LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,944,440 | 474,798 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,899,002 | 501,731 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,719,293 | 370,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,321,420 | 346,551 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,420,785 | 291,198 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,342,016 | 285,770 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,251,597 | 261,197 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,827,217 | 253,308 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,162,030 | 233,139 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,516,356 | 289,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,906,916 | 293,501 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,315,006 | 290,624 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,647,986 | 306,287 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,394,681 | 306,198 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,129,203 | 292,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,227,953 | 278,531 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,889,780 | 304,978 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,713,314 | 273,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,935,296 | 256,606 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,344,577 | 254,700 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,008,503 | 137,752 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,690,158 | 136,487 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,257,239 | 153,137 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,674,122 | 163,956 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,667,133 | 174,894 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||