million 0.01% of portfolio
628,337
Q1 2025 Added 6.32%

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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