Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

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 $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$1.08 Million 0.0% of portfolio
7,598
Q2 2025 Added 135.16%
$720M
$7.96 Million 0.0% of portfolio
315,903
Q2 2025 Reduced 1.49%
$1.69B
$1.19 Million 0.0% of portfolio
7,836
Q2 2025 Added 20.65%
$63.4B
$9.53 Million 0.0% of portfolio
124,260
Q2 2025 Reduced 11.22%
Healthcare Rlty Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 12.34%
$8.01B
$4.13 Million 0.0% of portfolio
39,402
Q2 2025 Reduced 6.15%
$13.2M
$20,000 0.0% of portfolio
16,000
Q2 2025 Reduced 33.7%
$669M
$109,000 0.0% of portfolio
12,634
Q2 2025 Added 10.91%
$7.08B
$2 Million 0.0% of portfolio
334,459
Q2 2025 Added 71.01%
-
$0 0.0% of portfolio
-
Q2 2025 Added 19.3%
$17.6B
$14.1 Million 0.0% of portfolio
42,969
Q2 2025 Added 79.4%
$617M
$2.17 Million 0.0% of portfolio
76,598
Q2 2025 Reduced 1.23%
$1.02B
$148,000 0.0% of portfolio
23,812
Q2 2025 New
$1.48B
$123,000 0.0% of portfolio
14,584
Q2 2025 Reduced 86.4%
$2.33B
$383,000 0.0% of portfolio
25,320
Q2 2025 Added 0.21%
Hennessy Fds Tr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.24%
$3.33B
$1.27 Million 0.0% of portfolio
9,650
Q2 2025 Added 155.09%
$664M
$1.47 Million 0.0% of portfolio
58,994
Q2 2025 New
$152M
$108,000 0.0% of portfolio
52,503
Q2 2025 Reduced 22.47%
$0
$66,000 0.0% of portfolio
18,186
Q2 2025 Added 5.96%
$2.27B
$733,000 0.0% of portfolio
107,334
Q2 2025 Added 584.27%
Hesai Group
-
$0 0.0% of portfolio
-
Q2 2025 New
$46.1B
$6.48 Million 0.0% of portfolio
46,759
Q2 2025 Added 19.7%
$1.53B
$8.92 Million 0.0% of portfolio
231,708
Q2 2025 Added 18.56%
$5.28B
$1.15 Million 0.0% of portfolio
20,288
Q2 2025 Reduced 12.56%
$11B
$5.36 Million 0.0% of portfolio
130,576
Q2 2025 Added 10.58%
$0
$9.62 Million 0.0% of portfolio
1,514,348
Q2 2025 Reduced 4.72%
$0
$6.47 Million 0.0% of portfolio
743,350
Q2 2025 Added 1.99%
$0
$3.13 Million 0.0% of portfolio
601,063
Q2 2025 Reduced 1.47%
$800M
$242,000 0.0% of portfolio
24,778
Q2 2025 Reduced 0.28%
$3.29B
$1.38 Million 0.0% of portfolio
44,303
Q2 2025 Added 7.72%
$1.84B
$335,000 0.0% of portfolio
16,720
Q2 2025 Reduced 17.86%
$1.78B
$1.01 Million 0.0% of portfolio
140,929
Q2 2025 Reduced 10.13%
$1.51B
$615,000 0.0% of portfolio
68,960
Q2 2025 Reduced 50.46%
$11.8B
$12 Million 0.0% of portfolio
240,971
Q2 2025 Added 144.14%
$1.92B
$818,000 0.0% of portfolio
16,640
Q2 2025 Reduced 0.17%
$5.82B
$5.91 Million 0.0% of portfolio
207,556
Q2 2025 Added 5.77%
$239M
$293,000 0.0% of portfolio
22,490
Q2 2025 New
$52.5B
$2.89 Million 0.0% of portfolio
100,098
Q2 2025 Added 2.82%
$340M
$99,000 0.0% of portfolio
19,465
Q2 2025 Reduced 29.17%
$1.84B
$1.48 Million 0.0% of portfolio
34,374
Q2 2025 Added 5.14%
$703M
$500,000 0.0% of portfolio
32,558
Q2 2025 Added 7.14%
$0
$606,000 0.0% of portfolio
84,268
Q2 2025 Reduced 5.1%
$13.5B
$5.31 Million 0.0% of portfolio
175,565
Q2 2025 Reduced 39.08%
$12.2B
$2.44 Million 0.0% of portfolio
158,765
Q2 2025 Added 12.82%
Houston Amern Energy Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$744M
$259,000 0.0% of portfolio
2,483
Q2 2025 Added 10.21%
Howard Hughes Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.58%
$28.2B
$9.61 Million 0.0% of portfolio
392,695
Q2 2025 Reduced 6.22%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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