LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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 MUA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,112,598 | 481,866 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,667,878 | 435,843 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,892,591 | 440,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,164,950 | 400,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,648,324 | 244,536 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,689,266 | 243,593 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,325,283 | 268,168 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,099,995 | 267,241 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,174,369 | 105,990 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $546,793 | 51,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,045 | 44,005 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $526,448 | 51,714 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $410,838 | 39,016 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $457,166 | 42,252 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $324,850 | 31,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,490 | 41,748 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $335,462 | 26,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $437,374 | 29,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $421,097 | 27,722 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $434,701 | 25,783 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $377,784 | 24,789 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $383,485 | 26,123 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $352,985 | 25,653 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $333,827 | 24,051 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $412,016 | 30,909 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||