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
$159 Million 0.06% of portfolio
501,659
Q1 2025 Added 1.24%
$0
$143 Million 0.06% of portfolio
2,504,557
Q1 2025 Added 12.36%
$0
$142 Million 0.06% of portfolio
2,847,971
Q1 2025 Added 7.09%
$0
$138 Million 0.06% of portfolio
2,710,883
Q1 2025 Added 16.43%
$80.2B
$154 Million 0.06% of portfolio
299,959
Q1 2025 Added 14.56%
$36.5B
$136 Million 0.06% of portfolio
1,367,411
Q1 2025 Added 6.25%
$145B
$137 Million 0.06% of portfolio
482,776
Q1 2025 Added 1.92%
$173B
$150 Million 0.06% of portfolio
294,521
Q1 2025 Added 9.04%
$0
$151 Million 0.06% of portfolio
6,825,227
Q1 2025 Reduced 2.67%
$0
$147 Million 0.06% of portfolio
2,350,692
Q1 2025 Added 3.11%
$0
$145 Million 0.06% of portfolio
1,825,628
Q1 2025 Added 3.97%
$0
$150 Million 0.06% of portfolio
3,637,258
Q1 2025 Added 28.64%
$177B
$136 Million 0.06% of portfolio
700,462
Q1 2025 Added 11.02%
$167B
$138 Million 0.06% of portfolio
278,299
Q1 2025 Added 6.04%
$0
$157 Million 0.06% of portfolio
1,732,679
Q1 2025 Added 5.04%
$0
$153 Million 0.06% of portfolio
2,515,411
Q1 2025 Reduced 3.58%
$317B
$160 Million 0.06% of portfolio
2,225,347
Q1 2025 Added 2.4%
$87.3B
$124 Million 0.05% of portfolio
844,974
Q1 2025 Added 4.98%
$64.5B
$111 Million 0.05% of portfolio
376,079
Q1 2025 Added 9.11%
$0
$111 Million 0.05% of portfolio
1,679,578
Q1 2025 Added 9.4%
$54B
$127 Million 0.05% of portfolio
1,163,228
Q1 2025 Added 17.75%
$320B
$122 Million 0.05% of portfolio
183,981
Q1 2025 Added 7.42%
$149B
$113 Million 0.05% of portfolio
1,124,011
Q1 2025 Added 0.45%
$116B
$131 Million 0.05% of portfolio
434,630
Q1 2025 Added 15.87%
$169B
$128 Million 0.05% of portfolio
1,800,606
Q1 2025 Added 12.22%
$120B
$124 Million 0.05% of portfolio
1,182,150
Q1 2025 Added 6.37%
$82.7B
$113 Million 0.05% of portfolio
1,032,916
Q1 2025 Added 18.74%
$69.3B
$118 Million 0.05% of portfolio
3,445,293
Q1 2025 Added 3.58%
$0
$124 Million 0.05% of portfolio
6,538,696
Q1 2025 Reduced 8.95%
$83.7B
$135 Million 0.05% of portfolio
496,507
Q1 2025 Added 12.02%
$140B
$121 Million 0.05% of portfolio
1,081,445
Q1 2025 Reduced 10.36%
$0
$124 Million 0.05% of portfolio
1,242,432
Q1 2025 Added 1.63%
$0
$130 Million 0.05% of portfolio
3,154,745
Q1 2025 Reduced 14.92%
$79.1B
$126 Million 0.05% of portfolio
506,778
Q1 2025 Added 7.78%
$212B
$117 Million 0.05% of portfolio
190,389
Q1 2025 Reduced 6.56%
$0
$129 Million 0.05% of portfolio
3,164,873
Q1 2025 Added 2.01%
$0
$126 Million 0.05% of portfolio
6,091,161
Q1 2025 Added 8.57%
$0
$123 Million 0.05% of portfolio
6,315,559
Q1 2025 Added 12.45%
$0
$111 Million 0.05% of portfolio
1,773,263
Q1 2025 Reduced 1.19%
$0
$128 Million 0.05% of portfolio
1,051,161
Q1 2025 Reduced 37.73%
$0
$133 Million 0.05% of portfolio
520,805
Q1 2025 Reduced 2.74%
$0
$117 Million 0.05% of portfolio
1,405,306
Q1 2025 Added 3.21%
$0
$127 Million 0.05% of portfolio
1,138,764
Q1 2025 Added 3.16%
$0
$129 Million 0.05% of portfolio
2,147,548
Q1 2025 Reduced 4.02%
$0
$122 Million 0.05% of portfolio
2,392,108
Q1 2025 Added 9.05%
$0
$122 Million 0.05% of portfolio
2,484,516
Q1 2025 Added 11.38%
$0
$124 Million 0.05% of portfolio
4,907,416
Q1 2025 Added 1,580.36%
$119B
$115 Million 0.05% of portfolio
1,280,949
Q1 2025 Added 12.28%
$52B
$127 Million 0.05% of portfolio
821,358
Q1 2025 Added 3.2%

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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