LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

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

41 quarters · across all stocks

Holdings in USAC

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $1,905,478 70,261
2025-12-31 $1,532,858 66,646
2025-09-30 $1,442,328 60,097
2025-06-30 $1,332,698 54,821
2025-03-31 $1,027,506 38,084
2024-12-31 $890,615 37,802
2024-09-30 $1,039,742 45,364
2024-06-30 $733,921 30,928
2024-03-31 $751,480 28,177
2023-12-31 $359,070 15,728
2023-09-30 $308,318 12,922
2023-06-30 $231,767 11,741
2023-03-31 $229,492 10,861
2022-12-31 $272,853 13,971
2022-09-30 $229,210 13,173
2022-06-30 $196,710 11,765
2020-12-31 $156,400 11,500
2020-09-30 $100,100 10,000
2020-06-30 $168,330 15,500