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Lpl Financial Holdings shares owned by Meadow Creek Wealth Advisors

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

Historical chart of Meadow Creek Wealth Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Meadow Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 620 333.43
2025-06-30 $234k 625 374.97

More positions owned by Meadow Creek Wealth Advisors

Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)
Coca Cola Company Common Stock (KO)
Sonoco Products Company Common Stock (SON)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Broadcom Incorporated Common Stock (AVGO)
Apple Incorporated Common Stock (AAPL)
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)
Jpmorgan Chase & Company. Common Stock (JPM)
Eli Lilly & Company Common Stock (LLY)
Walmart Incorporated Common Stock (WMT)
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)
Principal Spectrum Preferred Securities Active Etf Exchange Traded Funds (Country Baskets/iShares) -.. (PREF)
Amazon Com Incorporated Common Stock (AMZN)
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)

View all positions for Meadow Creek Wealth Advisors

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings