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
$122M
$93,000 0.0% of portfolio
23,481
Q1 2025 Reduced 2.49%
$106M
$18,000 0.0% of portfolio
28,056
Q1 2025 Reduced 4.74%
$1.38B
$366,000 0.0% of portfolio
11,373
Q1 2025 Reduced 0.8%
$86M
$423,000 0.0% of portfolio
19,619
Q4 2024 New
$1.29B
$359,000 0.0% of portfolio
44,700
Q1 2025 Reduced 4.08%
$4.64B
$2.57 Million 0.0% of portfolio
381,531
Q1 2025 Added 33.87%
$10.1B
$935,000 0.0% of portfolio
10,574
Q1 2025 Added 9.52%
$213M
$47,000 0.0% of portfolio
30,875
Q1 2025 Reduced 15.93%
$9.74B
$4.62 Million 0.0% of portfolio
28,554
Q1 2025 Added 23.65%
Avadel Pharmaceuticals PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.5%
$551M
$378,000 0.0% of portfolio
26,390
Q1 2025 Added 28.41%
$8.96B
$3.39 Million 0.0% of portfolio
209,166
Q1 2025 Added 50.05%
$3.5B
$183,000 0.0% of portfolio
12,741
Q1 2025 Reduced 0.28%
$14.7B
$9.81 Million 0.0% of portfolio
55,098
Q1 2025 Reduced 10.4%
$1.5B
$414,000 0.0% of portfolio
14,046
Q1 2025 Reduced 16.02%
$3.01B
$561,000 0.0% of portfolio
15,112
Q1 2025 Reduced 1.16%
$9.43B
$693,000 0.0% of portfolio
9,143
Q1 2025 Added 17.91%
$2.74B
$2.1 Million 0.0% of portfolio
50,210
Q1 2025 Added 42.27%
$5.14B
$2.38 Million 0.0% of portfolio
49,428
Q1 2025 Added 8.39%
$6.63B
$1.49 Million 0.0% of portfolio
44,990
Q1 2025 Reduced 45.39%
$2.36B
$2.8 Million 0.0% of portfolio
56,435
Q1 2025 Reduced 7.23%
$8.21B
$6.29 Million 0.0% of portfolio
62,735
Q1 2025 Reduced 0.34%
$5.13B
$1.69 Million 0.0% of portfolio
26,198
Q1 2025 Added 2.73%
$4.81B
$2.7 Million 0.0% of portfolio
23,134
Q1 2025 Reduced 4.44%
$8.27B
$2 Million 0.0% of portfolio
40,832
Q1 2025 Added 9.62%
$2.41B
$1.85 Million 0.0% of portfolio
53,328
Q1 2025 Added 5.93%
$2.65B
$1.01 Million 0.0% of portfolio
12,119
Q1 2025 Added 7.62%
$296M
$373,000 0.0% of portfolio
54,335
Q1 2025 Reduced 20.68%
$3.66B
$1.26 Million 0.0% of portfolio
441,931
Q1 2025 Added 136.05%
$7.19B
$6.98 Million 0.0% of portfolio
36,705
Q1 2025 Reduced 21.57%
$30.2B
$9.25 Million 0.0% of portfolio
100,526
Q1 2025 Added 34.76%
$1.01B
$450,000 0.0% of portfolio
27,135
Q1 2025 Reduced 19.98%
$5.09B
$3.37 Million 0.0% of portfolio
20,294
Q1 2025 Added 11.25%
$549M
$25,000 0.0% of portfolio
23,438
Q1 2025 Reduced 18.73%
$892M
$280,000 0.0% of portfolio
19,759
Q1 2025 Added 11.61%
$4.31B
$684,000 0.0% of portfolio
6,228
Q1 2025 Reduced 3.11%
$3.16B
$838,000 0.0% of portfolio
46,263
Q1 2025 New
$89.5B
$6.38 Million 0.0% of portfolio
468,694
Q1 2025 Added 17.77%
$30.7B
$920,000 0.0% of portfolio
412,565
Q1 2025 Added 0.15%
$4.24B
$1.19 Million 0.0% of portfolio
15,797
Q1 2025 Added 52.52%
$143B
$3.95 Million 0.0% of portfolio
589,213
Q1 2025 Added 4.55%
$3.66B
$472,000 0.0% of portfolio
8,938
Q1 2025 Reduced 3.16%
$0
$925,000 0.0% of portfolio
53,112
Q1 2025 Added 17.59%
$368M
$588,000 0.0% of portfolio
44,894
Q1 2025 Added 92.43%
Bank America Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 21.43%
$2.72B
$1.17 Million 0.0% of portfolio
16,935
Q1 2025 Reduced 4.47%
$407M
$1.08 Million 0.0% of portfolio
48,779
Q1 2025 Reduced 1.32%
$65.6B
$2.68 Million 0.0% of portfolio
56,446
Q1 2025 Added 1.91%
$2.3B
$254,000 0.0% of portfolio
3,993
Q1 2025 Reduced 18.73%

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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