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
$9.28 Million 0.0% of portfolio
379,383
Q1 2025 Reduced 0.83%
$0
$1.74 Million 0.0% of portfolio
235,214
Q1 2025 Added 2.8%
$0
$302,000 0.0% of portfolio
19,482
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 65.35%
$6.46B
$9.81 Million 0.0% of portfolio
496,203
Q1 2025 Added 8.35%
$40.4B
$11 Million 0.0% of portfolio
123,407
Q1 2025 Added 6.61%
$17.2B
$9.61 Million 0.0% of portfolio
97,943
Q1 2025 Reduced 1.48%
$976M
$165,000 0.0% of portfolio
15,140
Q1 2025 Reduced 6.45%
$31.7B
$2.74 Million 0.0% of portfolio
244,428
Q1 2025 Added 32.6%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.32%
$283M
$571,000 0.0% of portfolio
40,824
Q1 2025 Reduced 12.0%
$1.31B
$9,000 0.0% of portfolio
27,190
Q1 2025 Added 24.44%
$3.72B
$895,000 0.0% of portfolio
17,142
Q1 2025 Added 0.38%
$165M
$21,000 0.0% of portfolio
12,150
Q1 2025 Added 3.4%
$22.6B
$8.7 Million 0.0% of portfolio
38,400
Q1 2025 Added 7.55%
$7.18B
$6.78 Million 0.0% of portfolio
59,863
Q1 2025 Reduced 7.69%
$1.62B
$976,000 0.0% of portfolio
13,681
Q1 2025 Added 22.58%
$11.7B
$5.91 Million 0.0% of portfolio
62,654
Q1 2025 Added 8.13%
$341M
$59,000 0.0% of portfolio
18,438
Q1 2025 Reduced 77.53%
$29B
$2.72 Million 0.0% of portfolio
123,889
Q1 2025 Added 3.3%
$2.32B
$1.18 Million 0.0% of portfolio
17,076
Q1 2025 Added 10.66%
$4.26B
$703,000 0.0% of portfolio
67,150
Q1 2025 Reduced 22.83%
$1.9B
$2.89 Million 0.0% of portfolio
37,777
Q1 2025 Added 58.76%
$746M
$864,000 0.0% of portfolio
88,318
Q1 2025 Reduced 3.51%
$1.96B
$604,000 0.0% of portfolio
7,203
Q1 2025 Reduced 4.51%
Strategic Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 20.8%
$0
$240,000 0.0% of portfolio
8,300
Q3 2024 Reduced 1.98%
Strategy Shs
-
$0 0.0% of portfolio
-
Q1 2025 New
$732M
$519,000 0.0% of portfolio
12,551
Q1 2025 Reduced 2.14%
$1.17B
$2.41 Million 0.0% of portfolio
114,473
Q1 2025 Reduced 10.15%
$102B
$6.89 Million 0.0% of portfolio
445,354
Q1 2025 Added 37.04%
$569M
$98,000 0.0% of portfolio
18,200
Q1 2025 Reduced 1.77%
$4.61B
$259,000 0.0% of portfolio
13,460
Q1 2025 Reduced 16.32%
$15.5B
$2.91 Million 0.0% of portfolio
22,618
Q1 2025 Reduced 11.51%
$36.8B
$2.82 Million 0.0% of portfolio
49,273
Q1 2025 Reduced 47.5%
$716M
$192,000 0.0% of portfolio
20,952
Q1 2025 Added 61.11%
$54.4B
$7.76 Million 0.0% of portfolio
200,348
Q1 2025 Reduced 15.39%
$0
$16,000 0.0% of portfolio
43,948
Q1 2025 Added 131.74%
$4.49B
$10.7 Million 0.0% of portfolio
184,925
Q1 2025 Added 3.93%
Sunrise Communications Ag
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.16%
Sunrise Rlty Tr Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$2.2B
$289,000 0.0% of portfolio
49,442
Q1 2025 Reduced 0.33%
$2.16B
$405,000 0.0% of portfolio
39,918
Q1 2025 Added 40.91%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 29.3%
$1.82B
$525,000 0.0% of portfolio
16,053
Q1 2025 Added 25.99%
$2.02B
$411,000 0.0% of portfolio
17,340
Q1 2025 Added 3.53%
$237M
$118,000 0.0% of portfolio
23,797
Q1 2025 New
$39.1M
$253,000 0.0% of portfolio
389,932
Q1 2025 Added 7.65%
$1.31B
$1.11 Million 0.0% of portfolio
44,546
Q1 2025 Reduced 25.25%

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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