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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

25 quarters · across all stocks

Holdings in ETD

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $433,379 19,469
2025-12-31 $466,552 20,427
2025-09-30 $684,296 23,228
2025-06-30 $588,498 21,131
2025-03-31 $373,202 13,473
2024-12-31 $996,134 35,437
2024-09-30 $1,196,257 37,512
2024-06-30 $1,239,822 44,454
2024-03-31 $1,384,493 40,049
2023-12-31 $1,231,633 38,585
2023-09-30 $614,026 20,536
2023-06-30 $497,134 17,579
2023-03-31 $442,298 16,107
2022-12-31 $312,231 11,818
2022-03-31 $276,680 10,613