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Lpl Financial Holdings shares owned by One Day In July

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by One Day In July from 13F filings

Historical chart of One Day In July investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by One Day In July consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by One Day In July

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 702 332.69
2025-06-30 $263k 702 374.97
2025-03-31 $230k 702 327.14
2024-12-31 $229k 702 326.51

More positions owned by One Day In July

Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)

View all positions for One Day In July

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