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 | 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 OMC
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,173,997 | 1,024,751 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $66,371,251 | 821,935 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $47,221,360 | 579,190 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,233,159 | 267,350 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,363,735 | 221,490 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,870,809 | 219,326 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $19,599,642 | 189,570 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,181,138 | 191,540 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $15,673,088 | 161,979 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,968,281 | 149,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,176,127 | 136,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,177,772 | 127,985 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,954,953 | 126,722 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,267,657 | 113,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,727,286 | 106,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,130,808 | 112,102 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,019,942 | 106,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,738,180 | 119,260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,884,807 | 108,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,978,842 | 99,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,519,542 | 33,979 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,957,170 | 31,380 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,055,835 | 21,330 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,020,856 | 18,697 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,157,456 | 21,083 | Shares | Sole | 2020-05-14 | |
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