LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,181,667 | $6,621,545,316 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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 BXMX
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $25,320,250 | 1,722,466 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,951,540 | 1,727,946 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,611,227 | 1,629,051 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,193,339 | 1,615,346 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,526,787 | 1,681,686 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,148,315 | 1,687,195 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,385,848 | 1,658,211 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $22,101,680 | 1,670,573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,798,567 | 1,699,031 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,096,358 | 1,666,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,986,024 | 1,494,841 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,000,792 | 1,375,156 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,554,658 | 1,387,720 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,350,061 | 1,544,618 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,146,190 | 1,628,633 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,046,191 | 1,687,452 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,076,982 | 1,643,480 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,836,207 | 1,393,971 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,906,627 | 1,106,933 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,695,680 | 1,016,000 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $6,347,718 | 562,741 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,636,719 | 512,429 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,616,141 | 160,014 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||