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 KOS
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,904,118 | 1,404,359 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $19,704 | 11,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,087 | 11,679 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,583 | 12,098 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $157,880 | 46,164 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $329,996 | 81,885 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $498,106 | 89,911 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $592,954 | 99,489 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $670,443 | 99,917 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $850,769 | 104,006 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,107,910 | 184,960 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,306,144 | 175,557 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,210,454 | 190,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,071,818 | 207,315 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $564,750 | 91,236 | Shares | Sole | 2022-08-12 | |
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