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 CIK

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $164,764 64,361
2025-12-31 $210,755 74,472
2025-09-30 $110,305 37,647
2025-06-30 $110,325 37,272
2025-03-31 $73,396 25,309
2024-12-31 $72,723 25,164
2024-09-30 $77,327 25,025
2024-06-30 $75,197 25,319
2024-03-31 $71,310 24,173
2023-12-31 $75,229 24,035
2023-09-30 $61,869 23,888
2023-06-30 $66,782 22,715
2023-03-31 $58,020 22,576
2022-12-31 $56,528 22,432
2022-09-30 $59,063 22,288
2022-06-30 $59,956 21,962
2022-03-31 $61,414 20,136
2021-12-31 $68,696 20,028
2021-09-30 $69,275 19,964
2020-12-31 $32,876 10,437
2020-09-30 $29,829 10,146