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Lpl Financial Holdings shares owned by CFO4Life

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by CFO4Life from 13F filings

Historical chart of CFO4Life investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by CFO4Life consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by CFO4Life

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 583 357.17
2025-06-30 $212k 565 374.97

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Amazon (AMZN)
Victory Portfolios Ii Shares Free Cash (VFLO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for CFO4Life

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Henderson Group
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Lpl Financial Holdings