Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

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 $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$646M
$262,000 0.0% of portfolio
6,510
Q2 2025 Added 19.6%
$0
$3.85 Million 0.0% of portfolio
917,424
Q2 2025 Reduced 27.47%
$81.1M
$214,000 0.0% of portfolio
96,251
Q2 2025 Reduced 10.55%
$18.7B
$361,000 0.0% of portfolio
21,349
Q2 2025 Reduced 28.74%
$449M
$106,000 0.0% of portfolio
10,375
Q2 2025 New
$0
$8.11 Million 0.0% of portfolio
203,554
Q2 2025 Added 1.29%
$0
$1.78 Million 0.0% of portfolio
51,764
Q2 2025 Reduced 23.66%
-
$0 0.0% of portfolio
-
Q2 2025 Added 11.16%
$0
$9.67 Million 0.0% of portfolio
299,334
Q2 2025 Reduced 9.21%
$0
$6.94 Million 0.0% of portfolio
314,469
Q2 2025 Added 111.99%
$0
$2.49 Million 0.0% of portfolio
67,268
Q2 2025 Reduced 10.74%
$0
$3.28 Million 0.0% of portfolio
87,073
Q2 2025 Reduced 14.08%
$0
$9.49 Million 0.0% of portfolio
192,035
Q2 2025 Reduced 7.4%
$0
$2.43 Million 0.0% of portfolio
55,551
Q2 2025 Reduced 4.1%
$0
$8.73 Million 0.0% of portfolio
286,475
Q2 2025 Added 0.78%
$0
$728,000 0.0% of portfolio
21,025
Q1 2025 Added 7.04%
$0
$1.61 Million 0.0% of portfolio
56,706
Q2 2025 Reduced 14.31%
$0
$911,000 0.0% of portfolio
30,045
Q2 2025 Reduced 21.46%
$0
$1.57 Million 0.0% of portfolio
54,481
Q2 2025 Added 12.21%
$0
$4.07 Million 0.0% of portfolio
127,535
Q2 2025 Added 25.14%
$0
$8.68 Million 0.0% of portfolio
439,662
Q2 2025 Reduced 12.68%
$0
$5.44 Million 0.0% of portfolio
110,363
Q2 2025 Reduced 27.81%
$0
$1.5 Million 0.0% of portfolio
28,935
Q2 2025 Reduced 53.97%
Pacer Fds Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 49.79%
Pacer Fds Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$3.17 Million 0.0% of portfolio
104,672
Q2 2025 New
$281M
$218,000 0.0% of portfolio
176,542
Q2 2025 Reduced 3.95%
$2.33B
$779,000 0.0% of portfolio
36,983
Q2 2025 Added 56.61%
$1.16B
$1.61 Million 0.0% of portfolio
67,193
Q2 2025 Added 169.8%
$1.48B
$692,000 0.0% of portfolio
45,334
Q2 2025 Reduced 9.14%
$3.4B
$173,000 0.0% of portfolio
18,023
Q2 2025 Added 0.29%
Palladyne Ai Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 46.04%
$2.89B
$3.43 Million 0.0% of portfolio
22,252
Q2 2025 Added 379.57%
$3.36B
$1.05 Million 0.0% of portfolio
15,082
Q2 2025 Added 124.43%
$8.17B
$6.74 Million 0.0% of portfolio
237,194
Q2 2025 Added 14.19%
$234M
$67,000 0.0% of portfolio
14,425
Q1 2025 New
$1.69B
$4.51 Million 0.0% of portfolio
92,247
Q2 2025 Added 34.61%
$1.09B
$5.35 Million 0.0% of portfolio
77,142
Q2 2025 Reduced 7.17%
$19.2B
$623,000 0.0% of portfolio
22,675
Q2 2025 Reduced 20.52%
$8.8B
$1.14 Million 0.0% of portfolio
88,134
Q2 2025 Reduced 48.16%
$57.7M
$31,000 0.0% of portfolio
51,175
Q2 2025 Reduced 14.89%
$416M
$527,000 0.0% of portfolio
35,746
Q2 2025 Added 3.24%
$2.59B
$6.22 Million 0.0% of portfolio
608,166
Q2 2025 Added 19.72%
$2.64B
$1.92 Million 0.0% of portfolio
11,458
Q2 2025 Added 21.73%
$8.48B
$3.98 Million 0.0% of portfolio
55,475
Q2 2025 Added 16.67%
Pasithea Therapeutics Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$802M
$256,000 0.0% of portfolio
18,235
Q2 2025 New
$2.36B
$1.93 Million 0.0% of portfolio
20,894
Q2 2025 Added 6.38%
$1.15B
$676,000 0.0% of portfolio
114,164
Q2 2025 Reduced 6.38%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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