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
$77B
$2.7 Million 0.0% of portfolio
48,861
Q2 2025 Reduced 13.44%
$2.24B
$322,000 0.0% of portfolio
5,027
Q2 2025 Added 25.9%
$462M
$254,000 0.0% of portfolio
8,508
Q2 2025 Added 4.24%
$0
$1.14 Million 0.0% of portfolio
35,314
Q2 2025 Added 0.12%
$81.9B
$4.34 Million 0.0% of portfolio
233,629
Q2 2025 Added 14.64%
$963M
$2.57 Million 0.0% of portfolio
280,711
Q2 2025 Reduced 4.64%
$0
$1.29 Million 0.0% of portfolio
59,483
Q2 2025 Added 44.95%
$0
$1.86 Million 0.0% of portfolio
121,050
Q2 2025 Added 116.56%
$0
$3.36 Million 0.0% of portfolio
166,947
Q2 2025 Added 12.84%
$12.9M
$18,000 0.0% of portfolio
16,198
Q1 2025 Added 14.09%
$314M
$660,000 0.0% of portfolio
15,834
Q2 2025 Reduced 2.52%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$5.88B
$1.87 Million 0.0% of portfolio
62,439
Q2 2025 Added 120.98%
$2.33B
$165,000 0.0% of portfolio
24,909
Q2 2025 Reduced 9.59%
$11.5B
$5.88 Million 0.0% of portfolio
194,072
Q2 2025 Added 5.56%
$43.3M
$179,000 0.0% of portfolio
12,821
Q2 2024 New
$1.71B
$616,000 0.0% of portfolio
36,233
Q2 2025 Added 23.0%
$1.47B
$211,000 0.0% of portfolio
2,163
Q2 2025 New
$5.23B
$407,000 0.0% of portfolio
3,518
Q2 2025 Added 19.95%
$4.98B
$9.38 Million 0.0% of portfolio
161,985
Q2 2025 Added 38.45%
$218M
$1.07 Million 0.0% of portfolio
16,478
Q1 2025 Reduced 0.6%
$1.34B
$774,000 0.0% of portfolio
19,958
Q2 2025 Added 7.57%
$14.2B
$8.15 Million 0.0% of portfolio
150,949
Q2 2025 Reduced 16.31%
$23.5B
$653,000 0.0% of portfolio
2,881
Q2 2025 Added 23.65%
$1.19B
$5.19 Million 0.0% of portfolio
207,272
Q2 2025 Added 0.37%
$301M
$604,000 0.0% of portfolio
218,278
Q2 2025 New
$17B
$9.3 Million 0.0% of portfolio
138,611
Q2 2025 Added 6.56%
Beta Bionics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 39.5%
$1.17B
$4.84 Million 0.0% of portfolio
189,267
Q2 2025 Added 7.1%
$120M
$67,000 0.0% of portfolio
19,335
Q2 2025 Reduced 1.73%
Bgc Group Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.12%
$73.4M
$65,000 0.0% of portfolio
10,296
Q1 2025 Reduced 48.96%
$141B
$9.86 Million 0.0% of portfolio
205,000
Q2 2025 Added 2.8%
$816M
$2.16 Million 0.0% of portfolio
318,327
Q2 2025 Added 14.84%
$337M
$200,000 0.0% of portfolio
40,094
Q2 2025 Added 16.43%
$671M
$346,000 0.0% of portfolio
1,186
Q2 2025 Added 1.19%
$10.8B
$299,000 0.0% of portfolio
13,980
Q2 2025 Reduced 13.31%
$6.91B
$3.16 Million 0.0% of portfolio
13,091
Q2 2025 Added 143.6%
$1.41B
$150,000 0.0% of portfolio
16,852
Q2 2025 Added 13.85%
$20.2B
$8.82 Million 0.0% of portfolio
70,194
Q2 2025 Added 58.38%
Biohaven LTD
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 28.62%
$1.05B
$1.13 Million 0.0% of portfolio
52,667
Q2 2025 Added 10.11%
$10.1B
$2.02 Million 0.0% of portfolio
36,798
Q2 2025 Reduced 42.66%
Biomarin Pharmaceutical Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.75%
$60.3M
$27,000 0.0% of portfolio
15,296
Q2 2025 Reduced 15.71%
$23.9B
$2.09 Million 0.0% of portfolio
19,674
Q2 2025 Added 72.4%
$2.18B
$4.38 Million 0.0% of portfolio
85,197
Q2 2025 Added 2.56%
$408M
$272,000 0.0% of portfolio
41,128
Q1 2025 Reduced 0.21%
Birkenstock Holding PLC
-
$0 0.0% of portfolio
-
Q2 2025 New

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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