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

41 quarters · across all stocks

Holdings in OKE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $151,356,699 1,674,485
2025-12-31 $119,891,068 1,631,171
2025-09-30 $112,637,586 1,543,615
2025-06-30 $118,471,414 1,451,322
2025-03-31 $135,674,519 1,367,411
2024-12-31 $129,214,097 1,286,993
2024-09-30 $113,697,615 1,247,642
2024-06-30 $102,063,494 1,251,545
2024-03-31 $94,551,215 1,179,384
2023-12-31 $79,813,245 1,136,617
2023-09-30 $68,851,806 1,085,477
2023-06-30 $47,451,138 768,813
2023-03-31 $42,563,793 669,874
2022-12-31 $42,648,432 649,139
2022-09-30 $31,722,530 619,097
2022-06-30 $33,000,078 594,596
2022-03-31 $54,509,973 771,768
2021-12-31 $43,373,811 738,152
2021-09-30 $33,582,298 579,105
2021-06-30 $28,877,549 519,007
2021-03-31 $24,224,801 478,184
2020-12-31 $16,627,597 433,236
2020-09-30 $9,587,711 369,042
2020-06-30 $11,444,755 344,514
2020-03-31 $6,682,191 306,382