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
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,513,333 | 177,210 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,387,836 | 179,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,818,413 | 196,329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,217,415 | 190,659 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,736,745 | 184,925 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,153,182 | 177,939 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,362,279 | 193,038 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,834,297 | 226,995 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,556,447 | 158,508 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,715,859 | 145,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,461,399 | 152,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,318,203 | 145,046 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,300,497 | 143,552 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,529,600 | 128,297 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,946,929 | 126,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,165,122 | 138,661 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,312,499 | 105,595 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,707,927 | 66,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,792,554 | 48,032 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,658,460 | 43,991 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,082,146 | 33,987 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,311,447 | 45,568 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $680,261 | 27,891 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $596,844 | 26,143 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $343,735 | 21,978 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||