LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,251 positions · $111,798,603,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
10,181,667 $6,621,545,316 5.92%
QQQ
Invesco Qqq Trust, Series 1
10,614,231 $6,126,321,848 5.48%
AAPL
Apple Inc.
Technology
23,746,504 $6,026,625,250 5.39%
NVDA
Nvidia Corp
Technology
33,530,760 $5,847,764,544 5.23%
MSFT
Microsoft Corp
Technology
10,358,397 $3,834,367,817 3.43%
AMZN
Amazon Com Inc
Consumer Cyclical
16,810,256 $3,501,072,017 3.13%
GOOGL
Alphabet Inc.
Communication Services
8,894,179 $2,557,610,113 2.29%
AVGO
Broadcom Inc.
Technology
6,655,594 $2,059,972,898 1.84%
GLD
Spdr Gold Trust
4,735,901 $2,037,810,841 1.82%
META
Meta Platforms, Inc.
Communication Services
3,112,517 $1,780,764,351 1.59%

Portfolio Trend

41 quarters · across all stocks

Holdings in DOW

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $47,376,125 1,137,482
2025-12-31 $32,827,226 1,404,073
2025-09-30 $26,143,891 1,140,161
2025-06-30 $31,161,875 1,176,808
2025-03-31 $36,897,275 1,056,623
2024-12-31 $39,163,749 975,922
2024-09-30 $68,205,172 1,248,493
2024-06-30 $63,049,818 1,188,498
2024-03-31 $65,693,488 1,134,015
2023-12-31 $67,873,219 1,237,659
2023-09-30 $66,312,811 1,286,129
2023-06-30 $66,014,598 1,239,478
2023-03-31 $65,284,918 1,190,896
2022-12-31 $55,155,180 1,094,566
2022-09-30 $43,875,219 998,753
2022-06-30 $48,476,756 939,290
2022-03-31 $56,708,314 889,961
2021-12-31 $40,571,248 715,290
2021-09-30 $32,836,310 570,471
2021-06-30 $34,981,626 552,807
2021-03-31 $24,663,576 385,730
2020-12-31 $18,468,846 332,772
2020-09-30 $15,889,914 337,724
2020-06-30 $15,943,314 391,151
2020-03-31 $11,358,658 388,463