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
$246 Million 0.1% of portfolio
3,877,878
Q1 2025 Added 36.96%
$0
$248 Million 0.1% of portfolio
4,388,159
Q1 2025 Added 17.76%
$0
$242 Million 0.1% of portfolio
4,223,299
Q1 2025 Reduced 7.48%
$147B
$239 Million 0.1% of portfolio
3,373,237
Q1 2025 Added 8.98%
$0
$248 Million 0.1% of portfolio
4,819,492
Q1 2025 Added 38.21%
$173B
$236 Million 0.1% of portfolio
1,536,036
Q1 2025 Added 11.63%
$1.19T
$243 Million 0.1% of portfolio
1,466,059
Q1 2025 Added 13.06%
$0
$256 Million 0.1% of portfolio
3,237,616
Q1 2025 Added 6.08%
$236B
$220 Million 0.09% of portfolio
2,137,801
Q1 2025 Added 17.57%
$104B
$210 Million 0.09% of portfolio
3,496,865
Q1 2025 Added 11.76%
$0
$218 Million 0.09% of portfolio
3,610,103
Q1 2025 Added 49.08%
$90.8B
$220 Million 0.09% of portfolio
1,804,859
Q1 2025 Added 9.12%
$0
$229 Million 0.09% of portfolio
3,354,942
Q1 2025 Added 26.39%
$287B
$210 Million 0.09% of portfolio
1,048,943
Q1 2025 Added 14.22%
$0
$212 Million 0.09% of portfolio
12,759,474
Q1 2025 Added 4.17%
$243B
$223 Million 0.09% of portfolio
408,472
Q1 2025 Added 14.76%
$0
$218 Million 0.09% of portfolio
3,119,862
Q1 2025 Added 6.32%
$0
$218 Million 0.09% of portfolio
4,265,149
Q1 2025 Added 19.96%
$0
$217 Million 0.09% of portfolio
1,613,201
Q1 2025 Added 1.05%
$138B
$222 Million 0.09% of portfolio
952,463
Q1 2025 Added 8.29%
$244B
$225 Million 0.09% of portfolio
1,929,977
Q1 2025 Added 2.68%
$101B
$216 Million 0.09% of portfolio
2,351,902
Q1 2025 Added 6.94%
$0
$219 Million 0.09% of portfolio
7,481,610
Q1 2025 Added 16.72%
$0
$212 Million 0.09% of portfolio
7,044,821
Q1 2025 Added 24.34%
$0
$220 Million 0.09% of portfolio
4,333,078
Q1 2025 Added 4.61%
$108B
$220 Million 0.09% of portfolio
2,244,844
Q1 2025 Added 7.07%
$176B
$205 Million 0.08% of portfolio
657,404
Q1 2025 Added 10.95%
$0
$199 Million 0.08% of portfolio
2,149,684
Q1 2025 Added 51.12%
$240B
$192 Million 0.08% of portfolio
715,294
Q1 2025 Added 3.27%
$126B
$197 Million 0.08% of portfolio
645,214
Q1 2025 Added 7.35%
$101B
$199 Million 0.08% of portfolio
3,268,554
Q1 2025 Reduced 3.62%
$102B
$194 Million 0.08% of portfolio
551,390
Q1 2025 Added 20.7%
$0
$186 Million 0.08% of portfolio
4,285,378
Q1 2025 Added 22.4%
$0
$205 Million 0.08% of portfolio
7,838,369
Q1 2025 Added 3.47%
$219B
$198 Million 0.08% of portfolio
2,009,286
Q1 2025 Added 5.1%
$0
$193 Million 0.08% of portfolio
4,233,946
Q1 2025 Added 25.29%
$0
$196 Million 0.08% of portfolio
7,846,867
Q1 2025 Added 25.59%
$0
$193 Million 0.08% of portfolio
6,122,646
Q1 2025 Reduced 11.12%
$0
$204 Million 0.08% of portfolio
2,246,432
Q1 2025 Added 29.26%
$0
$192 Million 0.08% of portfolio
3,014,735
Q1 2025 Reduced 1.59%
$0
$207 Million 0.08% of portfolio
6,396,666
Q1 2025 Added 57.01%
$0
$193 Million 0.08% of portfolio
1,202,709
Q1 2025 Added 1.01%
$0
$208 Million 0.08% of portfolio
2,503,284
Q1 2025 Added 10.39%
$0
$193 Million 0.08% of portfolio
2,741,423
Q1 2025 Reduced 12.58%
$0
$206 Million 0.08% of portfolio
799,861
Q1 2025 Added 2.65%
$0
$208 Million 0.08% of portfolio
827,794
Q1 2025 Added 10.95%
$0
$193 Million 0.08% of portfolio
3,115,295
Q1 2025 Added 3.4%
$0
$201 Million 0.08% of portfolio
758,905
Q1 2025 Added 2.05%
$94.1B
$196 Million 0.08% of portfolio
846,443
Q1 2025 Reduced 3.35%

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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