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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SLDP

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $98,040 32,680
2025-12-31 $128,728 30,289
2025-09-30 $86,153 24,828
2025-06-30 $49,456 22,583
2025-03-31 $32,597 31,045
2024-12-31 $56,308 29,793
2024-09-30 $42,720 31,645
2024-06-30 $43,782 26,535
2024-03-31 $54,160 26,680
2023-12-31 $25,493 17,582
2023-09-30 $39,392 19,501
2023-06-30 $267,987 105,507
2023-03-31 $120,959 40,186
2022-12-31 $31,424 12,372
2022-09-30 $60,421 11,487
2022-06-30 $89,883 16,707