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 |
|---|---|---|---|---|
| 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 IBRX
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,631,712 | 864,630 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $906,956 | 458,059 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $61,380 | 31,000 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $110,700 | 45,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $1,523,453 | 619,290 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $809,167 | 306,503 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $587,389 | 195,146 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $659,069 | 257,449 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $572,708 | 153,954 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $760,940 | 120,402 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $325,824 | 60,675 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $214,218 | 42,673 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,829 | 12,917 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $1,524,226 | 64,205 | Shares | Sole | 2021-05-14 | |
| No quarters match your search. | ||||||