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
$475,000 0.0% of portfolio
13,623
Q1 2025 Reduced 1.55%
-
$0 0.0% of portfolio
-
Q1 2025 Added 75.65%
$0
$845,000 0.0% of portfolio
30,237
Q1 2025 Reduced 3.24%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.1%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.0%
$0
$1.22 Million 0.0% of portfolio
39,677
Q1 2025 Reduced 3.67%
Innovex International Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 59.57%
$231M
$16,000 0.0% of portfolio
25,388
Q1 2025 Added 26.06%
$45.3M
$72,000 0.0% of portfolio
32,804
Q1 2025 Added 0.03%
Inovio Pharmaceuticals Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$4.96B
$1.33 Million 0.0% of portfolio
8,889
Q1 2025 Added 60.45%
$14.1B
$3.91 Million 0.0% of portfolio
51,213
Q1 2025 Added 56.34%
$2.19B
$623,000 0.0% of portfolio
6,990
Q1 2025 Added 12.25%
$3.68B
$1.61 Million 0.0% of portfolio
10,126
Q1 2025 Added 3.21%
$254M
$128,000 0.0% of portfolio
15,033
Q4 2024 New
$5.51B
$4.08 Million 0.0% of portfolio
23,772
Q1 2025 Added 16.51%
Insulet Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$2.74B
$1.2 Million 0.0% of portfolio
20,640
Q1 2025 Reduced 0.32%
$3.8B
$5.85 Million 0.0% of portfolio
49,585
Q1 2025 Added 11.41%
$1.29B
$187,000 0.0% of portfolio
23,250
Q1 2025 Reduced 2.5%
$899M
$388,000 0.0% of portfolio
54,704
Q1 2025 Added 1.23%
$20.6B
$3.77 Million 0.0% of portfolio
34,366
Q1 2025 Reduced 20.26%
$6.81B
$2.95 Million 0.0% of portfolio
14,245
Q1 2025 Added 78.15%
$1.24B
$3.17 Million 0.0% of portfolio
159,875
Q1 2025 New
$19.1B
$3.7 Million 0.0% of portfolio
47,711
Q1 2025 Added 30.42%
$2.98B
$380,000 0.0% of portfolio
23,403
Q1 2025 Added 33.55%
$370M
$2.76 Million 0.0% of portfolio
218,413
Q1 2025 Added 2.47%
$1.92B
$1.52 Million 0.0% of portfolio
45,856
Q1 2025 Added 250.72%
$4.16B
$1.31 Million 0.0% of portfolio
11,489
Q1 2025 Added 15.6%
$1.19B
$625,000 0.0% of portfolio
23,762
Q1 2025 Added 1.9%
$12.4B
$820,000 0.0% of portfolio
6,219
Q1 2025 Reduced 77.99%
Intuitive Machines Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 100.78%
$1.82B
$4.61 Million 0.0% of portfolio
156,983
Q1 2025 Reduced 0.62%
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q1 2025 Added 75.79%
$0
$2.26 Million 0.0% of portfolio
24,432
Q1 2025 Reduced 39.65%
$0
$2.01 Million 0.0% of portfolio
90,920
Q1 2025 Added 18.12%
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q1 2025 New
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q1 2025 New
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$3.99 Million 0.0% of portfolio
109,396
Q1 2025 Reduced 32.43%
$0
$3.38 Million 0.0% of portfolio
395,656
Q1 2025 Added 5.46%
$0
$1.5 Million 0.0% of portfolio
140,907
Q1 2025 Added 16.82%
$91.1M
$481,000 0.0% of portfolio
7,775
Q1 2025 Reduced 1.27%
$93.7M
$212,000 0.0% of portfolio
3,132
Q1 2025 New
$241M
$924,000 0.0% of portfolio
9,255
Q1 2025 Added 87.42%
$130M
$2.69 Million 0.0% of portfolio
43,752
Q1 2025 Added 28.04%
$279M
$1.11 Million 0.0% of portfolio
11,056
Q1 2025 Added 325.72%
$2.31B
$5.75 Million 0.0% of portfolio
218,399
Q1 2025 Added 0.93%
$381M
$1.79 Million 0.0% of portfolio
93,170
Q1 2025 Added 3.23%

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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