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Lpl Financial Holdings shares owned by Hohimer Wealth Management

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

Historical chart of Hohimer Wealth Management investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Hohimer Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $639k 2.1k 300.87

More positions owned by Hohimer Wealth Management

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Microsoft Corporation (MSFT)
Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Amazon Put Option (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Agnico Put Option (AEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amplify Etf Tr Amplify Junior S (SILJ)
Broadcom (AVGO)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Hohimer Wealth Management

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