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 | Open |
|---|---|---|---|---|---|
| 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 FIVN
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,340,306 | 154,272 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,175,264 | 108,492 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,000,952 | 82,684 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $571,676 | 21,589 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $437,875 | 16,128 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $328,289 | 8,078 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $270,553 | 6,135 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,372,568 | 22,099 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,380,379 | 17,542 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,094,321 | 17,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,308,234 | 15,867 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,093,603 | 15,128 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $889,848 | 13,113 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $868,568 | 11,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,052,484 | 11,548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,150,588 | 10,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,492 | 3,652 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $834,002 | 5,221 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $929,420 | 5,068 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $996,916 | 6,377 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,313,580 | 7,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $461,531 | 3,559 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $327,915 | 2,963 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||