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 UDN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,930 | 32,885 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $187,963 | 10,305 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,026,292 | 54,532 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $6,683,300 | 352,867 | Shares | Sole | 2024-11-08 | |
| 2023-06-30 | $402,195 | 21,382 | Shares | Sole | 2023-07-31 | |
| 2021-06-30 | $969,511 | 45,992 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,227,125 | 58,602 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,446,556 | 112,382 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,774,313 | 84,936 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $852,026 | 42,117 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||