COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

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%

Portfolio Trend

30 quarters · across all stocks

Holdings in ALT

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2026-03-31 $493,951 160,374
2025-12-31 $655,153 181,483
2025-09-30 $656,345 174,097
2025-06-30 $382,824 98,921
2025-03-31 $448,380 89,676
2024-12-31 $620,737 86,094
2024-09-30 $547,196 89,120
2024-06-30 $579,281 87,110
2024-03-31 $813,840 79,945
2023-12-31 $683,696 60,773
2023-09-30 $106,626 41,010
2023-06-30 $130,839 37,065
2023-03-31 $128,157 30,369
2022-12-31 $272,231 16,549
2022-09-30 $211,330 16,549
2021-09-30 $217,774 19,255
2021-06-30 $194,409 19,737
2021-03-31 $168,641 11,935