LPL Financial LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings4,909 positions
ISHARES TR | 9.1M | $4.8B | 2.6% | $332.99 | +53.00% | 22 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 8.1M | $4.3B | 2.3% | $323.24 | +57.18% | 22 qtrssince 2018-Q4 | Increased 57 |
INVESCO QQQ TR | 8.5M | $3.8B | 2.0% | $243.13 | +80.87% | 22 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 12.5M | $3.3B | 1.7% | $152.67 | +65.12% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16.4M | $2.8B | 1.5% | $80.59 | +110.48% | 22 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 6.4M | $2.7B | 1.4% | $208.27 | +98.15% | 22 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 33.2M | $2.5B | 1.3% | $57.38 | +20.59% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 38.5M | $2.3B | 1.3% | $36.28 | +62.07% | 22 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 97.8M | $2.2B | 1.2% | $20.99 | -0.16% | 22 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 13M | $2.1B | 1.2% | $103.69 | +54.72% | 22 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 2.3M | $2.1B | 1.1% | $14.13 | +537.66% | 22 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 28M | $2.1B | 1.1% | $53.81 | +33.99% | 22 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 3.9M | $1.9B | 1.0% | $290.80 | +60.30% | 22 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 29.7M | $1.8B | 1.0% | $46.29 | +28.97% | 22 qtrssince 2018-Q4 | Increased 49 |
AMAZON COM INC | 9.7M | $1.8B | 0.9% | $118.01 | +52.85% | 22 qtrssince 2018-Q4 | Increased 48 |
SPDR SERIES TRUST | 33.4M | $1.7B | 0.9% | $35.47 | +34.48% | 22 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 14.1M | $1.6B | 0.9% | $57.54 | +100.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 4.7M | $1.6B | 0.9% | $30.46 | +86.20% | 22 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 16.9M | $1.6B | 0.8% | $83.50 | +0.16% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 32M | $1.5B | 0.8% | $41.85 | -1.48% | 22 qtrssince 2018-Q4 | Increased 59 |
LPL Financial LLC manages $186.3B across 4909 positions as of Q1 2024. Top holdings: IVV (2.6%), SPY (2.3%), QQQ (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 284 new positions, 178 exits, 2841 increased. Top move: IJH (INCREASED, conviction 81). Portfolio: $186.3B across 4909 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