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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 $257,147,939,183
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 10,584,897 $5,947,653,387 2.31%
2.
Spdr S & P 500 Etf Trust
 SPY 9,047,948 $5,061,331,435 1.97%
3.
Apple Inc.
 AAPL 20,389,500 $4,526,418,952 1.76%
4.
Invesco Qqq Tr
 9,545,155 $4,475,914,029 1.74%
5.
Vanguard Index Fds
 12,996,720 $3,572,018,438 1.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)