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
$1.4 Million 0.0% of portfolio
157,175
Q2 2025 Added 32.49%
$0
$665,000 0.0% of portfolio
68,659
Q2 2025 Added 38.85%
$0
$4.5 Million 0.0% of portfolio
215,179
Q2 2025 Added 43.91%
$0
$9.26 Million 0.0% of portfolio
382,327
Q2 2025 Reduced 2.51%
$0
$3.87 Million 0.0% of portfolio
309,814
Q2 2025 Added 9.36%
$0
$11.1 Million 0.0% of portfolio
1,079,648
Q2 2025 Reduced 17.94%
$0
$1.41 Million 0.0% of portfolio
145,430
Q2 2025 Added 1.25%
$0
$750,000 0.0% of portfolio
41,680
Q2 2025 Added 13.89%
$0
$1.87 Million 0.0% of portfolio
182,748
Q2 2025 Reduced 4.84%
$0
$953,000 0.0% of portfolio
58,727
Q2 2025 Added 3.0%
$0
$862,000 0.0% of portfolio
78,196
Q2 2025 Reduced 72.89%
$0
$1.3 Million 0.0% of portfolio
107,521
Q2 2025 Reduced 37.84%
$0
$236,000 0.0% of portfolio
41,571
Q2 2025 Reduced 27.18%
$0
$10.5 Million 0.0% of portfolio
434,417
Q2 2025 Added 1.58%
$0
$1.98 Million 0.0% of portfolio
136,890
Q2 2025 Added 44.24%
$0
$3.31 Million 0.0% of portfolio
121,887
Q2 2025 Added 2.79%
$18.9B
$993,000 0.0% of portfolio
112,205
Q2 2025 Added 9.91%
$1.2B
$84,000 0.0% of portfolio
10,259
Q2 2025 Reduced 44.7%
$1.06B
$527,000 0.0% of portfolio
22,529
Q2 2025 Added 9.21%
$242M
$96,000 0.0% of portfolio
43,930
Q2 2025 Reduced 5.5%
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.79%
$9.55B
$2.22 Million 0.0% of portfolio
155,273
Q2 2025 Reduced 22.21%
$8.03B
$1.84 Million 0.0% of portfolio
21,763
Q2 2025 Reduced 2.9%
$22.6B
$3.08 Million 0.0% of portfolio
6,848
Q2 2025 Reduced 31.79%
$5.26B
$2.03 Million 0.0% of portfolio
99,773
Q2 2025 Reduced 40.51%
Electra Battery Materials CO
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.87%
$6.09B
$1.74 Million 0.0% of portfolio
76,645
Q2 2025 Reduced 40.8%
$71.7M
$222,000 0.0% of portfolio
38,691
Q2 2025 Added 20.35%
$780M
$706,000 0.0% of portfolio
54,390
Q2 2025 Added 22.86%
$0
$187,000 0.0% of portfolio
18,329
Q2 2025 Added 7.89%
$1.55B
$217,000 0.0% of portfolio
12,289
Q2 2025 Reduced 9.37%
$11.1B
$5.17 Million 0.0% of portfolio
90,922
Q2 2025 Added 48.88%
$440M
$71,000 0.0% of portfolio
11,269
Q2 2025 Added 3.8%
Empire St Rlty Op L P
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.74%
$555M
$44,000 0.0% of portfolio
17,748
Q2 2025 Reduced 10.13%
$12.7B
$7.78 Million 0.0% of portfolio
63,428
Q2 2025 Added 36.33%
$997M
$523,000 0.0% of portfolio
13,535
Q2 2025 Added 9.19%
Encore Energy Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$1.5B
$5.13 Million 0.0% of portfolio
1,042,114
Q2 2025 Added 60.62%
$5.38B
$284,000 0.0% of portfolio
78,401
Q2 2025 Added 12.27%
$1.77B
$399,000 0.0% of portfolio
19,833
Q2 2025 Added 43.7%
Energous Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.57%
$2.6B
$657,000 0.0% of portfolio
114,416
Q2 2025 Reduced 5.28%
$407M
$16,000 0.0% of portfolio
23,203
Q4 2024 Added 1.82%
$4.59B
$865,000 0.0% of portfolio
10,091
Q2 2025 Added 5.33%
$61.6B
$1.54 Million 0.0% of portfolio
47,466
Q2 2025 Added 19.88%
$468M
$268,000 0.0% of portfolio
14,822
Q2 2025 Added 2.09%
$3.9B
$536,000 0.0% of portfolio
4,809
Q2 2025 Added 54.53%
$1.64B
$3.04 Million 0.0% of portfolio
96,807
Q2 2025 Added 97.77%

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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