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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 PAAS

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $11,652,961 213,307
2025-12-31 $12,629,620 243,768
2025-09-30 $9,525,914 245,957
2025-06-30 $6,736,309 237,194
2025-03-31 $5,365,510 207,724
2024-12-31 $3,775,397 186,716
2024-09-30 $3,922,933 187,970
2024-06-30 $3,956,597 199,024
2024-03-31 $3,533,907 234,344
2023-12-31 $3,350,132 205,152
2023-09-30 $3,136,744 216,626
2023-06-30 $3,000,082 205,767
2023-03-31 $2,290,251 125,838
2022-12-31 $1,874,050 114,691
2022-09-30 $1,398,106 88,042
2022-06-30 $1,856,631 94,389
2022-03-31 $2,259,402 82,762
2021-12-31 $2,005,415 80,313
2021-09-30 $1,833,955 78,812
2021-06-30 $2,414,536 84,513
2021-03-31 $3,754,620 125,029
2020-12-31 $2,780,712 80,577
2020-09-30 $1,752,914 54,523
2020-06-30 $2,363,308 77,766
2020-03-31 $1,263,117 88,145