LPL Financial LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings4,482 positions
ISHARES TR | 7.9M | $3.2B | 2.5% | $308.43 | +27.25% | 18 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 13M | $2.7B | 2.1% | $147.51 | +32.18% | 18 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 6.3M | $2.6B | 2.0% | $286.55 | +36.79% | 18 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 14.7M | $2.4B | 1.9% | $69.21 | +134.43% | 18 qtrssince 2018-Q4 | Increased 52 |
VANGUARD BD INDEX FDS | 30.2M | $2.2B | 1.7% | $68.27 | -4.59% | 18 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 6.9M | $2.2B | 1.7% | $207.94 | +49.36% | 18 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 31.3M | $2.1B | 1.6% | $56.92 | +5.46% | 18 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 7.4M | $1.8B | 1.4% | $35.21 | +35.55% | 18 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 16.2M | $1.5B | 1.2% | $83.49 | -0.93% | 18 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 12.3M | $1.5B | 1.2% | $98.42 | +21.50% | 18 qtrssince 2018-Q4 | Increased 69 |
MICROSOFT CORP | 5.1M | $1.5B | 1.1% | $170.95 | +64.08% | 18 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 3.7M | $1.4B | 1.1% | $281.26 | +27.73% | 18 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 13.5M | $1.2B | 0.9% | $55.32 | +56.50% | 18 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 25M | $1.2B | 0.9% | $42.11 | -4.40% | 18 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 20.7M | $1.1B | 0.9% | $50.16 | +7.61% | 18 qtrssince 2018-Q4 | Increased 50 |
ISHARES INC | 22.5M | $1.1B | 0.9% | $45.58 | -2.00% | 18 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 11.2M | $1.1B | 0.8% | $81.02 | +13.00% | 18 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 25.5M | $1B | 0.8% | $32.96 | +15.33% | 18 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 4.2M | $1B | 0.8% | $27.88 | +46.53% | 18 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.4M | $1B | 0.8% | $97.56 | +30.66% | 18 qtrssince 2018-Q4 | Increased 46 |
LPL Financial LLC manages $128.5B across 4482 positions as of Q1 2023. Top holdings: IVV (2.5%), VTI (2.1%), SPY (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 235 new positions, 209 exits, 2605 increased. Top move: MBB (INCREASED, conviction 81). Portfolio: $128.5B across 4482 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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