LPL Financial LLC
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
Holdings in QS
Shares Held
Position Value (USD)
31 of 31 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,600 | 20,000 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $5,519,842 | 865,179 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,864,835 | 850,752 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $208,400 | 20,000 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $123,200 | 10,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $9,609,008 | 779,952 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,277,031 | 636,463 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,982,789 | 476,632 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,779,748 | 535,597 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,812,008 | 662,958 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,866,131 | 582,547 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,691,374 | 586,864 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,177,380 | 457,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,107,116 | 464,442 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,865,670 | 608,970 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,010,086 | 612,480 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,880,541 | 508,032 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $567,000 | 100,000 | Put | Sole | 2023-02-07 | |
| 2022-09-30 | $841,000 | 100,000 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $3,766,107 | 447,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $859,000 | 100,000 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $3,716,111 | 432,609 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,437,439 | 422,083 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $1,999,000 | 100,000 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $8,586,531 | 386,955 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $2,219,000 | 100,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $2,454,000 | 100,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $8,473,539 | 345,295 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,010,551 | 137,066 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,357,413 | 75,026 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,329,160 | 51,263 | Shares | Sole | 2021-02-12 | |
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