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 BWG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,467 | 19,748 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $164,344 | 19,635 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $212,165 | 24,443 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $198,617 | 23,901 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $213,893 | 25,616 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $229,312 | 28,664 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $194,771 | 22,033 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $203,369 | 24,621 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $185,576 | 21,884 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $181,169 | 21,671 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $164,206 | 21,865 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $173,157 | 21,537 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $218,533 | 27,454 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $222,413 | 27,290 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $205,450 | 26,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $183,084 | 21,744 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $207,966 | 20,550 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $240,862 | 20,569 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $276,278 | 22,067 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $275,200 | 21,824 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $260,085 | 21,566 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $268,759 | 21,518 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $250,710 | 21,782 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $275,840 | 23,903 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $285,338 | 27,072 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||