LPL Financial LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings3,070 positions
VANGUARD INDEX FDS | 14.2M | $1.8B | 4.8% | $113.68 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 4.2M | $1.1B | 2.8% | $223.09 | 0.00% | 1 qtr | First report 0 |
VANGUARD BD INDEX FDS | 13.1M | $1B | 2.8% | $63.12 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 6.1M | $1B | 2.7% | $29.61 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF TRUST | 2.9M | $726.5M | 1.9% | $223.02 | 0.00% | 1 qtr | First report 0 |
VANGUARD SCOTTSDALE FDS | 8.7M | $720.8M | 1.9% | $62.49 | 0.00% | 1 qtr | First report 0 |
INVESCO QQQ TRUST SERIES 1 | 4.5M | $697.2M | 1.9% | $146.40 | 0.00% | 1 qtr | First report 0 |
ISHARES INC | 14.7M | $693.2M | 1.8% | $38.75 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 11.8M | $624.2M | 1.7% | $48.96 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 5.6M | $593.2M | 1.6% | $85.39 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 2000 ETF | 3.8M | $502.5M | 1.3% | $121.68 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 8.8M | $482.8M | 1.3% | $44.14 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 9.5M | $466.6M | 1.2% | $41.56 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 4.4M | $434M | 1.2% | $80.83 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 6M | $418.2M | 1.1% | $61.59 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 2.9M | $387.8M | 1.0% | $21.30 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.5M | $372M | 1.0% | $35.33 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 6.7M | $353.5M | 0.9% | $45.91 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 2.2M | $350.6M | 0.9% | $37.39 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.6M | $343.3M | 0.9% | $31.05 | 0.00% | 1 qtr | First report 0 |
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 Score: 3.5/5.0.
First quarter we have for this fund: 3070 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $37.6B across 3070 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