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
$78.3M
$173,000 0.0% of portfolio
32,148
Q1 2025 Added 5.26%
$794M
$587,000 0.0% of portfolio
44,270
Q1 2025 Reduced 16.14%
$0
$154,000 0.0% of portfolio
16,989
Q1 2025 Reduced 32.37%
$1.55B
$240,000 0.0% of portfolio
13,559
Q1 2025 Added 20.57%
$9.37B
$2.82 Million 0.0% of portfolio
61,072
Q1 2025 Reduced 9.03%
$363M
$52,000 0.0% of portfolio
10,856
Q1 2025 Reduced 28.2%
Empire St Rlty Op L P
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.29%
$313M
$40,000 0.0% of portfolio
19,748
Q1 2025 New
$11B
$4.71 Million 0.0% of portfolio
46,525
Q1 2025 Added 30.84%
$933M
$424,000 0.0% of portfolio
12,396
Q1 2025 Added 16.2%
$757M
$369,000 0.0% of portfolio
18,938
Q1 2025 Added 20.77%
$1.06B
$2.77 Million 0.0% of portfolio
648,822
Q1 2025 Added 129.66%
$4.65B
$228,000 0.0% of portfolio
69,830
Q1 2025 Added 12.6%
$1.65B
$412,000 0.0% of portfolio
13,802
Q1 2025 Added 16.93%
Energous Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 34.44%
$1.44B
$450,000 0.0% of portfolio
120,798
Q1 2025 Added 87.17%
$2.19B
$223,000 0.0% of portfolio
4,991
Q1 2025 Reduced 5.19%
$3.64B
$877,000 0.0% of portfolio
9,580
Q1 2025 Reduced 28.09%
$58.1B
$1.22 Million 0.0% of portfolio
39,596
Q1 2025 Added 20.57%
$460M
$291,000 0.0% of portfolio
14,519
Q1 2025 Added 21.47%
$3.68B
$300,000 0.0% of portfolio
3,112
Q1 2025 New
$1.82B
$1.87 Million 0.0% of portfolio
48,949
Q1 2025 Added 40.11%
$2.5B
$2.45 Million 0.0% of portfolio
333,427
Q1 2025 Added 7.78%
$5.27B
$3.43 Million 0.0% of portfolio
55,242
Q1 2025 Added 3.69%
$4.28B
$3.52 Million 0.0% of portfolio
21,766
Q1 2025 Added 12.25%
$7.7B
$4.99 Million 0.0% of portfolio
38,571
Q1 2025 Added 35.5%
$5.4B
$296,000 0.0% of portfolio
892
Q1 2025 Added 26.7%
$13.4B
$8.73 Million 0.0% of portfolio
99,744
Q1 2025 Added 1.65%
$481M
$697,000 0.0% of portfolio
17,918
Q1 2025 Added 8.25%
$2.19B
$383,000 0.0% of portfolio
7,127
Q1 2025 Added 2.36%
$200M
$105,000 0.0% of portfolio
11,711
Q1 2025 Reduced 78.77%
Envista Holdings Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
$375M
$112,000 0.0% of portfolio
29,725
Q1 2025 Added 10.6%
$10.6B
$4.95 Million 0.0% of portfolio
26,698
Q1 2025 Reduced 16.85%
$1.86B
$1.59 Million 0.0% of portfolio
26,050
Q1 2025 Reduced 20.3%
$4.45B
$4.03 Million 0.0% of portfolio
76,560
Q1 2025 Added 3.73%
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.63%
$157M
$1.28 Million 0.0% of portfolio
181,685
Q1 2025 Added 25.97%
$80.7B
$1.36 Million 0.0% of portfolio
51,452
Q1 2025 Reduced 1.09%
$1.92B
$4.45 Million 0.0% of portfolio
646,649
Q1 2025 Added 50.13%
$19.8B
$3.72 Million 0.0% of portfolio
71,414
Q1 2025 Added 16.45%
$173M
$24,000 0.0% of portfolio
14,934
Q1 2025 Reduced 32.2%
$11.5B
$3.28 Million 0.0% of portfolio
49,182
Q1 2025 Reduced 6.4%
$25.4B
$4.44 Million 0.0% of portfolio
61,979
Q1 2025 Added 1.77%
$16.4B
$1.97 Million 0.0% of portfolio
4,704
Q1 2025 Reduced 3.88%
$1.31B
$1.2 Million 0.0% of portfolio
98,612
Q1 2025 Added 93.75%
$7.53B
$7.16 Million 0.0% of portfolio
61,466
Q1 2025 Added 38.32%
$173M
$324,000 0.0% of portfolio
21,189
Q1 2025 Added 2.09%
$5.11B
$2.37 Million 0.0% of portfolio
14,866
Q1 2025 Added 15.54%

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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