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
$12.4B
$9.21 Million 0.0% of portfolio
129,249
Q2 2025 Added 0.14%
$426M
$312,000 0.0% of portfolio
38,038
Q2 2025 Added 76.69%
$83.1M
$12,000 0.0% of portfolio
11,080
Q2 2025 Reduced 94.58%
$624M
$85,000 0.0% of portfolio
24,828
Q1 2025 Added 0.85%
$16.4B
$7.85 Million 0.0% of portfolio
25,022
Q2 2025 Added 7.19%
$90.3B
$11 Million 0.0% of portfolio
202,688
Q2 2025 Reduced 19.75%
$2.78B
$391,000 0.0% of portfolio
20,834
Q2 2025 Added 2.43%
$0
$2.82 Million 0.0% of portfolio
62,735
Q2 2025 Reduced 6.4%
$10.9B
$2.27 Million 0.0% of portfolio
9,353
Q2 2025 Added 16.4%
$2.06B
$4.01 Million 0.0% of portfolio
111,707
Q2 2025 Reduced 2.57%
$13B
$1.43 Million 0.0% of portfolio
59,583
Q2 2025 Reduced 23.13%
$6.89B
$4.25 Million 0.0% of portfolio
34,155
Q2 2025 Reduced 0.73%
$214M
$151,000 0.0% of portfolio
16,344
Q2 2025 New
$102M
$985,000 0.0% of portfolio
343,309
Q2 2025 Reduced 4.78%
$6.12B
$726,000 0.0% of portfolio
32,949
Q2 2025 Reduced 10.39%
$39.9B
$13.1 Million 0.0% of portfolio
50,962
Q2 2025 Reduced 26.26%
$20.1B
$3.91 Million 0.0% of portfolio
58,965
Q2 2025 Added 11.26%
$27.7M
$33,000 0.0% of portfolio
53,013
Q2 2025 Reduced 1.14%
$3.35B
$1.55 Million 0.0% of portfolio
32,561
Q2 2025 Reduced 12.74%
$15.3B
$3.62 Million 0.0% of portfolio
29,890
Q2 2025 Reduced 0.31%
$543M
$230,000 0.0% of portfolio
4,739
Q2 2025 New
$7.62B
$5.08 Million 0.0% of portfolio
142,799
Q2 2025 Added 20.74%
$5B
$995,000 0.0% of portfolio
46,484
Q2 2025 Added 16.57%
Rezolve Ai PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
$4.69B
$2.53 Million 0.0% of portfolio
13,402
Q2 2025 Added 59.62%
$5.32B
$303,000 0.0% of portfolio
4,805
Q2 2025 Added 14.02%
$630M
$44,000 0.0% of portfolio
11,041
Q2 2025 New
$2.43B
$6.44 Million 0.0% of portfolio
542,963
Q2 2025 Added 88.65%
$541M
$255,000 0.0% of portfolio
9,736
Q2 2025 Added 40.73%
$145M
$76,000 0.0% of portfolio
96,410
Q2 2025 Added 70.33%
$2.62B
$1.36 Million 0.0% of portfolio
48,056
Q2 2025 Added 1.56%
$3.31B
$624,000 0.0% of portfolio
55,306
Q2 2025 Added 0.79%
$5.08B
$5.17 Million 0.0% of portfolio
713,628
Q2 2025 Added 12.25%
$0
$1.29 Million 0.0% of portfolio
150,659
Q2 2025 Added 3.0%
$0
$241,000 0.0% of portfolio
19,132
Q2 2025 Added 18.23%
$0
$857,000 0.0% of portfolio
63,911
Q2 2025 Reduced 19.28%
$0
$223,000 0.0% of portfolio
15,867
Q2 2025 Reduced 12.96%
$0
$386,000 0.0% of portfolio
27,107
Q2 2025 Added 3.83%
$0
$5.48 Million 0.0% of portfolio
446,832
Q2 2025 Added 4.79%
$13.5B
$10.9 Million 0.0% of portfolio
795,289
Q2 2025 Added 29.86%
$2.92B
$9.33 Million 0.0% of portfolio
129,140
Q2 2025 Added 60.84%
$1.2B
$82,000 0.0% of portfolio
11,327
Q2 2025 Reduced 69.66%
Rlj Lodging Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 12.8%
$3.76B
$1.21 Million 0.0% of portfolio
29,592
Q2 2025 Reduced 3.02%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$248M
$27,000 0.0% of portfolio
11,186
Q2 2025 Reduced 23.22%
$12.6M
$36,000 0.0% of portfolio
42,469
Q2 2025 Reduced 31.4%
$10.6B
$420,000 0.0% of portfolio
37,330
Q2 2025 Added 85.43%
Root Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

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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