LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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 NEE
Shares Held
Position Value (USD)
32 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,249,102 | 4,083,216 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $319,406,583 | 3,978,657 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $287,082,506 | 3,802,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,769,381 | 3,684,376 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,128,770 | 3,373,237 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,129,193 | 29,700 | Put | Sole | 2025-02-11 | |
| 2024-12-31 | $221,891,160 | 3,095,148 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $250,755,793 | 2,966,471 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $1,098,890 | 13,000 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $1,678,197 | 23,700 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $199,877,298 | 2,822,727 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $28,951 | 453 | Put | Sole | 2024-05-10 | |
| 2024-03-31 | $170,106,179 | 2,661,652 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $455,550 | 7,500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $145,643,283 | 2,397,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $139,530,768 | 2,435,517 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $1,128,613 | 19,700 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $200,340 | 2,700 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $148,787,175 | 2,005,218 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $147,061,086 | 1,907,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $156,322,135 | 1,869,882 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $141,577,409 | 1,805,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,398,091 | 1,670,515 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $121,173,843 | 1,430,455 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,517,270 | 1,355,155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,867,106 | 1,284,604 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $88,574,048 | 1,208,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $84,858,085 | 1,122,313 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,572,414 | 1,018,437 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,598,753 | 210,387 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,409,936 | 190,031 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,439,512 | 206,791 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||