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
$0 0.0% of portfolio
375,108
Q1 2025 Reduced 1.43%
$0
$782,000 0.0% of portfolio
49,683
Q1 2025 Reduced 10.31%
$0
$1.57 Million 0.0% of portfolio
61,808
Q1 2025 Added 1.05%
Invesco Galaxy Bitcoin ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 171.1%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.71%
$7.86B
$2.96 Million 0.0% of portfolio
194,827
Q1 2025 Added 1.52%
$245M
$137,000 0.0% of portfolio
17,455
Q1 2025 Reduced 59.62%
$0
$5.06 Million 0.0% of portfolio
532,899
Q1 2025 Added 17.83%
$0
$702,000 0.0% of portfolio
116,625
Q1 2025 Reduced 4.24%
$0
$5.23 Million 0.0% of portfolio
542,278
Q1 2025 Added 23.55%
$0
$373,000 0.0% of portfolio
36,613
Q1 2025 Reduced 5.21%
$0
$5.74 Million 0.0% of portfolio
592,689
Q1 2025 Added 17.33%
$0
$7.52 Million 0.0% of portfolio
2,004,676
Q1 2025 Added 0.99%
$0
$4.58 Million 0.0% of portfolio
459,388
Q1 2025 Added 27.09%
$0
$371,000 0.0% of portfolio
35,566
Q1 2025 Added 86.7%
$0
$3.17 Million 0.0% of portfolio
265,089
Q1 2025 Added 7.19%
$0
$1.37 Million 0.0% of portfolio
94,597
Q1 2025 Reduced 9.42%
$0
$1.51 Million 0.0% of portfolio
40,925
Q1 2025 Reduced 5.8%
Investment Managers Ser Tr I
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.32%
$19.7B
$4.8 Million 0.0% of portfolio
137,605
Q1 2025 Added 78.71%
$5.99B
$723,000 0.0% of portfolio
23,966
Q1 2025 Reduced 40.64%
$8.93B
$3.34 Million 0.0% of portfolio
151,209
Q1 2025 Added 14.69%
$369M
$1.25 Million 0.0% of portfolio
376,396
Q1 2025 Added 50.13%
$3.74B
$391,000 0.0% of portfolio
6,208
Q1 2025 Added 16.71%
$1.63B
$25,000 0.0% of portfolio
11,269
Q1 2025 Reduced 3.68%
$992M
$378,000 0.0% of portfolio
62,114
Q1 2025 Added 61.11%
$4.08B
$266,000 0.0% of portfolio
2,547
Q1 2025 Reduced 5.35%
$4.03B
$1.3 Million 0.0% of portfolio
47,719
Q1 2025 Added 6.67%
$126M
$117,000 0.0% of portfolio
43,467
Q1 2025 Added 5.36%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 70.34%
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.12%
$2.01B
$234,000 0.0% of portfolio
7,526
Q1 2025 New
$0
$1.29 Million 0.0% of portfolio
36,095
Q1 2025 Added 83.41%
$0
$1.23 Million 0.0% of portfolio
43,775
Q1 2025 Added 7.02%
$0
$5.92 Million 0.0% of portfolio
106,472
Q1 2025 Added 1.18%
$0
$6.37 Million 0.0% of portfolio
233,490
Q1 2025 Added 11.88%
$0
$10.4 Million 0.0% of portfolio
223,004
Q1 2025 Reduced 2.09%
$0
$8.18 Million 0.0% of portfolio
328,807
Q1 2025 Added 4.66%
$0
$552,000 0.0% of portfolio
14,750
Q1 2025 New
$0
$1.78 Million 0.0% of portfolio
39,290
Q1 2025 Added 9.54%
$0
$10 Million 0.0% of portfolio
262,595
Q1 2025 Added 3.32%
$0
$699,000 0.0% of portfolio
18,870
Q1 2025 Reduced 13.62%
$0
$3.91 Million 0.0% of portfolio
166,707
Q1 2025 Reduced 4.27%
$0
$555,000 0.0% of portfolio
22,114
Q1 2025 New
$0
$285,000 0.0% of portfolio
7,123
Q1 2025 Added 26.38%
$0
$8.81 Million 0.0% of portfolio
340,928
Q1 2025 Added 108.06%
$0
$340,000 0.0% of portfolio
11,418
Q1 2025 New
$0
$3.31 Million 0.0% of portfolio
92,277
Q1 2025 Reduced 6.19%
$0
$4 Million 0.0% of portfolio
266,601
Q1 2025 Added 81.4%

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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