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 UNB
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,391 | 13,873 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $714,984 | 30,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $774,393 | 31,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $801,687 | 30,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,084,487 | 34,461 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $975,394 | 33,739 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $907,783 | 35,009 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $722,350 | 33,629 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,002,901 | 32,882 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $950,303 | 31,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $584,177 | 27,209 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $612,288 | 26,335 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $506,031 | 22,887 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $459,887 | 19,154 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $423,084 | 18,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $485,736 | 18,575 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $573,981 | 18,456 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $556,806 | 18,666 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $682,613 | 21,345 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $787,277 | 21,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $639,960 | 21,332 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $529,394 | 20,591 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $477,350 | 23,538 | Shares | Sole | 2020-11-09 | |
| No 13F history on record for this holder in this stock. | ||||||