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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in DOCS

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,936,696 83,120
2025-12-31 $3,475,537 78,490
2025-09-30 $6,461,120 88,327
2025-06-30 $5,364,919 87,462
2025-03-31 $6,222,266 107,225
2024-12-31 $4,044,666 75,757
2024-09-30 $3,127,890 71,790
2024-06-30 $1,632,804 58,377
2024-03-31 $1,537,072 57,119
2023-12-31 $1,577,838 56,271
2023-09-30 $1,262,611 59,501
2023-06-30 $1,977,004 58,113
2023-03-31 $1,828,757 56,478
2022-12-31 $1,593,227 47,474
2022-09-30 $1,462,406 48,392
2022-06-30 $1,613,454 46,337
2021-12-31 $977,835 19,506
2021-09-30 $1,087,997 13,482