LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

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 CLX

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Shares Held

Position Value (USD)

26 of 26 shown
Report Date Value (USD) Shares
2026-03-31 $383,431 3,700
2026-03-31 $44,711,888 431,457
2025-12-31 $39,463,752 391,389
2025-09-30 $33,567,315 272,241
2025-06-30 $40,647,056 338,528
2025-03-31 $49,187,537 334,041
2024-12-31 $48,155,052 296,503
2024-09-30 $51,257,024 314,634
2024-06-30 $41,841,974 306,602
2024-03-31 $47,851,008 312,527
2023-12-31 $42,719,108 299,594
2023-09-30 $36,281,995 276,835
2023-06-30 $43,386,112 272,800
2023-03-31 $64,174,706 405,553
2022-12-31 $55,076,157 392,476
2022-09-30 $47,132,482 367,104
2022-06-30 $49,805,555 353,281
2022-03-31 $36,696,551 263,947
2021-12-31 $35,830,631 205,498
2021-09-30 $33,546,789 202,565
2021-06-30 $34,100,501 189,542
2021-03-31 $35,509,208 184,100
2020-12-31 $37,772,164 187,065
2020-09-30 $27,488,764 130,793
2020-06-30 $24,554,961 111,934
2020-03-31 $18,502,753 106,798