LPL Financial LLC
Top Portfolio Positions
3,251 positions ·
$111,798,603,650 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 | 5.92% | |
| 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
Holdings in DY
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,627,089 | 31,365 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,563,553 | 22,384 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,211,555 | 14,435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,596,399 | 10,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,644,967 | 10,798 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,760,268 | 10,113 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,731,917 | 8,787 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,056,100 | 6,258 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $797,596 | 5,557 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $697,100 | 6,057 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $706,215 | 7,935 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,079 | 4,189 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $241,991 | 2,584 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $848,577 | 9,066 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $719,213 | 7,550 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $613,752 | 6,546 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $476,168 | 6,684 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $497,636 | 6,677 | Shares | Sole | 2021-08-13 | |
| No quarters match your search. | ||||||