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HL FINANCIAL SERVICES LLC

13F
HL FINANCIAL SERVICES LLC
Last update 2019-05-01 691 Stocks (49 new)
Value $6.45 Bil Turnover 6 %
Countries:

HL FINANCIAL SERVICES LLC Profile

HL Financial Services LLC, also known as Hilliard Lyons or J.J.B. Hilliard, W.L. Lyons, LLC, is a full services investment firm based out of Louisville, Kentucky. The company can trace its history back to 1854 when Quigley and Lyons, the oldest predecessor to the company, was established. The partnership would be dissolved and Henry J Lyons would decide to continue the firm as Henry J. Lyons & Co., which would become W.L. Lyons & Company when Henry J. Lyons’s son took over the company. John James Byron Hilliard, along with two other businessmen, would come together to found the A.D. Hunt & Company in 1872. This company would operate as a private bank, dealing with real estate mortgages, railroad bonds, the gold trade and investment loans. The company would change its name to J.J.B. Hilliard and, subsequently, to J.J.B. Hilliard & Son. The two companies J.J.B. Hilliard & Son and W.L. Lyons and Company would merge into a single entity in 1965 to form J.J.B. Hilliard, W.L. Lyons. The company would then switch its business structure to a corporation model in 1972 and become acquired by PNC Financial Services in 1998. The ownership of the company would be changed again, this time to a joint ownership between the employees of the company and Houchens Industries, Inc., in 2008, which the company remains an affiliate with today. Hilliard Lyons invests most heavily in the finance sector, which alone makes up over a quarter of its total asset allocations, and also invests in the consumer discretionary, information technology, consumer staples, health care, industrials, and energy sectors, among others to a lesser degree, in order of decreasing allocation. Hilliard Lyons holds over $6.2 billion in total assets under management spread across over 20,000 accounts. The company operates out of over 70 branches located across the United States and offers an “extensive menu of investments including professionally managed accounts, as well as stocks, bonds, options, mutual funds, annuities and insurance.”
HL FINANCIAL SERVICES LLC Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,665,622
314,383.0
+0.85%
4.870
+0.04%
0.040
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
6,281,004
298,271.0
+2.81%
4.620
+0.13%
0.010
+4.87%
-14.22%
3,200,643.0
Hardware
JPM
JPMorgan Chase & Co
2,841,451
287,640.0
+13.03%
4.460
+0.51%
0.100
+23.79%
+25.81%
815,993.3
Banks
HD
The Home Depot Inc
1,370,764
263,037.0
+2.32%
4.080
+0.09%
0.130
+6.25%
-2.03%
374,441.1
Retail - Cyclical
JNJ
Johnson & Johnson
1,637,917
228,965.0
+1.03%
3.550
+0.04%
0.060
+9.76%
+18.87%
406,867.0
Drug Manufacturers
DIS
The Walt Disney Co
1,813,843
201,391.0
+1.98%
3.120
+0.06%
0.100
+41.44%
+10.88%
221,014.9
Media - Diversified
PGR
Progressive Corp
2,392,767
172,495.0
+4.53%
2.670
+0.12%
0.410
-6.57%
+5.37%
145,102.1
Insurance
GOOG
Alphabet Inc
2,582,780
151,520.0
+2.38%
2.350
+0.05%
0.020
+21.57%
+0.80%
2,318,801.9
Interactive Media
BRK.B
Berkshire Hathaway Inc
706,441
141,917.0
+2.46%
2.200
+0.05%
0.030
-8.39%
+6.48%
1,039,832.6
Insurance
PFE
Pfizer Inc
3,252,332
138,127.0
+2.21%
2.140
+0.05%
0.060
+15.43%
-0.98%
144,180.9
Drug Manufacturers

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