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
$962M
$244,000 0.0% of portfolio
24,217
Q1 2025 Added 15.06%
$8.46B
$3.71 Million 0.0% of portfolio
41,984
Q1 2025 Reduced 0.64%
$10.6M
$48,000 0.0% of portfolio
24,132
Q1 2025 Added 11.04%
$678M
$105,000 0.0% of portfolio
11,391
Q1 2025 New
$3.54B
$1.09 Million 0.0% of portfolio
195,582
Q1 2025 Reduced 18.16%
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.05%
$17.7B
$6.4 Million 0.0% of portfolio
23,951
Q1 2025 Reduced 19.87%
$545M
$4.15 Million 0.0% of portfolio
77,553
Q1 2025 Added 67.77%
$1.78B
$676,000 0.0% of portfolio
107,227
Q1 2025 Added 5.87%
$1.68B
$660,000 0.0% of portfolio
25,268
Q1 2025 Added 16.11%
Hennessy Fds Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.2%
$9.46B
$563,000 0.0% of portfolio
8,231
Q1 2025 Reduced 3.61%
$4.01B
$507,000 0.0% of portfolio
3,783
Q1 2025 Added 26.82%
$628M
$261,000 0.0% of portfolio
27,474
Q1 2025 Reduced 11.62%
$238M
$148,000 0.0% of portfolio
67,723
Q1 2025 Added 16.57%
$0
$38,000 0.0% of portfolio
17,163
Q1 2025 Reduced 37.56%
$46.1B
$6.24 Million 0.0% of portfolio
39,065
Q1 2025 Added 14.98%
$1.69B
$8.26 Million 0.0% of portfolio
195,428
Q1 2025 Added 0.42%
$5.11B
$1.27 Million 0.0% of portfolio
23,203
Q1 2025 Reduced 90.29%
$9.27B
$3.88 Million 0.0% of portfolio
118,087
Q1 2025 Added 10.41%
$0
$10.6 Million 0.0% of portfolio
1,589,323
Q1 2025 Reduced 9.12%
$0
$6.07 Million 0.0% of portfolio
728,835
Q1 2025 Added 102.81%
$0
$3.17 Million 0.0% of portfolio
610,018
Q1 2025 Reduced 17.64%
$945M
$314,000 0.0% of portfolio
24,848
Q1 2025 Reduced 45.46%
$3.19B
$1.22 Million 0.0% of portfolio
41,127
Q1 2025 Added 2.14%
$1.5B
$491,000 0.0% of portfolio
20,355
Q1 2025 Reduced 29.8%
$1.6B
$1.38 Million 0.0% of portfolio
156,817
Q1 2025 Reduced 19.66%
$1.67B
$1.02 Million 0.0% of portfolio
139,199
Q1 2025 Added 556.23%
$9.94B
$2.92 Million 0.0% of portfolio
98,701
Q1 2025 Added 0.76%
$2.14B
$739,000 0.0% of portfolio
16,668
Q1 2025 Reduced 57.65%
$5.97B
$5.55 Million 0.0% of portfolio
196,229
Q1 2025 Reduced 1.1%
$51.7B
$2.64 Million 0.0% of portfolio
97,348
Q1 2025 Added 23.69%
$408M
$129,000 0.0% of portfolio
27,481
Q1 2025 Reduced 5.69%
$1.37B
$187,000 0.0% of portfolio
17,900
Q1 2025 Reduced 26.93%
$1.69B
$1.4 Million 0.0% of portfolio
32,692
Q1 2025 Reduced 14.3%
$692M
$458,000 0.0% of portfolio
30,387
Q1 2025 Reduced 39.64%
$0
$836,000 0.0% of portfolio
88,796
Q1 2025 Reduced 49.8%
$16.2B
$8.92 Million 0.0% of portfolio
288,184
Q1 2025 Reduced 5.04%
$11.5B
$2 Million 0.0% of portfolio
140,729
Q1 2025 Added 5.47%
$623M
$235,000 0.0% of portfolio
2,253
Q1 2025 New
Howard Hughes Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.53%
$25.6B
$11.6 Million 0.0% of portfolio
418,733
Q1 2025 Added 0.66%
$23.5B
$7.11 Million 0.0% of portfolio
21,496
Q1 2025 Reduced 14.56%
$2.57B
$565,000 0.0% of portfolio
74,447
Q1 2025 Added 185.58%
$0
$103,000 0.0% of portfolio
279,115
Q1 2025 Reduced 6.49%
$249M
$1.08 Million 0.0% of portfolio
633,982
Q1 2025 Added 19.62%
$28.3B
$9.26 Million 0.0% of portfolio
35,005
Q1 2025 Added 7.45%
$15.8B
$8.8 Million 0.0% of portfolio
59,478
Q1 2025 Reduced 14.05%
$2.28B
$675,000 0.0% of portfolio
42,749
Q1 2025 Added 4.05%

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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