lpl financial llc
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Contact Information
lpl financial llc
9785 TOWNE CENTRE DRIVE
SAN DIEGO CA 92121
Business Phone: 617-423-3644 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $14,239,752,092 [1]Prior Market Value: $12,885,798,845 New Purchases: 281 stocks Additional Purchases: 1165 stocks Sold out of: 146 stocks Reduced holdings in: 884 stocks Top 10 Holdings %: 23.33% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio SPDR S&P MidCap 400 3.47% Vanguard Total Stock Market ETF 3.14% oShares iBoxx Invest Grade Corp Bond 2.9% iShares Barclays MBS Bond 2.89% iShares iBoxx $ High Yield Corporate Bond 2.29% Major new positions on 03/31/2013 Stock % of Portfolio ALLIANZGI CONVERTIBLE AND INCOME FUND 0.11% ALLIANZGI CONVERTIBLE AND INCOME FUND II 0.11% First Trust Dow Jones Internet Index 0.08% AllianceBernstein Income Fund, Inc. 0.07% ProShares UltraShort DJ-UBS Crude Oil 0.07%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio AGIC Convertible & Income Fund II 0.12% AGIC Convertible & Income Fund 0.11% NFJ Dividend, Interest & Premium Strategy Fund 0.05% UBS E-TRACS DJ-UBS Commodity Idx TR ETN 0.03% Royal Bank of Scotland Group Pl 0.02% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-29 Form 13F-HR 2013-02-14 Form 13F-HR 2012-11-08 Form 13F-HR/A 2012-08-09 Form 13F-HR 2012-08-08