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
$7.23B
$227,000 0.0% of portfolio
8,973
Q1 2025 Reduced 31.28%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.12%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.14%
$14.3B
$3.08 Million 0.0% of portfolio
143,150
Q1 2025 Added 24.69%
$73.6M
$50,000 0.0% of portfolio
22,200
Q4 2024 Added 5.71%
$634M
$388,000 0.0% of portfolio
29,059
Q1 2025 Added 18.29%
Genedx Holdings Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.01%
Genelux Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.75%
$9.56B
$11.7 Million 0.0% of portfolio
92,102
Q1 2025 Reduced 5.53%
$1.36B
$675,000 0.0% of portfolio
13,413
Q1 2025 Added 40.48%
$2.07B
$242,000 0.0% of portfolio
15,484
Q4 2024 Reduced 60.11%
$2.17B
$1.21 Million 0.0% of portfolio
120,750
Q1 2025 Added 680.49%
$14.5B
$4 Million 0.0% of portfolio
204,374
Q1 2025 Added 4.57%
$8.34B
$5.53 Million 0.0% of portfolio
109,819
Q1 2025 Added 202.8%
$5.44B
$4.34 Million 0.0% of portfolio
186,281
Q1 2025 Reduced 1.57%
$1.02B
$1.48 Million 0.0% of portfolio
55,405
Q1 2025 Added 6.32%
$3.13B
$3.16 Million 0.0% of portfolio
108,235
Q1 2025 Reduced 43.27%
$398M
$124,000 0.0% of portfolio
15,425
Q1 2025 Added 39.28%
$4.89B
$143,000 0.0% of portfolio
50,559
Q1 2025 Reduced 63.75%
$1.2B
$228,000 0.0% of portfolio
6,090
Q1 2025 Added 4.42%
$487M
$209,000 0.0% of portfolio
131,633
Q1 2025 Reduced 61.94%
$1.27B
$2.76 Million 0.0% of portfolio
88,476
Q1 2025 Added 30.11%
$355M
$35,000 0.0% of portfolio
30,324
Q1 2025 Reduced 17.72%
$15.7B
$7.08 Million 0.0% of portfolio
146,485
Q1 2025 Added 14.22%
$2.01B
$478,000 0.0% of portfolio
8,157
Q1 2025 Reduced 4.22%
$288M
$0 0.0% of portfolio
-
Q1 2025 Added 32.23%
$448M
$295,000 0.0% of portfolio
46,559
Q1 2025 Added 116.62%
$9.65B
$2.64 Million 0.0% of portfolio
59,670
Q1 2025 Added 5.76%
Ginkgo Bioworks Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 18.14%
$3.82B
$5.77 Million 0.0% of portfolio
122,809
Q1 2025 Added 236.01%
$5.07B
$4.11 Million 0.0% of portfolio
93,052
Q1 2025 Reduced 16.2%
Gladstone Capital Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.4%
$544M
$2 Million 0.0% of portfolio
133,525
Q1 2025 Added 13.81%
$0
$2.49 Million 0.0% of portfolio
186,656
Q1 2025 Reduced 1.79%
$351M
$1.04 Million 0.0% of portfolio
98,461
Q1 2025 Added 28.76%
$4.71B
$1.55 Million 0.0% of portfolio
15,775
Q1 2025 Added 25.08%
$5.25B
$1.46 Million 0.0% of portfolio
40,917
Q1 2025 Reduced 19.96%
$469M
$921,000 0.0% of portfolio
105,348
Q1 2025 Added 7.58%
$743M
$2.2 Million 0.0% of portfolio
273,396
Q1 2025 Reduced 2.45%
$1.73B
$368,000 0.0% of portfolio
6,907
Q1 2025 Reduced 3.49%
$59.2M
$530,000 0.0% of portfolio
105,314
Q1 2025 Added 5.01%
$1.04B
$2.35 Million 0.0% of portfolio
102,897
Q1 2025 Added 34.76%
Global X Fds
-
$0 0.0% of portfolio
-
Q1 2025 Added 35.2%
Global X Fds
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.86%
$0
$4.72 Million 0.0% of portfolio
403,493
Q1 2025 Added 11.67%
$0
$5.96 Million 0.0% of portfolio
281,878
Q1 2025 Reduced 16.39%
$0
$181,000 0.0% of portfolio
30,378
Q1 2025 Reduced 7.93%
$0
$4.22 Million 0.0% of portfolio
200,910
Q1 2025 Reduced 1.98%
$0
$2.97 Million 0.0% of portfolio
79,718
Q1 2025 Reduced 6.2%

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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