LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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 TRMK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,180,618 | 51,747 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,331,897 | 59,869 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,586,117 | 65,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,695,743 | 73,937 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,235,020 | 64,802 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,277,368 | 64,387 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,638,634 | 51,497 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,515,788 | 50,459 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,412,105 | 50,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,782,702 | 63,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $839,647 | 38,640 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $434,438 | 20,570 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $526,604 | 21,320 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $723,614 | 20,728 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $605,065 | 19,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $605,780 | 20,753 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $595,522 | 19,596 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $671,045 | 20,673 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,091,001 | 33,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,204,896 | 39,120 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $995,292 | 29,569 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $828,995 | 30,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,384 | 30,471 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $230,904 | 9,417 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $238,685 | 10,244 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||