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

About Lpl Financial LLC

Investment Activity

  • Lpl Financial LLC has $299.81 billion in total holdings as of June 30, 2025.
  • Lpl Financial LLC owns shares of 5,389 different stocks, but just 399 companies or ETFs make up 80% of its holdings.
  • Approximately 8.91% of the portfolio was purchased this quarter.
  • About 1.43% of the portfolio was sold this quarter.
  • This quarter, Lpl Financial LLC has purchased 5,209 new stocks and bought additional shares in 3,396 stocks.
  • Lpl Financial LLC sold shares of 1,558 stocks and completely divested from 156 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust
$6,039,350,044
Invesco QQQ
$5,714,443,378
NVIDIA
$4,978,749,342
Microsoft
$4,463,013,761

Largest New Holdings this Quarter

46654Q575 - J P MORGAN EXCHANGE TRADED F
$235,378,402 Holding
78249U308 - RUSSELL INVTS EXCHANGE TRADE
$51,904,701 Holding
00039J400 - AB US High Dividend ETF
$23,574,883 Holding
78249U209 - RUSSELL INVTS EXCHANGE TRADE
$22,473,756 Holding
773121108 - ROCKET LAB CORP
$18,876,544 Holding

Largest Purchases this Quarter

Capital Group Dividend Value ETF
13,408,161 shares (about $529.49M)
iShares Core MSCI Emerging Markets ETF
8,451,688 shares (about $507.35M)
BlackRock Future U.S. Themes ETF
13,885,825 shares (about $494.06M)
iShares MSCI EAFE Value ETF
7,646,102 shares (about $485.37M)
NVIDIA
2,561,406 shares (about $404.68M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,269,361 shares (about $788.15M)
iShares MSCI Emerging Markets ex China ETF
5,778,339 shares (about $364.84M)
iShares Currency Hedged MSCI EAFE ETF
2,556,417 shares (about $97.04M)
Invesco Preferred ETF
8,332,023 shares (about $92.74M)
Industrial Select Sector SPDR Fund
604,500 shares (about $89.18M)

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
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,039,350,044$377,219,073 6.7%9,774,7832.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,784,947,412$788,146,212 -12.0%9,317,0361.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,714,443,378$367,808,154 6.9%10,359,0091.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,978,749,342$404,676,525 8.8%31,513,0671.7%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,463,013,761$285,661,074 6.8%8,972,5051.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,421,600,711$230,531,674 5.5%21,550,9131.5%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,108,494,623$158,401,625 4.0%13,517,8981.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,609,086,104$170,192,617 4.9%37,862,8431.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,558,610,455$233,728,420 7.0%19,465,1051.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,474,191,375$252,546,709 7.8%6,116,2111.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,264,157,904$317,653,025 10.8%14,878,3351.1%Retail/Wholesale
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,251,624,876$201,502,412 6.6%44,732,7701.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,167,670,837$143,816,921 4.8%37,945,2671.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,574,395,030$507,354,810 24.5%42,885,1430.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$2,429,440,633$62,693,507 2.6%105,719,7850.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$2,380,207,134$102,191,470 4.5%25,351,0190.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,363,296,324$123,110,480 5.5%45,152,7780.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,339,213,214$162,907,235 7.5%5,335,7970.8%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,183,740,733$37,588,271 -1.7%47,236,4440.7%Manufacturing
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,052,088,389$84,944,865 4.3%13,644,2050.7%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,051,047,520$33,073,268 -1.6%18,628,9520.7%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,997,997,933$302,734,495 17.9%8,797,8780.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,961,926,227$167,612,887 9.3%2,658,1120.7%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,923,012,671$50,524,956 2.7%7,593,9370.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,827,743,010$62,992,437 3.6%10,341,4220.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,777,566,044$40,096,860 2.3%16,264,6730.6%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,752,176,582$211,442,296 13.7%32,173,6450.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,692,549,110$529,488,268 45.5%42,860,1960.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,624,662,500$138,566,986 9.3%25,895,1650.5%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,610,008,802$53,820,952 3.5%25,959,5120.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,601,151,707$61,516,010 4.0%28,085,4550.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,579,701,555$113,349,479 7.7%5,730,8240.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,548,359,269$116,945,237 8.2%3,187,4330.5%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,546,378,985$182,350,702 13.4%7,913,1050.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,523,327,507$33,259,710 2.2%7,059,3060.5%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,506,721,656$88,564,997 6.2%44,869,6160.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,481,536,083$88,883,291 6.4%3,489,4150.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,441,256,322$485,374,530 50.8%22,704,1020.5%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,437,366,644$71,466,088 5.2%15,189,3340.5%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,392,601,180$117,715,631 9.2%4,803,5640.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,363,263,380$115,227,112 9.2%7,735,7050.5%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,332,339,480$45,901,743 3.6%6,509,6970.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,291,298,049$97,755,938 8.2%4,236,1250.4%Finance
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,270,875,698$170,505,802 15.5%44,173,6440.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,265,313,280$23,305,361 -1.8%39,789,7260.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,221,276,180$293,039,138 31.6%30,043,6950.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,214,952,937$29,449,064 -2.4%30,006,2480.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,205,051,621$58,392,471 5.1%13,136,9420.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,199,202,070$38,713,767 3.3%16,286,8690.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,188,493,303$18,752,347 1.6%21,569,7530.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,125,832,984$122,128,977 12.2%17,607,6480.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,104,842,002$66,715,179 6.4%10,574,6750.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,093,929,071$9,392,873 -0.9%20,888,4690.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,062,184,386$96,620,083 10.0%1,072,9790.4%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,044,139,992$27,119,364 -2.5%12,468,8330.3%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$1,041,922,641$130,562,558 14.3%778,0590.3%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,039,223,713$11,408,540 1.1%39,215,9930.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,035,474,432$48,572,488 4.9%10,438,2500.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,012,916,486$68,695,335 7.3%5,710,1110.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$997,938,010$55,359,043 5.9%2,810,6970.3%Business Services
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$996,909,448$41,249,534 4.3%23,401,6320.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$978,285,020$101,145,826 11.5%3,079,6600.3%Auto/Tires/Trucks
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$938,431,943$13,904,916 1.5%5,416,0100.3%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$930,172,791$23,427,368 2.6%3,925,1110.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$921,396,980$34,698,524 -3.6%5,069,8640.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$921,150,619$13,669,862 -1.5%6,833,9690.3%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$868,333,305$103,342,607 13.5%10,190,5090.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$857,235,015$88,966,504 11.6%16,914,6620.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$842,545,304$46,760,911 5.9%1,080,8370.3%Medical
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$835,019,808$88,159,954 11.8%16,610,6990.3%Manufacturing
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$831,155,126$15,810,043 1.9%2,447,6690.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$830,365,222$5,730,106 0.7%23,536,4320.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$830,187,167$1,031,173 -0.1%2,966,7560.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$821,987,263$54,081,197 7.0%6,165,9840.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$815,356,154$267,857,240 48.9%2,679,0080.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$813,641,005$94,865,604 13.2%27,854,8800.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$810,296,674$94,543,199 13.2%11,370,9900.3%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$809,011,672$41,921,050 5.5%4,165,2250.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$806,699,173$50,635,467 -5.9%1,216,2270.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$804,267,311$28,744,216 3.7%9,699,3170.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$797,924,523$76,925,832 10.7%7,307,0010.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$791,936,718$53,679,377 7.3%16,011,6620.3%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$790,795,900$1,477,380 0.2%17,691,1850.3%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$784,224,382$140,544,347 21.8%15,587,8440.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$759,243,212$29,029,509 4.0%7,764,8120.3%Retail/Wholesale
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$739,812,745$43,195,924 6.2%8,139,6500.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$738,136,805$28,680,062 4.0%5,466,0610.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$725,367,041$126,899,188 21.2%7,203,9640.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$720,521,849$175,722,572 32.3%7,091,7510.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$719,365,807$53,226,974 8.0%1,962,0490.2%Retail/Wholesale
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$713,153,831$122,855,921 20.8%13,109,4460.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$700,989,297$2,055,192 -0.3%1,590,8070.2%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$698,883,587$100,204,010 16.7%6,439,5430.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$692,758,072$36,098,644 5.5%4,535,2410.2%Medical
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$688,851,890$23,368,661 -3.3%12,667,3770.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$680,324,325$36,415,116 5.7%6,074,3250.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$679,780,195$17,581,841 -2.5%10,900,9010.2%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$678,996,333$48,670,077 7.7%6,298,6680.2%Energy
PALANTIR TECHNOLOGIES INC
$674,242,779$89,104,201 15.2%4,946,0300.2%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$637,206,019$48,187,697 8.2%3,432,8520.2%Medical

Showing largest 100 holdings. View all holdings.
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