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LPL Financial LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$376.2B

AI Exposure

9.8%

AI vs Non-AI Sector Exposure

AI & Semiconductors9.6%
Other Tech0.0%
$AAPL

1.6%

$NVDA

1.6%

$AMZN

0.9%

Portfolio Holdings

AI & Tech holdings for LPL Financial LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.23,695,604$6.0B
1.6%
No change
$NVDAAINVIDIA Corporation33,503,160$5.8B
1.6%
No change
$MSFTAIMicrosoft Corporation10,337,597$3.8B
1%
No change
$AMZNAIAmazon.com, Inc.16,776,756$3.5B
0.9%
No change
$GOOGLAIAlphabet Inc.8,883,479$2.6B
0.7%
No change
$AVGOAIBroadcom Inc.6,643,394$2.1B
0.5%
No change
$GOOGAIAlphabet Inc.6,225,801$1.8B
0.5%
No change
$METAAIMeta Platforms, Inc.3,087,517$1.8B
0.5%
No change
$TSLAAITesla, Inc.3,368,120$1.3B
0.3%
No change
$PLTRAIPalantir Technologies5,109,312$747.4M
0.2%
No change
$TSMAITaiwan Semiconductor2,094,792$707.9M
0.2%
No change
$AMDAIAdvanced Micro Devices2,425,334$493.4M
0.1%
No change
$MUAIMicron Technology1,380,379$466.3M
0.1%
Increased by 8%
$ORCLAIOracle Corporation2,617,539$385.1M
0.1%
No change
$LRCXAILam Research1,482,642$316.8M
0.1%
Increased by 6%
$AMATAIApplied Materials863,800$295.2M
0.1%
No change
$ASMLAIASML Holding NV214,630$283.5M
0.1%
No change
$PANWAIPalo Alto Networks1,750,681$280.7M
0.1%
Reduced by 7%
$CRWDAICrowdStrike Holdings700,499$273.5M
0.1%
Increased by 5%
$CRMAISalesforce Inc.1,329,703$248.2M
0.1%
No change
$NOWAIServiceNow Inc.2,043,851$213.7M
0.1%
Increased by 13%
$QCOMAIQUALCOMM Inc.1,640,382$211.2M
0.1%
No change
$ISRGAIIntuitive Surgical438,016$201.9M
0.1%
No change
$UBERAIUber Technologies2,790,297$200.7M
0.1%
No change
$VRTAIVertiv Holdings772,033$193.5M
0.1%
Increased by 5%
$TXNAITexas Instruments993,166$192.8M
0.1%
No change
$KLACAIKLA Corporation128,766$189.6M
0.1%
No change
$ADIAIAnalog Devices580,563$184.7M
0%
Increased by 7%
$ANETAIArista Networks1,419,846$174.3M
0%
Increased by 13%
$SHOPAIShopify Inc.1,465,785$173.9M
0%
Increased by 7%
$INTCAIIntel Corporation3,157,066$139.3M
0%
Increased by 18%
$CEGAIConstellation Energy394,162$110.1M
0%
No change
$MRVLAIMarvell Technology1,062,320$105.2M
0%
Reduced by 9%
$ADBEAIAdobe Inc.431,085$104.8M
0%
No change
$INTUAIIntuit Inc.242,272$104.8M
0%
No change
$DELLAIDell Technologies628,830$103.2M
0%
Reduced by 19%
$APPAIAppLovin Corporation255,632$101.7M
0%
Reduced by 16%
$CDNSAICadence Design Systems340,715$94.7M
0%
Reduced by 5%
$BABAAIAlibaba Group737,233$92.5M
0%
Increased by 16%
$MPWRAIMonolithic Power Systems67,944$74.3M
0%
Increased by 6%
$SNOWAISnowflake Inc.460,253$69.4M
0%
Increased by 12%
$VSTAIVistra Corp.424,447$63.8M
0%
Reduced by 9%
$COINAICoinbase Global330,381$57.7M
0%
Increased by 17%
$NETAICloudflare Inc.238,457$49.2M
0%
No change
$SNPSAISynopsys Inc.117,568$46.6M
0%
Reduced by 12%
$ABNBAIAirbnb Inc.333,721$42.1M
0%
Reduced by 7%
$FTNTAIFortinet Inc.510,759$41.7M
0%
No change
$ARMAIARM Holdings plc260,253$39.4M
0%
No change
$TERAITeradyne Inc.130,840$38.8M
0%
Increased by 28%
$DDOGAIDatadog Inc.297,316$35.1M
0%
Increased by 40%
$NXPIAINXP Semiconductors162,740$32.0M
0%
Reduced by 18%
$PYPLAIPayPal Holdings694,461$31.4M
0%
Reduced by 23%
$SQAIBlock Inc.449,872$27.1M
0%
Reduced by 7%
$MCHPAIMicrochip Technology368,380$23.8M
0%
Increased by 22%
$SAPAISAP SE126,087$21.6M
0%
No change
$SMCIAISuper Micro Computer871,220$19.8M
0%
No change
$IONQAIIonQ Inc.657,100$18.9M
0%
No change
$ZSAIZscaler Inc.118,531$16.6M
0%
Increased by 22%
$RIVNAIRivian Automotive1,082,245$16.3M
0%
Increased by 11%
$MDBAIMongoDB Inc.62,392$15.3M
0%
Reduced by 5%
$ONAION Semiconductor235,720$14.6M
0%
Increased by 43%
$BIDUAIBaidu, Inc.118,112$13.2M
0%
Increased by 11%
$WDAYAIWorkday Inc.94,961$12.3M
0%
Reduced by 6%
$SOUNAISoundHound AI1,756,068$12.1M
0%
Reduced by 6%
$PDDAIPDD Holdings Inc.35,139$3.6M
0%
Reduced by 10%
$POETAIPOET Technologies315,024$1.9M
0%
Increased by 9%
$TEAMAIAtlassian Corporation22,909$1.6M
0%
Reduced by 21%
$AEHRAIAehr Test Systems11,114$412.1K
0%
Reduced by 9%