LPL Financial LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings3,286 positions
VANGUARD TOTAL STOCK MARKET ETF | 10.5M | $1.6B | 3.2% | $114.26 | +19.33% | 4 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Total Bond Market ETF | 17M | $1.4B | 2.9% | $64.19 | +6.80% | 4 qtrssince 2018-Q4 | Increased 63 |
iShares Core S&P 500 ETF | 4.1M | $1.2B | 2.5% | $225.30 | +19.26% | 4 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P MID-CAP ETF | 5.3M | $1B | 2.1% | $29.82 | +17.02% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 15.7M | $1B | 2.1% | $51.46 | +10.66% | 4 qtrssince 2018-Q4 | Increased 80 |
Vanguard Intermediate-Term Corporate Bond ETF | 10.6M | $968.4M | 2.0% | $63.54 | +10.87% | 4 qtrssince 2018-Q4 | Increased 54 |
SPDR S&P 500 ETF Trust | 3.2M | $946.7M | 1.9% | $227.47 | +18.04% | 4 qtrssince 2018-Q4 | Decreased 0 |
iShares Core MSCI Emerging Markets ETF | 17.9M | $878.2M | 1.8% | $39.38 | +2.73% | 4 qtrssince 2018-Q4 | Increased 51 |
Invesco QQQ Trust Series 1 | 4.6M | $876.2M | 1.8% | $147.17 | +22.36% | 4 qtrssince 2018-Q4 | Increased 50 |
iShares Core U.S. Aggregate Bond ETF | 7.6M | $865M | 1.8% | $86.64 | +6.76% | 4 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 13.2M | $832.7M | 1.7% | $49.88 | +18.43% | 4 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 11.4M | $696.1M | 1.4% | $45.54 | +9.87% | 4 qtrssince 2018-Q4 | Increased 53 |
iShares Edge MSCI USE Quality Factor ETF | 7.1M | $659.8M | 1.3% | $83.59 | +1.02% | 4 qtrssince 2018-Q4 | Increased 80 |
ISHARES TR | 11M | $638.5M | 1.3% | $42.48 | +17.28% | 4 qtrssince 2018-Q4 | Increased 52 |
iShares Russell 2000 ETF | 3.9M | $585.2M | 1.2% | $122.83 | +13.05% | 4 qtrssince 2018-Q4 | Increased 51 |
Apple Inc | 2.4M | $541M | 1.1% | $38.16 | +40.80% | 4 qtrssince 2018-Q4 | Increased 50 |
Vanguard Value ETF | 4.8M | $533.9M | 1.1% | $81.96 | +14.54% | 4 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.9M | $486.1M | 1.0% | $21.44 | +23.92% | 4 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 2.4M | $428M | 0.9% | $35.94 | +18.78% | 4 qtrssince 2018-Q4 | Increased 48 |
VANGUARD S&P500 INDEX ETF | 1.5M | $417.1M | 0.8% | $208.09 | +18.14% | 4 qtrssince 2018-Q4 | Increased 45 |
LPL Financial LLC manages $49.1B across 3286 positions as of Q3 2019. Top holdings: VTI (3.2%), BND (2.9%), IVV (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 189 new positions, 169 exits, 1732 increased. Top move: USMV (INCREASED, conviction 80). Portfolio: $49.1B across 3286 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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