LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,251 positions · $111,798,603,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

41 quarters · across all stocks

Holdings in PLUS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,001,725 26,601
2025-12-31 $2,616,617 29,836
2025-09-30 $2,077,042 29,250
2025-06-30 $1,908,919 26,476
2025-03-31 $1,589,831 26,050
2024-12-31 $2,414,693 32,684
2024-09-30 $2,678,879 27,241
2024-06-30 $2,011,021 27,294
2024-03-31 $2,664,076 33,920
2023-12-31 $2,597,514 32,534
2023-09-30 $2,080,788 32,758
2023-06-30 $1,644,297 29,206
2023-03-31 $1,503,517 30,659
2022-12-31 $1,053,509 23,792
2022-09-30 $894,646 21,537
2022-06-30 $1,150,101 21,651
2022-03-31 $1,070,633 19,098
2021-12-31 $723,069 13,420
2021-09-30 $296,748 5,784
2021-06-30 $231,809 5,348
2021-03-31 $232,808 4,673
2020-12-31 $205,275 4,668
2020-09-30 $163,675 4,472
2020-06-30 $156,838 4,438
2020-03-31 $116,911 3,734