LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

MC — Moelis & Co

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%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,749,802	65,786	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$4,330,826	63,003	+0.5%	Shares	Sole	2026-02-11
2025-09-30	$4,469,838	62,673	+6.8%	Shares	Sole	2025-11-12
2025-06-30	$3,658,495	58,705	-5.1%	Shares	Sole	2025-08-12
2025-03-31	$3,611,783	61,888	+7.1%	Shares	Sole	2025-05-07
2024-12-31	$4,268,343	57,774	+14.3%	Shares	Sole	2025-02-11
2024-09-30	$3,463,934	50,561	+3.4%	Shares	Sole	2024-11-08
2024-06-30	$2,780,226	48,896	+11.2%	Shares	Sole	2024-08-07
2024-03-31	$2,495,722	43,962	-3.5%	Shares	Sole	2024-05-10
2023-12-31	$2,557,058	45,556	-15.4%	Shares	Sole	2024-02-14
2023-09-30	$2,429,483	53,833	+1.6%	Shares	Sole	2023-11-13
2023-06-30	$2,402,883	52,997	+8.9%	Shares	Sole	2023-07-31
2023-03-31	$1,870,759	48,667	+16.1%	Shares	Sole	2023-05-10
2022-12-31	$1,608,163	41,912	+6.0%	Shares	Sole	2023-02-07
2022-09-30	$1,336,509	39,530	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$1,501,359	38,154	-24.6%	Shares	Sole	2022-08-12
2022-03-31	$2,376,139	50,610	+51.9%	Shares	Sole	2022-05-16
2021-12-31	$2,083,145	33,325	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$1,969,074	31,826	+1.7%	Shares	Sole	2021-11-15
2021-06-30	$1,779,576	31,281	+1.8%	Shares	Sole	2021-08-13
2021-03-31	$1,686,627	30,733	-23.0%	Shares	Sole	2021-05-14
2020-12-31	$1,865,583	39,897	+3.4%	Shares	Sole	2021-02-12
2020-09-30	$1,355,701	38,580	+16.1%	Shares	Sole	2020-11-09
2020-06-30	$1,035,696	33,238	+20.0%	Shares	Sole	2020-08-13
2020-03-31	$778,341	27,699	—	Shares	Sole	2020-05-14
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