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 EQX

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $10,078,620 697,000
2025-12-31 $13,192,475 939,635
2025-09-30 $11,433,617 1,019,039
2025-06-30 $6,630,152 1,153,070
2025-03-31 $4,448,945 646,649
2024-12-31 $2,162,224 430,722
2024-09-30 $2,422,419 397,770
2024-06-30 $1,893,103 361,970
2024-03-31 $1,618,151 268,796
2023-12-31 $1,366,945 279,539
2023-09-30 $1,282,696 303,238
2023-06-30 $1,047,345 228,678
2023-03-31 $709,052 137,680
2022-12-31 $84,551 25,778
2022-09-30 $101,480 27,803
2022-06-30 $195,710 44,079
2022-03-31 $206,526 24,973
2021-12-31 $118,570 17,540
2021-09-30 $175,494 26,590
2021-06-30 $176,808 25,440
2021-03-31 $134,551 16,840