LPL Financial LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings4,416 positions
ISHARES TR | 7.9M | $2.8B | 2.7% | $307.78 | +10.32% | 16 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 12.9M | $2.3B | 2.2% | $146.51 | +15.99% | 16 qtrssince 2018-Q4 | Increased 55 |
VANGUARD BD INDEX FDS | 31.1M | $2.2B | 2.1% | $68.27 | -9.08% | 16 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 14.3M | $2B | 1.9% | $65.79 | +106.04% | 16 qtrssince 2018-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 5.4M | $1.9B | 1.9% | $273.36 | +24.06% | 16 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 6.6M | $1.8B | 1.7% | $203.91 | +30.65% | 16 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 7.4M | $1.6B | 1.6% | $35.20 | +17.85% | 16 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 27.8M | $1.5B | 1.4% | $56.56 | -16.16% | 16 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 3.4M | $1.1B | 1.1% | $275.77 | +12.72% | 16 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 4.7M | $1.1B | 1.1% | $164.23 | +37.24% | 16 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 12.6M | $1.1B | 1.1% | $81.02 | +1.10% | 16 qtrssince 2018-Q4 | Increased 78 |
ISHARES TR | 12.9M | $1B | 1.0% | $53.83 | +44.41% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 12.6M | $1B | 1.0% | $74.83 | +0.94% | 16 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 4.4M | $939.1M | 0.9% | $27.79 | +25.59% | 16 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 8.5M | $881.4M | 0.9% | $88.64 | +12.21% | 16 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.1M | $877.9M | 0.8% | $96.14 | +16.95% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.3M | $876.5M | 0.8% | $152.61 | +2.89% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 7.6M | $864M | 0.8% | $110.66 | +2.11% | 16 qtrssince 2018-Q4 | Increased 47 |
SPDR SERIES TRUST | 15.9M | $798.5M | 0.8% | $49.83 | -2.57% | 16 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 17.1M | $762.2M | 0.7% | $43.18 | -11.43% | 16 qtrssince 2018-Q4 | Increased 46 |
LPL Financial LLC manages $103.6B across 4416 positions as of Q3 2022. Top holdings: IVV (2.7%), VTI (2.2%), BND (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 195 new positions, 200 exits, 2375 increased. Top move: IJR (INCREASED, conviction 78). Portfolio: $103.6B across 4416 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