LADENBURG THALMANN FINANCIAL SERVICES INC Portfolio Holdings - 13F Filings | 13F Fund Database
LADENBURG THALMANN FINANCIAL SERVICES INC 13F Holdings
CIK 02814689 · Miami, FL
As of Dec 31, 2019, LADENBURG THALMANN FINANCIAL SERVICES INC reported
18,603 positions worth $7.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 1,644,125 | $441.3K | 6.08% |
| ISHARES CORE S&P 500 ETF | IVV | — | 877,887 | $284.3K | 3.92% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 4,398,253 |
|
93.4K2.67% |
| SPDR S&P 500 ETF TRUST | SPY | — | 646,252 |
85.6K | 2.56% |
| MICROSOFT CORP | MSFT | Technology | 1,164,107 |
77.8K | 2.45% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 827,388 |
71.0K | 2.36% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 705,582 |
55.3K | 2.14% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,593,416 |
49.9K | 2.07% |
| AMAZON.COM INC | AMZN | Equity | 404,727 |
44.7K | 1.99% |
| VANGUARD 500 INDEX FUND | VOO | — | 465,097 |
37.6K | 1.90% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 1,894,064 |
24.2K | 1.71% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 1,405,470 |
17.7K | 1.62% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 887,954 |
15.6K | 1.59% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 589,669 |
14.4K | 1.58% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 3,160,363 |
10.3K | 1.52% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 637,820 |
04.4K | 1.44% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,997,672 |
01.2K | 1.39% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 1,653,829 | $99.5K | 1.37% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 1,816,301 | $98.3K | 1.35% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 2,003,945 | $98.2K | 1.35% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 3,766,573 | $97.8K | 1.35% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 1,181,364 | $95.3K | 1.31% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,273,067 | $92.5K | 1.28% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 505,017 | $92.0K | 1.27% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,067,445 | $81.9K | 1.13% |