Ladenburg Thalmann Financial Services Inc. 13F Holdings · last filed Q4 2019
Ladenburg Thalmann Financial Services Inc. reported 5,553 securities worth $15.88B in its SEC 13F filing for Q4 2019 (period ended 2019-12-31). Top holdings: AAPL (2.88%), IVV (1.94%), VEA (1.34%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $456.8M | 2.88% | 1.7M | Added |
| 2 | IVV | ISHARES TR | $307.6M | 1.94% | 1.1M | Added |
| 3 | VEA | VANGUARD TAX MANAGED INTL FD | $212.4M | 1.34% | 4.8M | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $211.7M | 1.33% | 1.1M | Added |
| 5 | MSFT | MICROSOFT CORP | $197.4M | 1.24% | 1.3M | Added |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $186.2M | 1.17% | 841,819 | Added |
| 7 | AMZN | AMAZON COM INC | $173.2M | 1.09% | 420,059 | Added |
| 8 | QQQ | INVESCO QQQ TR | $171.1M | 1.08% | 827,507 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $162.2M | 1.02% | 1.7M | Added |
| 10 | VOO | VANGUARD INDEX FDS | $159.8M | 1.01% | 579,901 | Added |
| 11 | USMV | ISHARES TR | $156.3M | 0.98% | 2.4M | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $149.7M | 0.94% | 934,566 | Trimmed |
| 13 | IVW | ISHARES TR | $134.3M | 0.85% | 695,873 | Added |
| 14 | BND | VANGUARD BD INDEX FD INC | $134.2M | 0.84% | 1.6M | Added |
| 15 | SPYV | SPDR SERIES TRUST | $127.2M | 0.80% | 3.6M | Added |
| 16 | IVE | ISHARES TR | $118.8M | 0.75% | 918,212 | Added |
| 17 | SCHV | SCHWAB STRATEGIC TR | $114.3M | 0.72% | 1.9M | Added |
| 18 | T | AT&T INC | $112.9M | 0.71% | 2.9M | Trimmed |
| 19 | IEFA | ISHARES TR | $111.0M | 0.70% | 2.1M | Added |
| 20 | TOTL | SSGA ACTIVE ETF TR | $111.2M | 0.70% | 2.3M | Added |
| 21 | VUG | VANGUARD INDEX FDS | $109.5M | 0.69% | 614,791 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $107.2M | 0.68% | 905,155 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $107.3M | 0.68% | 2.4M | Added |
| 24 | GOVT | ISHARES TR | $107.2M | 0.67% | 4.1M | Added |
| 25 | IEMG | ISHARES INC | $106.2M | 0.67% | 2.0M | Added |
Source: SEC Form 13F filings · as of 2019-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR