LPL Financial LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings3,182 positions
VANGUARD INDEX FDS | 14M | $2B | 4.6% | $113.68 | +14.00% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 16.2M | $1.3B | 3.0% | $63.48 | +2.40% | 2 qtrssince 2018-Q4 | Increased 66 |
ISHARES TR | 5.9M | $1.1B | 2.5% | $29.61 | +14.48% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.9M | $1.1B | 2.5% | $223.09 | +13.55% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 17.3M | $893.3M | 2.0% | $39.30 | +7.93% | 2 qtrssince 2018-Q4 | Increased 64 |
SPDR S&P 500 ETF TRUST | 3M | $838.7M | 1.9% | $223.65 | +13.20% | 2 qtrssince 2018-Q4 | Increased 51 |
INVESCO QQQ TRUST SERIES 1 | 4.6M | $823.4M | 1.9% | $146.76 | +17.38% | 2 qtrssince 2018-Q4 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 9.4M | $816.1M | 1.9% | $62.74 | +5.00% | 2 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 12.5M | $752.1M | 1.7% | $49.32 | +13.99% | 2 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 6.5M | $714.2M | 1.6% | $85.77 | +2.49% | 2 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 11.4M | $694.8M | 1.6% | $45.25 | +8.14% | 2 qtrssince 2018-Q4 | Increased 63 |
ISHARES RUSSELL 2000 ETF | 3.6M | $556.4M | 1.3% | $121.68 | +14.64% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.1M | $555.7M | 1.3% | $41.88 | +11.47% | 2 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 8.6M | $504.5M | 1.1% | $47.15 | +9.70% | 2 qtrssince 2018-Q4 | Increased 61 |
VANGUARD INDEX FDS | 4.3M | $467.3M | 1.1% | $80.83 | +10.64% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.9M | $453.3M | 1.0% | $21.31 | +16.69% | 2 qtrssince 2018-Q4 | Increased 49 |
APPLE INC | 2.3M | $443M | 1.0% | $37.76 | +19.76% | 2 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 5.5M | $426.9M | 1.0% | $61.59 | +11.67% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $388.1M | 0.9% | $35.33 | +14.79% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.5M | $380.5M | 0.9% | $31.05 | +15.95% | 2 qtrssince 2018-Q4 | Decreased 0 |
LPL Financial LLC manages $44B across 3182 positions as of Q1 2019. Top holdings: VTI (4.6%), BND (3.0%), IJH (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 225 new positions, 114 exits, 1807 increased. Top move: BND (INCREASED, conviction 66). Portfolio: $44.0B across 3182 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR