LPL Financial LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings3,805 positions
INVESCO QQQ TR | 6.4M | $2B | 2.6% | $170.38 | +78.26% | 9 qtrssince 2018-Q4 | Increased 56 |
VANGUARD BD INDEX FDS | 22.3M | $2B | 2.5% | $66.43 | +11.39% | 9 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 4.7M | $1.8B | 2.3% | $241.55 | +43.52% | 9 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 8.7M | $1.7B | 2.2% | $114.26 | +57.41% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 12.7M | $1.7B | 2.2% | $54.14 | +137.94% | 9 qtrssince 2018-Q4 | Increased 60 |
SPDR S&P 500 ETF TR | 4.4M | $1.7B | 2.1% | $241.17 | +43.59% | 9 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 5.2M | $1.2B | 1.6% | $30.71 | +38.12% | 9 qtrssince 2018-Q4 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 11.6M | $1.1B | 1.5% | $64.82 | +20.41% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 18.1M | $1.1B | 1.5% | $42.65 | +26.03% | 9 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 5.7M | $1.1B | 1.4% | $140.97 | +29.90% | 9 qtrssince 2018-Q4 | Increased 67 |
ISHARES TR | 12.2M | $1.1B | 1.4% | $50.38 | +68.35% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 14.9M | $1B | 1.3% | $50.26 | +17.99% | 9 qtrssince 2018-Q4 | Increased 70 |
ISHARES TR | 8.8M | $1B | 1.3% | $84.88 | +27.83% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 265,581 | $865M | 1.1% | $94.39 | +72.52% | 9 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 3.3M | $837.2M | 1.1% | $22.96 | +78.30% | 9 qtrssince 2018-Q4 | Increased 53 |
MICROSOFT CORP | 3.6M | $807.7M | 1.0% | $133.22 | +59.19% | 9 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 6.1M | $726.3M | 0.9% | $87.19 | +14.16% | 9 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 10.6M | $717.7M | 0.9% | $51.72 | +19.74% | 9 qtrssince 2018-Q4 | Decreased 0 |
GOLDMAN SACHS ETF TR | 8.8M | $667.7M | 0.9% | $57.08 | +23.24% | 9 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.8M | $632.4M | 0.8% | $211.64 | +49.86% | 9 qtrssince 2018-Q4 | Increased 44 |
LPL Financial LLC manages $77.2B across 3805 positions as of Q4 2020. Top holdings: QQQ (2.6%), BND (2.5%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 406 new positions, 144 exits, 2281 increased. Top move: IEFA (INCREASED, conviction 70). Portfolio: $77.2B across 3805 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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