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
$0
$12.8 Million 0.0% of portfolio
1,657,295
Q2 2025 Added 37.37%
Corpay Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.93%
$1.35B
$1.06 Million 0.0% of portfolio
10,331
Q2 2025 Reduced 8.99%
$1.45B
$134,000 0.0% of portfolio
14,710
Q2 2025 Added 0.82%
$3.43B
$685,000 0.0% of portfolio
147,404
Q2 2025 Added 15.57%
$51.3B
$5.38 Million 0.0% of portfolio
179,603
Q2 2025 Added 69.4%
$1.71B
$142,000 0.0% of portfolio
16,287
Q2 2025 Reduced 0.18%
$4.38B
$798,000 0.0% of portfolio
26,594
Q2 2025 Added 8.33%
$1.47B
$1.07 Million 0.0% of portfolio
5,733
Q2 2025 Added 5.6%
$977M
$1.76 Million 0.0% of portfolio
28,736
Q2 2025 Added 5.23%
Crane Company
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.43%
$10.3B
$11.9 Million 0.0% of portfolio
62,580
Q2 2025 Added 3.25%
$21.2B
$1.1 Million 0.0% of portfolio
4,902
Q2 2025 Added 6.96%
$6.03B
$1.54 Million 0.0% of portfolio
3,016
Q2 2025 Added 16.99%
$0
$4.3 Million 0.0% of portfolio
1,451,432
Q2 2025 Added 5.39%
$0
$1.61 Million 0.0% of portfolio
754,009
Q2 2025 Reduced 3.1%
$437M
$255,000 0.0% of portfolio
29,715
Q2 2025 Reduced 30.8%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 6.99%
$5.06B
$9.46 Million 0.0% of portfolio
194,579
Q2 2025 Added 4.92%
$1.37B
$534,000 0.0% of portfolio
22,317
Q2 2025 Reduced 6.83%
Critical Metals Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Critical Metals Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$5.15B
$5.99 Million 0.0% of portfolio
59,097
Q2 2025 Reduced 11.11%
$1.12B
$216,000 0.0% of portfolio
113,150
Q2 2025 Added 44.85%
$45.4M
$109,000 0.0% of portfolio
11,024
Q2 2025 Reduced 0.18%
$804M
$2.32 Million 0.0% of portfolio
111,091
Q2 2025 Added 5.98%
$11.6B
$3.5 Million 0.0% of portfolio
33,984
Q2 2025 Added 6.29%
$460M
$342,000 0.0% of portfolio
45,974
Q2 2025 Added 6.77%
$2.07B
$852,000 0.0% of portfolio
13,056
Q2 2025 Reduced 24.13%
$4.52B
$5.89 Million 0.0% of portfolio
20,547
Q2 2025 Added 43.7%
$305M
$736,000 0.0% of portfolio
42,687
Q2 2025 Added 19.63%
$1.24B
$540,000 0.0% of portfolio
12,696
Q2 2025 Added 17.29%
$9.13B
$4.88 Million 0.0% of portfolio
114,846
Q2 2025 Reduced 9.26%
$24.8M
$40,000 0.0% of portfolio
59,390
Q2 2025 Added 38.36%
$8.13B
$8.11 Million 0.0% of portfolio
63,082
Q2 2025 Added 0.14%
$280M
$214,000 0.0% of portfolio
38,014
Q2 2025 Added 37.83%
Curis Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 103.58%
$3.59B
$246,000 0.0% of portfolio
22,269
Q2 2025 Added 10.23%
$1.57B
$281,000 0.0% of portfolio
56,965
Q2 2025 Added 10.47%
$2.64B
$1.69 Million 0.0% of portfolio
85,345
Q2 2025 Added 14.22%
$3.67B
$714,000 0.0% of portfolio
26,626
Q2 2025 Reduced 18.64%
$957M
$946,000 0.0% of portfolio
10,658
Q2 2025 Reduced 6.4%
$5.17B
$653,000 0.0% of portfolio
19,778
Q2 2025 Added 33.09%
$210M
$456,000 0.0% of portfolio
201,224
Q2 2025 Added 375.54%
$328M
$292,000 0.0% of portfolio
79,383
Q2 2025 Added 33.98%
$935M
$6.42 Million 0.0% of portfolio
424,478
Q2 2025 Added 9.1%
$2.87B
$234,000 0.0% of portfolio
13,682
Q2 2025 New
$1.85B
$216,000 0.0% of portfolio
2,505
Q2 2025 New
$379M
$85,000 0.0% of portfolio
128,000
Q2 2025 Added 17.97%

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
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