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Lpl Financial Holdings shares owned by Shelton Wealth Management

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

Historical chart of Shelton Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.4k 332.69
2025-06-30 $1.2M 3.1k 374.97
2025-03-31 $994k 3.0k 327.14
2024-12-31 $1.1M 3.3k 326.51

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Applovin Corp Com Cl A (APP)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Shelton Wealth Management

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