LPL Financial LLC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 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 | 5.92% | |
| 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 NHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,467,038 | 30,510 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,424,747 | 31,750 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,391,360 | 30,080 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,225,398 | 31,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,790,957 | 24,248 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,582,950 | 22,842 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,882,355 | 22,393 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,538,757 | 22,719 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,188,806 | 18,921 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $844,675 | 15,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $579,700 | 11,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $554,446 | 10,577 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $470,203 | 9,116 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $479,588 | 9,184 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $511,879 | 9,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $560,097 | 9,241 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $538,525 | 9,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $473,667 | 8,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $355,935 | 6,653 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $797,693 | 11,897 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,323,229 | 18,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,074,071 | 15,528 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $303,158 | 5,030 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $300,867 | 4,955 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,211 | 5,497 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||