LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 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 GGN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,539,906 | 665,396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,753,241 | 533,574 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,687,064 | 520,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,915,923 | 436,429 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,942,360 | 444,476 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,694,309 | 449,419 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,893,180 | 442,332 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,757,108 | 433,854 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,312,396 | 339,999 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $561,221 | 149,261 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $518,428 | 141,647 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $572,545 | 153,087 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $545,607 | 149,073 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,061,030 | 292,295 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,450,380 | 440,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,051,340 | 292,039 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,240,087 | 307,714 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,478,666 | 394,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,467,575 | 393,452 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,324,228 | 331,057 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $929,765 | 267,944 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $871,280 | 248,228 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $985,053 | 288,872 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $986,788 | 286,857 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $616,773 | 226,755 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||