LPL Financial LLC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 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
24 quarters · across all stocks
Holdings in CLBT
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,336,026 | 169,523 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $2,710,698 | 146,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,191,840 | 74,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,265,339 | 65,123 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,198,476 | 54,402 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $659,033 | 39,135 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $633,051 | 52,975 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $468,407 | 42,275 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $386,019 | 44,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $370,910 | 48,485 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334,692 | 46,485 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $260,560 | 42,785 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $169,102 | 38,785 | Shares | Sole | 2023-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||