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	$470,846	64,588	+3.3%	Shares	Sole	2026-04-27
2025-12-31	$437,654	62,522	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$408,168	62,989	-8.7%	Shares	Sole	2025-10-22
2025-06-30	$410,032	69,029	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$341,803	68,912	-4.3%	Shares	Sole	2025-05-09
2024-12-31	$373,731	72,010	-4.5%	Shares	Sole	2025-02-10
2024-09-30	$425,419	75,429	-1.6%	Shares	Sole	2024-10-18
2024-06-30	$404,653	76,639	-2.3%	Shares	Sole	2024-07-31
2024-03-31	$396,177	78,451	+0.6%	Shares	Sole	2024-04-29
2023-12-31	$398,467	77,978	-24.6%	Shares	Sole	2024-02-06
2023-09-30	$493,103	103,376	-0.8%	Shares	Sole	2023-10-23
2023-06-30	$540,917	104,223	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$549,919	102,597	-0.0%	Shares	Sole	2023-05-11
2022-12-31	$528,472	102,616	-4.5%	Shares	Sole	2023-02-07
2022-09-30	$492,006	107,425	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$596,143	107,997	+0.8%	Shares	Sole	2022-07-19
2022-03-31	$725,337	107,140	+7.3%	Shares	Sole	2022-05-04
2021-12-31	$790,772	99,845	+5.6%	Shares	Sole	2022-01-31
2021-09-30	$786,930	94,583	+7.0%	Shares	Sole	2021-10-29
2021-06-30	$800,273	88,428	+43.3%	Shares	Sole	2021-08-11
2021-03-31	$533,739	61,704	+135.7%	Shares	Sole	2021-05-04
2020-12-31	$213,636	26,181	+64.3%	Shares	Sole	2021-02-11
2020-09-30	$103,284	15,939	+0.0%	Shares	Sole	2020-11-05
2020-06-30	$96,388	15,932	+1.7%	Shares	Sole	2020-08-12
2020-03-31	$81,108	15,658	—	Shares	Sole	2020-05-11
No quarters match your search.