LPL Financial LLC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 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
24 quarters · across all stocks
Holdings in UPS
Shares Held
Position Value (USD)
32 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,453,138 | 35,100 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $152,197,991 | 1,547,042 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $275,464 | 2,800 | Call | Sole | 2026-05-06 | |
| 2025-09-30 | $139,789,292 | 1,673,522 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $659,887 | 7,900 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $302,820 | 3,000 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $170,477,666 | 1,688,901 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $172,629,195 | 1,569,499 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $439,960 | 4,000 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $174,339,807 | 1,382,552 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $643,110 | 5,100 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $695,334 | 5,100 | Put | Sole | 2024-11-08 | |
| 2024-09-30 | $183,445,333 | 1,345,499 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $172,390,629 | 1,259,705 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $697,935 | 5,100 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $175,004,988 | 1,177,454 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $184,296,515 | 1,172,146 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $169,880,530 | 1,089,886 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179,118,789 | 999,268 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $187,479,307 | 966,438 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $137,780,368 | 792,570 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $120,406,423 | 745,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $137,539,143 | 753,474 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $147,966,462 | 689,949 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $139,026,068 | 648,624 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $109,717,071 | 602,510 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $122,299,046 | 588,061 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $96,176,772 | 565,779 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $96,839,767 | 575,058 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $92,042,579 | 552,377 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $69,550,094 | 625,563 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $48,161,933 | 515,542 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||