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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 POWL

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Shares Held

Position Value (USD)

9 quarters on record
Report Date Value (USD) Shares
2026-03-31 $15,735,147 29,081
2025-12-31 $9,557,661 29,982
2025-09-30 $8,890,088 29,166
2025-06-30 $7,296,301 34,670
2025-03-31 $6,083,846 35,718
2024-12-31 $8,158,493 36,808
2024-09-30 $6,915,654 31,153
2024-06-30 $2,065,963 14,407
2024-03-31 $1,357,968 9,543