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
$1.84B
$200,000 0.0% of portfolio
1,634
Q2 2025 New
$289M
$196,000 0.0% of portfolio
36,788
Q2 2025 Reduced 0.26%
$311M
$514,000 0.0% of portfolio
22,301
Q1 2025 Reduced 13.18%
$313M
$296,000 0.0% of portfolio
12,772
Q2 2025 Added 1.04%
$2.76B
$1.42 Million 0.0% of portfolio
51,591
Q2 2025 Added 21.92%
$133M
$133,000 0.0% of portfolio
38,410
Q2 2025 Added 29.73%
$600M
$270,000 0.0% of portfolio
138,805
Q2 2025 Reduced 2.84%
$12.6B
$5.19 Million 0.0% of portfolio
22,465
Q2 2025 Added 5.01%
$748M
$52,000 0.0% of portfolio
44,500
Q2 2024 Added 7.23%
$2.76B
$834,000 0.0% of portfolio
30,050
Q2 2025 Added 12.37%
$0
$2.28 Million 0.0% of portfolio
47,557
Q2 2025 Added 6.42%
$465M
$552,000 0.0% of portfolio
12,728
Q2 2025 Added 14.9%
$528M
$557,000 0.0% of portfolio
46,722
Q2 2025 Added 11.91%
$1.04B
$2.94 Million 0.0% of portfolio
133,879
Q2 2025 Added 16.24%
-
$484,000 0.0% of portfolio
14,042
Q2 2025 Added 1.72%
$2.32B
$3.47 Million 0.0% of portfolio
108,565
Q2 2025 Reduced 5.85%
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.26%
$0
$119,000 0.0% of portfolio
22,000
Q2 2025 Added 23.6%
$1.2B
$61,000 0.0% of portfolio
21,963
Q2 2025 Added 5.01%
Cms Energy Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$12.6B
$399,000 0.0% of portfolio
8,584
Q2 2025 Reduced 64.6%
$516M
$244,000 0.0% of portfolio
10,715
Q2 2025 Reduced 10.74%
$14.1B
$3.07 Million 0.0% of portfolio
294,589
Q2 2025 Added 29.65%
$4.52B
$1.78 Million 0.0% of portfolio
46,138
Q2 2025 Added 115.59%
$5.8B
$2.79 Million 0.0% of portfolio
82,734
Q2 2025 Reduced 5.62%
$1.51B
$301,000 0.0% of portfolio
3,113
Q2 2025 New
$981M
$6.65 Million 0.0% of portfolio
59,533
Q2 2025 Added 1,018.2%
$41.3B
$9 Million 0.0% of portfolio
97,062
Q2 2025 Reduced 24.05%
$17.5B
$1.79 Million 0.0% of portfolio
18,481
Q2 2025 Added 62.94%
$162M
$440,000 0.0% of portfolio
180,665
Q2 2025 Reduced 17.93%
$5.26B
$4.93 Million 0.0% of portfolio
556,369
Q2 2025 Reduced 16.01%
$929M
$136,000 0.0% of portfolio
19,003
Q1 2025 New
$1.84B
$2.86 Million 0.0% of portfolio
59,324
Q2 2025 Added 26.36%
$7.85B
$1.05 Million 0.0% of portfolio
32,976
Q2 2025 Reduced 28.45%
$0
$12.1 Million 0.0% of portfolio
954,950
Q2 2025 Added 5.17%
$3.2B
$1.03 Million 0.0% of portfolio
13,717
Q2 2025 Added 0.41%
$0
$2.76 Million 0.0% of portfolio
131,338
Q2 2025 Added 3.06%
$0
$9.51 Million 0.0% of portfolio
764,110
Q2 2025 Added 5.62%
$0
$266,000 0.0% of portfolio
17,548
Q2 2025 Reduced 4.36%
$0
$1.61 Million 0.0% of portfolio
80,087
Q2 2025 Added 23.01%
$0
$1.02 Million 0.0% of portfolio
51,697
Q2 2025 Reduced 1.63%
$0
$3.33 Million 0.0% of portfolio
276,394
Q2 2025 Added 1.51%
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.35%
$132M
$147,000 0.0% of portfolio
201,839
Q2 2025 Added 204.81%
$968M
$608,000 0.0% of portfolio
31,604
Q2 2025 Added 16.02%
Coinbase Global Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 230.0%
$1.18B
$1.02 Million 0.0% of portfolio
34,629
Q2 2025 Reduced 22.87%
$6.55B
$322,000 0.0% of portfolio
2,471
Q2 2025 Reduced 8.68%
$302M
$357,000 0.0% of portfolio
21,733
Q2 2025 Reduced 0.11%

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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