LPL Financial LLC
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
Holdings in CLX
Shares Held
Position Value (USD)
26 of 26 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,431 | 3,700 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $44,711,888 | 431,457 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,463,752 | 391,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,567,315 | 272,241 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,647,056 | 338,528 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,187,537 | 334,041 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $48,155,052 | 296,503 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $51,257,024 | 314,634 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,841,974 | 306,602 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $47,851,008 | 312,527 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $42,719,108 | 299,594 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,281,995 | 276,835 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,386,112 | 272,800 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $64,174,706 | 405,553 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $55,076,157 | 392,476 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $47,132,482 | 367,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,805,555 | 353,281 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,696,551 | 263,947 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,830,631 | 205,498 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,546,789 | 202,565 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,100,501 | 189,542 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $35,509,208 | 184,100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,772,164 | 187,065 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $27,488,764 | 130,793 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $24,554,961 | 111,934 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,502,753 | 106,798 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||