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BAC
LPL Financial LLC

LPL Financial LLC

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1403438

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FORT MILL

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BAC — Bank Of America Corp /De/

Top Portfolio Positions

3,251 positions · $111,798,603,650 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	5.92%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.48%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.39%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.23%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.13%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.29%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.84%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.82%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.59%

Portfolio Trend

41 quarters · across all stocks

Holdings in BAC

Compact Export CSV

Shares Held

Position Value (USD)

44 of 44 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$341,250	7,000	-72.0%	Call	Sole	2026-05-06
2026-03-31	$1,218,750	25,000	-99.7%	Put	Sole	2026-05-06
2026-03-31	$422,160,813	8,659,709	+26301.6%	Shares	Sole	2026-05-06
2025-12-31	$1,804,000	32,800	-99.6%	Put	Sole	2026-02-11
2025-12-31	$483,824,770	8,796,814	+2.5%	Shares	Sole	2026-02-11
2025-09-30	$442,650,248	8,580,156	+22538.9%	Shares	Sole	2025-11-12
2025-09-30	$1,955,261	37,900	-7.6%	Put	Sole	2025-11-12
2025-06-30	$1,940,120	41,000	-99.5%	Put	Sole	2025-08-12
2025-06-30	$386,781,566	8,173,744	+14164.8%	Shares	Sole	2025-08-12
2025-03-31	$2,391,129	57,300	-99.2%	Put	Sole	2025-05-07
2025-03-31	$313,725,973	7,517,996	+34386.2%	Shares	Sole	2025-05-07
2024-12-31	$958,110	21,800	-99.7%	Put	Sole	2025-02-11
2024-12-31	$308,875,194	7,027,877	+7.1%	Shares	Sole	2025-02-11
2024-09-30	$260,373,255	6,561,826	+10010.7%	Shares	Sole	2024-11-08
2024-09-30	$2,575,232	64,900	+530.1%	Put	Sole	2024-11-08
2024-06-30	$409,631	10,300	-75.2%	Call	Sole	2024-08-07
2024-06-30	$1,654,432	41,600	-99.3%	Put	Sole	2024-08-07
2024-06-30	$249,348,474	6,269,763	+4.7%	Shares	Sole	2024-08-07
2024-03-31	$226,992,608	5,986,092	+2443202.9%	Shares	Sole	2024-05-10
2024-03-31	$9,290	245	-100.0%	Call	Sole	2024-05-10
2023-12-31	$197,687,984	5,871,339	+39042.3%	Shares	Sole	2024-02-14
2023-09-30	$410,700	15,000	-84.3%	Call	Sole	2023-11-13
2023-09-30	$2,612,052	95,400	-98.3%	Put	Sole	2023-11-13
2023-09-30	$149,620,008	5,464,573	+36330.5%	Shares	Sole	2023-11-13
2023-06-30	$430,350	15,000	-40.9%	Call	Sole	2023-07-31
2023-06-30	$728,726	25,400	-99.5%	Put	Sole	2023-07-31
2023-06-30	$153,630,990	5,354,862	+35599.1%	Shares	Sole	2023-07-31
2023-03-31	$429,000	15,000	-99.7%	Call	Sole	2023-05-10
2023-03-31	$137,907,827	4,821,952	+6.2%	Shares	Sole	2023-05-10
2022-12-31	$150,356,685	4,539,755	+14544.4%	Shares	Sole	2023-02-07
2022-12-31	$1,026,720	31,000	+3.3%	Call	Sole	2023-02-07
2022-09-30	$906,000	30,000	-99.3%	Call	Sole	2022-11-14
2022-09-30	$136,141,539	4,507,998	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$132,949,007	4,270,768	+14135.9%	Shares	Sole	2022-08-12
2022-06-30	$933,900	30,000	-99.3%	Call	Sole	2022-08-12
2022-03-31	$174,861,340	4,242,148	+6.2%	Shares	Sole	2022-05-16
2021-12-31	$177,671,793	3,993,522	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$153,106,282	3,606,744	+5.9%	Shares	Sole	2021-11-15
2021-06-30	$140,486,978	3,407,397	+4.1%	Shares	Sole	2021-08-13
2021-03-31	$126,616,894	3,272,600	+6.1%	Shares	Sole	2021-05-14
2020-12-31	$93,456,914	3,083,369	+7.9%	Shares	Sole	2021-02-12
2020-09-30	$68,854,062	2,858,201	-1.1%	Shares	Sole	2020-11-09
2020-06-30	$68,664,266	2,891,127	+8.1%	Shares	Sole	2020-08-13
2020-03-31	$56,762,268	2,673,682	—	Shares	Sole	2020-05-14
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