LPL Financial LLC
Current Portfolio:
$366.18B
Previous Portfolio:
$343.11B
Change:
+6.72%
Current Portfolio
$366.18B
Previous Portfolio
$343.11B
Change
+6.72%
Holdings: 5869
Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  IVV ISHARES TR | 1.96% | Increased | $7.18B | 10,482,560 | +385,321 | |
| 2 |  SPY SPDR S&P 500 ETF TR | 1.89% | Increased | $6.94B | 10,170,761 | +229,013 | |
| 3 |  QQQ INVESCO QQQ TR | 1.80% | Increased | $6.59B | 10,729,287 | +164,444 | |
| 4 |  AAPL APPLE INC | 1.75% | Increased | $6.42B | 23,606,189 | +755,379 | |
| 5 |  NVDA NVIDIA CORPORATION | 1.69% | Increased | $6.18B | 33,155,918 | +364,400 | |
| 6 |  MSFT MICROSOFT CORP | 1.32% | Increased | $4.84B | 10,008,020 | +502,077 | Technology |
| 7 |  VTI VANGUARD INDEX FDS | 1.29% | Increased | $4.72B | 14,079,780 | +277,939 | |
| 8 |  SPYG SPDR SERIES TRUST | 1.17% | Increased | $4.29B | 40,217,777 | +1,039,128 | |
| 9 |  VOO VANGUARD INDEX FDS | 1.17% | Increased | $4.27B | 6,814,280 | +472,079 | |
| 10 |  SPLG SPDR SERIES TRUST | 1.13% | Increased | $4.13B | 51,511,055 | +3,050,730 |
Portfolio Changes
Buy Positions
New Buy
- PROFESIONALLY MANAGED PORTFO
Current 0.04%
+2,308,689Shares
- TTE.PATOTALENERGIES SE
Current 0.03%
+1,469,691Shares
- ULUNILEVER PLC
Current 0.02%
+1,336,926Shares
- BLUEROCK PVT REAL ESTATE FD
Current 0.02%
+5,464,769Shares
- BITWBITWISE 10 CRYPTO INDEX ETF
Current 0.01%
+502,762Shares
Additional Buy
- IVVISHARES TR
+3.82%
+385,321Shares
- SPYSPDR S&P 500 ETF TR
+2.30%
+229,013Shares
- QQQINVESCO QQQ TR
+1.56%
+164,444Shares
- AAPLAPPLE INC
+3.31%
+755,379Shares
- NVDANVIDIA CORPORATION
+1.11%
+364,400Shares
Sell Positions
Full Exit
- BSCPINVESCO EXCH TRD SLF IDX FD
Full Exit
0Shares
- IWMISHARES TR
Full Exit
0Shares
- TTETOTALENERGIES SE
Full Exit
0Shares
- IBTFISHARES TR
Full Exit
0Shares
- IBDQISHARES TR
Full Exit
0Shares
Partial Exit
- QUALISHARES TR
-12.67%
-2,346,797Shares
- EFVISHARES TR
-5.77%
-1,195,299Shares
- BILSPDR SERIES TRUST
-0.50%
-66,656Shares
- XLFSELECT SECTOR SPDR TR
-10.07%
-2,432,931Shares
- COWZPACER FDS TR
-8.54%
-1,746,181Shares
