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
$2.32B
$2.36 Million 0.0% of portfolio
78,146
Q1 2025 Added 20.65%
$26.5B
$6.62 Million 0.0% of portfolio
67,068
Q1 2025 Added 48.43%
$581M
$449,000 0.0% of portfolio
41,227
Q1 2025 New
$1.72B
$2.7 Million 0.0% of portfolio
224,470
Q1 2025 Reduced 3.1%
$1.47B
$902,000 0.0% of portfolio
21,119
Q1 2025 Added 23.47%
$3.04B
$645,000 0.0% of portfolio
11,155
Q1 2025 Reduced 59.69%
$9.94B
$5.01 Million 0.0% of portfolio
264,028
Q1 2025 Reduced 13.76%
$210M
$429,000 0.0% of portfolio
17,776
Q1 2025 Added 81.68%
$93.1M
$29,000 0.0% of portfolio
19,333
Q4 2024 Reduced 0.51%
$5.2B
$1.28 Million 0.0% of portfolio
84,035
Q1 2025 Added 41.62%
$8.06B
$1.83 Million 0.0% of portfolio
9,913
Q1 2025 Reduced 3.97%
$1.64B
$113,000 0.0% of portfolio
38,822
Q1 2025 Reduced 41.03%
$5.62B
$2.98 Million 0.0% of portfolio
18,912
Q1 2025 Reduced 12.19%
$545M
$242,000 0.0% of portfolio
37,871
Q1 2025 Reduced 6.84%
$1.83B
$213,000 0.0% of portfolio
11,961
Q1 2025 Reduced 57.07%
$49.8B
$8.36 Million 0.0% of portfolio
816,693
Q1 2025 Added 15.14%
$0
$2.97 Million 0.0% of portfolio
140,339
Q1 2025 Added 11.31%
$0
$670,000 0.0% of portfolio
15,291
Q1 2025 Added 0.03%
$0
$2.95 Million 0.0% of portfolio
96,610
Q1 2025 Added 22.12%
$0
$3.21 Million 0.0% of portfolio
152,848
Q1 2025 Reduced 21.91%
$0
$3.89 Million 0.0% of portfolio
166,783
Q1 2025 Added 152.17%
$0
$2.12 Million 0.0% of portfolio
72,424
Q1 2025 Reduced 0.38%
$0
$4.66 Million 0.0% of portfolio
146,462
Q1 2025 Added 4.47%
$0
$10.1 Million 0.0% of portfolio
453,774
Q1 2025 Added 2.26%
$0
$784,000 0.0% of portfolio
25,085
Q1 2025 Reduced 19.84%
$16.7B
$6.96 Million 0.0% of portfolio
99,735
Q1 2025 Added 39.04%
$31.4B
$5.36 Million 0.0% of portfolio
107,957
Q1 2025 Added 3.08%
$452M
$57,000 0.0% of portfolio
32,848
Q1 2025 Added 4.78%
$0
$10.6 Million 0.0% of portfolio
855,155
Q1 2025 Added 24.18%
$0
$11.4 Million 0.0% of portfolio
1,016,980
Q1 2025 Added 17.38%
$0
$2.41 Million 0.0% of portfolio
175,565
Q1 2025 Added 12.47%
$0
$540,000 0.0% of portfolio
44,806
Q1 2025 Added 42.74%
$0
$4.07 Million 0.0% of portfolio
362,391
Q1 2025 Added 15.81%
$0
$1.84 Million 0.0% of portfolio
139,862
Q1 2025 Reduced 1.36%
$0
$2.74 Million 0.0% of portfolio
217,256
Q1 2025 Added 8.22%
$0
$2.54 Million 0.0% of portfolio
294,124
Q1 2025 Added 45.58%
Nuveen Churchill Direct Lend
-
$0 0.0% of portfolio
-
Q1 2025 Added 19.79%
$0
$1.31 Million 0.0% of portfolio
89,568
Q1 2025 Reduced 16.24%
$0
$4.15 Million 0.0% of portfolio
387,785
Q1 2025 Added 30.7%
$0
$3.16 Million 0.0% of portfolio
587,035
Q1 2025 Added 188.13%
$0
$2.02 Million 0.0% of portfolio
139,557
Q1 2025 Added 11.15%
$0
$2.05 Million 0.0% of portfolio
199,682
Q1 2025 Added 22.75%
Nuveen Global High Income Fd
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.29%
$0
$303,000 0.0% of portfolio
25,609
Q1 2025 Reduced 2.42%
$0
$3.26 Million 0.0% of portfolio
271,512
Q1 2025 Added 16.0%
$0
$1.07 Million 0.0% of portfolio
99,552
Q1 2025 Added 64.13%
$0
$4.09 Million 0.0% of portfolio
375,124
Q1 2025 Reduced 4.74%
$0
$566,000 0.0% of portfolio
57,552
Q1 2025 Added 4.18%
$0
$10.1 Million 0.0% of portfolio
1,154,702
Q1 2025 Added 10.14%

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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