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
$23.1B
$10 Million 0.0% of portfolio
24,533
Q2 2025 Added 14.13%
$3.98B
$880,000 0.0% of portfolio
82,958
Q2 2025 Added 11.43%
$387M
$152,000 0.0% of portfolio
55,486
Q2 2025 New
$0
$103,000 0.0% of portfolio
259,115
Q2 2025 Reduced 7.17%
$178M
$1.51 Million 0.0% of portfolio
724,800
Q2 2025 Added 14.33%
$32.9B
$9.78 Million 0.0% of portfolio
39,991
Q2 2025 Added 14.24%
$13.9B
$8.25 Million 0.0% of portfolio
57,460
Q2 2025 Reduced 3.39%
$1.81B
$1.73 Million 0.0% of portfolio
165,593
Q2 2025 Added 287.36%
$3.01B
$932,000 0.0% of portfolio
6,780
Q2 2025 Added 52.36%
Hut 8 Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 26.23%
$7.11B
$898,000 0.0% of portfolio
6,433
Q2 2025 Reduced 33.88%
$352M
$26,000 0.0% of portfolio
20,023
Q2 2025 Added 42.94%
$80.5M
$10,000 0.0% of portfolio
15,110
Q1 2025 Reduced 59.19%
$481M
$235,000 0.0% of portfolio
5,912
Q2 2025 Added 4.66%
$728M
$253,000 0.0% of portfolio
9,214
Q2 2025 New
$0
$278,000 0.0% of portfolio
464,440
Q2 2025 Reduced 8.0%
$6.15B
$537,000 0.0% of portfolio
73,094
Q2 2025 Reduced 9.2%
$2.72B
$1.12 Million 0.0% of portfolio
139,498
Q2 2025 Reduced 6.81%
$37.2M
$18,000 0.0% of portfolio
18,875
Q1 2025 New
$1.75B
$2.69 Million 0.0% of portfolio
31,791
Q2 2025 Added 9.48%
$105B
$14.1 Million 0.0% of portfolio
419,681
Q2 2025 Added 10.21%
$8.02B
$501,000 0.0% of portfolio
72,945
Q2 2025 Reduced 2.26%
$14.3B
$3.51 Million 0.0% of portfolio
24,101
Q2 2025 Reduced 74.39%
$2.8B
$700,000 0.0% of portfolio
5,300
Q2 2025 Added 4.23%
$6.68B
$4.21 Million 0.0% of portfolio
36,477
Q2 2025 Added 13.78%
$12.3B
$3.15 Million 0.0% of portfolio
17,949
Q2 2025 Reduced 10.56%
$86.4M
$422,000 0.0% of portfolio
17,340
Q1 2025 Added 67.97%
$14.9B
$9.24 Million 0.0% of portfolio
96,810
Q2 2025 Added 5.68%
$1.82B
$580,000 0.0% of portfolio
20,748
Q2 2025 Added 18.2%
$243M
$192,000 0.0% of portfolio
24,406
Q2 2025 Added 99.69%
$1.03B
$809,000 0.0% of portfolio
306,503
Q2 2025 Added 57.06%
$156M
$55,000 0.0% of portfolio
33,982
Q2 2025 Reduced 1.82%
$55.5B
$7.25 Million 0.0% of portfolio
91,183
Q2 2025 Added 14.42%
$4.67B
$1.91 Million 0.0% of portfolio
17,174
Q2 2025 Added 12.99%
Incannex Healthcare Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$18.9B
$1.7 Million 0.0% of portfolio
25,004
Q2 2025 Reduced 2.66%
$3.67B
$6.34 Million 0.0% of portfolio
358,493
Q2 2025 Reduced 5.22%
$3.17B
$1.44 Million 0.0% of portfolio
22,959
Q2 2025 Reduced 9.08%
$0
$2.44 Million 0.0% of portfolio
147,690
Q2 2025 Added 4.15%
$472M
$173,000 0.0% of portfolio
48,696
Q2 2025 Added 182.71%
$386M
$189,000 0.0% of portfolio
41,623
Q2 2025 Reduced 7.7%
$5.94B
$1.92 Million 0.0% of portfolio
78,729
Q2 2025 Reduced 32.83%
$68.2B
$5.89 Million 0.0% of portfolio
317,805
Q2 2025 Added 8.52%
$98.3B
$10.2 Million 0.0% of portfolio
468,184
Q2 2025 Added 10.28%
$1B
$766,000 0.0% of portfolio
12,099
Q2 2025 Added 1.8%
$8B
$4.91 Million 0.0% of portfolio
36,176
Q2 2025 Added 5.99%
$1.25B
$1.76 Million 0.0% of portfolio
121,854
Q2 2025 Added 13.17%
$37.5M
$99,000 0.0% of portfolio
43,172
Q2 2025 New
$1.97B
$2.63 Million 0.0% of portfolio
51,339
Q2 2025 Added 2.59%

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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