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 VALE
Shares Held
Position Value (USD)
29 of 29 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,382,645 | 1,092,561 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,282,130 | 1,019,350 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,003,765 | 921,157 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,303,273 | 855,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,497,211 | 851,424 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,523,397 | 735,445 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,837,244 | 670,997 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,753,974 | 604,653 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,681,729 | 548,132 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,042 | 29,700 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $8,224,282 | 518,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $397,980 | 29,700 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $5,755,594 | 429,522 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,047,280 | 450,617 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $398,574 | 29,700 | Call | Sole | 2023-07-31 | |
| 2023-03-31 | $468,666 | 29,700 | Call | Sole | 2023-05-10 | |
| 2023-03-31 | $5,217,152 | 330,618 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,101,029 | 300,591 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,221,321 | 316,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,850,035 | 331,513 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,902,167 | 345,281 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,314,944 | 236,444 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,305,857 | 236,979 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,405,774 | 193,151 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,446,641 | 83,236 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $669,377 | 39,939 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $311,422 | 29,435 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $284,421 | 27,587 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $265,910 | 32,076 | Shares | Sole | 2020-05-14 | |
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