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 CVI
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,302,288 | 38,701 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $618,217 | 24,301 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $811,242 | 22,238 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $714,908 | 26,626 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $634,903 | 32,727 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $205,952 | 10,990 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,081,258 | 46,950 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,816,879 | 67,870 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,959,445 | 54,948 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,560,480 | 51,501 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,005,524 | 58,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,622,513 | 54,156 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,414,391 | 43,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,229,624 | 39,235 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $586,989 | 20,255 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $215,572 | 6,435 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $1,057,933 | 58,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,072,833 | 55,935 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $484,726 | 32,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $377,837 | 30,520 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $668,194 | 33,227 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $568,086 | 34,367 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||