Lpl Financial LLC
CIK Number: 0001403438
Main Sectors:
Top Industries:
Filing Date: May 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 661.15 | -0.47% | 10.58M | +3.89% | 5.95B | 392.25 | 2.31% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 657.97 | -0.47% | 9.05M | +1.12% | 5.06B | 358.14 | 1.97% | Share |
| 3 | AAPL | Apple Inc. | 256.87 | +1.81% | 20.39M | +3.94% | 4.53B | 110.43 | 1.76% | Share |
| 4 | QQQ | Invesco QQQ Tru... | 593.53 | -0.43% | 9.55M | +0.67% | 4.48B | 285.85 | 1.74% | Share |
| 5 | VTI | Vanguard Total ... | 325.10 | -0.55% | 13M | +0.70% | 3.57B | 167.04 | 1.39% | Share |
| 6 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 8.38M | +5.68% | 3.15B | 259.51 | 1.22% | Share |
| 7 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 28.89M | +5.07% | 3.13B | 34.96 | 1.22% | Share |
| 8 | QUAL | iShares MSCI US... | 191.33 | -0.45% | 18.19M | +7.82% | 3.11B | 128.67 | 1.21% | Share |
| 9 | VOO | Vanguard S&P 50... | 606.64 | -0.47% | 5.67M | +4.31% | 2.91B | 374.23 | 1.13% | Share |
| 10 | SPYG | SPDR Portfolio ... | 103.20 | -0.6% | 36.07M | +6.02% | 2.9B | 61.6 | 1.13% | Share |
| 11 | SPLG | SPDR Portfolio ... | 77.64 | -0.46% | 41.96M | +6.72% | 2.76B | 54.01 | 1.07% | Share |
| 12 | IEFA | iShares Core MS... | 85.90 | -0.69% | 36.22M | -6.7% | 2.74B | 68.15 | 1.07% | Share |
| 13 | AMZN | Amazon.com, Inc... | 218.15 | -0.94% | 13.41M | +6.24% | 2.55B | 135.72 | 0.99% | Share |
| 14 | GOVT | iShares U.S. Tr... | 23.07 | -0.11% | 102.99M | -8.94% | 2.37B | 22.66 | 0.92% | Share |
| 15 | MBB | iShares MBS ETF | 94.97 | -0.16% | 24.26M | +11.00% | 2.28B | 95.66 | 0.88% | Share |
| 16 | IUSB | iShares Core To... | 46.60 | -0.13% | 48.05M | +7.62% | 2.21B | 47.6 | 0.86% | Share |
| 17 | SPYV | SPDR Portfolio ... | 54.63 | -0.38% | 42.79M | +3.35% | 2.19B | 41.36 | 0.85% | Share |
| 18 | IEMG | iShares Core MS... | 65.37 | -0.5% | 34.43M | +40.00% | 1.86B | 53.82 | 0.72% | Share |
| 19 | VUG | Vanguard Growth... | 474.28 | -0.55% | 4.96M | -3.21% | 1.84B | 205.2 | 0.72% | Share |
| 20 | IVW | iShares S&P 500... | 119.19 | -0.59% | 18.93M | +5.51% | 1.76B | 76.5 | 0.68% | Share |
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