LPL Financial LLC
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 NN
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,006,105 | 312,491 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $160,200 | 10,000 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $6,408,446 | 385,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,761,400 | 263,035 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,225,759 | 212,221 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,091,061 | 171,821 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,475,642 | 159,103 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $947,777 | 126,539 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $791,536 | 97,600 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $754,397 | 114,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $372,687 | 83,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $94,478 | 18,381 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $33,548 | 11,450 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,163 | 12,700 | Shares | Sole | 2022-11-14 | |
| No quarters match your search. | ||||||