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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 TY

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,485,848 78,691
2025-12-31 $2,655,355 81,303
2025-09-30 $2,197,862 64,643
2025-06-30 $1,967,035 62,130
2025-03-31 $1,471,699 47,985
2024-12-31 $1,377,310 43,462
2024-09-30 $1,477,780 44,727
2024-06-30 $1,281,166 41,368
2024-03-31 $991,852 32,203
2023-12-31 $1,168,278 40,523
2023-09-30 $979,043 36,820
2023-06-30 $817,170 29,802
2023-03-31 $732,355 27,584
2022-12-31 $574,573 22,418
2022-09-30 $703,487 27,523
2022-06-30 $1,045,753 39,960
2022-03-31 $1,254,386 40,674
2021-12-31 $1,497,333 45,114
2021-09-30 $1,351,656 40,493
2021-06-30 $1,468,972 43,091
2021-03-31 $820,868 25,312
2020-12-31 $754,844 25,614
2020-09-30 $694,664 26,790
2020-06-30 $449,203 18,179
2020-03-31 $439,946 21,040