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 CSX
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,257,750 | 55,000 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $70,796,718 | 1,724,646 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,730,727 | 1,620,158 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,993,750 | 55,000 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $56,618,635 | 1,594,442 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $1,953,050 | 55,000 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $54,443,742 | 1,668,518 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,772,812 | 1,725,206 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $55,249,854 | 1,712,112 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $54,816,271 | 1,587,497 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $51,313,571 | 1,534,038 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $75,876,618 | 2,046,847 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $67,264,827 | 1,940,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,788,486 | 2,041,902 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,145,236 | 1,939,743 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $53,825,832 | 1,797,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $51,350,960 | 1,657,552 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $41,266,239 | 1,549,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,342,844 | 1,491,495 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,544,195 | 1,376,347 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,097,478 | 1,305,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,975,853 | 1,209,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,212,036 | 1,066,460 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,777,024 | 335,315 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,452,701 | 312,486 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,955,115 | 268,641 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,808,164 | 249,849 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,477,460 | 234,422 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||