LPL Financial LLC
Top Portfolio Positions
2,779 positions ·
$110,333,919,489 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
10,364,761 | $7,067,937,821 | 6.41% |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,772,687 | $6,617,769,350 | 6.00% |
| AAPL |
Apple Inc.
Technology
|
23,662,389 | $6,432,857,073 | 5.83% |
| NVDA |
Nvidia Corp
Technology
|
33,202,518 | $6,192,269,607 | 5.61% |
| MSFT |
Microsoft Corp
Technology
|
10,028,120 | $4,849,799,394 | 4.40% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,524,079 | $3,814,087,914 | 3.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,707,571 | $2,725,469,723 | 2.47% |
| AVGO |
Broadcom Inc.
Technology
|
6,347,628 | $2,196,914,050 | 1.99% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,056,169 | $2,017,346,595 | 1.83% |
| GLD |
Spdr Gold Trust
|
4,810,571 | $1,906,477,393 | 1.73% |
Portfolio Trend
Holdings in UTMD
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $412,537 | 7,372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $394,821 | 6,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $306,343 | 5,382 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $296,899 | 5,298 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $207,707 | 3,379 | Shares | Sole | 2025-02-11 | |
| No quarters match your search. | ||||||