HoldingsChannel.com
LPL Financial LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BND) 17,577,680 -292,733 $1,500,255
     BND17,577,680-292,733$1,500,255
VANGUARD INDEX FDS (VTI) 10,276,585 -12,952 $1,324,755
     VTI10,276,585-12,952$1,324,755
ISHARES TR (IVV)      $1,143,167
     IVV4,425,020+144,560$1,143,425
     Put1,000UNCH$258
VANGUARD SCOTTSDALE FDS (VCIT) 11,554,832 +145,500 $1,006,310
     VCIT11,554,832+145,500$1,006,310
SPDR S&P 500 ETF TR (SPY)      $1,000,789
     SPY4,027,291+692,315$1,038,034
     Put144,500-5,000$37,245
INVESCO QQQ TR      $991,411
     QQQ5,212,886+88,659$992,534
     Put5,900-70,900$1,123
ISHARES TR (USMV) 16,587,954 +173,412 $895,915
     USMV16,587,954+173,412$895,915
ISHARES TR (AGG) 7,071,077 -577,212 $815,790
     AGG7,071,077-577,212$815,790
ISHARES TR (QUAL) 9,853,552 +683,549 $798,532
     QUAL9,853,552+683,549$798,532
ISHARES TR (IUSG) 13,782,969 +62,377 $786,870
     IUSG13,782,969+62,377$786,870
ISHARES TR (IJH) 5,229,421 -226,893 $752,304
     IJH5,229,421-226,893$752,304
ISHARES INC (IEMG) 17,842,525 -696,833 $722,087
     IEMG17,842,525-696,833$722,087
APPLE INC      $660,021
     AAPL2,596,543+56,288$660,275
     Put1,000-3,200$254
ISHARES TR (IEFA) 12,702,957 +780,427 $633,750
     IEFA12,702,957+780,427$633,750
ISHARES TR (IUSV) 11,851,017 +391,452 $547,280
     IUSV11,851,017+391,452$547,280
VANGUARD INDEX FDS (VUG) 3,153,915 +140,171 $494,187
     VUG3,153,915+140,171$494,187
VANGUARD INDEX FDS (VTV) 5,137,145 +201,755 $457,514
     VTV5,137,145+201,755$457,514
VANGUARD INDEX FDS (VOO) 1,923,183 +331,084 $455,448
     VOO1,923,183+331,084$455,448
ISHARES TR (IWM) 3,899,892 -2,021 $446,382
     IWM3,899,892-4,921$446,382
ISHARES TR (GOVT) 15,213,709 +2,175,002 $426,136
     GOVT15,213,709+2,175,002$426,136
MICROSOFT CORP 2,682,351 +266,392 $423,034
     MSFT2,682,351+266,392$423,034
AMAZON COM INC 213,722 +13,291 $416,699
     AMZN213,722+12,691$416,699
FIRST TR VALUE LINE DIVID IN (FVD) 14,814,882 +1,652,002 $410,076
     FVD14,814,882+1,652,002$410,076
ISHARES TR (IWF) 2,441,498 -54,042 $367,812
     IWF2,441,498-54,042$367,812
ISHARES TR (USHY) 10,124,851 +366,155 $359,432
     USHY10,124,851+366,155$359,432
ISHARES TR (IVW) 2,153,178 -138,333 $355,382
     IVW2,153,178-138,333$355,382
VANGUARD TAX MANAGED INTL FD (VEA) 10,184,257 -214,432 $339,543
     VEA10,184,257-214,432$339,543
VANGUARD SPECIALIZED FUNDS (VIG) 3,139,066 +2,481 $324,548
     VIG3,139,066+2,481$324,548
ISHARES TR (TIP) 2,654,041 -79,841 $312,965
     TIP2,654,041-79,841$312,965
VANGUARD BD INDEX FDS (BSV) 3,541,553 -49,928 $291,045
     BSV3,541,553-49,928$291,045
ISHARES TR (MBB) 2,469,470 -1,276 $272,728
     MBB2,469,470-1,276$272,728
GOLDMAN SACHS ETF TR (GSLC) 4,761,213 +1,568,144 $248,488
     GSLC4,761,213+1,568,144$248,488
VANGUARD CHARLOTTE FDS (BNDX) 4,263,258 +6,233 $239,851
     BNDX4,263,258+6,233$239,851
ISHARES TR (EMB) 2,394,898 +23,862 $231,539
     EMB2,394,898+23,862$231,539
ISHARES TR (IJR) 4,104,866 -735,055 $230,324
     IJR4,104,866-735,055$230,324
VANGUARD WHITEHALL FDS (VYM) 3,219,234 +6,896 $227,761
     VYM3,219,234+6,896$227,761
VANGUARD WORLD FDS (VGT) 1,065,738 +48,226 $225,830
     VGT1,065,738+48,226$225,830
ISHARES TR (IVE) 2,323,191 -206,718 $223,607
     IVE2,323,191-206,718$223,607
SELECT SECTOR SPDR TR (XLK) 2,650,106 +373,957 $212,989
     XLK2,650,106+373,957$212,989
ISHARES TR (HYG) 2,702,504 +436,457 $208,282
     HYG2,702,504+436,457$208,282
VANGUARD INTL EQUITY INDEX F (VWO) 5,857,270 +29,148 $196,511
     VWO5,857,270+29,148$196,511
ISHARES TR (ITOT) 3,417,075 -471,579 $195,491
     ITOT3,417,075-471,579$195,491
VANGUARD INDEX FDS (VB) 1,685,160 -6,108 $194,535
     VB1,685,160-6,108$194,535
ISHARES TR (SHY) 2,240,829 -693,535 $194,213
     SHY2,240,829-693,535$194,213
SELECT SECTOR SPDR TR (XLV) 2,192,387 +222,920 $194,202
     XLV2,192,387+222,920$194,202
ISHARES U S ETF TR (NEAR) 3,967,044 +535,827 $192,362
     NEAR3,967,044+535,827$192,362
INVESCO EXCHANGE TRADED FD T (SPLV) 4,079,510 -22,308 $191,411
     SPLV4,079,510-22,308$191,411
SPDR GOLD TRUST (GLD) 1,267,612 +192,703 $187,670
     GLD1,267,612+192,703$187,670
SSGA ACTIVE ETF TR (TOTL) 3,881,005 -111,193 $186,133
     TOTL3,881,005-111,193$186,133
BERKSHIRE HATHAWAY INC DEL      $185,011
     BRK.B931,590+30,053$170,323
     BRK.A54-2$14,688

See Full List: All Stocks Held By LPL Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LPL Financial LLC

Size ($ in 1000's)
At 03/31/2020: $46,422,419
At 12/31/2019: $54,954,139

LPL Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LPL Financial LLC 13F filings. Link to 13F filings: SEC filings

LPL Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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