LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

ERIC — Ericsson Lm Telephone Co

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%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,987,227	797,447	+5.6%	Shares	Sole	2026-05-06
2025-12-31	$7,286,705	755,099	-1.5%	Shares	Sole	2026-02-11
2025-09-30	$6,340,468	766,683	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$6,575,163	775,373	+40.4%	Shares	Sole	2025-08-12
2025-03-31	$4,285,064	552,199	-8.5%	Shares	Sole	2025-05-07
2024-12-31	$4,865,676	603,682	+115.8%	Shares	Sole	2025-02-11
2024-09-30	$2,120,618	279,765	+66.7%	Shares	Sole	2024-11-08
2024-06-30	$1,035,461	167,822	+14.4%	Shares	Sole	2024-08-07
2024-03-31	$808,283	146,694	+10.2%	Shares	Sole	2024-05-10
2023-12-31	$838,259	133,057	-5.0%	Shares	Sole	2024-02-14
2023-09-30	$680,886	140,100	-8.4%	Shares	Sole	2023-11-13
2023-06-30	$833,561	152,947	+36.9%	Shares	Sole	2023-07-31
2023-03-31	$653,731	111,749	+3.0%	Shares	Sole	2023-05-10
2022-12-31	$633,488	108,474	-13.4%	Shares	Sole	2023-02-07
2022-09-30	$718,883	125,241	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$933,976	126,213	+11.8%	Shares	Sole	2022-08-12
2022-03-31	$1,032,262	112,939	+31.8%	Shares	Sole	2022-05-16
2021-12-31	$931,276	85,674	-12.6%	Shares	Sole	2022-02-14
2021-09-30	$1,097,712	98,010	-18.8%	Shares	Sole	2021-11-15
2021-06-30	$1,517,965	120,665	-16.5%	Shares	Sole	2021-08-13
2021-03-31	$1,905,994	144,503	-47.2%	Shares	Sole	2021-05-14
2020-12-31	$3,273,439	273,928	+67.0%	Shares	Sole	2021-02-12
2020-09-30	$1,785,894	163,994	+208.7%	Shares	Sole	2020-11-09
2020-06-30	$494,016	53,120	+40.0%	Shares	Sole	2020-08-13
2020-03-31	$306,983	37,946	—	Shares	Sole	2020-05-14
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