LPL Financial LLC
Top Portfolio Positions
3,266 positions ·
$113,459,488,838 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 OXY
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,695,675 | 718,395 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,933,276 | 606,354 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,879,054 | 695,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,108,951 | 740,513 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,926,422 | 545,511 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $419,560 | 8,500 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $667,035 | 13,500 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $29,308,826 | 593,176 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $283,470 | 5,500 | Call | Sole | 2024-11-08 | |
| 2024-09-30 | $29,287,862 | 568,255 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $37,390,278 | 593,214 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $38,423,647 | 591,224 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,637,651 | 580,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,384,384 | 545,382 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,710,111 | 505,274 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $27,614,037 | 442,320 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $27,107,179 | 430,341 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,731,878 | 337,378 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,066,752 | 374,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,468,473 | 254,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,644,073 | 229,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,964,108 | 235,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,501,971 | 207,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,189,881 | 157,396 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,645,833 | 152,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,370,869 | 136,950 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,831,211 | 154,711 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,932,748 | 166,904 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||