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
$14.4B
$4.48 Million 0.0% of portfolio
135,044
Q1 2025 Added 14.43%
$13.5B
$7.51 Million 0.0% of portfolio
71,162
Q1 2025 Reduced 20.74%
$968M
$2.24 Million 0.0% of portfolio
35,507
Q1 2025 Added 12.27%
$1.43B
$261,000 0.0% of portfolio
8,308
Q1 2025 Added 5.71%
$12.1B
$4.47 Million 0.0% of portfolio
14,658
Q1 2025 Reduced 60.52%
$3.94B
$3.48 Million 0.0% of portfolio
185,296
Q1 2025 Added 14.49%
$1.46B
$1.02 Million 0.0% of portfolio
62,007
Q1 2025 Reduced 1.72%
$7.68B
$4.36 Million 0.0% of portfolio
59,986
Q1 2025 Added 4.44%
$134B
$8.7 Million 0.0% of portfolio
145,176
Q1 2025 Reduced 2.42%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.65%
$0
$4.36 Million 0.0% of portfolio
101,371
Q1 2025 Added 60.53%
$0
$317,000 0.0% of portfolio
27,938
Q1 2025 Added 2.11%
Touchstone ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.98%
-
$0 0.0% of portfolio
-
Q1 2025 Added 56.22%
$4.89B
$419,000 0.0% of portfolio
11,765
Q1 2025 Reduced 61.83%
$2.58B
$1.13 Million 0.0% of portfolio
32,915
Q1 2025 Reduced 30.63%
$15.2B
$5.85 Million 0.0% of portfolio
39,428
Q1 2025 Added 42.71%
$3.72B
$1.31 Million 0.0% of portfolio
19,545
Q1 2025 Reduced 25.93%
$2.05B
$3.3 Million 0.0% of portfolio
1,041,953
Q1 2025 Added 11.06%
$17.7B
$4.83 Million 0.0% of portfolio
58,161
Q1 2025 Added 7.13%
$4.68B
$2.45 Million 0.0% of portfolio
53,010
Q1 2025 Added 39.56%
$6.91B
$7.32 Million 0.0% of portfolio
126,027
Q1 2025 Reduced 1.12%
$0
$1.47 Million 0.0% of portfolio
47,985
Q1 2025 Added 10.41%
$3.44B
$675,000 0.0% of portfolio
21,148
Q1 2025 Reduced 18.24%
$1.43B
$468,000 0.0% of portfolio
11,714
Q1 2025 Added 0.09%
$197M
$19,000 0.0% of portfolio
12,418
Q1 2025 Added 8.21%
$19.9B
$4.53 Million 0.0% of portfolio
68,929
Q1 2025 Added 53.73%
$4.29B
$920,000 0.0% of portfolio
11,613
Q1 2025 Added 18.67%
$496M
$5.65 Million 0.0% of portfolio
372,983
Q1 2025 Added 689.72%
$2.25B
$880,000 0.0% of portfolio
31,363
Q1 2025 Reduced 3.4%
$103M
$57,000 0.0% of portfolio
15,567
Q1 2025 Reduced 21.92%
$39.6B
$2.84 Million 0.0% of portfolio
44,706
Q1 2025 Added 219.72%
$2.31B
$237,000 0.0% of portfolio
16,794
Q1 2025 Added 34.23%
$3.6B
$225,000 0.0% of portfolio
11,782
Q1 2025 Reduced 34.48%
$0
$340,000 0.0% of portfolio
48,749
Q1 2025 Added 22.25%
$1.57B
$507,000 0.0% of portfolio
7,901
Q1 2025 Added 30.25%
$1.68B
$308,000 0.0% of portfolio
12,158
Q1 2025 Reduced 46.56%
$859M
$255,000 0.0% of portfolio
36,328
Q1 2025 Added 203.09%
$164M
$31,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
Trugolf Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$0 0.0% of portfolio
124,914
Q1 2025 Reduced 3.33%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.11%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.89%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Added 24.31%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.62%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 13.98%
$671M
$213,000 0.0% of portfolio
6,998
Q1 2025 Reduced 35.51%
$2.37B
$2.24 Million 0.0% of portfolio
64,802
Q1 2025 Added 0.64%
$93.9M
$20,000 0.0% of portfolio
67,532
Q1 2025 Added 8.82%

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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