Skip to main content

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 OPEN

Export CSV

Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $9,717,168 2,076,318
2025-12-31 $10,219,558 1,752,926
2025-09-30 $93,249 11,700
2025-09-30 $11,243,621 1,410,743
2025-06-30 $172,041 322,779
2025-03-31 $222,627 218,262
2024-12-31 $321,073 200,671
2024-09-30 $417,982 208,991
2024-06-30 $392,685 213,416
2024-03-31 $614,696 202,870
2023-12-31 $628,346 140,256
2023-09-30 $343,572 130,141
2023-06-30 $130,762 32,528
2023-03-31 $47,606 27,049
2022-12-31 $144,285 124,384
2022-09-30 $493,488 158,678
2022-06-30 $138,464 29,398
2022-03-31 $374,839 43,334
2021-12-31 $736,460 50,408
2021-09-30 $940,581 45,815
2021-06-30 $739,376 41,702
2021-03-31 $509,894 24,063
2020-12-31 $417,959 18,388