LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,263 positions · $111,823,892,245 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

41 quarters · across all stocks

Holdings in EEA

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $156,113 15,785
2025-12-31 $152,203 14,777
2025-09-30 $160,182 14,777
2025-06-30 $151,168 14,777
2025-03-31 $123,605 13,583
2024-12-31 $108,815 13,368
2024-09-30 $227,296 24,232
2024-06-30 $276,691 30,812
2024-03-31 $270,917 30,406
2023-12-31 $280,581 32,550
2023-09-30 $266,881 33,570
2023-06-30 $295,348 34,303
2023-03-31 $289,860 34,303
2022-12-31 $252,787 33,705
2022-09-30 $234,713 37,796
2022-06-30 $282,822 39,611
2022-03-31 $455,923 49,719
2021-12-31 $607,267 58,560
2021-09-30 $652,944 58,560
2021-06-30 $632,614 55,590
2021-03-31 $416,148 39,075
2020-12-31 $456,196 43,865
2020-09-30 $416,807 44,060