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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 2020-08-13)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,757,806,000 19,898,189 3.06%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,551,119,000 9,909,405 2.70%
INVESCO QQQ TR    (UNIT SER 1) 1,514,278,000 6,115,824 2.63%
ISHARES TR    (CORE S&P500 ETF) IVV 1,280,333,000 4,134,240 2.23%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,255,043,000 4,070,057 2.18%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,128,439,000 11,860,830 1.96%
APPLE INC    (COM) AAPL 987,809,000 2,707,810 1.72%
ISHARES TR    (CORE S&P US GWT) IWZ 960,888,000 13,367,949 1.67%
ISHARES TR    (MSCI MIN VOL ETF) USMV 938,322,000 15,476,195 1.63%
ISHARES TR    (CORE S&P MCP ETF) IJH 891,733,000 5,014,810 1.55%
ISHARES TR    (USA QUALITY FCTR) QUAL 854,409,000 8,907,520 1.48%
ISHARES INC    (CORE MSCI EMKT) IEMG 747,977,000 15,713,810 1.30%
ISHARES TR    (CORE US AGGBD ET) AGG 715,820,000 6,055,499 1.24%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 648,099,000 3,206,980 1.12%
ISHARES TR    (CORE S&P US VLU) IWW 622,350,000 11,915,565 1.08%
ISHARES TR    (CORE MSCI EAFE) IEFA 619,957,000 10,846,001 1.08%
AMAZON COM INC    (COM) AMZN 616,925,000 223,619 1.07%
MICROSOFT CORP    (COM) MSFT 590,436,000 2,901,261 1.02%
ISHARES TR    (RUSSELL 2000 ETF) IWM 560,392,000 3,913,899 0.97%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 525,402,000 1,853,726 0.91%
VANGUARD INDEX FDS    (VALUE ETF) VTV 501,649,000 5,037,144 0.87%
ISHARES TR    (RUS 1000 GRW ETF) IWF 456,788,000 2,379,724 0.79%
ISHARES TR    (IBOXX INV CP ETF) LQD 450,563,000 3,349,907 0.78%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 446,753,000 14,734,607 0.77%
ISHARES TR    (S&P 500 GRWT ETF) IVW 423,096,000 2,039,117 0.73%
ISHARES TR    (BROAD USD HIGH) 396,445,000 10,372,708 0.69%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 395,284,000 10,190,357 0.68%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 389,967,000 3,327,930 0.67%
ISHARES TR    (CORE S&P SCP ETF) IJR 355,791,000 5,209,997 0.61%
ISHARES TR    (US TREAS BD ETF) GOVT 349,361,000 12,481,628 0.60%
ISHARES TR    (TIPS BD ETF) TIP 332,986,000 2,707,200 0.58%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 318,498,000 1,142,757 0.55%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 310,825,000 2,974,684 0.54%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 308,056,000 4,921,026 0.53%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 304,479,000 3,663,123 0.53%
SPDR GOLD TR    (GOLD SHS) GLD 285,575,000 1,706,249 0.49%
ISHARES TR    (ESG MSCI USA ETF) 274,174,000 3,917,328 0.47%
FIRST TR NASDAQ-100 TECH IND    (CAP STRENGTH ETF) FDV 271,475,000 4,646,956 0.47%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 271,400,000 2,712,103 0.47%
ISHARES TR    (JPMORGAN USD EMG) EMB 257,397,000 2,356,686 0.44%
ISHARES TR    (SH TR CRPORT ETF) CSJ 256,238,000 4,683,563 0.44%
ISHARES TR    (MBS ETF) MBB 254,044,000 2,294,889 0.44%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 251,132,000 3,187,765 0.43%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 246,809,000 4,275,227 0.43%
ISHARES TR    (S&P 500 VAL ETF) IVE 237,688,000 2,196,545 0.41%
VISA INC    (COM CL A) V 235,278,000 1,217,983 0.40%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 234,316,000 1,607,989 0.40%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 231,296,000 5,839,324 0.40%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 220,800,000 4,915,411 0.38%
ISHARES TR    (EAFE GRWTH ETF) EFG 220,425,000 2,652,207 0.38%
FACEBOOK INC    (CL A) FB 219,662,000 967,378 0.38%
ISHARES TR    (1 3 YR TREAS BD) SHY 218,933,000 2,527,798 0.38%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 216,955,000 4,378,512 0.37%
VANGUARD INDEX FDS    (MID CAP ETF) VO 209,729,000 1,279,539 0.36%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 202,574,000 785,567 0.35%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 191,719,000 2,057,290 0.33%
ISHARES TR    (IBOXX HI YD ETF) HYG 186,996,000 2,291,058 0.32%
JOHNSON & JOHNSON    (COM) JNJ 179,192,000 1,274,207 0.31%
AT&T INC    (COM) T 175,394,000 5,801,976 0.30%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 175,295,000 981,992 0.30%
ISHARES TR    (CORE DIV GRWTH) DGRO 174,853,000 4,650,350 0.30%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 172,505,000 3,472,332 0.30%
ALPHABET INC    (CAP STK CL A) GOOGL 172,056,000 121,333 0.29%
ISHARES TR    (RUS 1000 VAL ETF) IWD 171,354,000 1,521,521 0.29%
ISHARES TR    (USA MOMENTUM FCT) 170,711,000 1,303,138 0.29%
ISHARES TR    (U.S. MED DVC ETF) IHI 167,692,000 633,348 0.29%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 166,864,000 3,045,523 0.29%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 166,386,000 3,219,546 0.28%
ISHARES TR    (PFD AND INCM SEC) PFF 162,819,000 4,700,310 0.28%
HOME DEPOT INC    (COM) HD 161,355,000 644,106 0.28%
PROCTER AND GAMBLE CO    (COM) PG 156,564,000 1,309,390 0.27%
VERIZON COMMUNICATIONS INC    (COM) VZ 156,206,000 2,833,424 0.27%
ISHARES TR    (CORE S&P TTL STK) ISI 153,278,000 2,207,351 0.26%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 150,363,000 6,497,951 0.26%
SPDR SER TR    (S&P DIVID ETF) SDY 150,167,000 1,646,566 0.26%
ISHARES TR    (20 YR TR BD ETF) TLT 146,946,000 896,396 0.25%
SPDR SER TR    (SPDR BLOOMBERG) 143,958,000 1,572,801 0.25%
ALPHABET INC    (CAP STK CL C) GOOG 142,499,000 100,806 0.24%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 142,375,000 1,168,250 0.24%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 141,449,000 829,565 0.24%
NVIDIA CORPORATION    (COM) NVDA 141,194,000 371,650 0.24%
JPMORGAN CHASE & CO    (COM) JPM 140,358,000 1,492,216 0.24%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 140,301,000 2,805,454 0.24%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 139,292,000 4,513,666 0.24%
ARK ETF TR    (INNOVATION ETF) ARKK 138,092,000 1,936,501 0.24%
ISHARES INC    (ESG MSCI EM ETF) 137,176,000 4,276,070 0.23%
ISHARES TR    (MSCI EAFE ETF) EFA 135,599,000 2,227,683 0.23%
DISNEY WALT CO    (COM DISNEY) DIS 135,151,000 1,212,012 0.23%
ISHARES TR    (3 7 YR TREAS BD) IEI 133,826,000 1,001,170 0.23%
ABBVIE INC    (COM) ABBV 132,563,000 1,350,208 0.23%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 131,871,000 1,919,515 0.22%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 129,921,000 2,389,565 0.22%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 127,287,000 2,121,798 0.22%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 124,901,000 3,419,125 0.21%
ISHARES TR    (EDGE MSCI USA VL) VLUE 122,252,000 1,691,373 0.21%
GOLD TRUST    (ISHARES) IAU 121,162,000 7,131,359 0.21%
SPDR SER TR    (PORTFOLI S&P1500) TMW 119,907,000 3,173,827 0.20%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 119,165,000 4,111,970 0.20%
MASTERCARD INCORPORATED    (CL A) MA 116,880,000 395,265 0.20%
BOEING CO    (COM) BA 115,919,000 632,399 0.20%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 114,733,000 1,956,564 0.19%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 113,606,000 1,446,654 0.19%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 112,957,000 2,001,723 0.19%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 111,929,000 1,694,347 0.19%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 109,883,000 984,175 0.19%
INTEL CORP    (COM) INTC 109,283,000 1,826,558 0.19%
ADOBE INC    (COM) ADBE 108,947,000 250,273 0.18%
ISHARES TR    (GLOBAL TECH ETF) IXN 108,111,000 458,993 0.18%
CHEVRON CORP NEW    (COM) CVX 107,821,000 1,208,349 0.18%
SPDR SER TR    (PORTFOLIO S&P500) ELR 107,577,000 2,967,642 0.18%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 107,205,000 1,296,941 0.18%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 105,505,000 1,036,802 0.18%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 104,600,000 2,299,398 0.18%
PFIZER INC    (COM) PFE 103,156,000 3,154,607 0.17%
LOCKHEED MARTIN CORP    (COM) LMT 102,501,000 280,887 0.17%
CISCO SYS INC    (COM) CSCO 100,108,000 2,146,390 0.17%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 98,610,000 772,141 0.17%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 98,138,000 1,934,518 0.17%
NETFLIX INC    (COM) NFLX 97,763,000 214,844 0.17%
WALMART INC    (COM) WMT 97,743,000 816,023 0.17%
EXXON MOBIL CORP    (COM) XOM 97,655,000 2,183,698 0.17%
ISHARES TR    (0-5YR HI YL CP) SHYG 96,839,000 2,257,853 0.16%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 96,010,000 944,143 0.16%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 95,242,000 5,170,560 0.16%
ISHARES TR    (RUS MID CAP ETF) IWR 94,436,000 1,761,864 0.16%
COSTCO WHSL CORP NEW    (COM) COST 93,515,000 308,418 0.16%
UNITEDHEALTH GROUP INC    (COM) UNH 93,271,000 316,226 0.16%
PEPSICO INC    (COM) PEP 91,954,000 695,255 0.16%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 90,562,000 419,855 0.15%
ISHARES TR    (SELECT DIVID ETF) DVY 90,254,000 1,118,117 0.15%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 89,824,000 276,814 0.15%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 88,492,000 541,202 0.15%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 88,250,000 1,310,323 0.15%
ISHARES TR    (RUS 1000 ETF) IWB 86,988,000 506,689 0.15%
ISHARES TR    (RUS MD CP GR ETF) IWP 86,488,000 546,976 0.15%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 85,379,000 798,529 0.14%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 84,649,000 1,635,723 0.14%
ISHARES TR    (CORE HIGH DV ETF) HDV 84,459,000 1,040,775 0.14%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 83,155,000 2,584,849 0.14%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 82,549,000 428,490 0.14%
SPDR SER TR    (MSCI USA STRTGIC) 79,095,000 895,655 0.13%
AMGEN INC    (COM) AMGN 79,054,000 335,174 0.13%
MERCK & CO. INC    (COM) MRK 78,482,000 1,014,893 0.13%
STARBUCKS CORP    (COM) SBUX 78,264,000 1,063,511 0.13%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 77,915,000 767,331 0.13%
PACER FDS TR    (TRENDP US LAR CP) 77,203,000 2,839,381 0.13%
ISHARES TR    (U.S. TECH ETF) IYW 76,386,000 283,122 0.13%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 76,105,000 381,287 0.13%
SALESFORCE COM INC    (COM) CRM 75,763,000 404,436 0.13%
INVESCO EXCH TRADED FD TR II    (S&P MIDCP LOW) 74,668,000 1,804,450 0.13%
COCA COLA CO    (COM) KO 74,555,000 1,668,641 0.12%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 73,536,000 393,451 0.12%
ISHARES TR    (MSCI EMG MKT ETF) EEM 70,111,000 1,753,212 0.12%
SELECT SECTOR SPDR TR    (ENERGY) XLE 69,651,000 1,840,192 0.12%
UNITED PARCEL SERVICE INC    (CL B) UPS 69,550,000 625,563 0.12%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 69,053,000 1,472,042 0.12%
FIRST TRUST LRGCP GWT ALPHAD    (COM SHS) FTC 68,924,000 899,636 0.12%
BK OF AMERICA CORP    (COM) BAC 68,664,000 2,891,127 0.11%
ISHARES TR    (NASDAQ BIOTECH) IBB 68,456,000 500,815 0.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 68,062,000 589,796 0.11%
ISHARES TR    (RUSSELL 3000 ETF) IWV 67,860,000 376,873 0.11%
ISHARES TR    (SHORT TREAS BD) SHV 67,707,000 611,409 0.11%
SPDR SER TR    (PORTFOLIO SH TSR) SST 67,583,000 2,199,965 0.11%
SPDR SER TR    (PORTFOLIO S&P400) EMM 67,579,000 2,162,531 0.11%
WORLD GOLD TR    (SPDR GLD MINIS) 67,398,000 3,794,928 0.11%
MCDONALDS CORP    (COM) MCD 67,361,000 365,160 0.11%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 66,931,000 285,444 0.11%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 66,267,000 1,065,384 0.11%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 65,195,000 4,617,207 0.11%
TESLA INC    (COM) TSLA 65,102,000 60,290 0.11%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 65,044,000 873,074 0.11%
PAYPAL HLDGS INC    (COM) PYPL 65,014,000 373,153 0.11%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 64,805,000 433,276 0.11%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 62,264,000 1,238,847 0.10%
CATERPILLAR INC DEL    (COM) CAT 61,995,000 490,081 0.10%
ISHARES TR    (U.S. FIN SVC ETF) IYG 61,841,000 517,929 0.10%
RAYTHEON TECHNOLOGIES CORP    (COM) 61,346,000 995,549 0.10%
BROADCOM INC    (COM) 61,178,000 193,842 0.10%
ISHARES TR    (FLTG RATE NT ETF) FLOT 61,136,000 1,208,451 0.10%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 60,799,000 308,123 0.10%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 59,267,000 839,827 0.10%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 58,769,000 356,001 0.10%
FIRST TR EXCHANGE-TRADED FD    (RISNG DIVD ACHIV) RDVY 58,639,000 1,901,356 0.10%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 58,605,000 1,122,060 0.10%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 58,415,000 981,230 0.10%
FIRST TR NASDAQ-100 TECH IND    (NY ARCA BIOTECH) FBT 57,936,000 345,332 0.10%
ISHARES TR    (S&P MC 400GR ETF) IJK 57,097,000 254,875 0.09%
ISHARES TR    (US AER DEF ETF) ITA 56,940,000 345,679 0.09%
FIRST TRUST PORTFOLIOS LP    (SHS) QTEC 56,803,000 520,749 0.09%
ISHARES TR    (RUS 2000 GRW ETF) IWO 56,632,000 273,759 0.09%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 56,486,000 395,009 0.09%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 56,322,000 1,535,508 0.09%
CVS HEALTH CORP    (COM) CVS 56,043,000 862,602 0.09%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 54,839,000 996,872 0.09%
QUALCOMM INC    (COM) QCOM 54,654,000 599,214 0.09%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 54,372,000 648,909 0.09%
ISHARES TR    (S&P SML 600 GWT) IJT 54,023,000 318,177 0.09%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 53,570,000 911,051 0.09%
ABBOTT LABS    (COM) ABT 53,228,000 582,177 0.09%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 53,013,000 428,667 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 2020-06-30: 57,394,151,000 SEC FILING
* Portfolios do not reflect changes after reporting
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