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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,265 positions · $113,459,383,224 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in ASX

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,679,651 308,102
2025-09-30 $1,287,061 116,056
2025-06-30 $878,897 85,082
2025-03-31 $394,480 45,032
2024-12-31 $452,928 44,978
2024-09-30 $1,772,513 181,610
2024-06-30 $2,570,710 225,106
2024-03-31 $2,128,861 193,709
2023-12-31 $1,319,978 140,274
2023-09-30 $1,140,753 151,696
2023-06-30 $1,211,734 155,550
2023-03-31 $97,839 12,276
2022-12-31 $90,306 14,403
2022-09-30 $67,679 13,563
2022-06-30 $56,549 10,938
2022-03-31 $91,503 12,906
2021-12-31 $95,172 12,186
2021-09-30 $649,187 82,699
2021-06-30 $1,116,333 138,675
2021-03-31 $1,051,989 136,622
2020-12-31 $534,838 91,582
2020-09-30 $508,926 124,737
2020-06-30 $250,485 55,173