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
Holdings in EXPD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,531,352 | 185,236 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,046,507 | 181,508 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,718,445 | 169,006 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,196,711 | 159,271 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,823,576 | 139,905 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,279,471 | 128,911 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,617,717 | 134,077 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,092,668 | 128,958 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,553,266 | 119,711 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,684,604 | 115,445 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,458,446 | 108,684 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,543,253 | 103,552 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,945,817 | 99,399 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,960,479 | 76,602 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,902,397 | 78,161 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,588,625 | 77,864 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,683,975 | 74,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,454,188 | 92,741 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,464,498 | 87,841 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,054,092 | 95,214 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,365,054 | 96,249 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,670,716 | 80,651 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,123,044 | 67,643 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,261,737 | 56,046 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,843,405 | 57,605 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||