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
$2.19 Million 0.0% of portfolio
58,458
Q1 2025 Added 2.2%
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.15%
$0
$7.79 Million 0.0% of portfolio
79,410
Q1 2025 Added 152.07%
$0
$4.65 Million 0.0% of portfolio
56,557
Q1 2025 Reduced 13.68%
$0
$3.83 Million 0.0% of portfolio
53,720
Q1 2025 Added 68.09%
$0
$2.78 Million 0.0% of portfolio
24,140
Q1 2025 Reduced 5.88%
$0
$2.68 Million 0.0% of portfolio
53,290
Q1 2025 Reduced 76.75%
$0
$11.8 Million 0.0% of portfolio
187,845
Q1 2025 Reduced 2.8%
$0
$300,000 0.0% of portfolio
9,702
Q1 2025 Reduced 16.99%
$0
$8.96 Million 0.0% of portfolio
192,723
Q1 2025 Added 0.56%
$0
$229,000 0.0% of portfolio
8,880
Q1 2025 Reduced 9.18%
$0
$4.83 Million 0.0% of portfolio
110,201
Q1 2025 Reduced 14.17%
$0
$3.03 Million 0.0% of portfolio
43,829
Q1 2025 Reduced 46.3%
$0
$10.5 Million 0.0% of portfolio
105,544
Q1 2025 Added 8.53%
$0
$3.53 Million 0.0% of portfolio
47,766
Q1 2025 Reduced 22.92%
$0
$7.37 Million 0.0% of portfolio
59,946
Q1 2025 Added 21.15%
$1.12B
$453,000 0.0% of portfolio
13,866
Q1 2025 Reduced 46.7%
$0
$632,000 0.0% of portfolio
28,776
Q1 2025 New
$3.97B
$1.2 Million 0.0% of portfolio
15,325
Q1 2025 Reduced 8.32%
$4.27B
$918,000 0.0% of portfolio
26,649
Q1 2025 Added 61.25%
$6.05B
$1.02 Million 0.0% of portfolio
46,968
Q1 2025 Added 31.7%
$138M
$28,000 0.0% of portfolio
29,203
Q1 2025 Added 92.19%
$2.93B
$207,000 0.0% of portfolio
4,700
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.86%
$0
$451,000 0.0% of portfolio
10,622
Q1 2025 Reduced 1.97%
Sprott Fds Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.37%
$0
$9.39 Million 0.0% of portfolio
289,391
Q1 2025 Reduced 3.24%
$0
$3.21 Million 0.0% of portfolio
433,753
Q1 2025 Added 11.76%
$1.81B
$1.42 Million 0.0% of portfolio
31,694
Q1 2025 Reduced 1.08%
$0
$523,000 0.0% of portfolio
52,662
Q1 2025 Reduced 6.19%
$5.07B
$6.64 Million 0.0% of portfolio
50,015
Q1 2025 Added 7.42%
$7.88B
$1.72 Million 0.0% of portfolio
13,363
Q1 2025 Added 3.4%
$0
$3.23 Million 0.0% of portfolio
187,166
Q1 2025 Reduced 2.19%
$21.3B
$8.54 Million 0.0% of portfolio
102,246
Q1 2025 Added 18.81%
$0
$10.5 Million 0.0% of portfolio
233,616
Q1 2025 Added 2.63%
$0
$3.45 Million 0.0% of portfolio
108,587
Q1 2025 Added 4.61%
$0
$10.4 Million 0.0% of portfolio
366,014
Q1 2025 Reduced 18.11%
$0
$893,000 0.0% of portfolio
20,739
Q1 2025 Reduced 8.39%
$0
$653,000 0.0% of portfolio
23,942
Q1 2025 Added 61.86%
$2.65B
$1.08 Million 0.0% of portfolio
108,054
Q1 2025 Added 25.75%
$3.02B
$414,000 0.0% of portfolio
8,821
Q1 2025 Added 9.02%
$6.47B
$5.28 Million 0.0% of portfolio
146,309
Q1 2025 Added 7.37%
$378M
$117,000 0.0% of portfolio
92,478
Q1 2025 Added 8.46%
Standardaero Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.94B
$1.49 Million 0.0% of portfolio
9,232
Q1 2025 Added 92.05%
$10.6B
$7.52 Million 0.0% of portfolio
97,879
Q1 2025 Added 1.87%
$12.4B
$422,000 0.0% of portfolio
5,105
Q1 2025 Added 23.64%
$1.89B
$2.72 Million 0.0% of portfolio
174,623
Q1 2025 Added 12.64%
$428M
$177,000 0.0% of portfolio
13,500
Q1 2025 Reduced 24.72%

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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