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STOCK TICKER:

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

LPL Financial LLC INSTITUTION : LPL Financial LLC
LPL Financial LLC Portfolio (reported on 2020-11-09)
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
INVESCO QQQ TR    (UNIT SER 1) 1,740,244,000 6,263,475 2.71%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,735,747,000 19,675,209 2.71%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,569,155,000 9,213,521 2.45%
ISHARES TR    (CORE S&P500 ETF) IVV 1,485,214,000 4,419,492 2.31%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,458,915,000 4,356,399 2.27%
APPLE INC    (COM) AAPL 1,340,919,000 11,578,610 2.09%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,175,536,000 12,270,729 1.83%
ISHARES TR    (CORE S&P US GWT) IWZ 1,018,476,000 12,734,131 1.59%
ISHARES TR    (MSCI USA MIN VOL) USMV 954,257,000 14,973,430 1.49%
ISHARES TR    (MSCI USA QLT FCT) QUAL 925,967,000 8,925,847 1.44%
ISHARES TR    (CORE S&P MCP ETF) IJH 916,766,000 4,947,202 1.43%
AMAZON COM INC    (COM) AMZN 749,071,000 237,896 1.16%
ISHARES INC    (CORE MSCI EMKT) IEMG 747,922,000 14,165,183 1.16%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 714,260,000 3,138,087 1.11%
ISHARES TR    (CORE US AGGBD ET) AGG 694,730,000 5,884,548 1.08%
ISHARES TR    (CORE S&P US VLU) IWW 664,231,000 12,234,861 1.03%
MICROSOFT CORP    (COM) MSFT 661,230,000 3,143,774 1.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 600,687,000 4,010,196 0.93%
ISHARES TR    (CORE MSCI EAFE) IEFA 596,303,000 9,892,223 0.93%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 577,431,000 8,485,390 0.90%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 564,356,000 1,834,408 0.88%
VANGUARD INDEX FDS    (VALUE ETF) VTV 534,879,000 5,117,970 0.83%
ISHARES TR    (IBOXX INV CP ETF) LQD 516,261,000 3,832,391 0.80%
ISHARES TR    (RUS 1000 GRW ETF) IWF 506,558,000 2,335,555 0.79%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 459,809,000 14,615,686 0.71%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 444,274,000 10,862,435 0.69%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 436,911,000 3,395,856 0.68%
ISHARES TR    (BROAD USD HIGH) 427,832,000 10,839,414 0.66%
ISHARES TR    (US TREAS BD ETF) GOVT 391,680,000 14,013,594 0.61%
ISHARES TR    (TIPS BD ETF) TIP 367,547,000 2,905,511 0.57%
SPDR GOLD TR    (GOLD SHS) GLD 364,828,000 2,059,781 0.56%
ISHARES TR    (CORE S&P SCP ETF) IJR 361,642,000 5,149,398 0.56%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 356,673,000 3,056,328 0.55%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 341,280,000 1,095,778 0.53%
ISHARES TR    (ESG AWR MSCI USA) 333,669,000 4,378,287 0.52%
ISHARES TR    (S&P 500 GRWT ETF) IVW 333,290,000 1,442,316 0.52%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 324,375,000 5,126,833 0.50%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 322,630,000 3,884,764 0.50%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 301,294,000 1,958,997 0.47%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 298,019,000 2,825,363 0.46%
ISHARES TR    (ISHS 1-5YR INVS) CSJ 287,531,000 5,236,410 0.44%
ISHARES TR    (MBS ETF) MBB 276,299,000 2,502,707 0.43%
FACEBOOK INC    (CL A) FB 271,718,000 1,037,485 0.42%
ISHARES TR    (JPMORGAN USD EMG) EMB 266,413,000 2,402,501 0.41%
ISHARES TR    (EAFE GRWTH ETF) EFG 263,964,000 2,936,854 0.41%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 262,795,000 4,516,536 0.41%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 260,931,000 6,034,487 0.40%
VISA INC    (COM CL A) V 256,474,000 1,282,561 0.40%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 253,763,000 3,135,587 0.39%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 243,525,000 4,859,807 0.38%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 236,456,000 4,795,292 0.36%
VANGUARD INDEX FDS    (MID CAP ETF) VO 233,727,000 1,326,037 0.36%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 229,368,000 4,168,047 0.35%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 227,909,000 821,295 0.35%
ISHARES TR    (1 3 YR TREAS BD) SHY 220,169,000 2,545,013 0.34%
ARK ETF TR    (INNOVATION ETF) ARKK 217,249,000 2,361,405 0.33%
ISHARES TR    (U.S. MED DVC ETF) IHI 214,557,000 716,097 0.33%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 209,952,000 4,062,542 0.32%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 209,408,000 983,411 0.32%
NVIDIA CORPORATION    (COM) NVDA 206,272,000 381,125 0.32%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 205,247,000 2,195,630 0.32%
JOHNSON & JOHNSON    (COM) JNJ 203,757,000 1,368,598 0.31%
ISHARES TR    (MSCI USA MMENTM) 199,821,000 1,355,639 0.31%
ALPHABET INC    (CAP STK CL A) GOOGL 193,421,000 131,974 0.30%
ISHARES TR    (CORE DIV GRWTH) DGRO 193,090,000 4,852,718 0.30%
HOME DEPOT INC    (COM) HD 191,216,000 688,546 0.29%
PROCTER AND GAMBLE CO    (COM) PG 186,578,000 1,342,383 0.29%
ISHARES TR    (IBOXX HI YD ETF) HYG 185,729,000 2,213,694 0.29%
ISHARES TR    (RUS 1000 VAL ETF) IWD 185,239,000 1,568,096 0.28%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 184,153,000 5,977,047 0.28%
AT&T INC    (COM) T 172,663,000 6,056,215 0.26%
VERIZON COMMUNICATIONS INC    (COM) VZ 171,437,000 2,881,771 0.26%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 168,711,000 3,145,252 0.26%
ISHARES TR    (PFD AND INCM SEC) PFF 168,092,000 4,611,582 0.26%
ISHARES INC    (ESG AWR MSCI EM) 166,518,000 4,676,151 0.26%
ISHARES TR    (CORE S&P TTL STK) ISI 166,371,000 2,203,884 0.25%
ISHARES TR    (20 YR TR BD ETF) TLT 163,997,000 1,004,512 0.25%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 159,167,000 845,147 0.24%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 156,440,000 2,032,221 0.24%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 156,072,000 2,600,329 0.24%
ISHARES TR    (MSCI EAFE ETF) EFA 155,506,000 2,443,141 0.24%
DISNEY WALT CO    (COM DISNEY) DIS 154,284,000 1,243,420 0.24%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 150,761,000 1,025,725 0.23%
JPMORGAN CHASE & CO    (COM) JPM 150,425,000 1,562,538 0.23%
GOLD TRUST    (ISHARES) IAU 149,070,000 8,286,261 0.23%
ALPHABET INC    (CAP STK CL C) GOOG 147,536,000 100,393 0.23%
TESLA INC    (COM) TSLA 147,072,000 342,818 0.22%
MASTERCARD INCORPORATED    (CL A) MA 146,779,000 434,038 0.22%
ISHARES TR    (MSCI USA VALUE) VLUE 146,370,000 1,983,865 0.22%
SPDR SER TR    (S&P DIVID ETF) SDY 146,264,000 1,582,941 0.22%
SPDR SER TR    (PORTFOLI S&P1500) TMW 145,600,000 3,560,775 0.22%
ISHARES TR    (3 7 YR TREAS BD) IEI 142,702,000 1,068,208 0.22%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 140,241,000 1,151,216 0.21%
ISHARES TR    (S&P 500 VAL ETF) IVE 140,095,000 1,245,845 0.21%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 137,388,000 3,737,430 0.21%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 135,900,000 2,712,029 0.21%
SPDR SER TR    (PORTFOLIO S&P500) ELR 134,031,000 3,406,121 0.20%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 133,274,000 2,455,767 0.20%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 131,511,000 268,155 0.20%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 130,788,000 4,330,723 0.20%
ISHARES TR    (GLOBAL TECH ETF) IXN 130,494,000 494,914 0.20%
PFIZER INC    (COM) PFE 127,176,000 3,465,283 0.19%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 125,954,000 1,520,270 0.19%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 124,851,000 2,518,674 0.19%
COSTCO WHSL CORP NEW    (COM) COST 123,563,000 348,064 0.19%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 121,217,000 412,331 0.18%
ABBVIE INC    (COM) ABBV 120,289,000 1,373,319 0.18%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 119,682,000 4,972,259 0.18%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 118,778,000 2,000,295 0.18%
WALMART INC    (COM) WMT 115,860,000 828,101 0.18%
ISHARES TR    (0-5YR HI YL CP) SHYG 114,191,000 2,598,198 0.17%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 113,697,000 1,439,932 0.17%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 112,582,000 1,756,352 0.17%
SPDR SER TR    (SPDR BLOOMBERG) 112,345,000 1,227,550 0.17%
SALESFORCE COM INC    (COM) CRM 111,038,000 441,820 0.17%
NETFLIX INC    (COM) NFLX 110,761,000 221,509 0.17%
LOCKHEED MARTIN CORP    (COM) LMT 110,446,000 288,161 0.17%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 108,962,000 1,068,678 0.17%
ISHARES TR    (MSCI EAFE MIN VL) EFAV 108,822,000 1,597,276 0.16%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 108,324,000 1,001,982 0.16%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 105,650,000 2,079,937 0.16%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 105,209,000 1,694,453 0.16%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 104,720,000 564,835 0.16%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 104,636,000 1,892,153 0.16%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 103,132,000 3,663,662 0.16%
UNITEDHEALTH GROUP INC    (COM) UNH 102,914,000 330,097 0.16%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 102,213,000 2,186,838 0.15%
PEPSICO INC    (COM) PEP 101,301,000 730,887 0.15%
BOEING CO    (COM) BA 100,670,000 609,160 0.15%
ISHARES TR    (MSCI EMG MKT ETF) EEM 100,649,000 2,282,809 0.15%
WISDOMTREE TR    (EM EX ST-OWNED) XSOE 100,526,000 2,985,618 0.15%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 99,062,000 5,167,563 0.15%
ISHARES TR    (RUS MID CAP ETF) IWR 98,824,000 1,722,274 0.15%
ISHARES TR    (RUS MD CP GR ETF) IWP 98,411,000 569,280 0.15%
SELECT SECTOR SPDR TR    (COMMUNICATION) 97,961,000 1,649,167 0.15%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 94,391,000 1,308,258 0.14%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 94,032,000 840,774 0.14%
SPDR SER TR    (PORTFOLIO S&P400) EMM 93,327,000 2,860,154 0.14%
UNITED PARCEL SERVICE INC    (CL B) UPS 92,043,000 552,377 0.14%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 90,651,000 787,106 0.14%
ISHARES TR    (RUS 1000 ETF) IWB 90,085,000 481,350 0.14%
AMGEN INC    (COM) AMGN 89,616,000 352,596 0.13%
CHEVRON CORP NEW    (COM) CVX 89,445,000 1,242,297 0.13%
CISCO SYS INC    (COM) CSCO 89,356,000 2,268,503 0.13%
INTEL CORP    (COM) INTC 88,551,000 1,710,131 0.13%
WORLD GOLD TR    (SPDR GLD MINIS) 87,892,000 4,675,088 0.13%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 87,770,000 2,572,380 0.13%
MERCK & CO. INC    (COM) MRK 87,536,000 1,055,291 0.13%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 86,994,000 426,440 0.13%
GOLDMAN SACHS ETF TR    (ACCESS US AGRAT) 86,967,000 1,744,998 0.13%
SPDR SER TR    (MSCI USA STRTGIC) 86,485,000 913,928 0.13%
MCDONALDS CORP    (COM) MCD 86,450,000 393,866 0.13%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 86,189,000 779,072 0.13%
ISHARES TR    (U.S. TECH ETF) IYW 85,903,000 285,324 0.13%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 85,007,000 2,170,755 0.13%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 84,985,000 395,410 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 83,089,000 1,018,992 0.12%
COCA COLA CO    (COM) KO 82,845,000 1,678,051 0.12%
PAYPAL HLDGS INC    (COM) PYPL 82,018,000 416,273 0.12%
ISHARES TR    (CORE HIGH DV ETF) HDV 81,019,000 1,006,694 0.12%
STARBUCKS CORP    (COM) SBUX 80,713,000 939,394 0.12%
ARK ETF TR    (NEXT GNRTN INTER) ARKW 79,482,000 731,875 0.12%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 79,476,000 381,308 0.12%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 78,525,000 1,558,346 0.12%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 76,048,000 2,287,844 0.11%
CATERPILLAR INC DEL    (COM) CAT 75,804,000 508,240 0.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 75,471,000 651,007 0.11%
EXXON MOBIL CORP    (COM) XOM 74,896,000 2,181,646 0.11%
BROADCOM INC    (COM) 73,824,000 202,635 0.11%
ISHARES TR    (RUSSELL 3000 ETF) IWV 73,621,000 376,178 0.11%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 72,735,000 926,681 0.11%
SPDR SER TR    (PORTFOLIO SH TSR) SST 72,444,000 2,359,753 0.11%
FIRST TRUST LRGCP GWT ALPHAD    (COM SHS) FTC 71,457,000 850,988 0.11%
ISHARES TR    (FLTG RATE NT ETF) FLOT 70,989,000 1,399,632 0.11%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 70,095,000 314,466 0.10%
ISHARES TR    (NASDAQ BIOTECH) IBB 70,037,000 517,222 0.10%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 69,167,000 383,965 0.10%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 68,918,000 257,686 0.10%
BK OF AMERICA CORP    (COM) BAC 68,854,000 2,858,201 0.10%
QUALCOMM INC    (COM) QCOM 68,763,000 584,320 0.10%
ABBOTT LABS    (COM) ABT 68,544,000 629,830 0.10%
ISHARES TR    (U.S. FIN SVC ETF) IYG 66,264,000 543,056 0.10%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 66,025,000 1,187,397 0.10%
FIRST TR EXCHANGE-TRADED FD    (RISNG DIVD ACHIV) RDVY 66,007,000 2,016,850 0.10%
LOWES COS INC    (COM) LOW 65,682,000 396,011 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 64,373,000 1,665,095 0.10%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 64,278,000 4,363,754 0.10%
ISHARES TR    (S&P MC 400GR ETF) IJK 64,138,000 268,157 0.10%
PACER FDS TR    (TRENDP US LAR CP) 64,075,000 2,169,840 0.10%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 63,535,000 406,129 0.09%
ISHARES TR    (RUS 2000 GRW ETF) IWO 62,028,000 280,012 0.09%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 61,469,000 181,415 0.09%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 61,215,000 633,429 0.09%
INVESCO EXCH TRADED FD TR II    (S&P MIDCP LOW) 61,075,000 1,466,040 0.09%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 61,033,000 756,957 0.09%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 60,965,000 1,011,189 0.09%
DOCUSIGN INC    (COM) 60,291,000 280,110 0.09%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 59,938,000 366,909 0.09%
COMCAST CORP NEW    (CL A) CMCSA 59,474,000 1,285,652 0.09%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 58,985,000 836,903 0.09%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Next >Full Portfolio View
Total Value As 2020-09-30: 64,033,078,000 SEC FILING
* Portfolios do not reflect changes after reporting
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