Skip to main content

LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CQP

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $7,656,069 118,460
2025-12-31 $6,476,855 121,108
2025-09-30 $7,468,978 138,777
2025-06-30 $7,482,899 133,504
2025-03-31 $7,950,753 120,393
2024-12-31 $4,466,648 84,086
2024-09-30 $3,471,105 71,246
2024-06-30 $3,405,974 69,354
2024-03-31 $3,277,767 66,365
2023-12-31 $3,141,051 63,086
2023-09-30 $3,526,143 65,070
2023-06-30 $2,833,641 61,414
2023-03-31 $2,971,837 62,803
2022-12-31 $3,349,813 58,903
2022-09-30 $3,090,611 57,920
2022-06-30 $2,940,017 65,523
2022-03-31 $2,936,017 52,094
2021-12-31 $1,830,216 43,329
2021-09-30 $1,121,637 27,579
2021-06-30 $707,045 15,964
2021-03-31 $684,702 16,479
2020-12-31 $620,787 17,611
2020-09-30 $806,821 24,258
2020-06-30 $731,326 20,907
2020-03-31 $421,653 15,611