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 ROK
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,066,982 | 164,587 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $78,913,122 | 202,825 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $63,703,939 | 182,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,646,934 | 182,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,659,741 | 184,456 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,320,905 | 151,583 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $33,918,041 | 126,343 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $33,653,530 | 122,252 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $29,499,493 | 101,258 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,264,546 | 91,035 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,271,453 | 91,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,743,615 | 93,318 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $24,013,600 | 81,832 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,725,112 | 80,464 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,126,935 | 88,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,246,631 | 91,549 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,049,536 | 85,882 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,562,050 | 87,608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,848,996 | 81,108 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,708,420 | 72,402 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,209,536 | 64,834 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,261,266 | 64,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,657,200 | 52,824 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,525,608 | 49,416 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,120,155 | 40,555 | Shares | Sole | 2020-05-14 | |
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