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

41 quarters · across all stocks

Holdings in HAS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $13,986,367 149,427
2025-12-31 $10,344,300 126,150
2025-09-30 $8,206,135 108,189
2025-06-30 $5,443,560 73,741
2025-03-31 $4,369,417 71,059
2024-12-31 $4,113,801 73,579
2024-09-30 $4,673,101 64,617
2024-06-30 $3,523,513 60,231
2024-03-31 $2,983,973 52,795
2023-12-31 $2,297,546 44,997
2023-09-30 $2,919,155 44,136
2023-06-30 $2,969,898 45,853
2023-03-31 $2,287,194 42,600
2022-12-31 $2,062,015 33,798
2022-09-30 $3,420,890 50,740
2022-06-30 $3,700,484 45,194
2022-03-31 $2,298,920 28,063
2021-12-31 $2,876,913 28,266
2021-09-30 $2,859,947 32,055
2021-06-30 $3,014,809 31,896
2021-03-31 $3,015,188 31,369
2020-12-31 $4,180,583 44,693
2020-09-30 $3,533,136 42,712
2020-06-30 $3,077,297 41,058
2020-03-31 $2,611,575 36,500