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
$0
$1.65 Million 0.0% of portfolio
778,101
Q1 2025 Reduced 4.11%
$13.6B
$9.1 Million 0.0% of portfolio
226,644
Q1 2025 Added 363.14%
$413M
$473,000 0.0% of portfolio
27,669
Q1 2025 Added 13.23%
$407M
$482,000 0.0% of portfolio
42,940
Q1 2025 Reduced 52.4%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Added 19.56%
$4.3B
$6.31 Million 0.0% of portfolio
185,458
Q1 2025 Added 23.86%
$1.42B
$848,000 0.0% of portfolio
23,952
Q1 2025 Added 24.52%
$6.57B
$7.06 Million 0.0% of portfolio
66,482
Q1 2025 Reduced 16.73%
$775M
$141,000 0.0% of portfolio
78,117
Q1 2025 Reduced 4.53%
$58.5M
$145,000 0.0% of portfolio
11,044
Q1 2025 Reduced 26.87%
$799M
$2.58 Million 0.0% of portfolio
104,819
Q1 2025 Reduced 2.41%
$12.8B
$2.85 Million 0.0% of portfolio
31,973
Q1 2025 Added 33.88%
$360M
$261,000 0.0% of portfolio
43,060
Q1 2025 Reduced 90.14%
$2.01B
$1.04 Million 0.0% of portfolio
17,208
Q1 2025 New
$4.52B
$4.17 Million 0.0% of portfolio
14,299
Q1 2025 Added 9.61%
$326M
$689,000 0.0% of portfolio
35,683
Q1 2025 Added 40.55%
$9.17B
$5.41 Million 0.0% of portfolio
126,572
Q1 2025 Added 16.54%
$29.4M
$39,000 0.0% of portfolio
42,925
Q1 2025 Reduced 0.01%
$8.88B
$7.89 Million 0.0% of portfolio
62,995
Q1 2025 Reduced 5.74%
$239M
$73,000 0.0% of portfolio
27,580
Q1 2025 Reduced 0.73%
Curis Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.45%
$18.6B
$10.9 Million 0.0% of portfolio
34,311
Q1 2025 Added 36.87%
$2.55B
$206,000 0.0% of portfolio
20,203
Q1 2025 Reduced 6.29%
$1.43B
$217,000 0.0% of portfolio
51,564
Q1 2025 Added 9.94%
$2.95B
$1.38 Million 0.0% of portfolio
74,717
Q1 2025 Added 22.05%
$2.91B
$634,000 0.0% of portfolio
32,727
Q1 2025 Added 197.79%
$933M
$855,000 0.0% of portfolio
11,387
Q1 2025 Added 2.7%
$3.66B
$597,000 0.0% of portfolio
14,861
Q1 2025 Added 6.24%
$157M
$27,000 0.0% of portfolio
42,315
Q4 2024 Added 10.44%
$272M
$157,000 0.0% of portfolio
59,250
Q1 2025 Reduced 45.99%
$735M
$4.74 Million 0.0% of portfolio
389,072
Q1 2025 Added 20.38%
$16.3M
$66,000 0.0% of portfolio
108,500
Q1 2025 Reduced 6.47%
$5.71B
$1.21 Million 0.0% of portfolio
38,807
Q1 2025 Added 17.24%
$24M
$92,000 0.0% of portfolio
25,506
Q1 2025 Added 4.51%
Datchat Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.42B
$212,000 0.0% of portfolio
12,102
Q1 2025 Added 13.66%
$0
$1.97 Million 0.0% of portfolio
85,262
Q1 2025 Reduced 6.9%
$0
$5.96 Million 0.0% of portfolio
158,053
Q1 2025 Added 4.04%
$13.1B
$2.86 Million 0.0% of portfolio
18,689
Q1 2025 Added 36.21%
$9.88B
$3.92 Million 0.0% of portfolio
60,716
Q1 2025 Added 83.55%
$0
$670,000 0.0% of portfolio
25,245
Q1 2025 Added 58.06%
$0
$5.24 Million 0.0% of portfolio
193,250
Q1 2025 Reduced 27.19%
$0
$400,000 0.0% of portfolio
15,647
Q1 2025 Reduced 3.0%
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$2.27 Million 0.0% of portfolio
51,467
Q1 2025 Added 252.01%
$0
$2.24 Million 0.0% of portfolio
30,199
Q1 2025 Reduced 66.35%
$0
$2.48 Million 0.0% of portfolio
100,671
Q1 2025 Added 17.97%
$0
$830,000 0.0% of portfolio
17,889
Q1 2025 Added 5.07%
$0
$1.61 Million 0.0% of portfolio
31,944
Q1 2025 Added 2.83%

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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