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
$2.75B
$638,000 0.0% of portfolio
4,450
Q1 2025 Added 15.79%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.7%
$7.39B
$1.19 Million 0.0% of portfolio
9,729
Q1 2025 Reduced 7.42%
$275M
$19,000 0.0% of portfolio
14,008
Q1 2025 New
$57.2M
$10,000 0.0% of portfolio
15,110
Q1 2025 Reduced 59.19%
$539M
$234,000 0.0% of portfolio
5,649
Q1 2025 Reduced 42.32%
$0
$292,000 0.0% of portfolio
504,799
Q1 2025 Reduced 5.01%
$3.42B
$216,000 0.0% of portfolio
4,722
Q1 2025 Reduced 5.86%
$3.36B
$503,000 0.0% of portfolio
80,503
Q1 2025 Added 48.32%
$98M
$21,000 0.0% of portfolio
10,265
Q1 2025 New
$3.02B
$1.36 Million 0.0% of portfolio
149,697
Q1 2025 Reduced 19.41%
$37.2M
$22,000 0.0% of portfolio
18,875
Q1 2025 New
$1.59B
$2.47 Million 0.0% of portfolio
29,038
Q1 2025 Added 1.02%
$116B
$12 Million 0.0% of portfolio
380,798
Q1 2025 Added 14.6%
$8.7B
$424,000 0.0% of portfolio
74,631
Q1 2025 Reduced 2.52%
$2.98B
$706,000 0.0% of portfolio
5,085
Q1 2025 Added 5.59%
$157M
$651,000 0.0% of portfolio
45,549
Q1 2025 Added 13.4%
$13.9B
$3.63 Million 0.0% of portfolio
20,068
Q1 2025 Added 1.86%
$6.69B
$8.13 Million 0.0% of portfolio
49,264
Q1 2025 Added 6.11%
$80.5M
$417,000 0.0% of portfolio
17,340
Q1 2025 Added 67.97%
$15.4B
$7.27 Million 0.0% of portfolio
91,606
Q1 2025 Added 10.55%
$1.61B
$462,000 0.0% of portfolio
17,554
Q1 2025 Added 0.53%
$262M
$92,000 0.0% of portfolio
12,222
Q1 2025 Reduced 64.38%
$1.13B
$587,000 0.0% of portfolio
195,146
Q1 2025 Reduced 24.2%
$146M
$60,000 0.0% of portfolio
34,612
Q1 2025 Added 0.23%
$50.1B
$5.76 Million 0.0% of portfolio
79,692
Q1 2025 Added 68.64%
$3.01B
$1.38 Million 0.0% of portfolio
15,200
Q1 2025 Added 29.27%
$53.4M
$1,000 0.0% of portfolio
11,350
Q4 2024 Reduced 8.1%
$15.3B
$1.56 Million 0.0% of portfolio
25,687
Q1 2025 Reduced 6.74%
$3.87B
$8.03 Million 0.0% of portfolio
378,245
Q1 2025 Reduced 3.33%
$3B
$1.58 Million 0.0% of portfolio
25,252
Q1 2025 Added 4.68%
$0
$2.24 Million 0.0% of portfolio
141,802
Q1 2025 Added 13.51%
$589M
$35,000 0.0% of portfolio
17,225
Q1 2025 Reduced 64.99%
$361M
$155,000 0.0% of portfolio
45,095
Q1 2025 Reduced 10.58%
$5.86B
$2.05 Million 0.0% of portfolio
117,203
Q1 2025 Added 9.08%
$77.5B
$5.34 Million 0.0% of portfolio
292,857
Q1 2025 Added 21.05%
$85.6B
$8.32 Million 0.0% of portfolio
424,538
Q1 2025 Reduced 0.55%
$970M
$774,000 0.0% of portfolio
11,885
Q1 2025 Added 25.08%
$8.82B
$4.61 Million 0.0% of portfolio
34,130
Q1 2025 Reduced 22.08%
$1.17B
$1.91 Million 0.0% of portfolio
107,672
Q1 2025 Added 109.74%
$1.37B
$1.8 Million 0.0% of portfolio
50,044
Q1 2025 Added 156.05%
$2.11B
$1.02 Million 0.0% of portfolio
10,776
Q1 2025 Added 12.45%
$1.46B
$2.07 Million 0.0% of portfolio
38,358
Q1 2025 Reduced 3.91%
$0
$1.16 Million 0.0% of portfolio
35,937
Q1 2025 Reduced 19.52%
$0
$3.81 Million 0.0% of portfolio
121,498
Q1 2025 Added 16.81%
$0
$324,000 0.0% of portfolio
12,235
Q1 2025 Reduced 18.92%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 13.94%
$0
$256,000 0.0% of portfolio
10,149
Q1 2025 Added 10.16%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 296.8%

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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