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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 THW

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,279,736 281,040
2025-12-31 $4,136,566 323,675
2025-09-30 $4,011,096 318,341
2025-06-30 $3,124,898 304,571
2025-03-31 $3,402,952 295,139
2024-12-31 $3,257,275 295,847
2024-09-30 $3,969,574 299,139
2024-06-30 $4,068,330 309,850
2024-03-31 $3,963,443 299,580
2023-12-31 $3,003,822 257,397
2023-09-30 $2,338,960 199,570
2023-06-30 $2,685,797 191,569
2023-03-31 $2,206,602 160,597
2022-12-31 $2,205,865 150,571
2022-09-30 $1,901,903 147,893
2022-06-30 $2,143,555 148,858
2022-03-31 $2,143,028 140,711
2021-12-31 $2,340,221 143,660
2021-09-30 $6,543,415 397,776
2021-06-30 $6,346,103 386,016
2021-03-31 $5,429,464 360,283
2020-12-31 $5,939,036 375,176
2020-09-30 $5,339,572 372,615
2020-06-30 $5,176,385 361,985
2020-03-31 $1,933,019 169,712