LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

EPR — Epr Properties

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.84%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.40%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.31%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.15%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.38%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.25%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,527,724	90,627	+5.9%	Shares	Sole	2026-05-06
2025-12-31	$4,271,589	85,603	+3.9%	Shares	Sole	2026-02-11
2025-09-30	$4,780,314	82,405	-3.7%	Shares	Sole	2025-11-12
2025-06-30	$4,986,939	85,598	+11.8%	Shares	Sole	2025-08-12
2025-03-31	$4,027,821	76,560	+3.7%	Shares	Sole	2025-05-07
2024-12-31	$3,268,173	73,807	+5.7%	Shares	Sole	2025-02-11
2024-09-30	$3,423,090	69,802	+32.6%	Shares	Sole	2024-11-08
2024-06-30	$2,210,540	52,657	-31.9%	Shares	Sole	2024-08-07
2024-03-31	$3,283,889	77,359	+25.8%	Shares	Sole	2024-05-10
2023-12-31	$2,978,269	61,471	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$2,626,657	63,232	+11.3%	Shares	Sole	2023-11-13
2023-06-30	$2,659,597	56,829	+15.8%	Shares	Sole	2023-07-31
2023-03-31	$1,869,262	49,062	-12.1%	Shares	Sole	2023-05-10
2022-12-31	$2,105,794	55,827	+195.5%	Shares	Sole	2023-02-07
2022-09-30	$677,431	18,891	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$901,947	19,219	+9.3%	Shares	Sole	2022-08-12
2022-03-31	$961,965	17,583	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$835,776	17,599	+6.5%	Shares	Sole	2022-02-14
2021-09-30	$816,004	16,525	-14.0%	Shares	Sole	2021-11-15
2021-06-30	$1,012,720	19,224	-6.0%	Shares	Sole	2021-08-13
2021-03-31	$952,392	20,442	+16.5%	Shares	Sole	2021-05-14
2020-12-31	$570,115	17,542	+9.2%	Shares	Sole	2021-02-12
2020-09-30	$441,622	16,059	-14.7%	Shares	Sole	2020-11-09
2020-06-30	$624,036	18,836	-47.6%	Shares	Sole	2020-08-13
2020-03-31	$870,902	35,958	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.