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

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,185,699	1,088,417	-1.8%	Shares	Sole	2026-04-27
2025-12-31	$35,539,375	1,108,527	-4.7%	Shares	Sole	2026-02-12
2025-09-30	$36,356,972	1,162,679	-5.6%	Shares	Sole	2025-10-22
2025-06-30	$38,181,341	1,231,259	-1.6%	Shares	Sole	2025-08-06
2025-03-31	$42,724,810	1,251,459	+5.7%	Shares	Sole	2025-05-09
2024-12-31	$37,116,880	1,183,574	+11.2%	Shares	Sole	2025-02-10
2024-09-30	$30,975,747	1,064,093	+3.2%	Shares	Sole	2024-10-18
2024-06-30	$29,874,467	1,030,865	+0.8%	Shares	Sole	2024-07-31
2024-03-31	$29,835,353	1,022,459	+6.4%	Shares	Sole	2024-04-29
2023-12-31	$25,323,324	961,037	+3.0%	Shares	Sole	2024-02-06
2023-09-30	$25,530,215	932,781	+2.0%	Shares	Sole	2023-10-23
2023-06-30	$24,093,386	914,360	+1.3%	Shares	Sole	2023-08-10
2023-03-31	$23,370,295	902,328	-3.0%	Shares	Sole	2023-05-11
2022-12-31	$22,434,012	930,100	+2.0%	Shares	Sole	2023-02-07
2022-09-30	$21,674,185	911,446	+3.5%	Shares	Sole	2022-11-14
2022-06-30	$21,458,077	880,512	+3.7%	Shares	Sole	2022-07-19
2022-03-31	$21,920,484	849,302	+17.0%	Shares	Sole	2022-05-04
2021-12-31	$15,946,890	726,179	+2.3%	Shares	Sole	2022-01-31
2021-09-30	$15,363,058	709,938	+4.5%	Shares	Sole	2021-10-29
2021-06-30	$16,385,886	679,067	+3.2%	Shares	Sole	2021-08-11
2021-03-31	$14,487,310	657,916	-8.5%	Shares	Sole	2021-05-04
2020-12-31	$14,093,496	719,423	-21.3%	Shares	Sole	2021-02-11
2020-09-30	$14,430,812	913,921	+1.9%	Shares	Sole	2020-11-05
2020-06-30	$16,298,162	896,982	+1.9%	Shares	Sole	2020-08-12
2020-03-31	$12,591,078	880,495	—	Shares	Sole	2020-05-11
No quarters match your search.