LPL Financial LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings3,070 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 14.2M | $1.8B | 4.8% | $113.57 | 0.00% | 1 qtr | New 88 |
ISHARES CORE S&P 500 ETF | 4.2M | $1.1B | 2.8% | $222.89 | 0.00% | 1 qtr | New 83 |
VANGUARD TOTAL BOND MARKET | 13.1M | $1B | 2.8% | $63.12 | 0.00% | 1 qtr | New 83 |
ISHARES CORE S&P MIDCAP ETF | 6.1M | $1B | 2.7% | $29.53 | 0.00% | 1 qtr | New 83 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $726.5M | 1.9% | $222.81 | 0.00% | 1 qtr | New 72 |
VANGUARD INT-TERM CORPORATE | 8.7M | $720.8M | 1.9% | $63.02 | 0.00% | 1 qtr | New 72 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 4.5M | $697.2M | 1.9% | $146.40 | 0.00% | 1 qtr | New 72 |
ISHARES CORE MSCI EMERGING | 14.7M | $693.2M | 1.8% | $38.75 | 0.00% | 1 qtr | New 72 |
ISHARES RUSSELL 3000 GROWTH | 11.8M | $624.2M | 1.7% | $48.63 | 0.00% | 1 qtr | New 72 |
ISHARES TR | 5.6M | $593.2M | 1.6% | $85.39 | 0.00% | 1 qtr | New 72 |
ISHARES RUSSELL 2000 ETF ETF | 3.8M | $502.5M | 1.3% | $121.55 | 0.00% | 1 qtr | New 72 |
ISHARES CORE MSCI EAFE ETF | 8.8M | $482.8M | 1.3% | $44.14 | 0.00% | 1 qtr | New 72 |
ISHARES CORE S&P U.S. VALUE | 9.5M | $466.6M | 1.2% | $41.73 | 0.00% | 1 qtr | New 71 |
VANGUARD VALUE ETF | 4.4M | $434M | 1.2% | $81.25 | 0.00% | 1 qtr | New 71 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 6M | $418.2M | 1.1% | $61.72 | 0.00% | 1 qtr | New 71 |
VANGUARD GROWTH ETF | 2.9M | $387.8M | 1.0% | $21.32 | 0.00% | 1 qtr | New 71 |
ISHARES S&P 500 GROWTH ETF | 2.5M | $372M | 1.0% | $35.07 | 0.00% | 1 qtr | New 61 |
ISHARES EDGE MSCI MIN VOL US | 6.7M | $353.5M | 0.9% | $45.99 | 0.00% | 1 qtr | New 61 |
APPLE INC | 2.2M | $350.6M | 0.9% | $37.39 | 0.00% | 1 qtr | New 61 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.6M | $343.3M | 0.9% | $31.08 | 0.00% | 1 qtr | New 61 |
LPL Financial LLC manages $37.6B across 3070 positions as of Q4 2018. Top holdings: VTI (4.8%), IVV (2.8%), BND (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 3053 new positions, 0 exits, 0 increased. Top move: VTI (NEW, conviction 88). Portfolio: $37.6B across 3070 positions.
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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