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 EXPO

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,789,850 58,082
2025-12-31 $4,208,720 60,592
2025-09-30 $4,858,319 69,924
2025-06-30 $5,379,493 72,005
2025-03-31 $5,666,418 69,904
2024-12-31 $6,225,684 69,873
2024-09-30 $6,941,585 60,215
2024-06-30 $5,023,762 52,815
2024-03-31 $3,897,097 47,129
2023-12-31 $4,464,420 50,709
2023-09-30 $3,942,821 46,061
2023-06-30 $3,269,746 35,038
2023-03-31 $2,898,486 29,075
2022-12-31 $2,706,841 27,317
2022-09-30 $2,536,906 28,937
2022-06-30 $2,515,516 27,501
2022-03-31 $3,016,864 27,921
2021-09-30 $2,949,820 26,070
2021-06-30 $1,692,046 18,967
2021-03-31 $1,651,095 16,943
2020-12-31 $1,136,718 12,626
2020-09-30 $760,132 10,553
2020-06-30 $930,856 11,502
2020-03-31 $708,241 9,849