COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

Top Portfolio Positions

2,197 positions · $27,351,594,650 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	8,955,368	$2,272,782,844	8.31%
NVDA	Nvidia Corp Technology	9,084,150	$1,584,275,760	5.79%
MSFT	Microsoft Corp Technology	3,023,558	$1,119,230,464	4.09%
SPY	Spdr S&P 500 ETF Trust	1,619,363	$1,053,136,533	3.85%
QQQ	Invesco Qqq Trust, Series 1	1,778,951	$1,026,774,938	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	4,395,363	$915,422,252	3.35%
GOOGL	Alphabet Inc. Communication Services	2,152,226	$618,894,108	2.26%
BRK-B	Berkshire Hathaway Inc Financial Services	1,106,935	$530,443,252	1.94%
JPM	Jpmorgan Chase & Co Financial Services	1,412,005	$415,355,390	1.52%
GLD	Spdr Gold Trust	851,517	$366,399,249	1.34%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$738,696	40,234	-1.9%	Shares	Sole	2026-04-27
2025-12-31	$766,943	41,013	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$791,087	40,989	+2.6%	Shares	Sole	2025-10-22
2025-06-30	$719,841	39,969	+3.1%	Shares	Sole	2025-08-06
2025-03-31	$707,999	38,752	-1.8%	Shares	Sole	2025-05-09
2024-12-31	$694,608	39,444	+6.5%	Shares	Sole	2025-02-10
2024-09-30	$699,239	37,036	+0.0%	Shares	Sole	2024-10-18
2024-06-30	$692,423	37,028	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$660,454	37,021	+0.0%	Shares	Sole	2024-04-29
2023-12-31	$641,805	37,013	+62.5%	Shares	Sole	2024-02-06
2023-09-30	$386,213	22,772	-7.2%	Shares	Sole	2023-10-23
2023-06-30	$431,254	24,531	-4.2%	Shares	Sole	2023-08-10
2023-03-31	$455,388	25,598	-7.3%	Shares	Sole	2023-05-11
2022-12-31	$492,446	27,619	+3.0%	Shares	Sole	2023-02-07
2022-09-30	$501,515	26,819	0.0%	Shares	Sole	2022-11-14
2022-06-30	$555,689	26,819	-14.1%	Shares	Sole	2022-07-19
2022-03-31	$637,804	31,219	+2.5%	Shares	Sole	2022-05-04
2021-12-31	$655,062	30,468	+0.2%	Shares	Sole	2022-01-31
2021-09-30	$679,278	30,420	+0.1%	Shares	Sole	2021-10-29
2021-06-30	$707,130	30,375	+0.1%	Shares	Sole	2021-08-11
2021-03-31	$663,317	30,330	+6.4%	Shares	Sole	2021-05-04
2020-12-31	$667,376	28,496	+0.2%	Shares	Sole	2021-02-11
2020-09-30	$598,851	28,449	+13.7%	Shares	Sole	2020-11-05
2020-06-30	$510,760	25,025	+4.2%	Shares	Sole	2020-08-12
2020-03-31	$477,598	24,012	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.