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 DOC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $10,837,950 659,644
2025-12-31 $7,938,470 493,686
2025-09-30 $10,810,902 564,538
2025-06-30 $9,880,332 564,268
2025-03-31 $10,230,996 505,984
2024-12-31 $9,660,722 476,602
2024-09-30 $10,608,821 463,875
2024-06-30 $9,103,200 464,449
2024-03-31 $8,666,868 462,233
2023-12-31 $7,310,615 369,223
2023-09-30 $6,730,463 366,583
2023-06-30 $7,120,605 354,259
2023-03-31 $7,399,210 336,787
2022-12-31 $7,926,256 316,165
2022-09-30 $6,708,454 292,690
2022-06-30 $6,971,525 269,067
2022-03-31 $8,928,168 260,069
2021-12-31 $9,136,797 253,167
2021-09-30 $8,610,219 257,175
2021-06-30 $8,233,948 247,340
2021-03-31 $7,480,007 235,665
2020-12-31 $7,008,220 231,830
2020-09-30 $6,143,474 226,279
2020-06-30 $6,728,939 244,156
2020-03-31 $5,932,735 248,752