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 |
|---|---|---|---|---|
| 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 EXP
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,112,674 | 232,846 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,556,631 | 12,370 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,247,387 | 18,226 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,249,725 | 65,557 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,993,368 | 67,559 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,958,462 | 64,672 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $16,680,823 | 57,990 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,480,148 | 52,792 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,078,552 | 51,807 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,496,767 | 51,749 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,610,915 | 51,711 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,440,438 | 34,548 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,259,261 | 8,581 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,363,173 | 10,261 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $756,369 | 7,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $618,742 | 5,628 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $503,684 | 3,924 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $733,755 | 4,408 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $516,639 | 3,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $569,434 | 4,007 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $496,376 | 3,693 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $324,117 | 3,198 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $235,308 | 2,726 | Shares | Sole | 2020-11-09 | |
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