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 MCR

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $461,772 76,200
2025-12-31 $525,005 83,733
2025-09-30 $862,270 134,310
2025-06-30 $876,745 137,853
2025-03-31 $930,718 148,440
2024-12-31 $945,675 148,225
2024-09-30 $994,093 151,308
2024-06-30 $1,225,126 195,395
2024-03-31 $1,255,522 198,032
2023-12-31 $1,429,791 221,330
2023-09-30 $1,661,411 284,002
2023-06-30 $1,898,363 300,850
2023-03-31 $1,771,804 281,686
2022-12-31 $1,719,564 279,604
2022-09-30 $1,543,477 259,408
2022-06-30 $1,625,324 257,988
2022-03-31 $1,708,634 232,784
2021-12-31 $1,789,336 210,016
2021-09-30 $1,780,888 207,080
2021-06-30 $1,610,283 184,243
2021-03-31 $1,500,110 175,657
2020-12-31 $1,420,634 161,988
2020-09-30 $1,184,542 147,883
2020-06-30 $1,173,483 147,608
2020-03-31 $1,094,156 147,859