LPL Financial LLC

LPL Financial LLC manages $55B across 3341 positions as of Q4 2019. Top holdings: VTI (3.1%), BND (2.7%), IVV (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Holdings3,341 positions

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Activity:AllNewIncreasedDecreasedExitedUnchanged

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VTI ETF VANGUARD INDEX FDS	10.3M	$1.7B	3.1%	—	$114.18	+30.86%	5 qtrssince 2018-Q4	Decreased 0
BND ETF VANGUARD BD INDEX FDS	17.9M	$1.5B	2.7%	—	$65.61	+6.93%	5 qtrssince 2018-Q4	Increased 58
IVV ETF ISHARES TR	4.3M	$1.4B	2.5%	—	$228.56	+28.88%	5 qtrssince 2018-Q4	Increased 58
IJH ETF ISHARES TR	5.5M	$1.1B	2.0%	—	$29.99	+25.36%	5 qtrssince 2018-Q4	Increased 56
QQQ Unit INVESCO QQQ	5.1M	$1.1B	2.0%	—	$152.60	+34.19%	5 qtrssince 2018-Q4	Increased 56
USMV ETF ISHARES TR	16.4M	$1.1B	2.0%	—	$52.02	+13.62%	5 qtrssince 2018-Q4	Increased 53
SPY Unit STATE STR SPDR S&P 500 ETF T	3.3M	$1.1B	2.0%	—	$230.42	+27.69%	5 qtrssince 2018-Q4	Increased 53
VCIT ETF VANGUARD SCOTTSDALE FDS	11.4M	$1B	1.9%	—	$65.77	+11.72%	5 qtrssince 2018-Q4	Increased 54
IEMG ETF ISHARES INC	18.5M	$996.7M	1.8%	—	$39.58	+14.78%	5 qtrssince 2018-Q4	Increased 52
IUSG ETF ISHARES TR	13.7M	$928.1M	1.7%	—	$50.11	+27.91%	5 qtrssince 2018-Q4	Increased 52
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer