LPL Financial LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings4,071 positions
VANGUARD BD INDEX FDS | 23.2M | $2B | 2.3% | $66.62 | +7.02% | 10 qtrssince 2018-Q4 | Increased 57 |
INVESCO QQQ TR | 6.1M | $1.9B | 2.2% | $170.38 | +79.26% | 10 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 9.2M | $1.9B | 2.2% | $118.56 | +61.63% | 10 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 4.7M | $1.9B | 2.1% | $241.55 | +52.61% | 10 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 4.6M | $1.8B | 2.1% | $245.26 | +50.16% | 10 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 12.9M | $1.6B | 1.8% | $55.00 | +115.95% | 10 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 5.5M | $1.4B | 1.6% | $31.54 | +52.71% | 10 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 6M | $1.3B | 1.5% | $144.92 | +42.67% | 10 qtrssince 2018-Q4 | Increased 54 |
ISHARES INC | 19.2M | $1.2B | 1.4% | $43.40 | +27.77% | 10 qtrssince 2018-Q4 | Increased 54 |
VANGUARD SCOTTSDALE FDS | 12.3M | $1.1B | 1.3% | $65.40 | +14.69% | 10 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 12.4M | $1.1B | 1.3% | $50.84 | +71.11% | 10 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.9M | $1.1B | 1.2% | $258.78 | +30.37% | 10 qtrssince 2018-Q4 | Increased 72 |
ISHARES TR | 14.8M | $1.1B | 1.2% | $50.26 | +22.55% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 8.3M | $1B | 1.2% | $84.88 | +34.56% | 10 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.5M | $898.4M | 1.0% | $23.97 | +73.50% | 10 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 3.7M | $874.3M | 1.0% | $135.13 | +66.74% | 10 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 272,751 | $843.9M | 1.0% | $95.98 | +61.19% | 10 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 5.3M | $693.7M | 0.8% | $85.58 | +34.94% | 10 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 7.3M | $665.6M | 0.8% | $62.46 | +35.68% | 10 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 5.8M | $665.4M | 0.8% | $87.19 | +10.31% | 10 qtrssince 2018-Q4 | Decreased 0 |
LPL Financial LLC manages $87B across 4071 positions as of Q1 2021. Top holdings: BND (2.3%), QQQ (2.2%), VTI (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 421 new positions, 163 exits, 2434 increased. Top move: VOO (INCREASED, conviction 72). Portfolio: $87.0B across 4071 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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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