LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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 JPC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,190,468 | 2,279,903 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,271,789 | 2,252,995 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,327,155 | 2,235,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,223,748 | 1,898,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,930,280 | 2,378,176 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,889,696 | 3,421,081 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,559,606 | 3,415,069 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,808,019 | 3,321,020 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,202,418 | 2,809,794 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,878,854 | 1,609,298 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,572,485 | 248,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,623,402 | 250,525 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,824,752 | 277,318 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,307,971 | 317,029 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,822,262 | 262,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,906,112 | 249,165 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,165,892 | 252,435 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,473,262 | 253,408 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,557,467 | 258,330 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,584,181 | 258,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,605,631 | 274,566 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,780,716 | 292,707 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,006,818 | 354,160 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,857,349 | 347,187 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,845,606 | 251,445 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||