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
$168 Million 0.07% of portfolio
3,238,970
Q1 2025 Added 15.64%
$116B
$160 Million 0.07% of portfolio
1,145,835
Q1 2025 Added 7.3%
$137B
$175 Million 0.07% of portfolio
1,027,315
Q1 2025 Added 7.29%
$0
$175 Million 0.07% of portfolio
7,146,522
Q1 2025 Added 84.82%
$153B
$176 Million 0.07% of portfolio
375,026
Q1 2025 Added 3.22%
$144B
$166 Million 0.07% of portfolio
609,157
Q1 2025 Added 12.65%
$0
$174 Million 0.07% of portfolio
2,366,613
Q1 2025 Added 5.3%
$0
$166 Million 0.07% of portfolio
745,689
Q1 2025 Added 2.27%
$160B
$173 Million 0.07% of portfolio
817,104
Q1 2025 Added 12.57%
$0
$166 Million 0.07% of portfolio
3,317,876
Q1 2025 Added 28.79%
$0
$170 Million 0.07% of portfolio
15,193,057
Q1 2025 Added 3.31%
$0
$169 Million 0.07% of portfolio
1,452,559
Q1 2025 Added 1.25%
$0
$166 Million 0.07% of portfolio
1,604,696
Q1 2025 Added 4.27%
$0
$178 Million 0.07% of portfolio
4,846,157
Q1 2025 Added 26.29%
$0
$184 Million 0.07% of portfolio
2,071,246
Q1 2025 Added 34.97%
$0
$170 Million 0.07% of portfolio
1,111,205
Q1 2025 Reduced 0.24%
$0
$183 Million 0.07% of portfolio
4,888,811
Q1 2025 Reduced 23.65%
$0
$167 Million 0.07% of portfolio
1,808,688
Q1 2025 Added 22.04%
$0
$165 Million 0.07% of portfolio
3,942,327
Q1 2025 Reduced 10.23%
$194B
$166 Million 0.07% of portfolio
208,923
Q1 2025 Added 6.15%
$0
$184 Million 0.07% of portfolio
4,146,390
Q1 2025 Added 8.82%
$60.6B
$169 Million 0.07% of portfolio
4,109,431
Q1 2025 Added 6.02%
$186B
$161 Million 0.07% of portfolio
2,209,050
Q1 2025 Added 12.64%
$73B
$173 Million 0.07% of portfolio
1,569,499
Q1 2025 Added 13.52%
$0
$165 Million 0.07% of portfolio
3,594,251
Q1 2025 Added 2.3%
$0
$166 Million 0.07% of portfolio
495,030
Q1 2025 Reduced 3.35%
$0
$164 Million 0.07% of portfolio
949,158
Q1 2025 Added 1.88%
$0
$165 Million 0.07% of portfolio
674,157
Q1 2025 Reduced 1.24%
$0
$165 Million 0.07% of portfolio
1,026,625
Q1 2025 Reduced 2.05%
$9.7B
$168 Million 0.07% of portfolio
2,715,752
Q1 2025 Added 23.61%
$171B
$155 Million 0.06% of portfolio
402,934
Q1 2025 Reduced 9.44%
$0
$149 Million 0.06% of portfolio
2,281,637
Q1 2025 Added 19.62%
$0
$151 Million 0.06% of portfolio
1,608,582
Q1 2025 Added 16.97%
$157B
$144 Million 0.06% of portfolio
3,894,950
Q1 2025 Added 13.29%
$91.5B
$137 Million 0.06% of portfolio
3,082,393
Q1 2025 Added 0.39%
$0
$145 Million 0.06% of portfolio
2,260,242
Q1 2025 Added 18.49%
$0
$143 Million 0.06% of portfolio
6,559,349
Q1 2025 Added 18.71%
$0
$145 Million 0.06% of portfolio
3,528,904
Q1 2025 Added 21.56%
$0
$137 Million 0.06% of portfolio
2,586,118
Q1 2025 Added 2.35%
$0
$145 Million 0.06% of portfolio
3,677,216
Q1 2025 Added 2.9%
$0
$150 Million 0.06% of portfolio
3,196,882
Q1 2025 Reduced 0.1%
$0
$140 Million 0.06% of portfolio
2,779,602
Q1 2025 Added 21.98%
$0
$151 Million 0.06% of portfolio
2,824,745
Q1 2025 Reduced 19.94%
$0
$153 Million 0.06% of portfolio
1,943,183
Q1 2025 Added 10.57%
$0
$159 Million 0.06% of portfolio
843,995
Q1 2025 Added 7.29%
$0
$144 Million 0.06% of portfolio
2,011,284
Q1 2025 Added 69.07%
$0
$158 Million 0.06% of portfolio
3,988,406
Q1 2025 Added 1.26%
$0
$149 Million 0.06% of portfolio
986,496
Q1 2025 Reduced 0.85%
$0
$146 Million 0.06% of portfolio
1,161,640
Q1 2025 Added 5.36%

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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