LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,251 positions · $111,798,603,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

41 quarters · across all stocks

Holdings in UP

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $18,229 35,261
2025-09-30 $22,795 12,389
2025-06-30 $18,119 16,934
2025-03-31 $19,123 18,934
2024-12-31 $27,916 16,919
2024-09-30 $47,635 19,684
2024-06-30 $40,446 21,400
2024-03-31 $66,879 23,303
2023-12-31 $57,003 16,619
2023-09-30 $35,475 17,138
2023-06-30 $15,309 13,085