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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,265 positions · $113,459,383,224 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in SA

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,780,834 98,124
2025-09-30 $2,527,225 104,647
2025-06-30 $1,355,471 93,352
2025-03-31 $803,257 68,831
2024-12-31 $392,378 34,389
2024-09-30 $829,241 49,389
2024-06-30 $736,398 53,791
2024-03-31 $808,526 53,474
2023-12-31 $929,946 76,665
2023-09-30 $970,146 91,957
2023-06-30 $944,732 78,401
2023-03-31 $427,220 32,990
2022-12-31 $284,144 22,587
2022-09-30 $269,757 22,726
2022-06-30 $231,993 18,664