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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 SLI

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $328,966 96,471
2025-12-31 $493,228 110,342
2025-09-30 $344,306 102,168
2025-06-30 $191,262 97,583
2025-03-31 $117,447 92,478
2024-12-31 $124,481 85,261
2024-09-30 $123,449 76,677
2024-06-30 $101,308 81,047
2024-03-31 $81,091 68,722
2023-12-31 $136,606 67,627
2023-09-30 $194,602 68,764
2023-06-30 $454,216 100,937
2023-03-31 $353,027 92,902
2022-12-31 $282,146 95,643
2022-09-30 $322,013 74,368
2022-06-30 $333,700 78,703
2021-12-31 $732,532 74,672
2021-09-30 $432,060 53,144