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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 NNI

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,845,414 37,573
2025-12-31 $4,337,820 32,625
2025-09-30 $4,014,542 32,019
2025-06-30 $3,716,688 30,686
2025-03-31 $3,230,503 29,122
2024-12-31 $2,867,207 26,844
2024-09-30 $2,801,074 24,727
2024-06-30 $2,312,820 22,931
2024-03-31 $1,769,860 18,699
2023-12-31 $1,479,449 16,770
2023-09-30 $1,383,298 15,487
2023-06-30 $1,353,132 14,025
2023-03-31 $1,116,463 12,150
2022-12-31 $1,064,769 11,733
2022-09-30 $816,924 10,316
2022-06-30 $735,622 8,629
2022-03-31 $569,433 6,700
2021-12-31 $644,004 6,593
2021-09-30 $298,972 3,773
2021-06-30 $265,035 3,523
2021-03-31 $246,806 3,393
2020-12-31 $241,717 3,393
2020-09-30 $204,428 3,393