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 PPL

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $65,569,001 1,716,466
2025-12-31 $61,582,880 1,758,506
2025-09-30 $64,615,740 1,738,852
2025-06-30 $57,222,146 1,688,467
2025-03-31 $51,293,857 1,420,489
2024-12-31 $42,374,939 1,305,451
2024-09-30 $39,986,673 1,208,787
2024-06-30 $31,677,858 1,145,673
2024-03-31 $32,090,344 1,165,650
2023-12-31 $32,506,070 1,199,486
2023-09-30 $28,327,318 1,202,348
2023-06-30 $31,809,550 1,202,175
2023-03-31 $31,248,104 1,124,437
2022-12-31 $30,251,115 1,035,288
2022-09-30 $24,508,227 966,794
2022-06-30 $25,558,494 942,075
2022-03-31 $24,353,540 852,715
2021-12-31 $24,751,554 823,405
2021-09-30 $21,277,123 763,168
2021-06-30 $20,350,720 727,591
2021-03-31 $19,605,230 679,793
2020-12-31 $22,351,009 792,589
2020-09-30 $15,261,299 560,871
2020-06-30 $14,535,258 562,510
2020-03-31 $16,250,743 658,458