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

About Lpl Financial LLC

Investment Activity

  • Lpl Financial LLC has $246.02 billion in total holdings as of December 31, 2024.
  • Lpl Financial LLC owns shares of 5,150 different stocks, but just 369 companies or ETFs make up 80% of its holdings.
  • Approximately 10.66% of the portfolio was purchased this quarter.
  • About 1.06% of the portfolio was sold this quarter.
  • This quarter, Lpl Financial LLC has purchased 5,051 new stocks and bought additional shares in 3,302 stocks.
  • Lpl Financial LLC sold shares of 1,453 stocks and completely divested from 228 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust
$5,317,395,056
Invesco QQQ
$4,966,675,685
Apple
$4,922,324,281

Largest New Holdings this Quarter

BLACKROCK INC
$171,982,474 Holding
ARISTA NETWORKS INC
$122,754,064 Holding
LAM RESEARCH CORP
$79,772,747 Holding
CP High Yield Trend ETF
$60,663,374 Holding
BLACKROCK ETF TRUST
$46,461,299 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
1,171,524 shares (about $689.65M)
Schwab US Dividend Equity ETF
24,783,386 shares (about $677.08M)
Vanguard S&P 500 ETF
974,301 shares (about $524.96M)
Schwab U.S. Large-Cap Growth ETF
17,759,913 shares (about $494.97M)
iShares MSCI USA Quality Factor ETF
2,141,996 shares (about $381.45M)

Largest Sales this Quarter

Invesco Russell 1000 Dynamic Multifactor ETF
1,164,630 shares (about $63.16M)
VanEck Morningstar Wide Moat ETF
591,948 shares (about $54.89M)
iShares MSCI India ETF
1,034,274 shares (about $54.44M)
First Trust TCW Opportunistic Fixed Income ETF
981,030 shares (about $42.15M)
iShares Investment Grade Bond Factor ETF
886,963 shares (about $39.35M)

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
$5,997,867,981$689,652,744 13.0%10,188,6732.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,317,395,056$233,673,622 4.6%9,072,8142.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,966,675,685$277,434,271 5.9%9,715,1502.0%Finance
Apple Inc. stock logo
AAPL
Apple
$4,922,324,281$277,013,761 6.0%19,661,2922.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,740,386,121$25,630,217 -0.7%12,906,3391.5%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,700,484,396$246,042,652 7.1%27,550,7751.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,349,847,727$245,406,549 7.9%7,946,5851.4%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,003,821,342$381,446,642 14.5%16,867,8201.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,990,639,870$230,302,035 8.3%34,023,2081.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,929,781,027$524,963,128 21.8%5,437,5031.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,773,570,508$263,399,137 10.5%12,638,9201.1%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,728,589,785$179,117,153 7.0%38,824,5561.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,710,503,455$253,467,964 10.3%39,316,8491.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,651,309,848$85,576,304 3.3%42,550,3111.1%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$2,599,139,279$122,733,881 5.0%113,104,4081.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,132,384,103$59,250,922 2.9%15,302,3620.9%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,117,431,968$115,269,401 5.8%41,404,6160.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,104,988,434$58,424,495 2.9%5,128,6140.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,018,030,569$240,282,285 13.5%44,646,6960.8%Manufacturing
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$2,003,942,828$244,631,476 13.9%21,858,0160.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,821,487,663$229,203,247 14.4%17,940,3900.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,802,803,298$188,945,806 11.7%15,646,6190.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,738,269,896$109,107,214 6.7%7,475,7870.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,615,564,557$26,083,035 1.6%9,542,6140.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,550,429,409$35,111,873 2.3%7,016,7870.6%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,486,158,775$127,096,439 9.4%7,061,8140.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,327,565,034$132,934,137 11.1%2,265,9980.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,293,081,361$227,494,119 21.3%27,040,5990.5%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,285,380,305$250,645,027 24.2%25,080,5930.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,284,329,014$95,935,234 8.1%24,594,5830.5%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,279,731,708$43,462,763 3.5%13,821,4900.5%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,263,551,468$44,707,503 3.7%3,146,4500.5%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$1,260,104,352$57,999,419 4.8%21,307,1440.5%Manufacturing
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,255,692,141$109,874,809 9.6%38,330,0420.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,248,035,670$107,480,418 9.4%6,591,9320.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,213,965,805$81,943,984 7.2%2,678,1800.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,178,170,905$40,631,593 3.6%6,016,2940.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,168,787,029$52,334,872 4.7%20,693,8230.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,158,782,530$101,299,944 9.6%4,998,1990.5%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,099,616,838$57,791,984 5.5%15,291,5700.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,078,181,060$41,868,065 4.0%35,385,0040.4%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,070,318,838$44,950,978 4.4%38,390,2040.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,060,645,819$86,724,617 8.9%2,625,6680.4%Auto/Tires/Trucks
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$1,050,870,399$84,255,849 8.7%11,493,7160.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,026,780,779$218,820,346 27.1%9,636,6100.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,007,988,161$161,859,167 19.1%5,280,7430.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$992,119,631$677,082,072 214.9%36,314,7760.4%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$971,141,042$64,194,155 7.1%11,999,7670.4%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$963,416,443$73,439,466 8.3%4,019,0920.4%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$956,734,578$26,331,294 2.8%28,032,0720.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$954,592,988$60,140,947 6.7%5,012,5660.4%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$944,482,766$68,931,756 7.9%21,025,8870.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$927,698,604$9,849,324 1.1%6,743,4660.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$917,094,734$189,961,195 26.1%18,975,6840.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$910,498,384$42,514,656 4.9%3,789,3230.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$906,430,007$44,416,039 5.2%11,292,2640.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$905,150,192$85,408,765 10.4%14,756,2810.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$902,235,619$232,015,967 34.6%17,195,2680.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$898,400,070$128,744,338 16.7%9,271,4150.4%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$886,183,281$278,015,252 45.7%9,151,9510.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$838,342,587$27,603,301 3.4%3,462,3660.3%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$837,695,172$86,988,831 11.6%914,2450.3%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$824,429,744$85,269,926 11.5%1,325,8760.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$815,357,942$155,991,869 23.7%5,111,3220.3%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$801,694,748$38,631,917 5.1%3,035,2280.3%ETF
Visa Inc. stock logo
V
Visa
$794,455,213$57,006,188 7.7%2,513,2580.3%Business Services
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$786,401,440$141,563,463 22.0%21,935,8860.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$778,872,620$7,619,086 1.0%2,417,6570.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$775,142,662$205,022,119 36.0%21,983,6270.3%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$769,033,441$2,649,471 0.3%17,622,2160.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$765,149,344$48,346,659 6.7%4,366,5430.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$733,480,546$7,973,412 1.1%950,4490.3%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$720,019,696$31,091,258 4.5%5,643,2300.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$704,435,124$37,127,724 5.6%12,880,5120.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$700,510,709$86,277,340 14.0%1,646,3240.3%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$688,719,744$78,905,743 12.9%3,720,1950.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$675,573,396$54,888,371 -7.5%7,285,7750.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$662,397,173$14,852,118 2.3%7,542,6690.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$660,115,185$64,569,222 10.8%1,696,9980.3%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$655,191,510$45,400,026 7.4%5,094,0100.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$641,847,883$13,492,001 -2.1%25,684,1900.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$639,435,834$76,701,316 13.6%12,694,7760.3%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$634,424,061$14,862,565 -2.3%12,607,7920.3%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$628,298,633$14,496,530 2.4%18,164,1700.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$624,017,861$83,628,072 15.5%14,169,3450.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$623,538,852$161,212,085 34.9%16,775,3260.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$616,180,197$8,811,844 1.5%7,193,3250.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$616,000,469$46,311,148 8.1%6,817,9360.3%Retail/Wholesale
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$615,404,124$66,919,053 12.2%4,670,6450.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$614,621,556$494,968,742 413.7%22,053,1610.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$600,081,765$22,762,312 -3.7%8,400,9770.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$595,581,279$59,636,912 11.1%5,536,6860.2%Oils/Energy
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$584,389,129$65,328,034 12.6%8,718,3230.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$574,595,464$129,075,042 29.0%10,362,4090.2%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$573,108,995$35,952,679 6.7%3,962,8610.2%Medical
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$570,779,229$36,422,549 6.8%5,525,4520.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$551,762,923$27,418,317 5.2%3,291,1600.2%Consumer Staples
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$545,523,317$81,135,660 17.5%7,059,9630.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$535,081,978$84,105,623 18.6%600,7850.2%Consumer Discretionary
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$529,519,699$29,333,439 5.9%8,859,2900.2%Manufacturing

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