LPL Financial LLC
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
Holdings in UBER
Shares Held
Position Value (USD)
33 of 33 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,172,459 | 16,300 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $200,706,063 | 2,790,297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $235,819,635 | 2,886,056 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $833,442 | 10,200 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $302,136,932 | 3,083,974 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $470,256 | 4,800 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $252,324,438 | 2,704,442 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $205,260 | 2,200 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $214,590 | 2,300 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $160,951,383 | 2,209,050 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $386,158 | 5,300 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $392,080 | 6,500 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $118,300,790 | 1,961,220 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $125,273,831 | 1,666,762 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $113,699,138 | 1,564,380 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $104,941,142 | 1,363,049 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $77,743,638 | 1,262,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,500,396 | 1,163,305 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,260,933 | 863,121 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $25,865,519 | 815,947 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,882,927 | 844,437 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $23,978,657 | 904,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,463,942 | 902,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,503,730 | 910,979 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,734,545 | 947,640 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,235,315 | 808,824 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,729,395 | 712,877 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $551,320 | 11,000 | Call | Sole | 2021-08-13 | |
| 2021-03-31 | $34,483,898 | 632,616 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,909,793 | 527,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,979,443 | 438,033 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,108,146 | 389,580 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,740,356 | 313,050 | Shares | Sole | 2020-05-14 | |
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