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
$2.53 Million 0.0% of portfolio
17,406
Q1 2025 Reduced 2.88%
$0
$6.26 Million 0.0% of portfolio
118,892
Q1 2025 Added 4.62%
$0
$12.3 Million 0.0% of portfolio
269,858
Q1 2025 Reduced 16.94%
$0
$8.46 Million 0.0% of portfolio
97,916
Q1 2025 Reduced 45.85%
$0
$8.26 Million 0.0% of portfolio
131,999
Q1 2025 Reduced 5.36%
$0
$1.73 Million 0.0% of portfolio
59,150
Q1 2025 Reduced 7.02%
Ishares Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$11.3 Million 0.0% of portfolio
83,942
Q1 2025 Added 9.55%
$0
$8.46 Million 0.0% of portfolio
119,866
Q1 2025 Added 47.64%
$0
$0 0.0% of portfolio
64,176
Q1 2025 Added 63.95%
$0
$415,000 0.0% of portfolio
4,740
Q1 2025 Reduced 1.66%
$0
$2.15 Million 0.0% of portfolio
110,396
Q1 2025 Added 23.69%
$0
$10.7 Million 0.0% of portfolio
113,519
Q1 2025 Added 1.46%
$0
$9.96 Million 0.0% of portfolio
213,540
Q1 2025 Added 2.23%
$0
$949,000 0.0% of portfolio
31,635
Q1 2025 Reduced 25.97%
$0
$1.75 Million 0.0% of portfolio
35,727
Q1 2025 Reduced 64.46%
$0
$11.6 Million 0.0% of portfolio
181,845
Q1 2025 Reduced 33.38%
$0
$5.67 Million 0.0% of portfolio
119,656
Q1 2025 Reduced 20.53%
-
$0 0.0% of portfolio
-
Q1 2025 Added 17.11%
$0
$7.09 Million 0.0% of portfolio
136,653
Q1 2025 Added 215.89%
$0
$1.97 Million 0.0% of portfolio
74,335
Q1 2025 Reduced 45.52%
Ishares U S ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.6%
$0
$2.93 Million 0.0% of portfolio
121,946
Q1 2025 Added 40.31%
$0
$4.37 Million 0.0% of portfolio
58,279
Q1 2025 Added 60.21%
$0
$252,000 0.0% of portfolio
4,950
Q1 2025 New
$63.2B
$1.91 Million 0.0% of portfolio
347,474
Q1 2025 Reduced 6.9%
$6.17B
$1.63 Million 0.0% of portfolio
15,529
Q1 2025 Added 27.18%
Itron Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$13.2B
$5.83 Million 0.0% of portfolio
45,130
Q1 2025 Added 4.49%
$798M
$380,000 0.0% of portfolio
10,524
Q1 2025 New
$869M
$361,000 0.0% of portfolio
62,233
Q1 2025 Reduced 34.31%
$2.28B
$594,000 0.0% of portfolio
4,516
Q1 2025 Added 4.68%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 101.64%
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.11%
$0
$6.33 Million 0.0% of portfolio
165,454
Q1 2025 Added 1.36%
$0
$1.53 Million 0.0% of portfolio
31,451
Q1 2025 Reduced 44.24%
$0
$6.63 Million 0.0% of portfolio
107,274
Q1 2025 Added 23.66%
$0
$0 0.0% of portfolio
2,356,179
Q1 2025 Added 15.93%
$0
$3.34 Million 0.0% of portfolio
55,223
Q1 2025 Added 11.49%
$0
$2.36 Million 0.0% of portfolio
26,234
Q1 2025 Reduced 91.02%
$0
$0 0.0% of portfolio
65,685
Q1 2025 Added 14.02%
$0
$0 0.0% of portfolio
1,528,344
Q1 2025 Added 5.45%
$0
$1.4 Million 0.0% of portfolio
14,942
Q1 2025 Added 10.1%
$0
$5.91 Million 0.0% of portfolio
125,598
Q1 2025 Reduced 7.3%
$0
$7.82 Million 0.0% of portfolio
136,872
Q1 2025 Reduced 4.79%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.29%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.52%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 64.11%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 27.78%

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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