LPL Financial LLC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 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 PDI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,493,694 | 5,288,936 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $86,318,947 | 4,874,023 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $97,478,112 | 4,923,137 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,266,695 | 4,178,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,347,163 | 3,502,382 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $53,201,533 | 2,900,847 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $52,931,294 | 2,611,312 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $47,585,387 | 2,529,792 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $46,517,507 | 2,411,483 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,403,280 | 1,860,907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,077,755 | 1,451,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,726,156 | 1,425,395 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $23,690,984 | 1,314,705 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,389,887 | 1,211,574 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,845,027 | 1,178,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,749,058 | 1,137,952 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,843,576 | 1,183,569 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,129,920 | 1,047,083 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,434,703 | 354,955 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,153,690 | 283,016 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,543,917 | 232,466 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,409,924 | 166,853 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,761,445 | 148,322 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,208,135 | 170,232 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,854,108 | 174,473 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||