COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

Top Portfolio Positions

2,184 positions · $26,811,808,154 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	8,955,368	$2,272,782,844	8.48%
NVDA	Nvidia Corp Technology	9,084,150	$1,584,275,760	5.91%
MSFT	Microsoft Corp Technology	3,023,558	$1,119,230,464	4.17%
SPY	Spdr S&P 500 Etf Trust	1,619,363	$1,053,136,533	3.93%
QQQ	Invesco Qqq Trust, Series 1	1,778,951	$1,026,774,938	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	4,395,363	$915,422,252	3.41%
GOOGL	Alphabet Inc. Communication Services	2,152,226	$618,894,108	2.31%
JPM	Jpmorgan Chase & Co Financial Services	1,412,005	$415,355,390	1.55%
GLD	Spdr Gold Trust	851,517	$366,399,249	1.37%
COST	Costco Wholesale Corp /New Consumer Defensive	356,884	$355,609,924	1.33%

30 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$409,494	80,293	+9.5%	Shares	Sole	2026-04-27
2025-12-31	$396,709	73,329	-14.2%	Shares	Sole	2026-02-12
2025-09-30	$495,563	85,442	+8.6%	Shares	Sole	2025-10-22
2025-06-30	$464,212	78,680	-18.6%	Shares	Sole	2025-08-06
2025-03-31	$569,203	96,639	+6.5%	Shares	Sole	2025-05-09
2024-12-31	$541,855	90,763	+3.9%	Shares	Sole	2025-02-10
2024-09-30	$578,396	87,371	+408.1%	Shares	Sole	2024-10-18
2024-06-30	$116,582	17,195	-15.0%	Shares	Sole	2024-07-31
2024-03-31	$137,159	20,230	-27.8%	Shares	Sole	2024-04-29
2023-12-31	$190,576	28,026	-27.3%	Shares	Sole	2024-02-06
2023-09-30	$261,976	38,526	-1.1%	Shares	Sole	2023-10-23
2023-06-30	$266,390	38,946	-4.0%	Shares	Sole	2023-08-10
2023-03-31	$270,655	40,578	+31.4%	Shares	Sole	2023-05-11
2022-12-31	$209,407	30,886	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$198,360	30,564	+3.5%	Shares	Sole	2022-11-14
2022-06-30	$224,201	29,539	-1.1%	Shares	Sole	2022-07-19
2022-03-31	$292,417	29,869	+33.7%	Shares	Sole	2022-05-04
2021-12-31	$227,339	22,332	+10.4%	Shares	Sole	2022-01-31
2021-09-30	$223,453	20,222	+5.3%	Shares	Sole	2021-10-29
2021-06-30	$213,481	19,198	+31.4%	Shares	Sole	2021-08-11
2021-03-31	$165,417	14,610	+16.6%	Shares	Sole	2021-05-04
2020-12-31	$131,025	12,526	+2.0%	Shares	Sole	2021-02-11
2020-09-30	$119,273	12,276	+1.2%	Shares	Sole	2020-11-05
2020-06-30	$106,295	12,126	+4.8%	Shares	Sole	2020-08-12
2020-03-31	$83,333	11,576	—	Shares	Sole	2020-05-11
No quarters match your search.