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 PTLO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,853 | 77,099 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $447,008 | 98,460 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $664,079 | 102,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,079,008 | 92,460 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $995,609 | 83,735 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $571,896 | 60,840 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $901,008 | 66,890 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $557,723 | 57,379 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $761,863 | 53,728 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $846,026 | 53,109 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $790,122 | 51,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,465,801 | 65,060 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,405,398 | 65,765 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,064,276 | 65,213 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,300,780 | 66,063 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,077,612 | 65,909 | Shares | Sole | 2022-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||