LPL Financial LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings3,458 positions
VANGUARD TOTAL BOND MARKET ETF | 19.9M | $1.8B | 3.1% | $65.44 | +11.73% | 7 qtrssince 2018-Q4 | Increased 66 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 9.9M | $1.6B | 2.7% | $114.26 | +25.56% | 7 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 6.1M | $1.5B | 2.6% | $165.20 | +42.39% | 7 qtrssince 2018-Q4 | Increased 64 |
iShares Trust CORE S&P500 ETF | 4.1M | $1.3B | 2.2% | $228.84 | +23.87% | 7 qtrssince 2018-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 4M | $1.2B | 2.1% | $231.24 | +22.50% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 11.9M | $1.1B | 2.0% | $64.42 | +16.74% | 7 qtrssince 2018-Q4 | Increased 52 |
Apple Inc. | 2.7M | $985.5M | 1.7% | $42.09 | +109.60% | 7 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE S&P U.S. GROWTH ETF | 13.4M | $960.9M | 1.7% | $50.38 | +35.69% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 15.5M | $938.3M | 1.6% | $51.72 | +5.94% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 5M | $891.7M | 1.6% | $30.05 | +8.39% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI USA QUALITY FACTOR ETF | 8.9M | $854.4M | 1.5% | $84.86 | +4.71% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 15.7M | $748M | 1.3% | $39.58 | +3.39% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 6.1M | $715.8M | 1.2% | $86.65 | +13.59% | 7 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 3.2M | $648.1M | 1.1% | $22.00 | +47.85% | 7 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE S&P US VALUE ETF | 11.9M | $622.4M | 1.1% | $42.85 | +7.30% | 7 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE MSCI EAFE ETF | 10.8M | $620M | 1.1% | $45.67 | +5.89% | 7 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 223,019 | $615.3M | 1.1% | $81.68 | +68.89% | 7 qtrssince 2018-Q4 | Increased 52 |
Microsoft Corp. | 2.9M | $590.2M | 1.0% | $114.35 | +68.84% | 7 qtrssince 2018-Q4 | Increased 54 |
iShares Trust RUSSELL 2000 ETF | 3.9M | $559.7M | 1.0% | $123.14 | +7.86% | 7 qtrssince 2018-Q4 | Increased 44 |
Vanguard Index Funds S&P 500 ETF SHS | 1.9M | $525.4M | 0.9% | $211.32 | +22.74% | 7 qtrssince 2018-Q4 | Decreased 0 |
LPL Financial LLC manages $57.4B across 3458 positions as of Q2 2020. Top holdings: BND (3.1%), VTI (2.7%), QQQ (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 370 new positions, 133 exits, 1866 increased. Top move: BND (INCREASED, conviction 66). Portfolio: $57.4B across 3458 positions.
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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
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