LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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
24 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,843,136 | 523,142 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $11,331,132 | 463,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,469,449 | 434,417 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,952,113 | 427,680 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,487,941 | 394,509 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,652,023 | 309,924 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,642,564 | 285,211 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,752,856 | 286,138 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,758,055 | 258,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,588,618 | 263,863 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,369,886 | 279,995 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,602,097 | 291,999 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,846,429 | 300,282 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,121,037 | 281,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,446,523 | 270,068 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,124,774 | 280,358 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,186,560 | 274,809 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,633,241 | 278,078 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,288,806 | 263,705 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,948,598 | 264,507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,040,753 | 255,423 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,750,418 | 241,138 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,525,921 | 235,235 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,872,768 | 230,111 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||