LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,810,256 | $3,501,072,017 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,894,179 | $2,557,610,113 | 2.25% | |
| AVGO |
Broadcom Inc.
Technology
|
6,655,594 | $2,059,972,898 | 1.82% | |
| GLD |
Spdr Gold Trust
|
4,735,901 | $2,037,810,841 | 1.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,112,517 | $1,780,764,351 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JCI
Shares Held
Position Value (USD)
27 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,408,863 | 667,498 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $83,984,147 | 701,329 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,025,175 | 636,882 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $63,838,312 | 604,415 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $253,488 | 2,400 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $43,102,624 | 538,043 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $1,682,310 | 21,000 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $47,599,289 | 603,057 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $35,791,946 | 461,177 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,564,377 | 414,689 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $25,683,170 | 393,190 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,332,275 | 370,095 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,523,813 | 366,920 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,729,414 | 348,245 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,315,350 | 353,958 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,647,040 | 322,610 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,834,465 | 301,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,648,886 | 305,950 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,287,218 | 294,147 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,213,467 | 297,792 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,065,436 | 265,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,905,559 | 246,329 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,675,540 | 145,392 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,456,395 | 138,579 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,436,032 | 133,073 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,313,350 | 126,343 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,073,278 | 151,086 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||