LPL Financial LLC

Q1 2025 13F-HR Holdings

Location
Fort Mill, SC
Holdings as of
3/31/2025
Date filed
5/7/2025
Form type
13F-HR
Num holdings
5,344
Total value ($000)
$257,147,939
Net value change ($000)
+11,131,693 (4.5%)
New positions
261
Sold out positions
206
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTIP 660,525 817.1%
VONV 617,023 497.6%
IEMG 574,045 44.7%
IGF 442,194 5572.7%
BRK-B 355,030 29.3%
TLH 336,311 152.9%
IVE 322,276 32.0%
PDBC 296,073 430.3%
GLD 292,449 35.0%
CGDV 274,527 35.4%
Top Reduces (Value $000, Stocks/ETFs)
IJH -1,187,209 -44.8%
NVDA -564,323 -15.3%
IUSG -470,252 -22.1%
AAPL -384,636 -7.8%
QQQ -371,236 -7.7%
TSLA -347,314 -32.8%
EFG -311,264 -35.1%
VUG -264,163 -12.5%
AVGO -263,970 -22.9%
GOVT -231,877 -8.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 252,450 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type