LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

NJR — New Jersey Resources Corp

Top Portfolio Positions

3,278 positions · $113,265,928,518 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	5.85%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,170,168	94,140	+8.2%	Shares	Sole	2026-05-06
2025-12-31	$4,013,869	87,031	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$4,202,194	87,273	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$3,834,082	85,544	+18.4%	Shares	Sole	2025-08-12
2025-03-31	$3,544,535	72,249	+36.5%	Shares	Sole	2025-05-07
2024-12-31	$2,468,298	52,911	-23.5%	Shares	Sole	2025-02-11
2024-09-30	$3,263,832	69,149	-3.1%	Shares	Sole	2024-11-08
2024-06-30	$3,050,652	71,377	-15.6%	Shares	Sole	2024-08-07
2024-03-31	$3,629,241	84,578	-28.1%	Shares	Sole	2024-05-10
2023-12-31	$5,245,416	117,663	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$4,628,203	113,911	+4.5%	Shares	Sole	2023-11-13
2023-06-30	$5,144,752	108,999	+6.1%	Shares	Sole	2023-07-31
2023-03-31	$5,466,459	102,753	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$5,057,419	101,923	-1.5%	Shares	Sole	2023-02-07
2022-09-30	$4,005,643	103,505	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$4,671,909	104,916	+2.8%	Shares	Sole	2022-08-12
2022-03-31	$4,682,214	102,098	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$4,111,214	100,127	-2.9%	Shares	Sole	2022-02-14
2021-09-30	$3,588,806	103,097	+4.2%	Shares	Sole	2021-11-15
2021-06-30	$3,916,242	98,970	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$3,890,634	97,583	+7.4%	Shares	Sole	2021-05-14
2020-12-31	$3,231,388	90,897	+345.7%	Shares	Sole	2021-02-12
2020-09-30	$551,045	20,394	-4.1%	Shares	Sole	2020-11-09
2020-06-30	$693,975	21,255	-8.2%	Shares	Sole	2020-08-13
2020-03-31	$786,949	23,166	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.