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 ITGR

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $3,199,328 36,356
2025-12-31 $3,895,931 49,674
2025-09-30 $5,266,316 50,966
2025-06-30 $6,438,955 52,362
2025-03-31 $5,851,525 49,585
2024-12-31 $5,898,200 44,508
2024-09-30 $4,590,560 35,312
2024-06-30 $3,548,384 30,645
2024-03-31 $3,391,420 29,066
2023-12-31 $2,890,163 29,170
2023-09-30 $2,292,822 29,234
2023-06-30 $2,364,114 26,680
2023-03-31 $2,070,955 26,722
2022-12-31 $1,589,846 23,223
2022-09-30 $1,373,416 22,070
2022-06-30 $1,521,380 21,531
2022-03-31 $1,636,860 20,316
2021-09-30 $1,138,459 12,743
2021-06-30 $1,093,002 11,603
2021-03-31 $1,075,912 11,682
2020-12-31 $348,386 4,291
2020-09-30 $415,961 7,049
2020-06-30 $683,090 9,351
2020-03-31 $591,198 9,405