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 SPSC

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $4,661,193 83,729
2025-12-31 $6,927,183 77,720
2025-09-30 $8,690,899 83,454
2025-06-30 $7,380,160 54,230
2025-03-31 $6,638,490 50,015
2024-12-31 $8,566,758 46,561
2024-09-30 $8,001,357 41,208
2024-06-30 $6,164,874 32,764
2024-03-31 $5,213,070 28,194
2023-12-31 $4,844,449 24,992
2023-09-30 $3,937,678 23,080
2023-06-30 $4,188,060 21,806
2023-03-31 $3,107,072 20,401
2022-12-31 $2,553,573 19,883
2022-09-30 $2,362,606 19,018
2022-06-30 $2,190,569 19,377
2022-03-31 $2,435,990 18,567
2021-12-31 $2,759,170 19,383
2021-09-30 $4,713,962 29,223
2021-06-30 $2,366,544 23,701
2021-03-31 $2,300,416 23,164
2020-12-31 $890,003 8,196
2020-09-30 $649,747 8,344
2020-06-30 $622,895 8,292
2020-03-31 $353,103 7,592