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
$2.47B
$3.5 Million 0.0% of portfolio
579,911
Q1 2025 Reduced 24.04%
$9.93B
$5.6 Million 0.0% of portfolio
18,374
Q1 2025 Added 2.31%
$4.07B
$142,000 0.0% of portfolio
27,000
Q1 2025 Reduced 21.91%
$777M
$608,000 0.0% of portfolio
14,013
Q1 2025 Added 29.26%
$1.5B
$1.79 Million 0.0% of portfolio
48,429
Q1 2025 Added 1.1%
$3.76B
$393,000 0.0% of portfolio
7,035
Q1 2025 Reduced 50.04%
$3.02B
$5.57 Million 0.0% of portfolio
129,295
Q1 2025 Added 145.13%
$4.81B
$6.63 Million 0.0% of portfolio
62,743
Q1 2025 Added 14.93%
$2.6B
$1.58 Million 0.0% of portfolio
22,293
Q1 2025 Added 117.17%
$441M
$828,000 0.0% of portfolio
6,982
Q1 2025 Added 0.06%
$318M
$426,000 0.0% of portfolio
15,674
Q1 2025 Added 23.01%
Mesoblast LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.89%
$994M
$292,000 0.0% of portfolio
13,592
Q1 2025 Reduced 18.36%
$811M
$939,000 0.0% of portfolio
16,784
Q1 2025 Added 2.48%
$27.1B
$6.38 Million 0.0% of portfolio
5,404
Q1 2025 Added 16.32%
$944M
$3.06 Million 0.0% of portfolio
297,873
Q1 2025 Added 27.94%
$0
$536,000 0.0% of portfolio
169,204
Q1 2025 Added 9.77%
$0
$95,000 0.0% of portfolio
25,998
Q1 2025 Added 0.17%
$0
$186,000 0.0% of portfolio
53,393
Q1 2025 Added 0.51%
$0
$63,000 0.0% of portfolio
37,120
Q1 2025 Reduced 16.22%
$0
$2.26 Million 0.0% of portfolio
840,907
Q1 2025 Added 106.37%
$0
$144,000 0.0% of portfolio
18,260
Q1 2025 Added 0.68%
$0
$2.16 Million 0.0% of portfolio
465,133
Q1 2025 Added 5.88%
$0
$1.27 Million 0.0% of portfolio
239,786
Q1 2025 Added 7.62%
$3.09B
$2.26 Million 0.0% of portfolio
24,305
Q1 2025 Added 4.46%
$7.68B
$1.29 Million 0.0% of portfolio
51,862
Q1 2025 Reduced 4.25%
$14.8B
$7.75 Million 0.0% of portfolio
261,428
Q1 2025 Reduced 38.04%
Microcloud Hologram Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 45.18%
Microstrategy Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.04B
$318,000 0.0% of portfolio
272,555
Q1 2025 Added 0.04%
$174M
$28,000 0.0% of portfolio
27,585
Q1 2025 Added 1.55%
$17.4B
$7.77 Million 0.0% of portfolio
46,347
Q1 2025 Added 4.07%
$893M
$6.25 Million 0.0% of portfolio
562,137
Q1 2025 Added 32.68%
$7.94B
$1.16 Million 0.0% of portfolio
7,657
Q1 2025 Added 29.98%
Middleby Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$950M
$1.73 Million 0.0% of portfolio
27,007
Q1 2025 Added 0.32%
$410M
$2.01 Million 0.0% of portfolio
117,505
Q1 2025 Added 60.36%
$67.5M
$89,000 0.0% of portfolio
111,540
Q1 2025 New
Millrose Pptys Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$736M
$408,000 0.0% of portfolio
53,712
Q1 2025 Reduced 62.66%
Mind Medicine Mindmed Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.18%
$1.87B
$510,000 0.0% of portfolio
8,028
Q1 2025 Added 3.69%
$5.65B
$219,000 0.0% of portfolio
11,871
Q1 2025 Reduced 50.52%
$4.16B
$707,000 0.0% of portfolio
48,818
Q1 2025 Added 303.25%
$855M
$497,000 0.0% of portfolio
47,482
Q1 2025 Reduced 42.81%
$1.97B
$115,000 0.0% of portfolio
14,584
Q1 2025 Added 4.2%
$461M
$247,000 0.0% of portfolio
29,972
Q1 2025 Reduced 25.17%
$165B
$6.25 Million 0.0% of portfolio
458,231
Q1 2025 Added 37.44%
Mixed Martial Arts Group LTD
-
$0 0.0% of portfolio
-
Q4 2024 New

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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