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
Holdings in SWKS
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,753,616 | 406,230 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $267,750 | 5,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $20,515,290 | 323,534 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $317,050 | 5,000 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $230,940 | 3,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $25,779,447 | 334,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,912,640 | 79,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,456,213 | 99,895 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,773,112 | 121,483 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,815,855 | 119,630 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,707,706 | 109,849 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $15,259,796 | 140,877 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,959,616 | 133,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,011,416 | 121,832 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,907,091 | 125,640 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,953,494 | 118,270 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,157,866 | 89,519 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,278,220 | 85,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,611,302 | 82,160 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,383,711 | 77,909 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,620,639 | 81,350 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,192,206 | 110,403 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,898,520 | 93,343 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,011,232 | 81,814 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,591,478 | 95,444 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,597,848 | 93,456 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,870,905 | 92,843 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,592,238 | 62,567 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||