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LPL Financial LLC
Location California
Latest Filing Date 2024-08-07
Latest Quarterly Report Date 2024-06-30
AUM in USD 199.6 bil.
Number of equities 4883
stockdot.io
+ - C

Assets Under Management in USD

1.0 mil. 22.0 mil. 485.9 mil. 10.7 bil. 236.1 bil. 5.2 tril.

Number of Holdings

1 6 39 251 1585 10002

Top 4883 holdings for LPL Financial LLC

Stock Amount Change in
Shares 1 yr		 Value in USD
ISHARES CORE S&P 500 ETF 8979164 11.6% 4.9 bil.
SPDR S&P 500 ETF TRUST 8370138 24.4% 4.6 bil.
INVESCO QQQ TRUST SERIES 1 8799185 20.9% 4.2 bil.
APPLE Inc 17635633 18.9% 3.7 bil.
VANGUARD TOTAL STOCK MKT ETF 12752241 -3.4% 3.4 bil.
MICROSOFT Corp 6889775 31.4% 3.1 bil.
NVIDIA Corp 24797970 1103.6% 3.1 bil.
ISHARES CORE MSCI EAFE ETF 34769372 8.6% 2.5 bil.
SPDR PORTFOLIO S&P 500 GROWT 30048719 37.7% 2.4 bil.
ISHARES US TREASURY BOND ETF 104237657 411.7% 2.4 bil.
ISHARES MSCI USA QUALITY FAC 13774967 8.7% 2.4 bil.
ISHARES CORE S&P MIDCAP ETF 40062625 435.4% 2.3 bil.
VANGUARD S&P 500 ETF 4203261 16.5% 2.1 bil.
SPDR PORTFOLIO S&P 500 ETF 32127760 56.1% 2.1 bil.
AMAZON.COM Inc 10537533 28.7% 2.0 bil.
ISHARES CORE S&P U.S. GROWTH 14785442 9.7% 1.9 bil.
VANGUARD GROWTH ETF 4940097 14.0% 1.8 bil.
SPDR PORT S&P 500 VALUE 35973940 36.1% 1.8 bil.
ISHARES MBS ETF 18051515 8.9% 1.7 bil.
TECHNOLOGY SELECT SECT SPDR 7054842 27.2% 1.6 bil.
ISHARES CORE TOTAL BOND ETF 32698037 29.7% 1.5 bil.
VANGUARD VALUE ETF 8976450 15.7% 1.4 bil.
ISHARES S&P 500 GROWTH ETF 15426906 170.7% 1.4 bil.
ISHARES CORE S&P SMALL-CAP E 13317367 20.5% 1.4 bil.
ISHARES CORE MSCI EMERGING 23657320 3.3% 1.3 bil.
ISHARES RUSSELL 2000 ETF 6199010 20.2% 1.3 bil.
INVESCO NASDAQ 100 ETF 5881672 70.2% 1.2 bil.
ISHARES CORE S&P U.S. VALUE 12934444 13.5% 1.1 bil.
ISHARES RUSSELL 1000 GROWTH 2924993 8.2% 1.1 bil.
FIRST TRUST RISING DIVIDEND 19372722 25.4% 1.1 bil.
SPDR PORT INT CORP BOND ETF 32456990 189.6% 1.1 bil.
VANGUARD FTSE DEVELOPED ETF 21328841 18.3% 1.1 bil.
ALPHABET INC-CL A 5646966 35.7% 1.0 bil.
PACER US CASH COWS 100 ETF 18634558 55.5% 1.0 bil.
VANGUARD TOTAL BOND MARKET 13969816 -55.0% 1.0 bil.
VANGUARD DIVIDEND APPREC ETF 5493858 8.5% 1.0 bil.
SPDR PORTFOLIO DEVELOPED WOR 27846706 35.0% 976.9 mil.
META PLATFORMS INC-CLASS A 1904280 41.5% 960.2 mil.
SPDR PORT INT TREASURY TERM 33408943 32.9% 936.1 mil.
SPDR BLOOMBERG 1-3 MONTH T-B 9965407 43.8% 914.6 mil.
HEALTH CARE SELECT SECTOR 6060337 -1.9% 883.3 mil.
SCHWAB US DVD EQUITY ETF 11180518 3.8% 869.4 mil.
FT VEST LAD BUFFERVETF-USD I 29567785 488.0% 855.1 mil.
VANGUARD INT-TERM CORPORATE 10363537 3.1% 828.4 mil.
BLACKROCK US EQY FCTR ROTATE 17406831 NEW 817.1 mil.
ALPHABET INC-CL C 4438924 21.7% 814.2 mil.
WISDOMTREE U.S. QUALITY DIVI 10370049 53.8% 809.4 mil.
ISHARES S&P 500 VALUE ETF 4258617 122.1% 775.1 mil.
ELI LILLY & CO 849853 72.5% 769.4 mil.
VANGUARD SMALL-CAP ETF 3525074 20.0% 768.6 mil.
FIRST TRUST VALUE LINE DVD 18538402 -19.7% 755.4 mil.
SPDR PORTFOLIO S&P 600 SMALL 17971072 17.2% 746.3 mil.
ISHARES CORE DIVIDEND GROWTH 12950815 28.0% 746.1 mil.
ISHARES NATIONAL MUNI BOND E 6997325 43.8% 745.6 mil.
ENERGY SELECT SECTOR SPDR 8093261 20.3% 737.7 mil.
JPMORGAN CHASE & CO 3479561 23.8% 703.8 mil.
ISHARES RUSSELL 1000 ETF 2341391 5.9% 696.7 mil.
BROADCOM Inc 425882 36.2% 683.8 mil.
VANGUARD MID-CAP ETF 2818634 5.9% 682.4 mil.
ISHARES CORE U.S. AGGREGATE 6961480 22.3% 675.8 mil.
ISHARES MSCI EAFE GROWTH ETF 6599521 -2.9% 675.1 mil.
SPDR GOLD SHARES 3127006 3.5% 672.3 mil.
VANGUARD INFO TECH ETF 1161897 18.9% 669.9 mil.
WISDOMTREE FLOATING RATE TRE 13101413 34.8% 659.1 mil.
COSTCO WHOLESALE Corp 761437 28.7% 647.2 mil.
FIRST TRUST CAPITAL STRENGTH 7562628 -13.4% 635.6 mil.
SPDR PORTFOLIO S&P 400 MID C 12362196 20.2% 634.2 mil.
VANECK MORNINGSTAR WIDE MOAT 7264040 42.8% 629.1 mil.
VANGUARD HIGH DVD YIELD ETF 5223678 7.6% 619.5 mil.
INVESCO S&P 500 EQUAL WEIGHT 3736455 20.9% 613.8 mil.
ISHARES USTECHNOLOGY ETF 4016825 0.8% 604.5 mil.
SPDR PORTFOLIO S&P 1500 COMP 8784858 24.3% 582.9 mil.
VISA INC-CLASS A SHARES 2213088 23.5% 580.9 mil.
SPDR PORTFOLIO AGGREGATE BON 22848309 13.2% 573.3 mil.
ISHARES RUSSELL 1000 VALUE E 3270780 26.0% 570.7 mil.
DIMENSIONAL US CORE EQUITY 2 17656203 -1.2% 569.2 mil.
FINANCIAL SELECT SECTOR SPDR 13783914 16.5% 566.7 mil.
ISHARES CORE S&P TOTAL U.S 4747308 46.8% 563.9 mil.
SPDR DJIA TRUST 1431815 16.0% 560.0 mil.
EXXON MOBIL Corp 4555139 30.6% 524.4 mil.
JPMORGAN ULTRA-SHORT INCOME 10382964 11.8% 524.0 mil.
VANGUARD FTSE EMERGING MARKE 11835810 18.4% 517.9 mil.
FIRST TRUST SMID CAP RISING 15358397 158.8% 512.7 mil.
FIRST TRUST ENH SHORT MAT FD 8568887 0.5% 510.7 mil.
INDUSTRIAL SELECT SECT SPDR 4149123 12.6% 505.7 mil.
THE PROCTER & GAMBLE CO 3031301 24.0% 499.9 mil.
HOME DEPOT Inc 1438320 24.2% 495.1 mil.
JOHNSON & JOHNSON 3369619 18.5% 492.5 mil.
INVESCO S&P 500 QUALITY ETF 7602027 51.2% 483.0 mil.
TESLA Inc 2356002 34.7% 466.2 mil.
CHEVRON Corp 2976597 45.0% 465.6 mil.
VANGUARD SHORT-TERM BOND ETF 5924618 8.4% 454.4 mil.
ISHARES 20+ YEAR TREASURY BD 4891875 114.9% 449.0 mil.
INVESCO S&P MIDCAP QUAL ETF 4603925 260.3% 446.7 mil.
ISHARES 1-3 YEAR TREASURY BO 5465454 -11.5% 446.3 mil.
VANGUARD RUSSELL 1000 GROWTH 4690967 -1.2% 440.1 mil.
ABBVIE Inc 2565312 12.5% 440.0 mil.
VANECK SEMICONDUCTOR ETF 1629628 97.1% 424.8 mil.
UNITEDHEALTH GROUP Inc 830997 24.4% 423.2 mil.
CAP GROUP DIVIDEND VALUE 12753940 126.4% 420.9 mil.