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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 LUCD

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $198,232 172,376
2025-12-31 $154,116 141,391
2025-09-30 $142,590 141,179
2025-06-30 $34,820 30,279
2025-03-31 $44,966 30,179
2024-12-31 $43,727 53,391
2024-09-30 $33,705 41,356
2024-06-30 $33,994 41,457
2024-03-31 $29,995 37,032
2023-12-31 $46,008 32,630
2023-09-30 $33,228 28,400
2023-06-30 $20,016 14,400
2023-03-31 $20,160 14,400
2022-12-31 $19,584 14,400
2022-09-30 $22,032 14,400
2022-06-30 $32,544 14,400