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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NVT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $29,829,033 252,190
2025-12-31 $22,171,235 217,429
2025-09-30 $15,913,788 161,332
2025-06-30 $10,234,123 139,715
2025-03-31 $8,180,088 156,049
2024-12-31 $9,545,330 140,043
2024-09-30 $8,737,393 124,358
2024-06-30 $12,357,729 161,307
2024-03-31 $11,796,480 156,452
2023-12-31 $10,324,677 174,728
2023-09-30 $9,123,341 172,171
2023-06-30 $8,719,467 168,753
2023-03-31 $6,793,279 158,204
2022-12-31 $5,790,773 150,527
2022-09-30 $4,293,491 135,827
2022-06-30 $4,132,019 131,887
2022-03-31 $4,367,185 125,566
2021-12-31 $4,688,554 123,383
2021-09-30 $3,972,290 122,867
2021-06-30 $3,703,751 118,558
2021-03-31 $985,837 35,322
2020-12-31 $623,007 26,750
2020-09-30 $435,138 24,598
2020-06-30 $265,797 14,191
2020-03-31 $212,528 12,598