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Home > Institutional Investor > Lpl Financial Llc > Profile

Instuitional Investor - Lpl Financial Llc

Fund Profile
Filing Period:
Fund Name: Lpl Financial Llc
Portfolio Value $165,111,641,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 9,800,047 $4,680,796,391 2.83%
2.
Spdr S & P 500 Etf Trust
 SPY 7,795,611 $3,705,331,831 2.24%
3.
Invesco Qqq Tr
 8,154,015 $3,339,232,251 2.02%
4.
Vanguard Index Fds
 14,042,225 $3,331,096,494 2.01%
5.
Apple Inc.
 AAPL 15,922,877 $3,065,631,466 1.85%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)