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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

LADENBURG THALMANN FINANCIAL SERVICES INC. INSTITUTION : LADENBURG THALMANN FINANCIAL SERVICES INC.
LADENBURG THALMANN FINANCIAL SERVICES INC. Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 355,949,000 1,604,892 2.45%
ISHARES TR    (CORE S&P500 ETF) IVV 296,125,000 992,064 2.04%
ISHARES TR    (MSCI MIN VOL ETF) USMV 202,267,000 3,155,338 1.39%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 197,961,000 1,046,035 1.36%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 197,481,000 4,793,097 1.36%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 172,293,000 828,288 1.18%
MICROSOFT CORP    (COM) MSFT 171,567,000 1,234,199 1.18%
AMAZON COM INC    (COM) AMZN 163,811,000 94,368 1.12%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 156,766,000 575,078 1.08%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 155,139,000 1,027,419 1.06%
ISHARES TR    (RUS 1000 GRW ETF) IWF 141,370,000 885,749 0.97%
INVESCO QQQ TR    (UNIT SER 1) 124,335,000 658,522 0.85%
ISHARES TR    (S&P 500 GRWT ETF) IVW 124,059,000 689,094 0.85%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 120,062,000 1,426,115 0.82%
AT&T INC    (COM) T 110,771,000 2,927,428 0.76%
ISHARES TR    (RUS 1000 VAL ETF) IWD 109,446,000 853,347 0.75%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 103,950,000 2,111,450 0.71%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 102,623,000 1,270,230 0.70%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 96,877,000 582,641 0.66%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 95,510,000 1,136,835 0.65%
VANGUARD GROUP    (DIV APP ETF) VIG 95,379,000 797,623 0.65%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 95,123,000 2,360,437 0.65%
ISHARES TR    (S&P 500 VAL ETF) IVE 94,091,000 789,757 0.64%
VANGUARD INDEX FDS    (VALUE ETF) VTV 89,884,000 805,314 0.61%
ISHARES TR    (CORE MSCI EAFE) IEFA 88,212,000 1,895,639 0.60%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 84,852,000 1,189,174 0.58%
ISHARES TR    (CORE 1 5 YR USD) ISTB 79,948,000 1,583,456 0.55%
PIMCO ETF TR    (ENHNCD LW DUR AC) LDUR 79,477,000 792,051 0.54%
ISHARES INC    (CORE MSCI EMKT) IEMG 75,790,000 1,546,192 0.52%
PROCTER & GAMBLE CO    (COM) PG 75,540,000 607,335 0.52%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 75,125,000 2,351,913 0.51%
BOEING CO    (COM) BA 73,854,000 194,113 0.50%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 73,260,000 677,831 0.50%
ISHARES TR    (CORE S&P SCP ETF) IJR 71,339,000 916,363 0.49%
JOHNSON & JOHNSON    (COM) JNJ 71,018,000 548,949 0.48%
VERIZON COMMUNICATIONS INC    (COM) VZ 70,488,000 1,167,805 0.48%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 70,064,000 1,234,834 0.48%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 68,600,000 1,166,061 0.47%
ISHARES TR    (CORE S&P MCP ETF) IJH 67,397,000 348,793 0.46%
ISHARES TR    (RUS MD CP GR ETF) IWP 65,374,000 462,543 0.45%
ISHARES TR    (US TREAS BD ETF) GOVT 65,258,000 2,478,888 0.45%
CHEVRON CORP NEW    (COM) CVX 65,252,000 550,232 0.45%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 64,611,000 240,030 0.44%
VISA INC    (COM CL A) V 63,181,000 366,952 0.43%
FIDELITY    (TOTAL BD ETF) FBND 62,942,000 1,217,447 0.43%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 61,320,000 565,136 0.42%
ISHARES TR    (CORE US AGGBD ET) AGG 60,813,000 723,589 0.41%
DISNEY WALT CO    (COM DISNEY) DIS 60,735,000 466,037 0.41%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 59,141,000 1,021,377 0.40%
EXXON MOBIL CORP    (COM) XOM 57,112,000 808,730 0.39%
ISHARES TR    (CORE S&P TTL STK) ISI 57,062,000 850,799 0.39%
ISHARES TR    (IBOXX HI YD ETF) HYG 53,810,000 617,569 0.37%
JPMORGAN CHASE & CO    (COM) JPM 53,621,000 455,568 0.36%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 53,562,000 248,493 0.36%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 51,717,000 587,691 0.35%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 51,120,000 697,660 0.35%
FACEBOOK INC    (CL A) FB 50,230,000 296,264 0.34%
ISHARES TR    (RUSSELL 2000 ETF) IWM 49,864,000 329,485 0.34%
ISHARES TR    (IBOXX INV CP ETF) LQD 48,647,000 381,982 0.33%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 48,073,000 413,251 0.33%
SPDR GOLD TRUST    (GOLD SHS) GLD 47,923,000 345,092 0.33%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 47,130,000 531,141 0.32%
ISHARES TR    (NATIONAL MUN ETF) MUB 45,797,000 401,504 0.31%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 45,492,000 295,613 0.31%
HOME DEPOT INC    (COM) HD 45,478,000 196,045 0.31%
VANGUARD INDEX FDS    (MID CAP ETF) VO 45,249,000 269,980 0.31%
ISHARES INC    (MIN VOL GBL ETF) ACWV 43,975,000 463,725 0.30%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 43,412,000 465,554 0.29%
ISHARES TR    (CORE DIV GRWTH) DGRO 43,220,000 1,104,236 0.29%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 42,936,000 529,740 0.29%
ISHARES TR    (JPMORGAN USD EMG) EMB 42,908,000 378,893 0.29%
MCDONALDS CORP    (COM) MCD 42,875,000 199,696 0.29%
INTEL CORP    (COM) INTC 41,733,000 809,881 0.28%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 41,492,000 757,415 0.28%
CISCO SYS INC    (COM) CSCO 40,647,000 822,821 0.28%
COCA COLA CO    (COM) KO 40,597,000 745,746 0.27%
WASTE MGMT INC DEL    (COM) WMI 40,399,000 351,310 0.27%
LOCKHEED MARTIN CORP    (COM) LMT 40,345,000 103,439 0.27%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 39,895,000 1,027,329 0.27%
WALMART INC    (COM) WMT 39,010,000 328,698 0.26%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 39,007,000 346,826 0.26%
ALPHABET INC    (CAP STK CL A) GOOGL 38,903,000 31,867 0.26%
ALPHABET INC    (CAP STK CL C) GOOG 38,809,000 31,844 0.26%
ISHARES TR    (SP SMCP600VL ETF) IJS 38,576,000 256,851 0.26%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 38,524,000 375,485 0.26%
STARBUCKS CORP    (COM) SBUX 38,188,000 431,875 0.26%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 37,601,000 745,889 0.25%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 37,600,000 332,746 0.25%
COSTCO WHSL CORP NEW    (COM) COST 37,527,000 130,252 0.25%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 36,440,000 562,874 0.25%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 36,216,000 509,926 0.24%
JP MORGAN EXCHANGE TRADED FD    (DIV RTN INT EQ) JPIN 36,202,000 680,882 0.24%
ISHARES TR    (RUS MDCP VAL ETF) IWS 36,087,000 402,329 0.24%
3M CO    (COM) MMM 35,992,000 218,935 0.24%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 35,780,000 1,065,195 0.24%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 35,537,000 1,269,246 0.24%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 35,094,000 236,951 0.24%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 35,090,000 209,265 0.24%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 34,913,000 693,608 0.24%
ISHARES TR    (MBS ETF) MBB 33,950,000 313,481 0.23%
ISHARES TR    (FLTG RATE NT ETF) FLOT 33,793,000 663,017 0.23%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 33,570,000 649,817 0.23%
ISHARES TR    (TIPS BD ETF) TIP 33,057,000 284,260 0.22%
UNITED PARCEL SERVICE INC    (CL B) UPS 33,019,000 275,580 0.22%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 32,976,000 409,494 0.22%
BANK AMER CORP    (COM) BAC 32,362,000 1,109,445 0.22%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 32,338,000 462,024 0.22%
ISHARES TR    (SELECT DIVID ETF) DVY 32,238,000 316,220 0.22%
ISHARES TR    (USA MOMENTUM FCT) 32,134,000 269,466 0.22%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 31,976,000 653,673 0.22%
ISHARES TR    (PFD AND INCM SEC) PFF 31,863,000 849,018 0.21%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 31,505,000 344,224 0.21%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 31,459,000 597,973 0.21%
PFIZER INC    (COM) PFE 31,154,000 866,981 0.21%
SPDR SERIES TRUST    (SSGA US LRG ETF) LGLV 30,888,000 277,076 0.21%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 30,533,000 573,272 0.21%
PEPSICO INC    (COM) PEP 29,330,000 213,924 0.20%
MASTERCARD INC    (CL A) MA 28,639,000 105,660 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 28,392,000 195,303 0.19%
ISHARES TR    (USA QUALITY FCTR) QUAL 28,264,000 305,897 0.19%
ISHARES TR    (S&P MC 400GR ETF) IJK 28,128,000 125,652 0.19%
MERCK & CO INC    (COM) MRK 27,981,000 332,431 0.19%
WELLS FARGO CO NEW    (COM) WFC 27,516,000 545,684 0.18%
RAYTHEON CO    (COM NEW) RTN 27,150,000 138,380 0.18%
ISHARES TR    (S&P MC 400VL ETF) IJJ 26,997,000 168,832 0.18%
COLGATE PALMOLIVE CO    (COM) CL 25,936,000 352,749 0.17%
W P CAREY INC    (COM) WPC 25,732,000 287,535 0.17%
ABBVIE INC    (COM) ABBV 25,428,000 335,832 0.17%
ISHARES TR    (1 3 YR TREAS BD) SHY 25,398,000 299,412 0.17%
UNITED TECHNOLOGIES CORP    (COM) UTX 25,022,000 183,300 0.17%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 23,964,000 185,992 0.16%
BP PLC    (SPONSORED ADR) BP 23,945,000 630,265 0.16%
DOCUSIGN INC    (COM) 23,898,000 385,929 0.16%
WISDOMTREE TR    (US MIDCAP DIVID) DON 23,620,000 650,487 0.16%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 23,614,000 483,014 0.16%
REALTY INCOME CORP    (COM) O 23,478,000 306,186 0.16%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 23,422,000 140,101 0.16%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 23,326,000 408,582 0.16%
ISHARES TR    (SH TR CRPORT ETF) CSJ 23,320,000 434,538 0.16%
CATERPILLAR INC DEL    (COM) CAT 22,944,000 181,644 0.15%
ISHARES TR    (GLOBAL TECH ETF) IXN 22,916,000 123,894 0.15%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 22,599,000 124,127 0.15%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 22,574,000 187,032 0.15%
ISHARES TR    (INTRM TR CRP ETF) CIU 22,408,000 386,869 0.15%
NEXTERA ENERGY INC    (COM) NEE 22,293,000 95,688 0.15%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 22,253,000 362,319 0.15%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 22,058,000 214,847 0.15%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 21,935,000 387,958 0.15%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 21,834,000 432,972 0.15%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 21,715,000 414,001 0.14%
UNITEDHEALTH GROUP INC    (COM) UNH 21,537,000 99,018 0.14%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 21,282,000 274,140 0.14%
ISHARES TR    (RUSSELL 3000 ETF) IWV 21,116,000 121,521 0.14%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 21,092,000 234,012 0.14%
VANGUARD WORLD FDS    (COMM SRVC ETF) VOX 20,800,000 239,913 0.14%
ISHARES TR    (RUS TP200 GR ETF) IWY 20,785,000 238,744 0.14%
ALTRIA GROUP INC    (COM) MO 20,621,000 504,240 0.14%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 20,249,000 199,146 0.13%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 20,125,000 330,286 0.13%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 20,071,000 139,730 0.13%
ISHARES TR    (20 YR TR BD ETF) TLT 20,057,000 140,183 0.13%
ISHARES TR    (MSCI EAFE ETF) EFA 20,015,000 306,948 0.13%
ISHARES TR    (CORE HIGH DV ETF) HDV 19,985,000 212,244 0.13%
AMGEN INC    (COM) AMGN 19,810,000 102,367 0.13%
UNION PACIFIC CORP    (COM) UNP 19,654,000 121,348 0.13%
ALPS ETF TR    (ALERIAN MLP) AMLP 19,647,000 2,149,594 0.13%
CVS HEALTH CORP    (COM) CVS 19,577,000 310,310 0.13%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 19,534,000 777,256 0.13%
ABBOTT LABS    (COM) ABT 19,507,000 233,144 0.13%
SOUTHERN CO    (COM) SO 19,480,000 315,376 0.13%
HONEYWELL INTL INC    (COM) HON 19,360,000 114,430 0.13%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 19,334,000 62 0.13%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 19,269,000 143,114 0.13%
ISHARES TR    (US AER DEF ETF) ITA 18,934,000 84,267 0.13%
DUKE ENERGY CORP NEW    (COM NEW) DUK 18,781,000 195,915 0.12%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 18,653,000 180,794 0.12%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 18,649,000 373,725 0.12%
COMCAST CORP NEW    (CL A) CMCSA 18,604,000 412,756 0.12%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 18,588,000 368,694 0.12%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 18,505,000 202,810 0.12%
MEDTRONIC PLC    (SHS) MDT 18,102,000 166,662 0.12%
ISHARES TR    (U.S. MED DVC ETF) IHI 17,868,000 72,268 0.12%
NVIDIA CORP    (COM) NVDA 17,858,000 102,590 0.12%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 17,845,000 151,408 0.12%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1500) 17,816,000 189,785 0.12%
NIKE INC    (CL B) NKE 17,718,000 188,696 0.12%
NETFLIX INC    (COM) NFLX 17,671,000 66,038 0.12%
ISHARES TR    (SHORT TREAS BD) SHV 17,443,000 157,683 0.12%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 16,923,000 108,095 0.11%
DEERE & CO    (COM) DE 16,487,000 97,748 0.11%
ISHARES TR    (SHRT NAT MUN ETF) 16,125,000 151,409 0.11%
KIMBERLY CLARK CORP    (COM) KMB 16,097,000 113,328 0.11%
DOMINION ENERGY INC    (COM) D 16,075,000 198,367 0.11%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 16,056,000 503,977 0.11%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 16,035,000 308,426 0.11%
ISHARES TR    (CORE TOTAL USD) IUSB 15,724,000 300,000 0.10%
ISHARES TR    (ESG MSCI EAFE) 15,543,000 242,411 0.10%
TJX COS INC NEW    (COM) TJX 15,542,000 278,841 0.10%
ISHARES TR    (MSCI EMG MKT ETF) EEM 15,198,000 462,431 0.10%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 15,164,000 435,094 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Next >Full Portfolio View
Total Value As 2019-09-30: 14,499,758,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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