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Institutional Investment Manager
LPL Financial LLC
LPL Financial LLC (CIK: 0001403438) incorporated in California, located at 4707 Executive Drive, San Diego, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001403438-15-000003) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 416,926 69,643 0.38%
52 SPDR DOW JONES INDL AVRG ETF 365,762 65,062 0.36%
53 ISHARES TR 609,995 64,159 0.35%
54 ISHARES TR 833,410 63,789 0.35%
55 VANGUARD INDEX FDS 515,866 63,740 0.35%
56 AT&T INC 1,895,431 63,668 0.35%
57 ISHARES TR 696,980 62,449 0.34%
58 ISHARES 1,711,785 62,189 0.34%
59 ALPS ETF TR 3,508,091 61,461 0.34%
60 VERIZON COMMUNICATIONS INC 1,301,361 60,878 0.33%
61 SELECT SECTOR SPDR TR 1,464,505 60,557 0.33%
62 ISHARES TR 794,362 58,593 0.32%
63 ISHARES TR 522,077 58,478 0.32%
64 CHEVRON CORP NEW 515,426 57,821 0.32%
65 VANGUARD BD INDEX FDS 718,346 57,432 0.31%
66 SELECT SECTOR SPDR TR 1,140,402 55,298 0.30%
67 PIMCO ETF TR 522,344 52,788 0.29%
68 PROCTER AND GAMBLE CO 578,986 52,740 0.29%
69 FIRST TR LRG CP VL ALPHADEX 1,185,895 51,847 0.28%
70 DISNEY WALT CO 545,644 51,394 0.28%
71 MICROSOFT CORP 1,097,220 50,966 0.28%
72 ISHARES TR 1,826,546 49,591 0.27%
73 POWERSHARES ETF TRUST II 2,026,237 48,690 0.27%
74 ISHARES TR 1,201,724 47,216 0.26%
75 ALTRIA GROUP INC 956,833 47,143 0.26%
76 FIRST TR EXCHANGE TRADED FD 2,115,768 46,610 0.26%
77 VANGUARD INDEX FDS 482,495 45,543 0.25%
78 KINDER MORGAN INC DEL 1,042,691 44,116 0.24%
79 ISHARES TR 144,785 43,921 0.24%
80 VANGUARD WORLD FD 419,830 43,864 0.24%
81 SELECT SECTOR SPDR TR 550,716 43,595 0.24%
82 ISHARES TR 354,475 43,349 0.24%
83 VANGUARD INDEX FDS 227,141 42,793 0.23%
84 ISHARES TR 453,977 42,325 0.23%
85 ISHARES TR 547,302 42,055 0.23%
86 SELECT SECTOR SPDR TR 888,242 41,943 0.23%
87 BOEING CO 319,693 41,554 0.23%
88 FIRST TR EXCHANGE TRADED FD 686,464 41,387 0.23%
89 ISHARES TR 319,029 40,781 0.22%
90 COCA COLA CO 943,849 39,849 0.22%
91 SPDR SER TR 969,800 39,471 0.22%
92 ISHARES 7-10 YEAR TREASURY BOND ETF 372,004 39,429 0.22%
93 ISHARES TR 758,906 38,355 0.21%
94 ISHARES TR 265,540 38,272 0.21%
95 RYDEX ETF TRUST 480,464 38,206 0.21%
96 FIRST TR MID CAP CORE ALPHAD 714,668 37,756 0.21%
97 VANGUARD INDEX FDS 353,659 37,407 0.20%
98 RYDEX ETF TRUST 679,429 37,341 0.20%
99 VANGUARD INDEX FDS 287,711 36,234 0.20%
100 JPMORGAN CHASE & CO 576,482 36,076 0.20%
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