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 LNTH

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $4,514,288 59,516
2025-12-31 $5,121,222 76,953
2025-09-30 $4,731,399 92,248
2025-06-30 $7,401,944 90,422
2025-03-31 $4,746,971 48,637
2024-12-31 $4,493,844 50,233
2024-09-30 $5,705,463 51,986
2024-06-30 $4,462,999 55,586
2024-03-31 $2,294,664 36,868
2023-12-31 $2,134,226 34,423
2023-09-30 $1,712,195 24,643
2023-06-30 $2,434,267 29,007
2023-03-31 $2,056,074 24,904
2022-12-31 $1,090,187 21,393
2022-09-30 $3,441,879 48,939
2022-06-30 $3,032,229 45,922
2022-03-31 $945,026 17,086
2021-12-31 $777,574 26,915
2021-09-30 $808,355 31,478
2021-06-30 $861,041 31,152
2021-03-31 $666,487 31,188
2020-12-31 $326,147 24,177