LPL FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 2.91M | $994.16M |
 | USB | 2.90M | $140.26M |
 | SBUX | 2.89M | $244.58M |
 | META | 2.87M | $2.11B |
 | SO | 2.86M | $271.42M |
 | WFC | 2.74M | $229.67M |
 | BMY | 2.72M | $122.63M |
 | HPE | 2.66M | $65.35M |
 | FSCO | 2.61M | $18.06M |
 | INTC | 2.61M | $87.56M |
 | PM | 2.61M | $423.24M |
 | O | 2.58M | $156.65M |
 | RTX | 2.51M | $419.69M |
 | AMD | 2.45M | $396.50M |
 | PEP | 2.39M | $335.70M |
 | OBDC | 2.39M | $30.49M |
 | DIS | 2.38M | $272.20M |
 | SOFI | 2.35M | $61.98M |
 | WMB | 2.34M | $148.39M |
 | DUK | 2.29M | $283.14M |
Visa Inc.
V
Shares Held
2.91M
Value
$994.16M
U.S. Bancorp
USB
Shares Held
2.90M
Value
$140.26M
Starbucks Corporation
SBUX
Shares Held
2.89M
Value
$244.58M
Meta Platforms, Inc.
META
Shares Held
2.87M
Value
$2.11B
The Southern Company
SO
Shares Held
2.86M
Value
$271.42M
Wells Fargo & Company
WFC
Shares Held
2.74M
Value
$229.67M
Bristol-Myers Squibb Company
BMY
Shares Held
2.72M
Value
$122.63M
Hewlett Packard Enterprise Company
HPE
Shares Held
2.66M
Value
$65.35M
FS Credit Opportunities Corp.
FSCO
Shares Held
2.61M
Value
$18.06M
Intel Corporation
INTC
Shares Held
2.61M
Value
$87.56M
Philip Morris International Inc.
PM
Shares Held
2.61M
Value
$423.24M
Realty Income Corporation
O
Shares Held
2.58M
Value
$156.65M
RTX Corporation
RTX
Shares Held
2.51M
Value
$419.69M
Advanced Micro Devices, Inc.
AMD
Shares Held
2.45M
Value
$396.50M
PepsiCo, Inc.
PEP
Shares Held
2.39M
Value
$335.70M
Blue Owl Capital Corporation
OBDC
Shares Held
2.39M
Value
$30.49M
The Walt Disney Company
DIS
Shares Held
2.38M
Value
$272.20M
SoFi Technologies, Inc.
SOFI
Shares Held
2.35M
Value
$61.98M
The Williams Companies, Inc.
WMB
Shares Held
2.34M
Value
$148.39M
Duke Energy Corporation
DUK
Shares Held
2.29M
Value
$283.14M