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
$34.5 Million 0.01% of portfolio
581,345
Q2 2025 Reduced 56.37%
$0
$23.6 Million 0.01% of portfolio
88,627
Q2 2025 Reduced 15.37%
$0
$14.4 Million 0.01% of portfolio
115,068
Q2 2025 Added 5.79%
$0
$23.6 Million 0.01% of portfolio
464,003
Q2 2025 Reduced 1.83%
$0
$34.1 Million 0.01% of portfolio
195,209
Q2 2025 Added 15.43%
$0
$21.8 Million 0.01% of portfolio
724,196
Q2 2025 Added 10.77%
$0
$42.1 Million 0.01% of portfolio
1,661,906
Q2 2025 Added 13.81%
$0
$33.1 Million 0.01% of portfolio
2,705,147
Q2 2025 Added 8.37%
$11.7B
$32.7 Million 0.01% of portfolio
198,347
Q2 2025 Added 12.3%
$0
$16.5 Million 0.01% of portfolio
577,051
Q2 2025 Added 16.58%
$0
$23.6 Million 0.01% of portfolio
499,301
Q2 2025 Reduced 7.17%
$10.3B
$18.5 Million 0.01% of portfolio
80,375
Q2 2025 Added 34.26%
$0
$17.7 Million 0.01% of portfolio
393,230
Q2 2025 Reduced 17.66%
$0
$16.8 Million 0.01% of portfolio
774,802
Q2 2025 Added 8.01%
$6.41B
$18.2 Million 0.01% of portfolio
125,301
Q2 2025 Added 4.96%
$43B
$39.3 Million 0.01% of portfolio
161,874
Q2 2025 Added 18.37%
$55.1B
$39.8 Million 0.01% of portfolio
816,142
Q2 2025 Added 1.23%
$17.6B
$15 Million 0.01% of portfolio
436,078
Q2 2025 Added 6.83%
$27.5B
$15.1 Million 0.01% of portfolio
29,549
Q2 2025 Added 0.63%
$1.78B
$19.6 Million 0.01% of portfolio
543,895
Q2 2025 Reduced 5.08%
$0
$17.4 Million 0.01% of portfolio
459,221
Q2 2025 Added 1.57%
$0
$14.7 Million 0.01% of portfolio
380,406
Q2 2025 Added 78.66%
$262B
$15.4 Million 0.01% of portfolio
89,512
Q2 2025 Added 4.23%
$71.5B
$39.3 Million 0.01% of portfolio
25,823
Q2 2025 Added 14.52%
$17.3B
$21.5 Million 0.01% of portfolio
172,825
Q2 2025 Added 14.05%
$0
$32.6 Million 0.01% of portfolio
768,283
Q2 2025 Added 0.26%
$0
$20 Million 0.01% of portfolio
883,971
Q2 2025 Reduced 2.03%
$0
$21.9 Million 0.01% of portfolio
554,408
Q2 2025 Reduced 4.43%
$28B
$29.6 Million 0.01% of portfolio
63,305
Q2 2025 Added 3.01%
$31.5B
$19.3 Million 0.01% of portfolio
241,897
Q2 2025 Reduced 1.55%
$15.6B
$28.1 Million 0.01% of portfolio
347,417
Q2 2025 Added 15.16%
$0
$16.1 Million 0.01% of portfolio
218,449
Q2 2025 Added 51.43%
$0
$17.1 Million 0.01% of portfolio
1,030,348
Q2 2025 Reduced 0.54%
$0
$16.4 Million 0.01% of portfolio
674,883
Q2 2025 Added 7.41%
$0
$32.6 Million 0.01% of portfolio
649,680
Q2 2025 Reduced 9.59%
$0
$35.4 Million 0.01% of portfolio
524,454
Q2 2025 Added 26.25%
$0
$14.3 Million 0.01% of portfolio
846,842
Q2 2025 Added 225.42%
$0
$15.4 Million 0.01% of portfolio
66,753
Q2 2025 Reduced 6.38%
$0
$41 Million 0.01% of portfolio
2,394,463
Q2 2025 Reduced 2.49%
$0
$24.1 Million 0.01% of portfolio
776,334
Q2 2025 Added 67.35%
$0
$28.5 Million 0.01% of portfolio
119,448
Q2 2025 Added 73.12%
$0
$18.8 Million 0.01% of portfolio
171,599
Q2 2025 Added 86.29%
$0
$20.3 Million 0.01% of portfolio
179,585
Q2 2025 Added 12.79%
$0
$31.3 Million 0.01% of portfolio
297,844
Q2 2025 Added 1.92%
$0
$23.7 Million 0.01% of portfolio
206,914
Q2 2025 Added 0.72%
$0
$28.5 Million 0.01% of portfolio
281,695
Q2 2025 Reduced 21.96%
$0
$24.2 Million 0.01% of portfolio
294,024
Q2 2025 Reduced 30.03%
$0
$29.4 Million 0.01% of portfolio
104,724
Q2 2025 Added 0.83%
$0
$16.4 Million 0.01% of portfolio
117,989
Q2 2025 Added 5.75%

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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