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 MPT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,351,854 507,960
2025-12-31 $2,963,680 592,736
2025-09-30 $3,044,788 600,550
2025-06-30 $2,513,729 583,232
2025-03-31 $3,496,863 579,911
2024-12-31 $3,015,702 763,469
2024-09-30 $5,900,345 1,008,606
2024-06-30 $4,480,055 1,039,456
2024-03-31 $5,131,690 1,091,849
2023-12-31 $5,452,073 1,110,402
2023-09-30 $6,901,313 1,266,296
2023-06-30 $14,171,318 1,530,380
2023-03-31 $11,596,110 1,410,719
2022-12-31 $14,947,785 1,341,812
2022-09-30 $14,949,541 1,260,501
2022-06-30 $14,889,624 975,090
2022-03-31 $17,192,718 813,279
2021-12-31 $15,936,024 674,398
2021-09-30 $13,156,647 655,538
2021-06-30 $11,665,718 580,384
2021-03-31 $11,447,384 537,941
2020-12-31 $10,417,363 478,080
2020-09-30 $8,048,147 456,503
2020-06-30 $9,179,476 488,270
2020-03-31 $7,742,600 447,808