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 FFIN

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $11,120,643 377,611
2025-12-31 $12,297,867 411,713
2025-09-30 $13,985,444 415,615
2025-06-30 $15,668,174 435,469
2025-03-31 $15,631,019 435,162
2024-12-31 $15,740,078 436,618
2024-09-30 $16,178,995 437,152
2024-06-30 $12,993,052 439,995
2024-03-31 $14,530,761 442,876
2023-12-31 $13,465,592 444,409
2023-09-30 $11,465,596 456,433
2023-06-30 $13,085,713 459,309
2023-03-31 $14,647,267 459,162
2022-12-31 $18,172,556 528,272
2022-09-30 $23,847,575 570,107
2022-06-30 $22,422,698 570,988
2022-03-31 $24,992,126 566,458
2021-12-31 $27,471,444 540,351
2021-09-30 $24,683,604 537,184
2021-06-30 $24,476,369 498,196
2021-03-31 $22,114,645 473,243
2020-12-31 $17,201,764 475,581
2020-09-30 $13,657,953 489,357
2020-06-30 $13,871,533 480,150
2020-03-31 $12,031,486 448,267