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
$4.69 Million 0.0% of portfolio
159,032
Q1 2025 Added 1.91%
$4.08B
$1.77 Million 0.0% of portfolio
38,831
Q1 2025 Reduced 57.54%
$2.19B
$1.71 Million 0.0% of portfolio
56,527
Q1 2025 Added 1.25%
$3.54B
$469,000 0.0% of portfolio
28,247
Q1 2025 Added 7.12%
$1.77B
$213,000 0.0% of portfolio
10,201
Q1 2025 Added 4.41%
$1.06B
$697,000 0.0% of portfolio
27,363
Q1 2025 Reduced 1.72%
$1.1B
$10.4 Million 0.0% of portfolio
1,045,187
Q4 2024 Reduced 0.17%
$364M
$653,000 0.0% of portfolio
156,053
Q1 2025 Reduced 3.27%
$130M
$29,000 0.0% of portfolio
16,737
Q1 2025 Added 10.98%
Achieve Life Sciences Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.6%
$5.07B
$2.08 Million 0.0% of portfolio
38,076
Q1 2025 Added 22.31%
$1.54B
$3.12 Million 0.0% of portfolio
133,556
Q1 2025 Reduced 42.74%
$380M
$312,000 0.0% of portfolio
7,601
Q1 2025 Added 43.25%
$9.48B
$4.2 Million 0.0% of portfolio
15,956
Q1 2025 Added 32.29%
$5.58B
$2.19 Million 0.0% of portfolio
31,960
Q1 2025 Added 25.77%
$1.88B
$146,000 0.0% of portfolio
10,420
Q1 2025 Reduced 0.52%
$2.55B
$3.17 Million 0.0% of portfolio
166,781
Q1 2025 Added 18.32%
$1.23B
$157,000 0.0% of portfolio
14,566
Q1 2025 New
$1.65B
$798,000 0.0% of portfolio
107,489
Q1 2025 Reduced 8.61%
$210M
$35,000 0.0% of portfolio
25,000
Q4 2024 New
$1.8B
$1.04 Million 0.0% of portfolio
10,538
Q1 2025 Added 33.66%
$3.51B
$2.19 Million 0.0% of portfolio
110,253
Q1 2025 Added 84.72%
$7.35B
$125,000 0.0% of portfolio
15,452
Q1 2025 Reduced 62.39%
$5.39B
$561,000 0.0% of portfolio
5,576
Q1 2025 Added 25.67%
$708M
$150,000 0.0% of portfolio
17,304
Q1 2025 New
$3.73B
$1.04 Million 0.0% of portfolio
26,461
Q1 2025 Reduced 52.35%
$9.74B
$2.02 Million 0.0% of portfolio
18,573
Q1 2025 Added 4.34%
$5.29B
$2.93 Million 0.0% of portfolio
30,749
Q1 2025 Added 14.57%
$0
$5.47 Million 0.0% of portfolio
474,550
Q1 2025 Reduced 4.81%
$0
$5.79 Million 0.0% of portfolio
88,503
Q1 2025 Reduced 23.55%
$0
$620,000 0.0% of portfolio
8,337
Q1 2025 Added 42.73%
$0
$313,000 0.0% of portfolio
8,461
Q1 2025 Reduced 0.52%
$0
$0 0.0% of portfolio
9,203
Q1 2025 Added 5.83%
$0
$213,000 0.0% of portfolio
120,353
Q1 2025 Added 4.81%
$0
$1.03 Million 0.0% of portfolio
394,784
Q1 2025 Reduced 36.01%
$0
$2.35 Million 0.0% of portfolio
131,772
Q1 2025 Added 308.09%
$0
$225,000 0.0% of portfolio
7,153
Q1 2025 Reduced 0.42%
Aegon LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.7%
$423M
$101,000 0.0% of portfolio
13,915
Q1 2025 Reduced 73.51%
$118M
$215,000 0.0% of portfolio
123,838
Q1 2025 Added 16.08%
$28.3B
$5.82 Million 0.0% of portfolio
56,976
Q1 2025 Reduced 14.85%
$6.62B
$4.34 Million 0.0% of portfolio
36,383
Q1 2025 Reduced 31.07%
$313M
$98,000 0.0% of portfolio
13,181
Q1 2025 New
$8.4B
$7.89 Million 0.0% of portfolio
634,974
Q1 2025 Added 22.12%
Aeva Technologies Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.99%
$7.9B
$783,000 0.0% of portfolio
4,665
Q1 2025 Added 3.62%
$14.7B
$3.69 Million 0.0% of portfolio
81,656
Q1 2025 Added 13.59%
Affirm Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$173M
$168,000 0.0% of portfolio
23,041
Q1 2025 Added 119.25%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email