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
$12.2B
$6.25 Million 0.0% of portfolio
61,072
Q1 2025 Added 9.75%
$2.98B
$3.66 Million 0.0% of portfolio
174,105
Q1 2025 Added 26.17%
$107M
$310,000 0.0% of portfolio
193,910
Q1 2025 Added 175.73%
$43.8M
$14,000 0.0% of portfolio
10,412
Q1 2025 Reduced 75.44%
$728M
$603,000 0.0% of portfolio
2,272
Q1 2025 Added 5.48%
$4.29B
$1.2 Million 0.0% of portfolio
14,488
Q1 2025 Reduced 53.37%
$10.1B
$7.12 Million 0.0% of portfolio
16,655
Q1 2025 Added 38.6%
$2.64B
$626,000 0.0% of portfolio
13,672
Q1 2025 Added 7.75%
$6.39B
$4.57 Million 0.0% of portfolio
150,402
Q1 2025 Added 0.62%
$1.22B
$370,000 0.0% of portfolio
12,512
Q1 2025 Added 6.82%
$9.31B
$1.18 Million 0.0% of portfolio
48,187
Q1 2025 Added 6.52%
$6.51B
$1.36 Million 0.0% of portfolio
54,392
Q1 2025 Added 9.98%
$4.71B
$2.25 Million 0.0% of portfolio
24,793
Q1 2025 Reduced 17.15%
$0
$4.83 Million 0.0% of portfolio
503,880
Q1 2025 Reduced 1.62%
$0
$2.71 Million 0.0% of portfolio
127,165
Q1 2025 Reduced 18.84%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.39%
$0
$6.13 Million 0.0% of portfolio
958,627
Q1 2025 Added 3.33%
$0
$2.39 Million 0.0% of portfolio
231,775
Q1 2025 Added 1.99%
$0
$1.77 Million 0.0% of portfolio
113,746
Q1 2025 Reduced 0.5%
$3.62B
$1.06 Million 0.0% of portfolio
24,183
Q1 2025 New
$2.49B
$1.08 Million 0.0% of portfolio
22,359
Q1 2025 Added 3.8%
$3.47B
$362,000 0.0% of portfolio
10,219
Q1 2025 Added 25.73%
Calumet Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.65%
$0
$6.84 Million 0.0% of portfolio
253,900
Q1 2025 Added 30.52%
$0
$7.64 Million 0.0% of portfolio
262,423
Q1 2025 Added 0.77%
$0
$623,000 0.0% of portfolio
21,824
Q1 2025 Reduced 9.71%
-
$0 0.0% of portfolio
-
Q1 2025 Added 82.23%
$0
$1.29 Million 0.0% of portfolio
109,382
Q1 2025 Added 9.86%
$0
$1.06 Million 0.0% of portfolio
41,613
Q1 2025 Added 3.29%
$0
$2.57 Million 0.0% of portfolio
88,018
Q1 2025 Added 3.28%
$12.2B
$3.87 Million 0.0% of portfolio
31,657
Q1 2025 Reduced 2.81%
$718M
$668,000 0.0% of portfolio
41,337
Q1 2025 Reduced 20.44%
$4.08B
$555,000 0.0% of portfolio
9,471
Q1 2025 Added 11.07%
$767M
$998,000 0.0% of portfolio
125,629
Q1 2025 Added 29.28%
$35.8B
$4.98 Million 0.0% of portfolio
161,647
Q1 2025 Reduced 23.71%
$69B
$10.3 Million 0.0% of portfolio
105,638
Q1 2025 Added 6.48%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.06%
$719M
$79,000 0.0% of portfolio
20,890
Q1 2025 Added 31.27%
$1.74B
$486,000 0.0% of portfolio
26,533
Q1 2025 Added 8.01%
Canopy Growth Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.55%
$705M
$224,000 0.0% of portfolio
6,254
Q4 2024 Reduced 4.81%
Capital Clean Energy Carrier
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.17%
Capital Group Conservative E
-
$0 0.0% of portfolio
-
Q1 2025 Added 299.59%
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q1 2025 Added 45.35%
Capital Group Dividend Growe
-
$0 0.0% of portfolio
-
Q1 2025 Added 92.61%
Capital Group Global Equity
-
$0 0.0% of portfolio
-
Q1 2025 Added 173.56%
Capital Group International
-
$0 0.0% of portfolio
-
Q1 2025 Added 168.68%
Capital Group International
-
$0 0.0% of portfolio
-
Q1 2025 New
Capital Group New Geography
-
$0 0.0% of portfolio
-
Q1 2025 Added 190.28%

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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