LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

BA — Boeing Co

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.26%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

Portfolio Trend

25 quarters · across all stocks

Holdings in BA

Compact Export CSV

Shares Held

Position Value (USD)

43 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$291,062,865	1,462,407	+5179.4%	Shares	Sole	2026-05-06
2026-03-31	$5,513,131	27,700	+269.3%	Put	Sole	2026-05-06
2025-12-31	$1,628,400	7,500	+177.8%	Call	Sole	2026-02-11
2025-12-31	$586,224	2,700	-99.8%	Put	Sole	2026-02-11
2025-12-31	$295,215,675	1,359,689	+135868.9%	Shares	Sole	2026-02-11
2025-09-30	$215,830	1,000	-99.9%	Call	Sole	2025-11-12
2025-09-30	$271,175,502	1,256,431	+33857.6%	Shares	Sole	2025-11-12
2025-09-30	$798,571	3,700	-36.2%	Put	Sole	2025-11-12
2025-06-30	$1,215,274	5,800	-99.5%	Put	Sole	2025-08-12
2025-06-30	$249,675,948	1,191,600	+16.0%	Shares	Sole	2025-08-12
2025-03-31	$175,208,573	1,027,315	+7.3%	Shares	Sole	2025-05-07
2024-12-31	$169,474,668	957,484	+7.8%	Shares	Sole	2025-02-11
2024-09-30	$135,065,494	888,355	+9153.7%	Shares	Sole	2024-11-08
2024-09-30	$1,459,584	9,600	-99.0%	Put	Sole	2024-11-08
2024-06-30	$166,761,384	916,221	+19817.8%	Shares	Sole	2024-08-07
2024-06-30	$837,246	4,600	-99.5%	Call	Sole	2024-08-07
2024-03-31	$168,460,392	872,897	-9.6%	Shares	Sole	2024-05-10
2023-12-31	$251,818,152	966,079	+4.6%	Shares	Sole	2024-02-14
2023-09-30	$176,952,842	923,168	+5.9%	Shares	Sole	2023-11-13
2023-06-30	$184,057,614	871,650	+1.9%	Shares	Sole	2023-07-31
2023-03-31	$181,661,426	855,159	+7.5%	Shares	Sole	2023-05-10
2022-12-31	$151,502,792	795,332	+52922.1%	Shares	Sole	2023-02-07
2022-12-31	$285,735	1,500	-16.7%	Call	Sole	2023-02-07
2022-09-30	$217,944	1,800	-99.8%	Call	Sole	2022-11-14
2022-09-30	$92,211,743	761,577	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$100,533,907	735,327	+40751.5%	Shares	Sole	2022-08-12
2022-06-30	$246,096	1,800	-99.8%	Call	Sole	2022-08-12
2022-03-31	$153,532,061	801,734	+80073.4%	Shares	Sole	2022-05-16
2021-12-31	$201,320	1,000	-99.9%	Put	Sole	2022-02-14
2021-12-31	$156,257,135	776,163	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$169,928,503	772,613	+77161.3%	Shares	Sole	2021-11-15
2021-09-30	$219,940	1,000	-23.1%	Put	Sole	2021-11-15
2021-09-30	$285,922	1,300	+30.0%	Call	Sole	2021-11-15
2021-06-30	$239,560	1,000	-99.9%	Put	Sole	2021-08-13
2021-06-30	$198,430,901	828,314	+2.9%	Shares	Sole	2021-08-13
2021-03-31	$205,077,873	805,111	+80411.1%	Shares	Sole	2021-05-14
2021-03-31	$254,720	1,000	-99.9%	Put	Sole	2021-05-14
2020-12-31	$146,540,124	684,575	+68357.5%	Shares	Sole	2021-02-12
2020-12-31	$214,060	1,000	-99.8%	Put	Sole	2021-02-12
2020-09-30	$100,669,781	609,160	-3.2%	Shares	Sole	2020-11-09
2020-06-30	$115,405,496	629,599	+22385.7%	Shares	Sole	2020-08-13
2020-06-30	$513,240	2,800	-99.4%	Put	Sole	2020-08-13
2020-03-31	$73,803,122	494,858	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.