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 UGI
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,162,176 | 443,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,712,702 | 419,789 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,405,742 | 403,059 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,081,392 | 386,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,923,458 | 390,791 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,258,688 | 398,820 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,783,246 | 311,081 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,847,329 | 299,010 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,250,063 | 213,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,662,561 | 189,535 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,234,283 | 140,621 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,636,176 | 134,823 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,476,079 | 128,771 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,374,630 | 64,058 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,817,301 | 56,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,953,125 | 50,586 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,694,806 | 46,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,310,007 | 50,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,107,899 | 49,458 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,418,632 | 52,227 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,743,048 | 42,503 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,632,701 | 46,702 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,709,438 | 82,154 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,359,100 | 42,739 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,012,793 | 37,975 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||