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 | 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 HTD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,224,694 | 372,414 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,736,596 | 369,256 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,179,649 | 289,502 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,438,144 | 275,252 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,978,466 | 291,620 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,869,012 | 266,531 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,646,244 | 243,163 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,027,621 | 248,769 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,627,787 | 235,391 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,140,771 | 218,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,059,142 | 172,249 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,555,748 | 223,321 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,323,781 | 202,804 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,486,457 | 196,258 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,067,308 | 194,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,290,066 | 186,931 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,772,358 | 186,712 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,086,774 | 156,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,461,835 | 151,304 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,521,100 | 101,249 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,963,529 | 83,590 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,749,959 | 83,173 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,424,877 | 74,640 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,475,065 | 76,587 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,228,503 | 69,841 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||