Skip to main content

LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LTC

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,340,992 36,087
2025-12-31 $1,139,181 33,135
2025-09-30 $1,228,764 33,336
2025-06-30 $1,865,375 53,897
2025-03-31 $1,720,920 48,545
2024-12-31 $1,601,772 46,361
2024-09-30 $1,629,146 44,403
2024-06-30 $1,377,861 39,938
2024-03-31 $1,173,025 36,082
2023-12-31 $756,490 23,552
2023-09-30 $689,638 21,464
2023-06-30 $600,633 18,190
2023-03-31 $590,851 16,819
2022-12-31 $1,455,948 40,978
2022-09-30 $1,598,291 42,678
2022-06-30 $1,556,752 40,551
2022-03-31 $1,439,201 37,411
2021-12-31 $1,276,972 37,404
2021-09-30 $1,227,322 38,729
2021-06-30 $1,476,364 38,457
2021-03-31 $2,012,572 48,240
2020-12-31 $1,289,127 33,131
2020-09-30 $1,217,485 34,925
2020-06-30 $1,394,204 37,011
2020-03-31 $1,185,911 38,379