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
$595M
$534,000 0.0% of portfolio
21,667
Q2 2025 Reduced 25.56%
$339M
$255,000 0.0% of portfolio
127,512
Q2 2025 Reduced 0.54%
Bw Lpg LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
$16.8B
$8.69 Million 0.0% of portfolio
60,311
Q2 2025 Added 26.62%
$11.7B
$6.4 Million 0.0% of portfolio
94,835
Q2 2025 Added 14.96%
$496M
$663,000 0.0% of portfolio
21,480
Q2 2025 New
$16.4B
$6.6 Million 0.0% of portfolio
68,740
Q2 2025 Added 12.56%
$1.82B
$5 Million 0.0% of portfolio
203,511
Q2 2025 Added 16.89%
$109M
$280,000 0.0% of portfolio
196,255
Q2 2025 Added 1.21%
$1.04B
$652,000 0.0% of portfolio
4,802
Q2 2025 Added 111.36%
$4.28B
$1.07 Million 0.0% of portfolio
14,328
Q2 2025 Reduced 1.1%
$10.1B
$8.47 Million 0.0% of portfolio
19,810
Q2 2025 Added 18.94%
$2.4B
$790,000 0.0% of portfolio
18,087
Q2 2025 Added 32.29%
$6.85B
$4.84 Million 0.0% of portfolio
151,473
Q2 2025 Added 0.71%
$1.35B
$389,000 0.0% of portfolio
12,225
Q2 2025 Reduced 2.29%
$9.42B
$1.45 Million 0.0% of portfolio
49,552
Q2 2025 Added 2.83%
$4.15B
$4.97 Million 0.0% of portfolio
49,846
Q2 2025 Added 101.05%
$0
$14.1 Million 0.0% of portfolio
1,282,380
Q2 2025 Added 2.31%
$0
$5.88 Million 0.0% of portfolio
559,408
Q2 2025 Added 11.02%
$0
$2.39 Million 0.0% of portfolio
118,465
Q2 2025 Reduced 6.84%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.39%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.01%
$0
$7.02 Million 0.0% of portfolio
984,846
Q2 2025 Added 2.74%
$0
$2.83 Million 0.0% of portfolio
241,837
Q2 2025 Added 4.34%
$0
$2.52 Million 0.0% of portfolio
155,431
Q2 2025 Added 36.65%
$460M
$446,000 0.0% of portfolio
16,803
Q2 2025 New
$4.01B
$1.2 Million 0.0% of portfolio
26,320
Q2 2025 Added 8.84%
$2.52B
$970,000 0.0% of portfolio
21,329
Q2 2025 Reduced 4.61%
$4.02B
$497,000 0.0% of portfolio
9,353
Q2 2025 Reduced 8.47%
Calumet Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.53%
$0
$9.92 Million 0.0% of portfolio
339,385
Q2 2025 Added 33.67%
$0
$11.2 Million 0.0% of portfolio
310,251
Q2 2025 Reduced 41.58%
$0
$8.57 Million 0.0% of portfolio
280,670
Q2 2025 Added 6.95%
$0
$618,000 0.0% of portfolio
20,847
Q2 2025 Reduced 4.48%
-
$0 0.0% of portfolio
-
Q2 2025 Added 958.2%
$0
$1.14 Million 0.0% of portfolio
95,365
Q2 2025 Reduced 12.81%
$0
$1.16 Million 0.0% of portfolio
44,313
Q2 2025 Added 6.49%
$0
$2.7 Million 0.0% of portfolio
89,401
Q2 2025 Added 1.57%
$11.4B
$3.8 Million 0.0% of portfolio
33,747
Q2 2025 Added 6.6%
$689M
$737,000 0.0% of portfolio
42,921
Q2 2025 Added 3.83%
$3.92B
$779,000 0.0% of portfolio
9,223
Q2 2025 Reduced 2.62%
$749M
$1.54 Million 0.0% of portfolio
137,244
Q2 2025 Added 9.25%
$36.9B
$7.08 Million 0.0% of portfolio
225,626
Q2 2025 Added 39.58%
$63.9B
$10.9 Million 0.0% of portfolio
104,394
Q2 2025 Reduced 1.18%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.23%
$838M
$130,000 0.0% of portfolio
11,804
Q2 2025 New
$149M
$343,000 0.0% of portfolio
67,893
Q2 2025 New
$597M
$135,000 0.0% of portfolio
27,890
Q2 2025 Added 33.51%
$1.47B
$221,000 0.0% of portfolio
10,645
Q2 2025 Reduced 59.88%

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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