LPL Financial LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings5,007 positions
ISHARES TR | 9M | $4.9B | 2.4% | $332.99 | +59.74% | 23 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 8.4M | $4.6B | 2.3% | $328.98 | +61.20% | 23 qtrssince 2018-Q4 | Increased 56 |
INVESCO QQQ TR | 8.8M | $4.2B | 2.1% | $251.35 | +89.08% | 23 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 17.6M | $3.7B | 1.9% | $89.36 | +133.47% | 23 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 12.8M | $3.4B | 1.7% | $154.74 | +68.29% | 23 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 6.9M | $3.1B | 1.5% | $225.47 | +94.80% | 23 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORPORATION | 24.8M | $3.1B | 1.5% | $20.12 | +512.24% | 23 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 34.8M | $2.5B | 1.3% | $57.89 | +19.07% | 23 qtrssince 2018-Q4 | Increased 53 |
SPDR SER TR | 30M | $2.4B | 1.2% | $55.50 | +42.51% | 23 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 104.2M | $2.4B | 1.2% | $20.98 | -0.23% | 23 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 13.8M | $2.4B | 1.2% | $107.04 | +56.05% | 23 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 40.1M | $2.3B | 1.2% | $37.06 | +53.28% | 23 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 4.2M | $2.1B | 1.0% | $302.72 | +60.78% | 23 qtrssince 2018-Q4 | Increased 54 |
SPDR SER TR | 32.1M | $2.1B | 1.0% | $47.48 | +31.24% | 23 qtrssince 2018-Q4 | Increased 54 |
AMAZON COM INC | 10.5M | $2B | 1.0% | $123.94 | +55.93% | 23 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 14.8M | $1.9B | 0.9% | $60.87 | +106.68% | 23 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 4.9M | $1.8B | 0.9% | $31.80 | +94.04% | 23 qtrssince 2018-Q4 | Increased 47 |
SPDR SER TR | 36M | $1.8B | 0.9% | $36.26 | +28.73% | 23 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 18.1M | $1.7B | 0.8% | $83.53 | +0.42% | 23 qtrssince 2018-Q4 | Increased 48 |
SELECT SECTOR SPDR TR | 7.1M | $1.6B | 0.8% | $62.59 | +78.34% | 23 qtrssince 2018-Q4 | Increased 46 |
LPL Financial LLC manages $200.8B across 5007 positions as of Q2 2024. Top holdings: IVV (2.4%), SPY (2.3%), QQQ (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 261 new positions, 192 exits, 2965 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $200.8B across 5007 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