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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 TPR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $30,385,357 215,331
2025-12-31 $16,115,885 126,132
2025-09-30 $15,388,749 135,919
2025-06-30 $11,315,372 128,862
2025-03-31 $9,477,960 134,611
2024-12-31 $7,987,115 122,258
2024-09-30 $5,659,539 120,467
2024-06-30 $4,844,427 113,214
2024-03-31 $5,846,544 123,137
2023-12-31 $4,383,702 119,090
2023-09-30 $2,902,513 100,957
2023-06-30 $3,741,618 87,421
2023-03-31 $3,771,866 87,494
2022-12-31 $3,082,080 80,937
2022-09-30 $2,219,217 78,059
2022-06-30 $2,462,048 80,670
2022-03-31 $2,733,385 73,577
2021-12-31 $2,869,445 70,676
2021-09-30 $2,486,374 67,163
2021-06-30 $7,114,849 163,635
2021-03-31 $6,641,156 161,154
2020-12-31 $1,689,104 54,347
2020-09-30 $691,393 44,235
2020-06-30 $174,871 13,168
2020-03-31 $605,490 46,756