COMMONWEALTH EQUITY SERVICES, LLC
CIK
312272
City
WALTHAM
State / Country
MA
Top Portfolio Positions
2,189 positions ·
$26,816,657,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in AIO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,407 | 20,757 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $436,413 | 20,065 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $461,808 | 19,218 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $516,454 | 20,808 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $365,852 | 17,734 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $428,812 | 17,389 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,371 | 12,625 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $256,023 | 14,714 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $297,944 | 18,403 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $285,456 | 18,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,495 | 19,240 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $423,384 | 19,368 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $257,221 | 10,376 | Shares | Sole | 2022-01-31 | |
| No 13F history on record for this holder in this stock. | ||||||