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
$573 Million 0.23% of portfolio
17,359,776
Q1 2025 Reduced 4.43%
$0
$567 Million 0.23% of portfolio
6,855,478
Q1 2025 Added 6.49%
$0
$556 Million 0.23% of portfolio
5,362,198
Q1 2025 Added 142.6%
$0
$575 Million 0.23% of portfolio
5,749,190
Q1 2025 Reduced 37.18%
$0
$562 Million 0.23% of portfolio
10,851,065
Q1 2025 Added 21.73%
$0
$556 Million 0.23% of portfolio
8,170,141
Q1 2025 Reduced 2.75%
$0
$547 Million 0.22% of portfolio
9,141,990
Q1 2025 Added 3.19%
$0
$550 Million 0.22% of portfolio
5,876,594
Q1 2025 Added 3.35%
$0
$532 Million 0.22% of portfolio
5,516,259
Q1 2025 Added 5.42%
$281B
$550 Million 0.22% of portfolio
1,049,652
Q1 2025 Added 6.49%
$0
$519 Million 0.21% of portfolio
10,234,101
Q1 2025 Added 47.45%
$0
$496 Million 0.2% of portfolio
14,836,962
Q1 2025 Added 60.83%
$0
$489 Million 0.2% of portfolio
10,622,082
Q1 2025 Added 8.67%
$0
$493 Million 0.2% of portfolio
6,302,475
Q1 2025 Reduced 10.73%
$0
$467 Million 0.19% of portfolio
10,740,662
Q1 2025 Added 17.88%
$0
$475 Million 0.19% of portfolio
5,192,398
Q1 2025 Reduced 2.79%
$0
$460 Million 0.19% of portfolio
2,182,703
Q1 2025 Reduced 1.35%
$0
$479 Million 0.19% of portfolio
1,798,912
Q1 2025 Added 126.27%
$0
$472 Million 0.19% of portfolio
9,494,864
Q1 2025 Added 38.09%
$0
$461 Million 0.19% of portfolio
5,841,413
Q1 2025 Added 4.54%
$0
$455 Million 0.18% of portfolio
9,249,695
Q1 2025 Reduced 0.21%
$0
$450 Million 0.18% of portfolio
8,233,568
Q1 2025 Added 5,323.56%
$527B
$455 Million 0.18% of portfolio
830,953
Q1 2025 Added 3.54%
$0
$455 Million 0.18% of portfolio
9,309,943
Q1 2025 Reduced 0.86%
$0
$422 Million 0.17% of portfolio
5,493,438
Q1 2025 Added 2.49%
$0
$408 Million 0.17% of portfolio
4,111,859
Q1 2025 Added 2.85%
$0
$417 Million 0.17% of portfolio
4,376,591
Q1 2025 Added 18.19%
$222B
$410 Million 0.17% of portfolio
1,311,971
Q1 2025 Added 5.18%
$0
$422 Million 0.17% of portfolio
10,706,453
Q1 2025 Added 6.15%
$0
$382 Million 0.16% of portfolio
4,386,459
Q1 2025 Added 5.85%
$0
$399 Million 0.16% of portfolio
4,377,870
Q1 2025 Reduced 27.46%
$0
$396 Million 0.16% of portfolio
1,960,110
Q1 2025 Added 0.28%
$0
$404 Million 0.16% of portfolio
5,152,916
Q1 2025 Added 238.62%
$0
$402 Million 0.16% of portfolio
1,903,252
Q1 2025 Reduced 0.54%
$0
$365 Million 0.15% of portfolio
26,769,795
Q1 2025 Added 405.44%
$0
$371 Million 0.15% of portfolio
3,414,796
Q1 2025 Added 10.07%
$293B
$359 Million 0.15% of portfolio
4,257,390
Q1 2025 Added 18.91%
$280B
$369 Million 0.15% of portfolio
2,326,450
Q1 2025 Added 5.11%
$0
$360 Million 0.15% of portfolio
3,580,510
Q1 2025 Added 19.75%
$0
$375 Million 0.15% of portfolio
2,762,025
Q1 2025 Reduced 3.48%
$175B
$363 Million 0.15% of portfolio
7,994,580
Q1 2025 Added 1.25%
$300B
$352 Million 0.14% of portfolio
4,916,078
Q1 2025 Added 13.26%
$254B
$350 Million 0.14% of portfolio
1,408,140
Q1 2025 Added 7.06%
$0
$344 Million 0.14% of portfolio
4,212,629
Q1 2025 Added 6.48%
$260B
$344 Million 0.14% of portfolio
1,282,293
Q1 2025 Added 20.14%
$0
$333 Million 0.14% of portfolio
1,683,999
Q1 2025 Reduced 6.22%
$0
$340 Million 0.14% of portfolio
15,416,905
Q1 2025 Added 16.23%
$0
$344 Million 0.14% of portfolio
4,494,250
Q1 2025 Reduced 0.94%
$378B
$314 Million 0.13% of portfolio
7,517,996
Q1 2025 Added 6.97%

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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