COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,199 positions ·
$27,310,830,072 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 | 8.32% | |
| NVDA |
Nvidia Corp
Technology
|
9,084,150 | $1,584,275,760 | 5.80% | |
| MSFT |
Microsoft Corp
Technology
|
3,023,558 | $1,119,230,464 | 4.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,619,363 | $1,053,136,533 | 3.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,778,951 | $1,026,774,938 | 3.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,395,363 | $915,422,252 | 3.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,152,226 | $618,894,108 | 2.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,106,935 | $530,443,252 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,412,005 | $415,355,390 | 1.52% | |
| GLD |
Spdr Gold Trust
|
851,517 | $366,399,249 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,852 | 15,106 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $484,174 | 13,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $509,620 | 14,164 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $637,630 | 18,002 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $625,918 | 18,350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $659,765 | 18,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $598,902 | 18,061 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $555,074 | 19,817 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $554,595 | 18,749 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $441,273 | 14,670 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $411,546 | 15,672 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $386,449 | 14,409 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $473,217 | 15,495 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $636,454 | 19,107 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $496,123 | 15,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $874,671 | 23,557 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $947,956 | 23,581 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,075,716 | 23,089 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $887,392 | 20,870 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $746,708 | 19,891 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $786,713 | 20,466 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $616,013 | 20,297 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $488,025 | 22,773 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $556,193 | 24,235 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $447,349 | 24,392 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||