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Home > Institutional Investor > Ladenburg Thalmann Financial Services Inc > Profile

Instuitional Investor - Ladenburg Thalmann Financial Services Inc

Fund Profile
Filing Period:
Fund Name: Ladenburg Thalmann Financial Services Inc
Portfolio Value $15,884,569,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 6,788,072 $456,789,000 2.97%
2.
Ishares Trust
 IEF 1,090,562 $307,582,000 2%
3.
Vanguard Tax Managed Intl Fd - FTSE DEV MKT ETF
 4,828,283 $212,361,000 1.38%
4.
Spdr S & P 500 Etf Trust
 SPY 1,106,494 $211,741,000 1.37%
5.
Microsoft Corp
 MSFT 1,288,388 $197,439,000 1.28%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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