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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 E

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Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8,841,349 156,180
2025-12-31 $4,074,983 107,406
2025-09-30 $3,464,069 99,115
2025-06-30 $1,538,847 47,466
2025-03-31 $1,224,704 39,596
2024-12-31 $898,529 32,841
2024-09-30 $747,596 24,665
2024-06-30 $660,168 21,441
2024-03-31 $568,454 17,921
2023-12-31 $396,828 11,668
2023-09-30 $312,816 9,800
2023-06-30 $220,070 7,644
2023-03-31 $223,608 7,986
2022-12-31 $235,757 8,226
2022-03-31 $1,987,449 67,947
2021-12-31 $1,595,626 57,708
2021-09-30 $202,952 7,587