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
Holdings in MUJ
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,426,645 | 209,736 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,727,087 | 229,167 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,222,057 | 191,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,866,679 | 170,473 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,755,888 | 156,079 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,241,467 | 112,147 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,347,036 | 111,050 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,144,045 | 100,443 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,189,062 | 102,241 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,089,130 | 95,454 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,027,534 | 101,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,027,963 | 92,029 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,036,614 | 90,534 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,018,783 | 92,031 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,367,580 | 116,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,566,523 | 118,766 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,247,170 | 93,421 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,470,110 | 92,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,425,711 | 91,158 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,404,604 | 88,063 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,307,189 | 87,967 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,227,552 | 84,893 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,101,578 | 81,058 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,052,989 | 78,640 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,036,021 | 78,546 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||