LPL Financial LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings3,202 positions
VANGUARD BD INDEX FDS | 17.6M | $1.5B | 3.2% | $64.42 | +8.97% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 10.3M | $1.3B | 2.9% | $114.26 | +2.94% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.4M | $1.1B | 2.5% | $228.84 | +2.93% | 6 qtrssince 2018-Q4 | Increased 57 |
SPDR S&P 500 ETF TRUST | 4M | $1B | 2.2% | $231.24 | +1.95% | 6 qtrssince 2018-Q4 | Increased 65 |
VANGUARD SCOTTSDALE FDS | 11.6M | $1B | 2.2% | $64.14 | +6.51% | 6 qtrssince 2018-Q4 | Increased 55 |
INVESCO QQQ TRUST SERIES 1 | 5.2M | $992.5M | 2.1% | $153.16 | +21.24% | 6 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 16.6M | $895.9M | 1.9% | $51.72 | -6.10% | 6 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 7.1M | $815.8M | 1.8% | $86.65 | +10.20% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 9.9M | $798.5M | 1.7% | $84.86 | -11.87% | 6 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 13.8M | $786.9M | 1.7% | $50.38 | +7.49% | 6 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 5.2M | $752.3M | 1.6% | $30.05 | -12.63% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 17.8M | $722.1M | 1.6% | $39.58 | -13.74% | 6 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.6M | $660.3M | 1.4% | $40.23 | +52.47% | 6 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 12.7M | $633.8M | 1.4% | $45.67 | -8.36% | 6 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 11.9M | $547.3M | 1.2% | $42.83 | -5.65% | 6 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 3.2M | $494.2M | 1.1% | $21.82 | +15.32% | 6 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 5.1M | $457.5M | 1.0% | $82.31 | -7.49% | 6 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.9M | $455.4M | 1.0% | $211.32 | +2.03% | 6 qtrssince 2018-Q4 | Increased 53 |
ISHARES RUSSELL 2000 ETF | 3.9M | $446.4M | 1.0% | $123.12 | -14.05% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 15.2M | $426.1M | 0.9% | $21.96 | +8.75% | 6 qtrssince 2018-Q4 | Increased 51 |
LPL Financial LLC manages $46.4B across 3202 positions as of Q1 2020. Top holdings: BND (3.2%), VTI (2.9%), IVV (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 197 new positions, 326 exits, 1569 increased. Top move: SPY (INCREASED, conviction 65). Portfolio: $46.4B across 3202 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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