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Lpl Financial Holdings shares owned by World Equity Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by World Equity Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 780 332.49
2025-06-30 $582k 1.6k 375.10
2025-03-31 $271k 829 327.14
2024-12-31 $561k 1.7k 326.41

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

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