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
$2.53B
$1.04 Million 0.0% of portfolio
32,538
Q1 2025 Added 10.8%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.39%
$48B
$12.2 Million 0.0% of portfolio
355,467
Q1 2025 Added 27.7%
$29.2B
$8 Million 0.0% of portfolio
53,432
Q1 2025 Added 5.61%
$910M
$781,000 0.0% of portfolio
15,978
Q1 2025 Added 31.03%
$4.29B
$1.87 Million 0.0% of portfolio
57,091
Q1 2025 Added 8.24%
$824M
$3.76 Million 0.0% of portfolio
268,486
Q1 2025 Reduced 5.67%
$13.4B
$3.74 Million 0.0% of portfolio
176,215
Q1 2025 Added 33.29%
$1.88B
$476,000 0.0% of portfolio
9,169
Q1 2025 Added 7.9%
$3.62B
$216,000 0.0% of portfolio
15,046
Q1 2025 New
$164M
$1.97 Million 0.0% of portfolio
118,436
Q1 2025 Added 62.8%
$20.1B
$3.09 Million 0.0% of portfolio
245,307
Q1 2025 Reduced 36.08%
$11.1B
$11 Million 0.0% of portfolio
22,664
Q1 2025 Added 11.02%
$6.93B
$760,000 0.0% of portfolio
7,532
Q1 2025 Added 6.78%
$4.95B
$2.85 Million 0.0% of portfolio
127,445
Q1 2025 Reduced 5.33%
$0
$1.24 Million 0.0% of portfolio
101,002
Q1 2025 Added 17.08%
Knife River Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.03%
$7.33B
$1.33 Million 0.0% of portfolio
30,580
Q1 2025 Reduced 3.64%
$1.62B
$708,000 0.0% of portfolio
46,590
Q1 2025 Added 12.41%
$1.12B
$304,000 0.0% of portfolio
37,226
Q1 2025 Reduced 42.94%
$21.8B
$2.23 Million 0.0% of portfolio
87,907
Q1 2025 Reduced 12.01%
$3.59B
$2.03 Million 0.0% of portfolio
31,597
Q1 2025 Reduced 8.49%
$148M
$11,000 0.0% of portfolio
12,850
Q1 2025 Added 0.39%
$3.98B
$2.11 Million 0.0% of portfolio
31,088
Q1 2025 Added 16.01%
$934M
$27,000 0.0% of portfolio
12,098
Q1 2025 Reduced 73.79%
$0
$1.21 Million 0.0% of portfolio
51,280
Q1 2025 Added 78.09%
$0
$447,000 0.0% of portfolio
21,070
Q1 2025 Reduced 34.03%
Kraneshares Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$292,000 0.0% of portfolio
10,507
Q1 2025 Added 4.85%
$0
$261,000 0.0% of portfolio
19,562
Q1 2025 Reduced 9.88%
$0
$2.59 Million 0.0% of portfolio
138,448
Q1 2025 Reduced 2.25%
$7.42B
$3.32 Million 0.0% of portfolio
111,798
Q1 2025 Reduced 15.38%
$521M
$561,000 0.0% of portfolio
114,135
Q1 2025 New
$3.85B
$299,000 0.0% of portfolio
1,660
Q1 2025 Reduced 43.65%
$10.7B
$1.87 Million 0.0% of portfolio
105,345
Q1 2025 Added 29.59%
$2.08B
$485,000 0.0% of portfolio
14,731
Q1 2025 Added 1.13%
$719M
$55,000 0.0% of portfolio
41,817
Q1 2025 Added 34.56%
$668M
$274,000 0.0% of portfolio
5,366
Q1 2025 Added 7.75%
$8.88B
$4.02 Million 0.0% of portfolio
127,987
Q1 2025 Added 28.62%
$1.64B
$784,000 0.0% of portfolio
20,067
Q1 2025 Added 0.74%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 16.17%
$1.4B
$3.23 Million 0.0% of portfolio
283,407
Q1 2025 Added 46.09%
$1.66B
$3.93 Million 0.0% of portfolio
66,165
Q1 2025 Added 0.52%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.64%
$10.9B
$10.8 Million 0.0% of portfolio
94,782
Q1 2025 Added 0.81%
$7.26B
$10.3 Million 0.0% of portfolio
193,932
Q1 2025 Added 15.61%
$4.87B
$2.04 Million 0.0% of portfolio
11,638
Q1 2025 Reduced 26.68%
Landbridge Company LLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 69.65%
$463M
$613,000 0.0% of portfolio
95,580
Q1 2025 Added 8.11%

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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