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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 S

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,659,005 361,724
2025-12-31 $3,621,975 241,465
2025-09-30 $2,580,692 146,547
2025-06-30 $2,168,044 118,602
2025-03-31 $2,373,544 130,558
2024-12-31 $2,834,185 127,666
2024-09-30 $1,835,836 76,749
2024-06-30 $1,226,541 58,268
2024-03-31 $1,561,397 66,984
2023-12-31 $773,615 28,193
2023-09-30 $476,750 28,277
2023-06-30 $348,221 23,061
2023-03-31 $316,157 19,325
2022-12-31 $286,416 19,631
2022-09-30 $900,785 35,242
2022-06-30 $840,836 36,041
2021-12-31 $1,807,844 35,806
2021-09-30 $998,651 18,642