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
$0
$105 Million 0.04% of portfolio
2,410,997
Q1 2025 Reduced 0.84%
$0
$97.9 Million 0.04% of portfolio
817,455
Q1 2025 Added 24.96%
$0
$111 Million 0.04% of portfolio
889,343
Q1 2025 Added 5.51%
$0
$89.7 Million 0.04% of portfolio
849,763
Q1 2025 Reduced 7.8%
$0
$103 Million 0.04% of portfolio
2,026,708
Q1 2025 Added 18.19%
$0
$101 Million 0.04% of portfolio
1,663,845
Q1 2025 Added 4.86%
$0
$97.9 Million 0.04% of portfolio
1,749,301
Q1 2025 Added 14.47%
$63.7B
$110 Million 0.04% of portfolio
3,861,989
Q1 2025 Reduced 0.42%
$103B
$105 Million 0.04% of portfolio
155,946
Q1 2025 Added 12.84%
$120B
$87.5 Million 0.04% of portfolio
44,837
Q1 2025 Added 13.54%
$92.7B
$105 Million 0.04% of portfolio
1,546,369
Q1 2025 Added 1.62%
$0
$101 Million 0.04% of portfolio
1,970,173
Q1 2025 Added 40.17%
$156B
$95.8 Million 0.04% of portfolio
1,379,207
Q1 2025 Added 1.71%
$0
$102 Million 0.04% of portfolio
2,771,142
Q1 2025 Added 12.95%
$0
$101 Million 0.04% of portfolio
1,422,612
Q1 2025 Added 5.87%
$62.1B
$106 Million 0.04% of portfolio
861,772
Q1 2025 Added 17.33%
$169B
$106 Million 0.04% of portfolio
1,348,392
Q1 2025 Added 7.14%
$0
$97.7 Million 0.04% of portfolio
4,940,299
Q1 2025 Reduced 5.52%
$0
$93.7 Million 0.04% of portfolio
3,523,715
Q1 2025 Added 0.82%
$0
$89.7 Million 0.04% of portfolio
1,042,724
Q1 2025 Added 29.83%
$0
$98.3 Million 0.04% of portfolio
1,282,584
Q1 2025 Added 5.29%
$0
$106 Million 0.04% of portfolio
1,113,988
Q1 2025 Reduced 23.76%
$0
$87.7 Million 0.04% of portfolio
3,020,430
Q1 2025 Reduced 16.45%
$0
$87.5 Million 0.04% of portfolio
1,136,150
Q1 2025 Added 2.33%
$173B
$87.2 Million 0.04% of portfolio
1,271,653
Q1 2025 Added 9.16%
$56B
$89.8 Million 0.04% of portfolio
143,316
Q1 2025 Added 5.31%
$69.9B
$108 Million 0.04% of portfolio
2,554,569
Q1 2025 Added 5.04%
$0
$108 Million 0.04% of portfolio
3,742,074
Q1 2025 Added 0.65%
$0
$96.6 Million 0.04% of portfolio
3,779,799
Q1 2025 Added 22.93%
$0
$104 Million 0.04% of portfolio
564,875
Q1 2025 Reduced 2.31%
$0
$110 Million 0.04% of portfolio
947,189
Q1 2025 Reduced 2.67%
$0
$107 Million 0.04% of portfolio
1,795,086
Q1 2025 Added 2.53%
$0
$90.2 Million 0.04% of portfolio
1,565,757
Q1 2025 Added 28.3%
$0
$89.4 Million 0.04% of portfolio
1,078,129
Q1 2025 Added 2.5%
$0
$109 Million 0.04% of portfolio
1,472,896
Q1 2025 Added 8.09%
$0
$93.9 Million 0.04% of portfolio
785,932
Q1 2025 Added 3.65%
$0
$88.7 Million 0.04% of portfolio
440,223
Q1 2025 Added 2.51%
$0
$105 Million 0.04% of portfolio
617,370
Q1 2025 Reduced 7.46%
$121B
$105 Million 0.04% of portfolio
216,944
Q1 2025 Added 13.55%
$33.4B
$92.7 Million 0.04% of portfolio
850,658
Q1 2025 Added 21.13%
$0
$86.5 Million 0.04% of portfolio
2,055,024
Q1 2025 Reduced 2.78%
$0
$99.3 Million 0.04% of portfolio
2,005,165
Q1 2025 Reduced 3.63%
$37.8B
$109 Million 0.04% of portfolio
1,541,570
Q1 2025 Added 11.32%
$287B
$74.4 Million 0.03% of portfolio
562,817
Q1 2025 Added 11.06%
$103B
$86.1 Million 0.03% of portfolio
395,456
Q1 2025 Added 7.32%
$0
$79.1 Million 0.03% of portfolio
3,567,816
Q1 2025 Added 8.96%
$222B
$64.9 Million 0.03% of portfolio
883,070
Q1 2025 Added 23.13%
$50.5B
$82.1 Million 0.03% of portfolio
358,539
Q1 2025 Added 20.2%
$427B
$71.9 Million 0.03% of portfolio
90
Q1 2025 Added 8.43%

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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