LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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
25 quarters · across all stocks
Holdings in WEN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,661,175 | 239,018 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,529,662 | 183,633 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,701,561 | 185,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,118,969 | 185,549 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,193,402 | 149,925 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,895,738 | 116,303 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,959,320 | 168,911 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,734,613 | 161,239 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,998,630 | 159,163 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,060,756 | 157,123 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,650,393 | 80,862 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,804,314 | 82,957 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,400,541 | 64,304 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $939,914 | 41,534 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $939,994 | 50,294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,796 | 36,271 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,093,402 | 49,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,214,370 | 50,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,062,753 | 49,020 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,099,873 | 46,963 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $928,738 | 45,841 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $918,513 | 41,903 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $943,959 | 42,330 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,174,726 | 53,936 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $844,990 | 56,787 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||