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
$1.67 Million 0.0% of portfolio
36,232
Q1 2025 Reduced 34.72%
$0
$1.83 Million 0.0% of portfolio
38,041
Q1 2025 Added 115.63%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.93%
$0
$3.98 Million 0.0% of portfolio
34,545
Q1 2025 Added 53.8%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 347.2%
$0
$5.68 Million 0.0% of portfolio
117,919
Q1 2025 Added 18.88%
$0
$698,000 0.0% of portfolio
14,803
Q1 2025 Reduced 75.0%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.29%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 71.24%
$0
$11.2 Million 0.0% of portfolio
198,346
Q1 2025 Reduced 17.72%
$0
$9.72 Million 0.0% of portfolio
252,236
Q1 2025 Added 7.04%
$29.9B
$6.24 Million 0.0% of portfolio
45,878
Q1 2025 Added 12.59%
$455M
$297,000 0.0% of portfolio
10,951
Q1 2025 Added 2.9%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.35%
$1B
$233,000 0.0% of portfolio
19,179
Q1 2025 Added 14.7%
$0
$12.1 Million 0.0% of portfolio
199,115
Q1 2025 Added 36.74%
$6.91B
$6.62 Million 0.0% of portfolio
183,044
Q1 2025 Added 9.77%
$1.28B
$252,000 0.0% of portfolio
35,119
Q1 2025 Reduced 1.98%
$7.2B
$3.2 Million 0.0% of portfolio
25,769
Q1 2025 Added 14.5%
$4.01B
$4.57 Million 0.0% of portfolio
36,340
Q1 2025 Added 22.84%
$51B
$10.7 Million 0.0% of portfolio
261,391
Q1 2025 Added 46.54%
$357M
$101,000 0.0% of portfolio
16,929
Q1 2025 New
$1.48B
$354,000 0.0% of portfolio
73,604
Q1 2025 Reduced 0.56%
$4.07B
$1.04 Million 0.0% of portfolio
32,391
Q1 2025 Added 47.22%
$976M
$252,000 0.0% of portfolio
18,384
Q1 2025 Reduced 32.62%
$10.8B
$1.53 Million 0.0% of portfolio
253,925
Q1 2025 Added 56.12%
$0
$305,000 0.0% of portfolio
29,364
Q1 2025 Reduced 9.61%
$0
$1.74 Million 0.0% of portfolio
82,125
Q1 2025 Added 25.96%
$0
$10 Million 0.0% of portfolio
458,357
Q1 2025 Added 184.87%
$0
$559,000 0.0% of portfolio
20,979
Q1 2025 Added 9.8%
$0
$1.65 Million 0.0% of portfolio
73,591
Q1 2025 Added 564.72%
$12.1B
$5.91 Million 0.0% of portfolio
23,833
Q1 2025 Added 94.0%
$2.93B
$603,000 0.0% of portfolio
14,381
Q1 2025 Added 7.17%
Jpmorgan Chase Finl CO LLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 43.55%
$458M
$279,000 0.0% of portfolio
130,029
Q1 2025 Added 6.98%
$13B
$1.2 Million 0.0% of portfolio
33,153
Q1 2025 Added 12.78%
$3.9B
$548,000 0.0% of portfolio
1,629
Q1 2025 Added 4.62%
$1.44B
$1.14 Million 0.0% of portfolio
18,763
Q1 2025 Added 16.29%
$8.08B
$217,000 0.0% of portfolio
11,362
Q1 2025 New
Kartoon Studios Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.77%
$0
$4.16 Million 0.0% of portfolio
323,887
Q1 2025 Added 7.68%
$32B
$236,000 0.0% of portfolio
4,372
Q1 2025 New
$4.76B
$1.47 Million 0.0% of portfolio
25,215
Q1 2025 Reduced 20.59%
$6.46B
$630,000 0.0% of portfolio
12,650
Q1 2025 Reduced 26.81%
$444M
$120,000 0.0% of portfolio
19,239
Q1 2025 Reduced 51.76%
$27.2B
$8.61 Million 0.0% of portfolio
104,422
Q1 2025 Reduced 1.79%
$3.96B
$787,000 0.0% of portfolio
11,787
Q1 2025 Added 5.74%
$2.02B
$702,000 0.0% of portfolio
33,000
Q1 2025 Added 87.86%
$1.02B
$111,000 0.0% of portfolio
12,839
Q1 2025 Reduced 79.71%

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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