LPL Financial LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings5,344 positions
iShares Trust CORE S&P500 ETF | 10.6M | $5.9B | 2.3% | $368.97 | +49.59% | 26 qtrssince 2018-Q4 | Increased 57 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 9M | $5.1B | 2.0% | $346.84 | +58.65% | 26 qtrssince 2018-Q4 | Increased 51 |
Apple Inc. | 20.4M | $4.5B | 1.8% | $109.06 | +102.43% | 26 qtrssince 2018-Q4 | Increased 52 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 9.5M | $4.5B | 1.7% | $270.85 | +72.52% | 26 qtrssince 2018-Q4 | Increased 50 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 13M | $3.6B | 1.4% | $157.79 | +71.22% | 26 qtrssince 2018-Q4 | Increased 50 |
Microsoft Corp. | 8.4M | $3.1B | 1.2% | $257.43 | +44.13% | 26 qtrssince 2018-Q4 | Increased 53 |
NVIDIA Corp. | 28.9M | $3.1B | 1.2% | $34.61 | +212.37% | 26 qtrssince 2018-Q4 | Increased 53 |
ISHARES MSCI USA QUALITY FACTOR ETF | 18.2M | $3.1B | 1.2% | $123.14 | +36.89% | 26 qtrssince 2018-Q4 | Increased 54 |
Vanguard Index Funds S&P 500 ETF SHS | 5.7M | $2.9B | 1.1% | $359.45 | +40.51% | 26 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 36.1M | $2.9B | 1.1% | $60.16 | +32.51% | 26 qtrssince 2018-Q4 | Increased 53 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 42M | $2.8B | 1.1% | $51.87 | +24.66% | 26 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 36.2M | $2.7B | 1.1% | $59.18 | +24.43% | 26 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 13.4M | $2.5B | 1.0% | $140.49 | +35.43% | 26 qtrssince 2018-Q4 | Increased 48 |
ISHARES U.S. TREASURY BOND ETF | 103M | $2.4B | 0.9% | $21.05 | +3.85% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MBS ETF | 24.3M | $2.3B | 0.9% | $84.47 | +4.54% | 26 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 48M | $2.2B | 0.9% | $42.23 | +2.79% | 26 qtrssince 2018-Q4 | Increased 48 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 42.8M | $2.2B | 0.8% | $38.49 | +29.09% | 26 qtrssince 2018-Q4 | Increased 46 |
ISHARES INC | 34.4M | $1.9B | 0.7% | $48.35 | +8.63% | 26 qtrssince 2018-Q4 | Increased 60 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 5M | $1.8B | 0.7% | $33.08 | +85.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 18.9M | $1.8B | 0.7% | $75.37 | +22.42% | 26 qtrssince 2018-Q4 | Increased 48 |
LPL Financial LLC manages $257.1B across 5344 positions as of Q1 2025. Top holdings: IVV (2.3%), SPY (2.0%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 265 new positions, 207 exits, 3250 increased. Top move: IEMG (INCREASED, conviction 60). Portfolio: $257.1B across 5344 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR