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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 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,500,255,000 17,577,680 3.23%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,324,755,000 10,276,585 2.85%
ISHARES TR    (CORE S&P500 ETF) IVV 1,143,683,000 4,426,020 2.46%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,075,279,000 4,171,791 2.31%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,006,310,000 11,554,832 2.16%
INVESCO QQQ TR    (UNIT SER 1) 993,657,000 5,218,786 2.14%
ISHARES TR    (MSCI MIN VOL ETF) USMV 895,915,000 16,587,954 1.92%
ISHARES TR    (CORE US AGGBD ET) AGG 815,790,000 7,071,077 1.75%
ISHARES TR    (USA QUALITY FCTR) QUAL 798,532,000 9,853,552 1.72%
ISHARES TR    (CORE S&P US GWT) IWZ 786,870,000 13,782,969 1.69%
ISHARES TR    (CORE S&P MCP ETF) IJH 752,304,000 5,229,421 1.62%
ISHARES INC    (CORE MSCI EMKT) IEMG 722,087,000 17,842,525 1.55%
APPLE INC    (COM) AAPL 660,529,000 2,597,543 1.42%
ISHARES TR    (CORE MSCI EAFE) IEFA 633,750,000 12,702,957 1.36%
ISHARES TR    (CORE S&P US VLU) IWW 547,280,000 11,851,017 1.17%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 494,187,000 3,153,915 1.06%
VANGUARD INDEX FDS    (VALUE ETF) VTV 457,514,000 5,137,145 0.98%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 455,448,000 1,923,183 0.98%
ISHARES TR    (RUSSELL 2000 ETF) IWM 446,382,000 3,899,892 0.96%
ISHARES TR    (US TREAS BD ETF) GOVT 426,136,000 15,213,709 0.91%
MICROSOFT CORP    (COM) MSFT 423,034,000 2,682,351 0.91%
AMAZON COM INC    (COM) AMZN 416,699,000 213,722 0.89%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 410,076,000 14,814,882 0.88%
ISHARES TR    (RUS 1000 GRW ETF) IWF 367,812,000 2,441,498 0.79%
ISHARES TR    (BROAD USD HIGH) 359,432,000 10,124,851 0.77%
ISHARES TR    (S&P 500 GRWT ETF) IVW 355,382,000 2,153,178 0.76%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 339,543,000 10,184,257 0.73%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 324,548,000 3,139,066 0.69%
ISHARES TR    (TIPS BD ETF) TIP 312,965,000 2,654,041 0.67%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 291,045,000 3,541,553 0.62%
ISHARES TR    (MBS ETF) MBB 272,728,000 2,469,470 0.58%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 248,488,000 4,761,213 0.53%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 239,851,000 4,263,258 0.51%
ISHARES TR    (JPMORGAN USD EMG) EMB 231,539,000 2,394,898 0.49%
ISHARES TR    (CORE S&P SCP ETF) IJR 230,324,000 4,104,866 0.49%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 227,761,000 3,219,234 0.49%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 225,830,000 1,065,738 0.48%
ISHARES TR    (S&P 500 VAL ETF) IVE 223,607,000 2,323,191 0.48%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 212,989,000 2,650,106 0.45%
ISHARES TR    (IBOXX HI YD ETF) HYG 208,282,000 2,702,504 0.44%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 196,511,000 5,857,270 0.42%
ISHARES TR    (CORE S&P TTL STK) ISI 195,491,000 3,417,075 0.42%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 194,535,000 1,685,160 0.41%
ISHARES TR    (1 3 YR TREAS BD) SHY 194,213,000 2,240,829 0.41%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 194,202,000 2,192,387 0.41%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 192,362,000 3,967,044 0.41%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 191,411,000 4,079,510 0.41%
SPDR GOLD TRUST    (GOLD SHS) GLD 187,670,000 1,267,612 0.40%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 186,133,000 3,881,005 0.40%
VISA INC    (COM CL A) V 178,015,000 1,104,857 0.38%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 173,690,000 1,944,366 0.37%
ISHARES TR    (20 YR TR BD ETF) TLT 170,663,000 1,034,509 0.36%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 170,323,000 931,590 0.36%
VANGUARD INDEX FDS    (MID CAP ETF) VO 161,559,000 1,227,187 0.34%
ISHARES TR    (RUS 1000 VAL ETF) IWD 159,430,000 1,607,483 0.34%
AT&T INC    (COM) T 158,265,000 5,429,341 0.34%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 157,742,000 719,526 0.33%
ISHARES TR    (INTRM TR CRP ETF) CIU 154,387,000 2,811,125 0.33%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 153,484,000 3,088,042 0.33%
JOHNSON & JOHNSON    (COM) JNJ 151,497,000 1,155,318 0.32%
ISHARES TR    (PFD AND INCM SEC) PFF 151,008,000 4,742,706 0.32%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 150,604,000 2,953,026 0.32%
FACEBOOK INC    (CL A) FB 149,395,000 895,655 0.32%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 148,703,000 7,142,319 0.32%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 147,856,000 2,668,397 0.31%
PROCTER & GAMBLE CO    (COM) PG 147,279,000 1,338,904 0.31%
ISHARES TR    (CORE DIV GRWTH) DGRO 144,857,000 4,444,844 0.31%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 142,515,000 2,614,950 0.30%
ISHARES TR    (IBOXX INV CP ETF) LQD 139,945,000 1,133,062 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 137,060,000 2,550,902 0.29%
SPDR SER TR    (S&P DIVID ETF) SDY 135,020,000 1,690,712 0.29%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 133,619,000 2,453,078 0.28%
ALPHABET INC    (CAP STK CL A) GOOGL 131,470,000 113,146 0.28%
ISHARES TR    (USA MOMENTUM FCT) 130,090,000 1,221,732 0.28%
ISHARES TR    (MSCI EAFE ETF) EFA 125,989,000 2,356,693 0.27%
JPMORGAN CHASE & CO    (COM) JPM 125,428,000 1,393,182 0.27%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 118,139,000 1,903,926 0.25%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 114,588,000 1,640,486 0.24%
SPDR SER TR    (SPDR BLOOMBERG) 114,401,000 1,248,510 0.24%
ISHARES TR    (ESG MSCI USA ETF) 113,196,000 1,968,965 0.24%
HOME DEPOT INC    (COM) HD 109,850,000 588,344 0.23%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 109,500,000 3,063,795 0.23%
DISNEY WALT CO    (COM DISNEY) DIS 107,479,000 1,112,618 0.23%
ALPHABET INC    (CAP STK CL C) GOOG 107,479,000 92,430 0.23%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 107,084,000 881,497 0.23%
NVIDIA CORP    (COM) NVDA 102,617,000 389,291 0.22%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 99,646,000 1,688,631 0.21%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 98,806,000 3,823,751 0.21%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 98,655,000 924,429 0.21%
ISHARES GOLD TRUST    (ISHARES) IAU 98,176,000 6,514,685 0.21%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 96,147,000 1,144,332 0.20%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 95,517,000 1,207,541 0.20%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 95,417,000 964,000 0.20%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 94,493,000 1,600,758 0.20%
PACER FDS TR    (TRENDP US LAR CP) 93,325,000 3,455,201 0.20%
PFIZER INC    (COM) PFE 93,172,000 2,854,537 0.20%
ABBVIE INC    (COM) ABBV 91,979,000 1,207,226 0.19%
LOCKHEED MARTIN CORP    (COM) LMT 91,510,000 269,981 0.19%
ISHARES TR    (SELECT DIVID ETF) DVY 89,912,000 1,222,623 0.19%
ISHARES TR    (FLTG RATE NT ETF) FLOT 89,038,000 1,826,793 0.19%
SPDR SER TR    (PORTFOLIO S&P500) ELR 88,792,000 2,935,259 0.19%
COSTCO WHSL CORP NEW    (COM) COST 88,713,000 311,130 0.19%
INTEL CORP    (COM) INTC 88,704,000 1,639,031 0.19%
ISHARES TR    (CORE HIGH DV ETF) HDV 87,014,000 1,216,134 0.18%
MASTERCARD INC    (CL A) MA 85,956,000 355,836 0.18%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 84,913,000 1,709,550 0.18%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 83,927,000 431,545 0.18%
ISHARES TR    (0-5YR HI YL CP) SHYG 83,374,000 2,039,977 0.17%
ISHARES TR    (RUS 1000 ETF) IWB 83,297,000 588,549 0.17%
WALMART INC    (COM) WMT 82,924,000 729,838 0.17%
CHEVRON CORP NEW    (COM) CVX 82,622,000 1,140,245 0.17%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 82,483,000 5,029,459 0.17%
ISHARES TR    (RUS MID CAP ETF) IWR 80,394,000 1,862,263 0.17%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 80,387,000 305,795 0.17%
ISHARES TR    (3 7 YR TREAS BD) IEI 80,306,000 602,262 0.17%
ISHARES TR    (GLOBAL TECH ETF) IXN 79,824,000 437,729 0.17%
INVESCO EXCHANGE-TRADED FD T    (S&P MIDCP LOW) 79,743,000 2,002,591 0.17%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 78,341,000 2,303,481 0.16%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 77,261,000 1,339,708 0.16%
ISHARES TR    (SHORT TREAS BD) SHV 76,217,000 686,517 0.16%
ISHARES TR    (NATIONAL MUN ETF) MUB 75,113,000 664,658 0.16%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 74,923,000 605,538 0.16%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 74,877,000 503,034 0.16%
ADOBE INC    (COM) ADBE 74,552,000 234,264 0.16%
UNITEDHEALTH GROUP INC    (COM) UNH 74,480,000 298,664 0.16%
COCA COLA CO    (COM) KO 74,030,000 1,672,999 0.15%
PEPSICO INC    (COM) PEP 73,922,000 615,502 0.15%
BOEING CO    (COM) BA 73,803,000 494,858 0.15%
NETFLIX INC    (COM) NFLX 73,196,000 194,930 0.15%
EXXON MOBIL CORP    (COM) XOM 72,981,000 1,922,057 0.15%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 71,831,000 1,846,077 0.15%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 70,829,000 2,754,938 0.15%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 70,685,000 1,571,487 0.15%
CISCO SYS INC    (COM) CSCO 70,582,000 1,795,534 0.15%
ISHARES INC    (ESG MSCI EM ETF) 69,581,000 2,542,245 0.14%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 68,233,000 695,683 0.14%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 68,222,000 1,094,358 0.14%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 66,897,000 753,344 0.14%
ISHARES TR    (MSCI EMG MKT ETF) EEM 66,875,000 1,959,420 0.14%
MERCK & CO. INC    (COM) MRK 66,813,000 868,383 0.14%
ARK ETF TR    (INNOVATION ETF) ARKK 65,183,000 1,481,442 0.14%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 64,904,000 390,773 0.13%
ISHARES TR    (U.S. MED DVC ETF) IHI 64,553,000 286,458 0.13%
AMGEN INC    (COM) AMGN 63,741,000 314,415 0.13%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 62,663,000 1,188,825 0.13%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 60,372,000 757,960 0.13%
ISHARES TR    (RUS MD CP GR ETF) IWP 60,286,000 495,811 0.12%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 59,917,000 471,493 0.12%
STARBUCKS CORP    (COM) SBUX 59,072,000 898,570 0.12%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 57,377,000 1,898,647 0.12%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 56,778,000 1,192,057 0.12%
BK OF AMERICA CORP    (COM) BAC 56,762,000 2,673,682 0.12%
ISHARES TR    (RUSSELL 3000 ETF) IWV 56,556,000 381,282 0.12%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 56,032,000 1,137,703 0.12%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 55,783,000 404,753 0.12%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 55,607,000 4,225,492 0.11%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 55,525,000 787,028 0.11%
SPDR SER TR    (PORTFOLI S&P1500) TMW 55,476,000 1,763,935 0.11%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 55,258,000 367,649 0.11%
MCDONALDS CORP    (COM) MCD 54,831,000 331,603 0.11%
ISHARES TR    (U.S. TECH ETF) IYW 54,416,000 266,235 0.11%
FIRST TR LARGE CAP GROWTH A    (COM SHS) FTC 54,143,000 903,734 0.11%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 52,527,000 430,793 0.11%
ISHARES TR    (US AER DEF ETF) ITA 52,507,000 365,009 0.11%
PROSHARES TR    (SHORT S&P 500 NE) 52,395,000 1,894,236 0.11%
SALESFORCE COM INC    (COM) CRM 51,432,000 357,219 0.11%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 51,129,000 1,218,513 0.11%
FIRST TR EXCHANGE-TRADED FD    (RISNG DIVD ACHIV) RDVY 50,195,000 1,958,438 0.10%
NEXTERA ENERGY INC    (COM) NEE 49,758,000 206,791 0.10%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 49,028,000 906,751 0.10%
ISHARES TR    (S&P MC 400GR ETF) IJK 48,534,000 271,962 0.10%
UNITED PARCEL SERVICE INC    (CL B) UPS 48,162,000 515,542 0.10%
SOUTHERN CO    (COM) SO 47,627,000 879,695 0.10%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 47,542,000 375,260 0.10%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 47,411,000 512,885 0.10%
SPDR SER TR    (PORTFOLIO SH TSR) SST 47,118,000 1,533,789 0.10%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 46,822,000 395,360 0.10%
DUKE ENERGY CORP NEW    (COM NEW) DUK 46,595,000 576,103 0.10%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 46,226,000 1,056,847 0.09%
ISHARES TR    (INTL SEL DIV ETF) IDV 45,968,000 2,033,970 0.09%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 45,646,000 1,102,684 0.09%
ISHARES INC    (MIN VOL GBL ETF) ACWV 45,529,000 566,707 0.09%
CATERPILLAR INC DEL    (COM) CAT 45,391,000 391,167 0.09%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 44,296,000 439,575 0.09%
PHILIP MORRIS INTL INC    (COM) PM 44,057,000 603,856 0.09%
CVS HEALTH CORP    (COM) CVS 43,611,000 735,057 0.09%
HONEYWELL INTL INC    (COM) HON 43,483,000 325,012 0.09%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 43,412,000 778,832 0.09%
COMCAST CORP NEW    (CL A) CMCSA 43,262,000 1,258,354 0.09%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 43,119,000 278,763 0.09%
ISHARES TR    (RUS 2000 GRW ETF) IWO 42,843,000 270,869 0.09%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 42,597,000 524,017 0.09%
BROADCOM INC    (COM) 42,554,000 179,478 0.09%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 42,348,000 896,435 0.09%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 42,257,000 380,935 0.09%
DOMINION ENERGY INC    (COM) D 41,930,000 580,833 0.09%
GILEAD SCIENCES INC    (COM) GILD 41,887,000 560,280 0.09%
ISHARES TR    (RUS MDCP VAL ETF) IWS 41,377,000 645,604 0.08%
UNITED TECHNOLOGIES CORP    (COM) UTX 41,331,000 438,148 0.08%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 41,293,000 674,164 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Next >Full Portfolio View
Total Value As 2020-03-31: 46,422,419,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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