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 DUK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,876,543 | 2,481,110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $276,856,114 | 2,362,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $283,139,876 | 2,287,999 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,967,754 | 1,974,303 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,138,652 | 1,804,859 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $178,202,283 | 1,654,003 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $181,297,950 | 1,572,402 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $162,972,977 | 1,625,990 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $151,772,902 | 1,569,361 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $151,572,016 | 1,561,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $131,779,329 | 1,493,081 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $131,013,220 | 1,459,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $127,297,567 | 1,319,556 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $122,606,814 | 1,190,473 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $97,674,069 | 1,050,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $104,858,777 | 978,069 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $95,865,581 | 858,549 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $83,983,989 | 800,610 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $75,535,928 | 774,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $68,712,476 | 696,034 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $62,648,066 | 649,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $58,361,717 | 637,415 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $53,834,207 | 607,884 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $49,020,024 | 613,594 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $46,595,210 | 576,103 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||