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
$476M
$240,000 0.0% of portfolio
8,162
Q4 2024 Added 6.65%
$0
$1.14 Million 0.0% of portfolio
35,272
Q1 2025 Reduced 1.46%
Barclays Bank PLC
-
$0 0.0% of portfolio
-
Q1 2025 New
$75.3B
$3.13 Million 0.0% of portfolio
203,785
Q1 2025 Added 24.47%
$1.01B
$2.81 Million 0.0% of portfolio
294,366
Q1 2025 Added 4.96%
$0
$961,000 0.0% of portfolio
41,038
Q1 2025 Added 215.29%
$0
$845,000 0.0% of portfolio
55,896
Q1 2025 Added 22.77%
$0
$2.61 Million 0.0% of portfolio
147,948
Q1 2025 Added 330.64%
$11.7M
$26,000 0.0% of portfolio
16,198
Q1 2025 Added 14.09%
$301M
$668,000 0.0% of portfolio
16,243
Q1 2025 Reduced 0.15%
$37.2B
$12.3 Million 0.0% of portfolio
633,127
Q1 2025 Reduced 3.59%
$7.24B
$856,000 0.0% of portfolio
28,256
Q1 2025 Added 8.19%
$2.34B
$178,000 0.0% of portfolio
27,551
Q1 2025 Added 3.29%
$14.1B
$6.29 Million 0.0% of portfolio
183,849
Q1 2025 Added 21.72%
$58.6M
$214,000 0.0% of portfolio
12,821
Q2 2024 New
$22B
$4.76 Million 0.0% of portfolio
207,391
Q1 2025 Reduced 21.08%
$1.44B
$575,000 0.0% of portfolio
29,457
Q1 2025 Added 6.35%
$23.5B
$528,000 0.0% of portfolio
2,330
Q1 2025 Added 15.98%
$5.69B
$294,000 0.0% of portfolio
2,933
Q1 2025 Reduced 38.97%
$7.96B
$8.71 Million 0.0% of portfolio
116,995
Q1 2025 Added 211.87%
$224M
$1.06 Million 0.0% of portfolio
16,478
Q1 2025 Reduced 0.6%
$1.39B
$705,000 0.0% of portfolio
18,553
Q1 2025 Added 23.14%
$15.9B
$7.1 Million 0.0% of portfolio
180,376
Q1 2025 Reduced 45.5%
$1.2B
$5.39 Million 0.0% of portfolio
206,516
Q1 2025 Added 0.25%
$8.45B
$898,000 0.0% of portfolio
12,873
Q1 2025 Reduced 65.31%
$15.2B
$9.57 Million 0.0% of portfolio
130,074
Q1 2025 Added 11.1%
Beta Bionics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.17B
$4.52 Million 0.0% of portfolio
176,725
Q1 2025 Reduced 0.71%
$223M
$60,000 0.0% of portfolio
19,675
Q1 2025 Reduced 1.94%
Bgc Group Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.36%
$73M
$37,000 0.0% of portfolio
10,296
Q1 2025 Reduced 48.96%
$131B
$9.68 Million 0.0% of portfolio
199,407
Q1 2025 Reduced 18.57%
$982M
$792,000 0.0% of portfolio
277,192
Q1 2025 Added 85.91%
$358M
$198,000 0.0% of portfolio
34,437
Q1 2025 Reduced 22.55%
$595M
$253,000 0.0% of portfolio
1,172
Q1 2025 Added 6.93%
$9.42B
$308,000 0.0% of portfolio
16,127
Q1 2025 Reduced 13.47%
$5.01B
$4.01 Million 0.0% of portfolio
87,491
Q1 2025 Added 35.58%
$6.15B
$1.31 Million 0.0% of portfolio
5,374
Q1 2025 Added 3.45%
$1.62B
$111,000 0.0% of portfolio
14,802
Q1 2025 Added 6.24%
$18.5B
$6.06 Million 0.0% of portfolio
44,321
Q1 2025 Added 69.57%
Biohaven LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.34%
$931M
$1.09 Million 0.0% of portfolio
47,833
Q1 2025 Added 5.16%
$10.8B
$4.54 Million 0.0% of portfolio
64,176
Q1 2025 Added 105.21%
Biomarin Pharmaceutical Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.75%
$49.8M
$38,000 0.0% of portfolio
18,146
Q4 2024 Reduced 4.96%
$26.9B
$1.04 Million 0.0% of portfolio
11,412
Q1 2025 Reduced 70.63%
$2.09B
$4.87 Million 0.0% of portfolio
83,068
Q1 2025 Added 1.55%
$421M
$376,000 0.0% of portfolio
41,128
Q1 2025 Reduced 0.21%
$320M
$55,000 0.0% of portfolio
27,591
Q1 2025 Reduced 37.17%

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