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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 $246,016,245,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 10,188,273 $5,997,632,509 2.43%
2.
Spdr S & P 500 Etf Trust
 SPY 8,947,714 $5,244,076,448 2.13%
3.
Apple Inc.
 AAPL 19,616,292 $4,911,055,381 1.99%
4.
Invesco Qqq Tr
 9,481,350 $4,847,150,111 1.97%
5.
Vanguard Index Fds
 12,906,339 $3,740,386,121 1.52%
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)