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 CRF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,754,696 | 1,979,093 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,104,192 | 1,885,667 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,312,992 | 1,780,223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,844,036 | 1,657,295 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,492,189 | 1,206,414 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,703,909 | 1,139,010 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,323,782 | 1,049,472 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,602,846 | 987,883 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,127,005 | 967,988 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,630,435 | 957,934 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,938,102 | 885,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,929,167 | 883,473 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,705,728 | 649,505 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,109,426 | 590,367 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,630,160 | 581,620 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,078,939 | 499,460 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,746,098 | 274,695 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,732,096 | 128,490 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $993,325 | 81,643 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,165,049 | 104,700 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $250,963 | 19,334 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $247,548 | 22,149 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $190,547 | 17,669 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $174,090 | 17,669 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $137,887 | 17,669 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||