COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

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%

30 quarters · across all stocks

Compact Export CSV

22 of 22 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,143,435	294,428	+3.5%	Shares	Sole	2026-04-27
2025-12-31	$2,378,913	284,559	+11.1%	Shares	Sole	2026-02-12
2025-09-30	$2,120,955	256,154	+1.8%	Shares	Sole	2025-10-22
2025-06-30	$2,044,128	251,740	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$1,831,650	250,465	+1.3%	Shares	Sole	2025-05-09
2024-12-31	$2,090,940	247,311	+32.7%	Shares	Sole	2025-02-10
2024-09-30	$1,409,190	186,423	+1.4%	Shares	Sole	2024-10-18
2024-06-30	$1,393,154	183,825	+4.6%	Shares	Sole	2024-07-31
2024-03-31	$1,300,794	175,745	+2.7%	Shares	Sole	2024-04-29
2023-12-31	$1,211,300	171,165	+26.2%	Shares	Sole	2024-02-06
2023-09-30	$1,074,821	135,655	-20.3%	Shares	Sole	2023-10-23
2023-06-30	$1,403,026	170,105	+3.4%	Shares	Sole	2023-08-10
2023-03-31	$1,261,784	164,567	+15.5%	Shares	Sole	2023-05-11
2022-12-31	$1,033,289	142,446	-8.2%	Shares	Sole	2023-02-07
2022-09-30	$1,309,263	155,218	-4.3%	Shares	Sole	2022-11-14
2022-06-30	$1,370,058	162,235	+22.8%	Shares	Sole	2022-07-19
2022-03-31	$1,832,489	132,137	+35.4%	Shares	Sole	2022-05-04
2021-12-31	$1,372,884	97,610	+165.1%	Shares	Sole	2022-01-31
2021-09-30	$463,910	36,823	-5.5%	Shares	Sole	2021-10-29
2021-06-30	$445,295	38,968	+118.6%	Shares	Sole	2021-08-11
2021-03-31	$236,308	17,824	+77.6%	Shares	Sole	2021-05-04
2020-03-31	$80,208	10,036	—	Shares	Sole	2020-05-11
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