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 CVS
Shares Held
Position Value (USD)
35 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,776,883 | 1,444,958 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $452,466 | 6,300 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $3,848,960 | 48,500 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $117,586,442 | 1,481,684 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $106,418,790 | 1,411,577 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $3,656,415 | 48,500 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $2,034,910 | 29,500 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $82,320,938 | 1,193,403 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $81,411,177 | 1,201,641 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $833,325 | 12,300 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $48,446,275 | 1,079,222 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $79,818,300 | 1,269,375 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $407,514 | 6,900 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $84,402,646 | 1,429,100 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $43,309 | 543 | Put | Sole | 2024-05-10 | |
| 2024-03-31 | $132,629,633 | 1,662,859 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $765,912 | 9,700 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $126,538,453 | 1,602,564 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $111,952,250 | 1,603,441 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $356,082 | 5,100 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $2,073,900 | 30,000 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $110,022,123 | 1,591,525 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $113,079,161 | 1,521,722 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $138,576,978 | 1,487,037 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $140,288,411 | 1,470,991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $130,592,316 | 1,409,371 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $135,161,704 | 1,335,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $133,067,528 | 1,289,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $106,662,146 | 1,256,919 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $99,455,890 | 1,191,945 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $81,858,063 | 1,088,104 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $68,837,999 | 1,007,877 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $53,053,888 | 908,457 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $56,043,251 | 862,602 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $43,610,931 | 735,057 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||