LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,810,256 | $3,501,072,017 | 3.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,894,179 | $2,557,610,113 | 2.25% | |
| AVGO |
Broadcom Inc.
Technology
|
6,655,594 | $2,059,972,898 | 1.82% | |
| GLD |
Spdr Gold Trust
|
4,735,901 | $2,037,810,841 | 1.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,112,517 | $1,780,764,351 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SJM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,541,181 | 109,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,255,085 | 104,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,484,438 | 114,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,511,298 | 117,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,865,128 | 108,649 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,368,018 | 94,152 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,393,209 | 94,081 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,466,319 | 105,157 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,237,333 | 97,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,453,990 | 98,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,026,256 | 89,710 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,053,711 | 81,626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,885,298 | 81,879 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,266,230 | 77,409 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,234,501 | 67,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,121,082 | 63,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,304,018 | 61,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,987,710 | 58,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,455,933 | 53,786 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,966,957 | 46,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,685,119 | 44,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,970,106 | 42,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,959,101 | 34,272 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,734,881 | 35,298 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,757,461 | 33,851 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||