LPL Financial LLC
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 KHC
Shares Held
Position Value (USD)
27 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,655 | 9,500 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $35,486,723 | 1,577,889 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $230,375 | 9,500 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $37,419,908 | 1,543,089 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $39,107,002 | 1,501,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,207,480 | 782,629 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,719,150 | 779,466 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $20,137,990 | 655,747 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,266,372 | 605,707 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,699,714 | 580,376 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,617,616 | 558,743 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,477,698 | 526,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,584,098 | 522,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,905,881 | 476,222 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,461,051 | 451,540 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,562,700 | 406,846 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,892,175 | 416,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,417,904 | 404,245 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,699,926 | 322,415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,954,633 | 305,143 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,490,233 | 312,065 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,128,216 | 297,406 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,555,320 | 313,883 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,075,918 | 233,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,536,767 | 218,256 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,144,571 | 224,038 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,993,932 | 242,277 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||