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
$13.5B
$7.78 Million 0.0% of portfolio
25,246
Q1 2025 Added 77.3%
$1.12B
$130,000 0.0% of portfolio
25,974
Q1 2025 Added 0.22%
$833M
$443,000 0.0% of portfolio
7,690
Q1 2025 Added 1.98%
$8.78B
$1.27 Million 0.0% of portfolio
64,690
Q1 2025 Reduced 8.74%
$1.35B
$1.48 Million 0.0% of portfolio
26,319
Q1 2025 Added 45.83%
$7.23B
$8.43 Million 0.0% of portfolio
60,411
Q1 2025 Added 19.22%
$565M
$433,000 0.0% of portfolio
10,583
Q1 2025 Reduced 3.89%
$12.1B
$7.84 Million 0.0% of portfolio
41,750
Q1 2025 Added 37.81%
$1.06B
$217,000 0.0% of portfolio
8,469
Q1 2025 New
$936M
$500,000 0.0% of portfolio
17,663
Q1 2025 Reduced 36.97%
$1.4B
$712,000 0.0% of portfolio
82,906
Q1 2025 New
$1.58B
$700,000 0.0% of portfolio
26,285
Q1 2025 Added 29.32%
$6.1B
$4.31 Million 0.0% of portfolio
93,630
Q1 2025 Added 11.84%
Upstart Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$1.7B
$1.21 Million 0.0% of portfolio
92,487
Q1 2025 Added 28.74%
$2.5B
$727,000 0.0% of portfolio
152,155
Q1 2025 Reduced 16.55%
$6.65B
$6.07 Million 0.0% of portfolio
115,822
Q1 2025 Reduced 1.33%
$241M
$14,000 0.0% of portfolio
21,250
Q1 2025 Added 8.14%
$306M
$138,000 0.0% of portfolio
12,567
Q1 2025 New
$18.4B
$7.79 Million 0.0% of portfolio
119,044
Q1 2025 Added 9.62%
$2.42B
$1.03 Million 0.0% of portfolio
38,084
Q1 2025 Added 0.75%
$0
$3.29 Million 0.0% of portfolio
63,339
Q1 2025 Added 36.15%
$216M
$296,000 0.0% of portfolio
5,298
Q1 2025 Added 56.79%
$1.12B
$919,000 0.0% of portfolio
65,334
Q1 2025 Added 63.83%
$436M
$1.21 Million 0.0% of portfolio
220,981
Q1 2025 Reduced 13.4%
$4.76B
$2.84 Million 0.0% of portfolio
183,177
Q1 2025 Reduced 8.33%
$418M
$198,000 0.0% of portfolio
52,851
Q1 2025 Added 24.29%
$6.62B
$3.29 Million 0.0% of portfolio
20,559
Q1 2025 Added 11.07%
$3.64B
$1.48 Million 0.0% of portfolio
37,629
Q1 2025 Added 76.48%
$45B
$8.5 Million 0.0% of portfolio
851,424
Q1 2025 Added 15.77%
$267M
$34,000 0.0% of portfolio
16,709
Q1 2025 New
$4.86B
$627,000 0.0% of portfolio
70,618
Q1 2025 Added 2.76%
$7.11B
$1.17 Million 0.0% of portfolio
4,111
Q1 2025 Added 2.8%
$6.73B
$998,000 0.0% of portfolio
28,684
Q1 2025 Reduced 15.32%
$0
$3.44 Million 0.0% of portfolio
417,164
Q1 2025 Added 2.95%
$0
$9.79 Million 0.0% of portfolio
144,253
Q1 2025 Reduced 2.54%
$0
$3.8 Million 0.0% of portfolio
24,175
Q1 2025 Reduced 2.31%
$0
$5.52 Million 0.0% of portfolio
255,403
Q1 2025 Reduced 6.43%
$0
$9.35 Million 0.0% of portfolio
1,035,932
Q1 2025 Added 25.99%
$0
$4.58 Million 0.0% of portfolio
134,252
Q1 2025 Reduced 1.68%
$0
$4.62 Million 0.0% of portfolio
234,997
Q1 2025 Added 45.08%
$0
$10.3 Million 0.0% of portfolio
103,356
Q1 2025 Added 118.38%
$0
$1.51 Million 0.0% of portfolio
42,738
Q1 2025 Added 417.66%
$0
$559,000 0.0% of portfolio
14,961
Q1 2025 Reduced 16.74%
$0
$3.92 Million 0.0% of portfolio
91,526
Q1 2025 Reduced 40.74%
$0
$328,000 0.0% of portfolio
15,694
Q1 2025 Added 5.8%
$0
$274,000 0.0% of portfolio
6,509
Q1 2025 Added 17.98%
$0
$2.52 Million 0.0% of portfolio
105,764
Q1 2025 Reduced 30.05%
$0
$4.53 Million 0.0% of portfolio
260,232
Q1 2025 Added 7.46%

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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