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Lpl Financial Holdings shares owned by Advisor Resource Council

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Advisor Resource Council from 13F filings

Historical chart of Advisor Resource Council investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Advisor Resource Council consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2026-03-31 $423k 1.4k 300.91
2025-03-31 $279k 852 327.14
2021-06-30 $109k 109 1000.00

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JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr State Street Tec (XLK)
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Select Sector Spdr Tr State Street Fin (XLF)
Ishares Msci Japan Etf (EWJ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Advisor Resource Council

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Vanguard Portfolio Management
Massachusetts Financial Services
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
State Street Corporation
WCM Investment Management

View all funds holding Lpl Financial Holdings