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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 DMA

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $567,943 70,030
2025-12-31 $491,896 54,838
2025-09-30 $456,926 52,885
2025-06-30 $466,856 53,355
2025-03-31 $480,434 56,655
2024-12-31 $518,310 61,266
2024-09-30 $570,364 65,786
2024-06-30 $563,092 69,776
2024-03-31 $542,504 69,374
2023-12-31 $1,285,217 206,295
2023-09-30 $4,697,260 785,495
2023-06-30 $8,480,607 1,692,736
2023-03-31 $9,230,682 1,533,336
2022-12-31 $9,308,422 1,362,873
2022-09-30 $6,360,412 978,525
2022-06-30 $2,519,895 367,868