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 SWK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,468,799 | 161,396 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,363,736 | 126,060 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,775,028 | 118,055 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,132,449 | 105,276 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,524,937 | 97,879 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,714,263 | 96,080 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,531,401 | 95,627 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,580,921 | 94,892 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,512,467 | 86,924 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,637,606 | 88,049 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,188,214 | 86,004 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,224,478 | 77,094 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,988,463 | 74,317 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,538,149 | 60,412 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,051,396 | 80,460 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,731,907 | 64,199 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,859,331 | 63,376 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,730,025 | 56,887 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,567,017 | 54,572 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,453,260 | 50,994 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,894,583 | 74,596 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,193,047 | 45,884 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,240,158 | 38,472 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,188,281 | 37,224 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,575,800 | 35,758 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||