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Lpl Financial LLC Top Holdings and 13F Report (2025)

About Lpl Financial LLC

Investment Activity

  • Lpl Financial LLC has $257.15 billion in total holdings as of March 31, 2025.
  • Lpl Financial LLC owns shares of 5,209 different stocks, but just 390 companies or ETFs make up 80% of its holdings.
  • Approximately 9.07% of the portfolio was purchased this quarter.
  • About 2.18% of the portfolio was sold this quarter.
  • This quarter, Lpl Financial LLC has purchased 5,150 new stocks and bought additional shares in 3,244 stocks.
  • Lpl Financial LLC sold shares of 1,597 stocks and completely divested from 208 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust
$5,126,388,492
Invesco QQQ
$4,544,892,161
Apple
$4,534,815,466

Largest New Holdings this Quarter

092528843 - BLACKROCK ETF TRUST II
$85,649,158 Holding
09290C806 - BlackRock Future U.S. Themes ETF
$54,160,521 Holding
78468R440 - SPDR SER TR
$32,751,779 Holding
38149W598 - GOLDMAN SACHS ETF TR
$23,321,697 Holding
00039J855 - AB ACTIVE ETFS INC
$15,730,798 Holding

Largest Purchases this Quarter

Vanguard Russell 1000 Value ETF
7,451,591 shares (about $615.05M)
iShares Core MSCI Emerging Markets ETF
9,838,872 shares (about $531.00M)
iShares Global Infrastructure ETF
8,081,757 shares (about $441.83M)
iShares 10-20 Year Treasury Bond ETF
3,151,863 shares (about $327.01M)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF
17,458,599 shares (about $1.02B)
iShares MSCI EAFE Growth ETF
3,402,761 shares (about $340.28M)
iShares Core S&P U.S. Growth ETF
2,222,950 shares (about $282.49M)
iShares U.S. Treasury Bond ETF
10,112,800 shares (about $232.44M)
iShares Core MSCI EAFE ETF
2,602,060 shares (about $196.85M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLpl Financial LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,948,496,237$223,481,107 3.9%10,586,3972.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,126,388,492$51,147,263 1.0%9,164,2482.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,544,892,161$10,735,923 -0.2%9,692,2551.8%Finance
Apple Inc. stock logo
AAPL
Apple
$4,534,815,466$170,052,084 3.9%20,427,3001.8%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,572,018,438$24,840,313 0.7%12,996,7201.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,151,692,600$169,485,784 5.7%8,398,2081.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,135,438,339$151,714,669 5.1%28,951,6611.2%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,107,915,344$225,373,657 7.8%18,186,6431.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,914,696,964$120,309,923 4.3%5,671,6101.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,899,536,957$165,091,867 6.0%36,077,3561.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,759,334,920$173,859,042 6.7%41,960,6911.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,740,231,819$196,845,839 -6.7%36,222,4961.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,553,499,821$150,490,482 6.3%13,430,4431.0%Retail/Wholesale
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$2,367,261,745$232,442,672 -8.9%102,991,6080.9%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$2,275,346,710$225,502,065 11.0%24,262,6020.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,214,121,579$156,801,894 7.6%48,049,5150.9%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,185,828,990$71,295,351 3.4%42,800,6480.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,858,373,501$531,003,903 40.0%34,433,4550.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,840,825,492$60,967,261 -3.2%4,964,2020.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,757,210,999$91,804,688 5.5%18,929,3450.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,724,810,259$76,419,304 4.6%9,985,0090.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,662,431,622$26,264,741 1.6%15,897,7880.6%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,662,131,715$282,492,492 -14.5%13,079,4120.6%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,569,348,585$143,003,579 10.0%2,946,6910.6%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,526,798,693$16,801,689 -1.1%7,394,4150.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,464,101,344$1,018,709,216 -41.0%25,091,7120.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,440,861,913$77,790,719 5.7%7,464,8330.6%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,403,797,725$129,707,163 10.2%42,232,1830.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,399,298,433$94,987,962 7.3%2,431,0220.5%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,386,611,898$139,291,818 11.2%23,686,5740.5%Manufacturing
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,379,474,925$156,545,287 12.8%28,291,1200.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,377,513,601$22,265,279 -1.6%6,905,1760.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,372,736,076$1,737,522 -0.1%27,006,4160.5%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,332,124,766$56,539,439 4.4%14,434,1180.5%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,330,245,018$323,841,125 32.2%6,979,9830.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,219,309,431$52,208,716 4.5%6,285,4250.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,203,115,952$152,535,194 14.5%40,522,5990.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,184,400,770$48,249,204 4.2%3,280,0710.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,162,522,938$29,329,289 2.6%21,229,4200.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,157,651,365$34,485,582 3.1%15,761,0810.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,146,659,169$92,340,643 8.8%12,500,3730.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,128,193,411$130,547,298 13.1%3,915,4350.4%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,119,009,062$98,361,357 9.6%30,733,5650.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,094,863,697$75,743,432 7.4%7,081,8600.4%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,093,102,924$4,089,055 -0.4%38,247,1300.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,084,441,986$69,080,934 6.8%38,785,4820.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,078,711,999$92,828,866 9.4%4,397,5220.4%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,049,670,493$266,174,052 34.0%29,452,0350.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,049,388,257$104,209,533 11.0%21,067,8250.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,047,665,517$31,581,388 3.1%9,936,1300.4%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,021,623,763$63,322,428 6.6%12,792,6850.4%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,012,635,531$28,022,092 2.8%6,935,3850.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$984,116,280$66,987,930 7.3%9,948,6080.4%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$969,797,209$58,154,192 6.4%15,697,5920.4%ETF
Visa Inc. stock logo
V
Visa
$928,625,665$49,502,860 5.6%2,654,7780.4%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$922,491,826$57,817,408 6.7%975,3770.4%Retail/Wholesale
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$914,382,578$57,367,494 6.7%22,433,3330.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$911,326,272$154,910,056 20.5%5,260,7880.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$890,663,103$53,814,836 6.4%5,319,6160.3%Computer and Technology
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$887,518,447$125,970,566 -12.4%15,058,0000.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$848,471,558$8,189,227 1.0%3,826,2530.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$842,496,880$58,101,981 7.4%1,020,8510.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$831,589,475$48,476,441 6.2%5,322,8550.3%Computer and Technology
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$787,376,112$1,601,583 0.2%17,658,1340.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$783,029,368$48,177,282 6.6%23,374,0140.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$782,093,949$207,539,038 36.1%22,834,8600.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$768,215,290$16,755,210 -2.1%2,970,4410.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$767,510,561$124,774,085 19.4%15,159,2060.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$764,674,072$158,581,454 -17.2%9,352,6670.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$749,353,918$31,520,064 4.4%5,335,7600.3%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$743,117,856$43,125,900 6.2%3,949,3930.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$742,848,852$15,097,864 2.1%5,760,3040.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$741,362,808$658,054,408 789.9%14,856,9700.3%Manufacturing
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$741,020,205$615,054,339 488.3%8,977,7100.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$736,516,589$5,075,628 -0.7%2,401,1100.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$715,152,950$35,115,454 5.2%2,761,2510.3%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$712,932,216$55,731,360 8.5%4,298,9160.3%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$701,062,961$18,065,591 -2.5%1,292,5680.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$695,405,432$36,927,406 5.6%5,847,1830.3%Energy
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$687,036,327$10,911,518 1.6%7,664,3950.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$675,566,653$34,262,178 5.3%14,926,3530.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$670,309,817$11,085,280 1.7%13,097,1060.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$669,906,298$21,352,156 -3.1%1,595,4710.3%Finance
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$666,335,772$87,962,257 15.2%10,044,2540.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$665,866,110$43,933,352 7.1%1,816,8740.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$664,858,948$41,946,744 6.7%3,173,2480.3%Medical
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$659,340,385$150,489,804 29.6%11,182,8420.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$655,609,209$57,062,621 9.5%7,467,9260.3%Retail/Wholesale
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$643,935,946$9,385,790 1.5%12,794,2770.3%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$641,001,317$19,481,213 3.1%5,253,6790.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$637,359,018$25,177,627 4.1%4,862,7380.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$633,870,963$74,302,950 13.3%680,5610.2%Consumer Discretionary
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$628,989,499$43,226,598 -6.4%6,730,7610.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$616,163,484$63,952,380 11.6%24,607,1700.2%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$614,782,365$26,365,765 -4.1%6,986,1640.2%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$612,650,755$99,944,102 19.5%6,602,5520.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$604,924,782$44,045,383 7.9%3,549,6120.2%Consumer Staples
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$598,348,985$171,891,387 40.3%5,943,6680.2%ETF
Chevron Co. stock logo
CVX
Chevron
$594,449,290$36,017,202 6.4%3,553,4060.2%Energy
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$588,523,062$67,451,110 -10.3%23,043,1910.2%ETF

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