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Lpl Financial Holdings shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $655k 2.5k 264.20
2023-12-31 $538k 2.4k 227.62
2023-09-30 $578k 2.4k 237.65

More positions owned by McMahon Financial Advisors

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard World Mega Grwth Ind (MGK)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Global Energ Etf (IXC)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for McMahon Financial Advisors

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
TD Asset Management
Damian Sousa

View all funds holding Lpl Financial Holdings