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
Oneconnect Finl Technology C
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 15.38%
$7.28B
$8.13 Million 0.0% of portfolio
166,275
Q1 2025 Added 2.74%
$706M
$249,000 0.0% of portfolio
16,391
Q1 2025 Added 5.84%
$1.67B
$676,000 0.0% of portfolio
40,303
Q1 2025 Added 23.77%
$4.92B
$5.2 Million 0.0% of portfolio
42,849
Q1 2025 Added 20.12%
$7.48B
$395,000 0.0% of portfolio
15,660
Q1 2025 Reduced 15.39%
$566M
$222,000 0.0% of portfolio
218,262
Q1 2025 Added 8.77%
$2.23B
$1.1 Million 0.0% of portfolio
69,238
Q1 2025 Added 9.08%
$1.03B
$33,000 0.0% of portfolio
20,333
Q1 2025 Reduced 38.63%
$1.57B
$1.79 Million 0.0% of portfolio
191,948
Q1 2025 Added 7.23%
Optex Sys Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 18.37%
$5.58B
$457,000 0.0% of portfolio
13,076
Q1 2025 Added 22.92%
$81.5M
$29,000 0.0% of portfolio
13,985
Q1 2025 Reduced 19.77%
$155M
$504,000 0.0% of portfolio
21,560
Q1 2025 Added 85.78%
$220M
$67,000 0.0% of portfolio
20,030
Q1 2025 Added 19.1%
Orchid Is Cap Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 13.32%
$2.49B
$4.87 Million 0.0% of portfolio
327,293
Q1 2025 Reduced 28.49%
$989M
$426,000 0.0% of portfolio
13,212
Q1 2025 Added 35.44%
$79.7M
$55,000 0.0% of portfolio
84,841
Q1 2025 Added 0.47%
$19.1M
$9,000 0.0% of portfolio
12,568
Q2 2024 Reduced 10.66%
$274M
$226,000 0.0% of portfolio
43,245
Q1 2025 Added 119.12%
$133M
$104,000 0.0% of portfolio
48,653
Q1 2025 Added 1.17%
$680M
$576,000 0.0% of portfolio
44,549
Q1 2025 Reduced 72.38%
$5.36B
$315,000 0.0% of portfolio
15,084
Q1 2025 Added 469.64%
$4.9B
$565,000 0.0% of portfolio
7,990
Q1 2025 Added 16.88%
$2.67B
$195,000 0.0% of portfolio
14,920
Q1 2025 New
$8.14B
$1.28 Million 0.0% of portfolio
13,563
Q1 2025 Reduced 10.51%
$3.58B
$3.01 Million 0.0% of portfolio
15,479
Q1 2025 Added 79.45%
$5.06B
$576,000 0.0% of portfolio
27,301
Q1 2025 Reduced 18.74%
$3.28B
$4.87 Million 0.0% of portfolio
60,575
Q1 2025 Added 1.19%
Ouster Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.84%
Ouster Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 24.43%
Outlook Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$10.6B
$4.34 Million 0.0% of portfolio
101,389
Q1 2025 Added 13.29%
$608M
$426,000 0.0% of portfolio
47,194
Q1 2025 Reduced -0.0%
$13.5B
$6.85 Million 0.0% of portfolio
47,949
Q1 2025 Reduced 37.52%
$1.95M
$271,000 0.0% of portfolio
713,852
Q1 2025 Added 0.14%
$12.3M
$190,000 0.0% of portfolio
100,773
Q1 2025 Added 0.1%
$720M
$319,000 0.0% of portfolio
5,443
Q1 2025 Reduced 4.49%
$0
$5.97 Million 0.0% of portfolio
1,264,958
Q1 2025 Added 40.97%
$114M
$280,000 0.0% of portfolio
107,606
Q1 2025 Added 0.48%
$16.3B
$442,000 0.0% of portfolio
29,959
Q1 2025 Added 72.78%
$0
$7.53 Million 0.0% of portfolio
200,952
Q1 2025 Reduced 0.87%
$0
$2.36 Million 0.0% of portfolio
67,808
Q1 2025 Reduced 21.2%
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.19%
$0
$9.68 Million 0.0% of portfolio
329,709
Q1 2025 Added 26.54%
$0
$3.03 Million 0.0% of portfolio
148,339
Q1 2025 Added 10.17%
$0
$2.79 Million 0.0% of portfolio
75,366
Q1 2025 Reduced 13.5%
$0
$3.53 Million 0.0% of portfolio
101,339
Q1 2025 Reduced 25.42%

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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