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 PGEN
Shares Held
Position Value (USD)
27 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $817,127 | 211,144 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $854,910 | 204,524 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,900 | 10,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $537,664 | 163,424 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,600 | 17,324 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $21,300 | 15,000 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $26,471 | 17,766 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,136 | 37,622 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $61,723 | 64,972 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $220,286 | 139,422 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $222,573 | 153,499 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $55,608 | 41,499 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,177 | 41,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $49,609 | 43,139 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $44,826 | 42,289 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $47,987 | 31,571 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $69,050 | 32,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,645 | 32,571 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,722 | 33,044 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $124,448 | 33,544 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $186,596 | 37,394 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $294,664 | 45,194 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $309,664 | 44,944 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $508,011 | 49,805 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $140,199 | 40,057 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $185,273 | 37,129 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $116,337 | 34,217 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||