LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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 COIN
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,687,826 | 330,381 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $523,830 | 3,000 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $611,135 | 3,500 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $63,668,586 | 281,545 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $565,350 | 2,500 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $1,017,630 | 4,500 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $843,725 | 2,500 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $438,737 | 1,300 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $102,045,838 | 302,367 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $420,588 | 1,200 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $86,035,130 | 245,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,593,912 | 206,665 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,546,109 | 175,377 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $372,450 | 1,500 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $22,942,060 | 128,765 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $25,027,987 | 112,622 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,386 | 9 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $26,878,395 | 101,382 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,723,973 | 96,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,683,546 | 89,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,219,824 | 100,906 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,432,362 | 109,995 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,032,124 | 113,934 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,308,938 | 144,347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,093,296 | 150,857 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $45,106,594 | 178,732 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,326,039 | 128,917 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,054,184 | 102,859 | Shares | Sole | 2021-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||