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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in XIFR

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Shares Held

Position Value (USD)

26 quarters on record
Report Date Value (USD) Shares
2026-03-31 $483,571 45,534
2025-12-31 $648,180 64,818
2025-09-30 $772,920 76,000
2025-06-30 $474,730 57,894
2025-03-31 $583,328 61,403
2024-12-31 $2,245,060 126,127
2024-12-31 $178,000 10,000
2024-09-30 $3,619,490 131,046
2024-06-30 $4,512,091 163,245
2024-03-31 $3,209,686 106,705
2023-12-31 $1,479,081 48,638
2023-09-30 $2,672,138 89,971
2023-06-30 $3,062,122 52,219
2023-03-31 $1,960,341 32,269
2022-12-31 $2,233,908 31,872
2022-09-30 $1,731,318 23,943
2022-06-30 $1,695,816 22,867
2022-03-31 $1,910,611 22,920
2021-12-31 $1,865,999 22,109
2021-09-30 $1,182,699 15,694
2021-06-30 $1,285,826 16,839
2021-03-31 $1,167,902 16,025
2020-12-31 $1,218,633 18,175
2020-09-30 $1,053,017 17,562
2020-06-30 $917,604 17,894
2020-03-31 $677,551 15,757