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Lpl Financial Holdings shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by SFG 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 1.3k 264.28
2023-12-31 $305k 1.3k 227.61
2023-09-30 $312k 1.3k 237.72
2023-06-30 $285k 1.3k 217.41

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Visa Com Cl A (V)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
General Electric Com New (GE)
Apple (AAPL)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

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