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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 STRL

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Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $41,919,079 102,927
2025-12-31 $26,246,360 85,708
2025-09-30 $28,902,352 85,087
2025-06-30 $18,544,923 80,375
2025-03-31 $6,777,090 59,863
2024-12-31 $10,923,982 64,850
2024-09-30 $8,403,473 57,947
2024-06-30 $5,846,706 49,406
2024-03-31 $4,680,453 42,430
2023-12-31 $3,702,468 42,107
2023-09-30 $1,761,683 23,975
2023-06-30 $905,076 16,220
2023-03-31 $1,353,452 35,730
2022-09-30 $290,725 13,541
2022-06-30 $309,751 14,131
2022-03-31 $395,300 14,750
2021-12-31 $329,539 12,530