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LADENBURG THALMANN FINANCIAL SERVICES INC

13F
LADENBURG THALMANN FINANCIAL SERVICES INC
Last update 2020-02-18 4624 Stocks (4623 new)
Value $14.57 Bil Turnover 98 %
Countries:

LADENBURG THALMANN FINANCIAL SERVICES INC Profile

Ladenburg Thalmann Financial Services Inc. is a diversified financial services company based out of Miami, Florida. The company was established in 1876 by Ernest Thalmann and Adolph Ladenburg and would join the New York Stock Exchange in 1879. Ladenburg Thalmann would become one of the major private merchant banking firms in the U.S., participating in a variety of ventures including the financing of the Mexican Central National Railroad merger and the leading of the syndicate for New York Pot Authority bonds. Ladenburg Thalmann Financial Services facilitated its growth through acquisitions with the most recent being Investacorp Inc., Triad Advisors, Inc., Premier Trust, Inc., and Securities America. The company has grown to now have a network of over 4,000 independent financial advisors across the U.S. Ladenburg Thalmann Financial Services’s established network employees over 2,700 people and advisors and provides a variety of services through its key segments. Its Independent Brokerage and Advisory Services segment provides a variety of advisory and brokerage services to mutual funds, variable annuities, trust administration, wealth management, brokerage support, research, and accounting services, among many others, operating through a variety of subsidiaries including Securities America, Triad Advisors, Investacorp, Securities Service Network, and KMS Financial Services. Ladenburg Thalmann Financial Services’s investment banking segment, operated mainly through Ladenburg Thalmann & Co., provides a variety of investment banking services such as underwriting, public offerings, advisory services, and research and trading services. The company’s Insurance Brokerage segment, operated through Highland Capital Brokerage, provides a variety of insurance, annuities, and long term care solutions. Its asset management segment, mainly operated through Ladenburg Thalmann Asset Management, provides a variety of advisory, fiduciary, and strategy products and services. Ladenburg Thalmann Financial Services mainly invests in the finance sector, which alone makes up over half of its total asset allocations, and also invests in the information technology, health care, consumer staples, and utilities and telecommunications sectors, among others to a lesser degree, in order of decreasing allocation.
LADENBURG THALMANN FINANCIAL S... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
6,788,072
456,789.0
New Holding
3.140
+3.14%
0.010
+4.80%
-14.28%
3,198,507.1
Hardware
IVV
iShares Core S&P 500 ETF
1,090,562
307,582.0
New Holding
2.110
+2.11%
0.150
+18.87%
+8.94%
642,209.1
 
VEA
Vanguard FTSE Developed Markets ETF
4,828,283
212,361.0
New Holding
1.460
+1.46%
0.220
+14.16%
+23.88%
163,588.6
 
SPY
S&P 500 ETF TRUST ETF
1,106,494
211,741.0
New Holding
1.450
+1.45%
0.120
+18.80%
+8.86%
654,366.5
 
MSFT
Microsoft Corp
1,288,388
197,439.0
New Holding
1.360
+1.36%
0.020
+35.37%
+20.48%
3,759,901.0
Software
BRK.B
Berkshire Hathaway Inc
841,819
186,210.0
New Holding
1.280
+1.28%
0.040
-8.39%
+6.48%
1,040,746.7
Insurance
AMZN
Amazon.com Inc
8,401,180
173,202.0
New Holding
1.190
+1.19%
0.080
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
QQQ
PowerShares QQQ Trust Ser 1
827,507
171,055.0
New Holding
1.170
+1.17%
0.150
+24.17%
+10.57%
359,485.3
 
SCHG
Schwab U.S. Large-Cap Growth ETF
3,451,376
162,161.0
New Holding
1.110
+1.11%
0.780
+23.74%
+7.64%
45,727.4
 
VOO
Vanguard S&P 500 ETF
579,901
159,829.0
New Holding
1.100
+1.10%
0.080
+18.82%
+8.89%
663,622.4
 

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LADENBURG THALMANN FINANCIAL SERVICES INC Total Holding History ($B)

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LADENBURG THALMANN FINANCIAL SERVICES INC Past Portfolios

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LADENBURG THALMANN FINANCIAL SERVICES INC's Hypothetical Growth since 2019-12-31

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