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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 2019-11-13)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,592,920,000 10,549,137 3.24%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 1,432,023,000 16,961,067 2.91%
ISHARES TR    (CORE S&P500 ETF) IVV 1,215,018,000 4,070,138 2.47%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,022,072,000 5,289,406 2.08%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,016,327,000 3,424,627 2.06%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,008,646,000 15,735,500 2.05%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 968,355,000 10,613,272 1.97%
INVESCO QQQ TR    (UNIT SER 1) 884,625,000 4,685,268 1.80%
ISHARES INC    (CORE MSCI EMKT) IEMG 878,193,000 17,915,000 1.78%
ISHARES TR    (CORE US AGGBD ET) AGG 864,988,000 7,643,262 1.76%
ISHARES TR    (CORE S&P US GWT) IWZ 832,707,000 13,244,909 1.69%
ISHARES TR    (CORE MSCI EAFE) IEFA 696,100,000 11,398,388 1.41%
ISHARES TR    (USA QUALITY FCTR) QUAL 659,761,000 7,140,274 1.34%
ISHARES TR    (CORE S&P US VLU) IWW 638,548,000 11,047,538 1.29%
ISHARES TR    (RUSSELL 2000 ETF) IWM 585,190,000 3,866,722 1.19%
APPLE INC    (COM) AAPL 542,454,000 2,421,993 1.10%
VANGUARD INDEX FDS    (VALUE ETF) VTV 533,902,000 4,783,213 1.08%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 486,080,000 2,923,260 0.98%
ISHARES TR    (S&P 500 GRWT ETF) IVW 428,036,000 2,377,581 0.87%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 417,072,000 1,529,977 0.84%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 401,480,000 9,773,133 0.81%
ISHARES TR    (RUS 1000 GRW ETF) IWF 392,123,000 2,456,452 0.79%
ISHARES TR    (CORE S&P SCP ETF) IJR 388,455,000 4,990,432 0.79%
ISHARES TR    (BROAD USD HIGH) 372,183,000 9,088,723 0.75%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 370,089,000 10,613,382 0.75%
VANGUARD GROUP    (DIV APP ETF) VIG 352,815,000 2,950,451 0.71%
AMAZON COM INC    (COM) AMZN 319,999,000 184,341 0.65%
ISHARES TR    (S&P 500 VAL ETF) IVE 302,659,000 2,540,362 0.61%
MICROSOFT CORP    (COM) MSFT 302,164,000 2,173,374 0.61%
ISHARES TR    (TIPS BD ETF) TIP 287,418,000 2,471,565 0.58%
ISHARES TR    (CORE S&P TTL STK) ISI 286,052,000 4,264,973 0.58%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 274,264,000 3,394,779 0.55%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 266,310,000 3,001,357 0.54%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 256,433,000 1,666,342 0.52%
ISHARES TR    (US TREAS BD ETF) GOVT 252,641,000 9,597,001 0.51%
ISHARES TR    (JPMORGAN USD EMG) EMB 248,907,000 2,195,912 0.50%
ISHARES TR    (MBS ETF) MBB 240,039,000 2,216,428 0.48%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 235,133,000 3,996,815 0.47%
ISHARES TR    (1 3 YR TREAS BD) SHY 231,348,000 2,727,522 0.47%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 222,804,000 5,534,123 0.45%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 221,634,000 823,368 0.45%
ISHARES TR    (RUS 1000 VAL ETF) IWD 208,638,000 1,626,680 0.42%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 207,362,000 962,011 0.42%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 207,063,000 4,113,286 0.42%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 197,830,000 7,065,347 0.40%
ISHARES TR    (IBOXX INV CP ETF) LQD 196,692,000 1,542,921 0.40%
AT&T INC    (COM) T 189,204,000 5,000,107 0.38%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 187,681,000 3,241,476 0.38%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 185,645,000 1,990,830 0.37%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 184,846,000 2,050,878 0.37%
VANGUARD INDEX FDS    (MID CAP ETF) VO 183,957,000 1,097,595 0.37%
ISHARES TR    (PFD AND INCM SEC) PFF 182,751,000 4,869,476 0.37%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 181,895,000 3,694,794 0.37%
ISHARES TR    (IBOXX HI YD ETF) HYG 179,409,000 2,058,150 0.36%
ISHARES TR    (USA MOMENTUM FCT) 174,555,000 1,463,773 0.35%
BOEING CO    (COM) BA 174,079,000 457,536 0.35%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 171,216,000 823,075 0.34%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 170,033,000 1,657,244 0.34%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 168,634,000 2,094,055 0.34%
VISA INC    (COM CL A) V 167,824,000 975,666 0.34%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 167,787,000 2,591,706 0.34%
ISHARES TR    (MSCI EAFE ETF) EFA 161,779,000 2,480,893 0.32%
ISHARES TR    (20 YR TR BD ETF) TLT 158,530,000 1,107,981 0.32%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 158,216,000 1,463,883 0.32%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 155,998,000 1,323,588 0.31%
FACEBOOK INC    (CL A) FB 141,192,000 792,857 0.28%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 140,853,000 1,600,606 0.28%
SPDR GOLD TRUST    (GOLD SHS) GLD 140,725,000 1,013,358 0.28%
ISHARES TR    (CORE DIV GRWTH) DGRO 140,692,000 3,594,585 0.28%
JPMORGAN CHASE & CO    (COM) JPM 139,149,000 1,182,338 0.28%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 137,875,000 1,881,482 0.28%
JOHNSON & JOHNSON    (COM) JNJ 137,640,000 1,063,844 0.28%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 137,049,000 2,413,683 0.27%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 136,508,000 1,130,973 0.27%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 136,491,000 1,758,228 0.27%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 134,898,000 2,532,826 0.27%
PROCTER & GAMBLE CO    (COM) PG 130,308,000 1,047,664 0.26%
ISHARES TR    (INTRM TR CRP ETF) CIU 129,001,000 2,227,220 0.26%
VERIZON COMMUNICATIONS INC    (COM) VZ 127,236,000 2,107,956 0.25%
ISHARES TR    (SHORT TREAS BD) SHV 126,580,000 1,144,275 0.25%
GOLDMAN SACHS ETF TR    (EQUITY ETF) 124,871,000 2,085,001 0.25%
DISNEY WALT CO    (COM DISNEY) DIS 123,081,000 944,455 0.25%
ALPHABET INC    (CAP STK CL A) GOOGL 121,985,000 99,894 0.24%
ISHARES TR    (SELECT DIVID ETF) DVY 120,717,000 1,184,077 0.24%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 117,880,000 334,441 0.23%
CHEVRON CORP NEW    (COM) CVX 114,747,000 967,510 0.23%
ISHARES TR    (RUS MID CAP ETF) IWR 113,919,000 2,036,094 0.23%
ISHARES TR    (U.S. REAL ES ETF) IYR 112,208,000 1,199,569 0.22%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 111,252,000 1,852,035 0.22%
ISHARES TR    (CORE HIGH DV ETF) HDV 110,689,000 1,175,544 0.22%
ISHARES TR    (RUS 1000 ETF) IWB 108,915,000 661,934 0.22%
HOME DEPOT INC    (COM) HD 107,430,000 463,019 0.21%
ISHARES TR    (FLTG RATE NT ETF) FLOT 106,612,000 2,091,654 0.21%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 106,346,000 2,045,514 0.21%
EXXON MOBIL CORP    (COM) XOM 106,098,000 1,502,598 0.21%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 104,190,000 773,845 0.21%
ISHARES TR    (MSCI EMG MKT ETF) EEM 102,511,000 2,508,222 0.20%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 101,968,000 1,002,337 0.20%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 99,714,000 1,895,347 0.20%
VICTORY PORTFOLIOS II    (VCSHS US LRG CAP) 98,073,000 2,042,160 0.19%
ALPHABET INC    (CAP STK CL C) GOOG 98,003,000 80,396 0.19%
LOCKHEED MARTIN CORP    (COM) LMT 96,898,000 248,418 0.19%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 94,124,000 730,491 0.19%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 92,217,000 819,925 0.18%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 91,799,000 2,602,008 0.18%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 89,937,000 875,979 0.18%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 89,609,000 1,105,599 0.18%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 88,677,000 548,539 0.18%
CISCO SYS INC    (COM) CSCO 88,304,000 1,787,161 0.17%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 87,996,000 1,745,081 0.17%
ISHARES TR    (US AER DEF ETF) ITA 87,240,000 388,249 0.17%
PACER FDS TR    (TRENDP US LAR CP) 86,339,000 2,778,869 0.17%
COCA COLA CO    (COM) KO 85,965,000 1,579,080 0.17%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRT 5 ETF) FV 85,836,000 2,900,859 0.17%
MASTERCARD INC    (CL A) MA 85,206,000 313,751 0.17%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 82,215,000 1,349,997 0.16%
ISHARES TR    (GLOBAL TECH ETF) IXN 81,340,000 439,747 0.16%
PEPSICO INC    (COM) PEP 80,994,000 590,768 0.16%
PFIZER INC    (COM) PFE 80,616,000 2,243,701 0.16%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 79,260,000 1,107,296 0.16%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 77,943,000 1,269,024 0.15%
INTEL CORP    (COM) INTC 77,402,000 1,502,070 0.15%
ABBVIE INC    (COM) ABBV 76,910,000 1,015,714 0.15%
WALMART INC    (COM) WMT 76,109,000 641,298 0.15%
ISHARES TR    (S&P MC 400GR ETF) IJK 75,794,000 338,578 0.15%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 72,796,000 3,689,613 0.14%
COSTCO WHSL CORP NEW    (COM) COST 72,680,000 252,265 0.14%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 70,452,000 531,073 0.14%
ISHARES GOLD TRUST    (ISHARES) IAU 69,930,000 4,959,601 0.14%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 69,516,000 2,175,096 0.14%
MCDONALDS CORP    (COM) MCD 68,734,000 320,123 0.13%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 68,718,000 1,254,433 0.13%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 67,417,000 1,305,007 0.13%
NVIDIA CORP    (COM) NVDA 67,105,000 385,507 0.13%
BANK AMER CORP    (COM) BAC 66,741,000 2,287,998 0.13%
ISHARES TR    (S&P SML 600 GWT) IJT 66,741,000 374,152 0.13%
VICTORY PORTFOLIOS II    (VCSHS US EQ INCM) 66,331,000 1,425,545 0.13%
ISHARES TR    (RUS MD CP GR ETF) IWP 66,162,000 468,072 0.13%
ISHARES TR    (RUSSELL 3000 ETF) IWV 65,868,000 379,056 0.13%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 65,420,000 455,415 0.13%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 65,396,000 1,145,496 0.13%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 64,151,000 382,581 0.13%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 64,013,000 408,875 0.13%
STARBUCKS CORP    (COM) SBUX 63,556,000 718,795 0.12%
ISHARES TR    (U.S. MED DVC ETF) IHI 62,515,000 252,851 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 62,317,000 372,643 0.12%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 61,682,000 545,856 0.12%
UNITEDHEALTH GROUP INC    (COM) UNH 61,646,000 283,664 0.12%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 61,279,000 413,739 0.12%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 61,022,000 2,188,734 0.12%
ISHARES TR    (NATIONAL MUN ETF) MUB 61,009,000 534,698 0.12%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 60,492,000 332,301 0.12%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 59,573,000 709,118 0.12%
MERCK & CO INC    (COM) MRK 59,553,000 707,447 0.12%
ISHARES TR    (RUS MDCP VAL ETF) IWS 59,397,000 662,177 0.12%
ISHARES TR    (3 7 YR TREAS BD) IEI 59,004,000 465,331 0.12%
INVESCO EXCHNG TRADED FD TR    (S&P500 HDL VOL) 58,815,000 1,379,655 0.11%
SELECT SECTOR SPDR TR    (ENERGY) XLE 58,446,000 987,260 0.11%
ISHARES TR    (INTL SEL DIV ETF) IDV 57,888,000 1,883,143 0.11%
ISHARES TR    (RUS 2000 GRW ETF) IWO 57,852,000 300,168 0.11%
ISHARES TR    (RUS 2000 VAL ETF) IWN 57,177,000 478,828 0.11%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 56,981,000 417,962 0.11%
HONEYWELL INTL INC    (COM) HON 56,911,000 336,354 0.11%
WISDOMTREE TR    (US MIDCAP DIVID) DON 56,498,000 1,555,996 0.11%
ADOBE INC    (COM) ADBE 54,900,000 198,732 0.11%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 54,397,000 1,090,121 0.11%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 53,411,000 1,373,389 0.10%
SPDR SERIES TRUST    (BLOMBERG INTL TR) BWX 53,404,000 1,860,767 0.10%
SOUTHERN CO    (COM) SO 52,799,000 854,767 0.10%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 51,504,000 1,029,467 0.10%
UNITED PARCEL SERVICE INC    (CL B) UPS 51,215,000 427,430 0.10%
ISHARES INC    (MIN VOL GBL ETF) ACWV 51,075,000 539,055 0.10%
NETFLIX INC    (COM) NFLX 50,551,000 188,891 0.10%
COMCAST CORP NEW    (CL A) CMCSA 50,344,000 1,116,780 0.10%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 50,173,000 3,340,384 0.10%
VICTORY PORTFOLIOS II    (VCSHS US 500 ENH) 49,939,000 1,012,141 0.10%
ARK ETF TR    (INNOVATION ETF) ARKK 49,863,000 1,162,582 0.10%
CATERPILLAR INC DEL    (COM) CAT 49,781,000 394,116 0.10%
DUKE ENERGY CORP NEW    (COM NEW) DUK 49,030,000 511,473 0.09%
ISHARES TR    (U.S. TECH ETF) IYW 48,924,000 239,577 0.09%
FS KKR CAPITAL CORP    (COM) 48,802,000 8,370,893 0.09%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 48,676,000 1,079,525 0.09%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 48,487,000 639,459 0.09%
AMGEN INC    (COM) AMGN 47,867,000 247,363 0.09%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 47,299,000 288,124 0.09%
FIRST TR LRG CP GRWTH ALPHAD    (COM SHS) FTC 46,840,000 669,367 0.09%
ALTRIA GROUP INC    (COM) MO 46,749,000 1,143,010 0.09%
ALPS ETF TR    (ALERIAN MLP) AMLP 46,186,000 5,053,227 0.09%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 45,883,000 613,242 0.09%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 45,840,000 1,716,204 0.09%
NEXTERA ENERGY INC    (COM) NEE 45,696,000 196,131 0.09%
ISHARES TR    (SH TR CRPORT ETF) CSJ 45,546,000 848,635 0.09%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 45,226,000 450,550 0.09%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 44,899,000 308,756 0.09%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 44,756,000 734,554 0.09%
PHILIP MORRIS INTL INC    (COM) PM 44,707,000 588,795 0.09%
FIRST TR MORNINGSTAR DIV LEA    (SHS) FDL 43,279,000 1,394,312 0.08%
BP PLC    (SPONSORED ADR) BP 43,152,000 1,135,876 0.08%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 43,133,000 370,781 0.08%
INVESCO EXCHNG TRADED FD TR    (S&P 500 REVENUE) 42,904,000 795,251 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Next >Full Portfolio View
Total Value As 2019-09-30: 49,126,162,000 SEC FILING
* Portfolios do not reflect changes after reporting
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