MONECO ADVISORS, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1765690 FAIRFIELD, CT

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$381,113

-$84,271 QoQ

Shares Held

1,353

-12.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#486

of 761 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $4,500,730 across 5 Capital Markets names. LPLA ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,449	$2,476,845
2	MS	Morgan Stanley	4,917	$1,027,849
3	SCHW	Schwab Charles Corp	4,214	$388,825
4	LPLA	LPL Financial Holdings Inc. This page	1,353	$381,113
5	SNEX	StoneX Group Inc.	2,862	$226,098

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,113	1,353	-12.5%	Shares	Sole	2026-08-11
2026-03-31	$465,384	1,547	0.0%	Shares	Sole	2026-05-08
2025-12-31	$552,541	1,547	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$513,673	1,544	-2.6%	Shares	Sole	2025-11-05
2025-06-30	$594,327	1,585	-14.4%	Shares	Sole	2025-08-13
2025-03-31	$605,536	1,851	-25.4%	Shares	Sole	2025-08-15
2024-12-31	$809,744	2,480	+4.8%	Shares	Sole	2025-08-15
2024-09-30	$550,635	2,367	-1.2%	Shares	Sole	2024-10-25
2024-06-30	$669,202	2,396	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$638,307	2,416	+26.0%	Shares	Sole	2024-07-19
2023-12-31	$436,575	1,918	+0.7%	Shares	Sole	2024-03-13
2023-09-30	$452,485	1,904	+1.4%	Shares	Sole	2024-03-13
2023-06-30	$408,333	1,878	+2.8%	Shares	Sole	2024-03-13
2023-03-31	$369,784	1,827	+3.6%	Shares	Sole	2023-05-12
2022-12-31	$381,323	1,764	+3.0%	Shares	Sole	2023-01-30
2022-09-30	$374,037	1,712	0.0%	Shares	Sole	2022-11-02
2022-06-30	$315,829	1,712	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$312,565	1,711	0.0%	Shares	Sole	2022-05-09
2021-12-31	$273,913	1,711	-1.1%	Shares	Sole	2022-02-08
2021-09-30	$271,194	1,730	+0.3%	Shares	Sole	2021-11-03
2021-06-30	$232,705	1,724	+3.0%	Shares	Sole	2021-08-10
2021-03-31	$237,975	1,674	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.