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Lpl Financial Holdings shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 732 332.69
2025-06-30 $262k 699 374.97
2025-03-31 $205k 626 327.14

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Apple (AAPL)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Oracle Corporation (ORCL)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
JPMorgan Chase & Co. (JPM)

View all positions for PUREfi Wealth

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