LPL Financial LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings4,174 positions
ISHARES TR | 7.2M | $3.2B | 2.8% | $303.57 | +40.33% | 14 qtrssince 2018-Q4 | Increased 65 |
VANGUARD INDEX FDS | 12.7M | $2.9B | 2.5% | $146.08 | +46.37% | 14 qtrssince 2018-Q4 | Increased 71 |
VANGUARD BD INDEX FDS | 31.2M | $2.5B | 2.1% | $68.29 | +0.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 14.1M | $2.5B | 2.1% | $64.60 | +164.36% | 14 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 6.7M | $2.4B | 2.1% | $203.47 | +76.14% | 14 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 5.2M | $2.3B | 2.0% | $269.63 | +57.70% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 27.5M | $1.9B | 1.6% | $56.61 | +9.77% | 14 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 6.4M | $1.7B | 1.5% | $34.15 | +47.29% | 14 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 6.7M | $1.4B | 1.2% | $152.52 | +27.15% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.4M | $1.4B | 1.2% | $158.86 | +86.98% | 14 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 12.9M | $1.4B | 1.2% | $53.61 | +90.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.3M | $1.4B | 1.2% | $273.72 | +42.40% | 14 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 14M | $1.2B | 1.0% | $66.81 | +6.83% | 14 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 11.9M | $1.2B | 1.0% | $74.73 | +28.00% | 14 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 8.9M | $1.2B | 1.0% | $88.64 | +44.13% | 14 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 4M | $1.2B | 1.0% | $27.06 | +72.79% | 14 qtrssince 2018-Q4 | Increased 46 |
AMAZON COM INC | 345,604 | $1.1B | 1.0% | $110.83 | +47.07% | 14 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 6.7M | $991.2M | 0.9% | $94.60 | +40.40% | 14 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 11.5M | $871.7M | 0.7% | $47.61 | +45.75% | 14 qtrssince 2018-Q4 | Increased 47 |
ISHARES INC | 15.4M | $852.7M | 0.7% | $46.04 | +9.18% | 14 qtrssince 2018-Q4 | Decreased 0 |
LPL Financial LLC manages $116.4B across 4174 positions as of Q1 2022. Top holdings: IVV (2.8%), VTI (2.5%), BND (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 166 new positions, 332 exits, 2301 increased. Top move: VTI (INCREASED, conviction 71). Portfolio: $116.4B across 4174 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