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LADENBURG THALMANN FINANCIAL SERVICES INC.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
APPLE INC AAPLCommon1,649,081-91,178327,036,000-3,572,0002.360.04 Hist 06/30/2019
iSHARES TRUST IVVCommon733,030-60,126216,308,000-9,598,0001.56  Hist 06/30/2019
VANGUARD TAX-MANAGED FUNDS VEAFD4,632,501-27,795192,950,0002,530,0001.39  Hist 06/30/2019
SPDR S&P 500 ETF TRUST SPYCommon654,39949,632191,839,00020,956,0001.39  Hist 06/30/2019
AMAZON COM INC AMZNCommon94,372-2,023179,170,0007,412,0001.300.02 Hist 06/30/2019
BERKSHIRE HATHAWAY INC BRK/BCommon825,358-56,559176,237,000-1,031,0001.27  Hist 06/30/2019
MICROSOFT CORP MSFTCommon1,189,407-126,503159,815,0004,520,0001.160.02 Hist 06/30/2019
iSHARES TRUST USMVCommon2,573,21266,162158,812,00011,381,0001.15  Hist 06/30/2019
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK525,4637,259141,496,0006,990,0001.02  Hist 06/30/2019
iSHARES TRUST IWFCommon890,133-32,010140,150,000532,0001.01  Hist 06/30/2019
VANGUARD INDEX FUNDS VTICommon925,7819,322139,065,0006,354,0001.01  Hist 06/30/2019
SPDR SERIES TRUST SPYGCommon3,448,197737,634133,567,00032,756,0000.97  Hist 06/30/2019
iSHARES TRUST IVWS&P500 GRW686,755-5,838123,275,0003,760,0000.89  Hist 06/30/2019
POWERSHARES QQQ TRUST, SERIES 1 QQQETF644,65211,275120,522,0006,702,0000.87  Hist 06/30/2019
iSHARES TRUST IWDETF876,555-39,224111,576,000-1,528,0000.81  Hist 06/30/2019
VANGUARD BOND INDEX FUNDS BNDCommon1,294,89783,112106,862,0008,640,0000.77  Hist 06/30/2019
Vanguard BD Index Fund Inc Sho BSVCOM1,276,69143,015102,802,0004,631,0000.74  Hist 06/30/2019
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon2,342,59548,12199,598,0002,057,0000.72  Hist 06/30/2019
AT&T CORP TCommon2,916,696-33,83497,711,0005,048,0000.71  Hist 06/30/2019
iSHARES TRUST IEFOPTION888,146592,95797,666,00066,271,0000.71  Hist 06/30/2019
SSGA Active Trust TOTLCommon1,965,632139,52796,453,0008,172,0000.70  Hist 06/30/2019
iSHARES TRUST IVECommon790,997-5,76992,332,0002,331,0000.67  Hist 06/30/2019
Vanguard Growth ETF VUGETF543,795-16,78388,913,0001,125,0000.64  Hist 06/30/2019
VANGUARD INDEX FUNDS VTVCommon790,791-48,32987,758,000-2,628,0000.63  Hist 06/30/2019
SCHWAB STRATEGIC TRUST SCHGCommon1,027,741115,46485,546,00013,068,0000.62  Hist 06/30/2019
VANGUARD SPECIALIZED FUNDS VIGCommon694,209-20,25479,999,0001,644,0000.58  Hist 06/30/2019
iSHARES INC IEMGCommon1,534,069122,14179,021,0005,869,0000.57  Hist 06/30/2019
PIMCO ETF Trust LDURCommon784,168-9,18878,589,000-542,0000.57  Hist 06/30/2019
iSHARES TRUST ISTBCommon1,538,119108,50877,558,0006,286,0000.56  Hist 06/30/2019
JOHNSON & JOHNSON JNJCommon555,185-33,66377,339,000-4,947,0000.560.02 Hist 06/30/2019
iSHARES TRUST IJRS&P SMLCAP 600934,444-51,98473,170,000-3,024,0000.53  Hist 06/30/2019
BOEING CO BACommon197,3633,09271,528,000-2,561,0000.520.04 Hist 06/30/2019
iSHARES TRUST IJHCommon358,429-25,32969,664,000-3,166,0000.50  Hist 06/30/2019
iSHARES TRUST IEFACommon1,130,373-85,67369,404,000-4,763,0000.50  Hist 06/30/2019
CHEVRON CORP CVXCommon548,2395,98168,276,0001,424,0000.490.03 Hist 06/30/2019
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