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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 TX

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,115,005 27,771
2025-12-31 $936,686 24,527
2025-09-30 $818,655 23,572
2025-06-30 $634,297 21,073
2025-03-31 $910,214 29,211
2024-12-31 $935,939 32,185
2024-09-30 $2,519,255 68,254
2024-06-30 $2,477,323 65,974
2024-03-31 $1,109,797 26,665
2023-12-31 $887,155 20,889
2023-09-30 $821,700 20,594
2023-06-30 $1,373,832 34,649
2023-03-31 $1,483,008 35,943
2022-12-31 $1,665,336 54,494
2022-09-30 $2,377,123 86,788
2022-06-30 $2,553,764 70,761
2022-03-31 $2,332,988 51,106
2021-12-31 $2,505,576 57,573
2021-09-30 $2,562,026 60,568
2021-06-30 $2,211,334 57,497
2021-03-31 $2,021,117 52,037