LPL Financial LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings4,335 positions
INVESCO QQQ TR | 7.3M | $2.9B | 2.5% | $203.47 | +91.86% | 13 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 6M | $2.9B | 2.4% | $280.21 | +59.30% | 13 qtrssince 2018-Q4 | Increased 59 |
VANGUARD BD INDEX FDS | 32M | $2.7B | 2.3% | $68.29 | +6.33% | 13 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 14.3M | $2.5B | 2.1% | $64.60 | +168.49% | 13 qtrssince 2018-Q4 | Increased 57 |
SPDR S&P 500 ETF TR | 5.3M | $2.5B | 2.1% | $269.63 | +65.33% | 13 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 9.4M | $2.3B | 1.9% | $121.72 | +85.71% | 13 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 6.2M | $1.7B | 1.5% | $33.61 | +57.38% | 13 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 23.3M | $1.7B | 1.5% | $55.60 | +18.06% | 13 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 13.1M | $1.5B | 1.3% | $53.61 | +107.67% | 13 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 6.8M | $1.5B | 1.3% | $152.52 | +37.52% | 13 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 4.4M | $1.5B | 1.2% | $157.42 | +105.42% | 13 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 3.4M | $1.5B | 1.2% | $273.72 | +49.24% | 13 qtrssince 2018-Q4 | Increased 53 |
ISHARES INC | 24.4M | $1.5B | 1.2% | $46.04 | +16.21% | 13 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 9.1M | $1.3B | 1.1% | $88.64 | +55.38% | 13 qtrssince 2018-Q4 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 14M | $1.3B | 1.1% | $66.79 | +14.78% | 13 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 3.9M | $1.3B | 1.1% | $26.63 | +95.72% | 13 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 11.1M | $1.2B | 1.0% | $73.29 | +38.49% | 13 qtrssince 2018-Q4 | Increased 54 |
AMAZON COM INC | 330,034 | $1.1B | 0.9% | $108.37 | +53.85% | 13 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 8.1M | $922.4M | 0.8% | $80.25 | +32.77% | 13 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.1M | $900M | 0.8% | $90.92 | +44.65% | 13 qtrssince 2018-Q4 | Increased 47 |
LPL Financial LLC manages $119.2B across 4335 positions as of Q4 2021. Top holdings: QQQ (2.5%), IVV (2.4%), BND (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 238 new positions, 206 exits, 2655 increased. Top move: QQQ (INCREASED, conviction 59). Portfolio: $119.2B across 4335 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR