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 FPI

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $312,194 27,800
2025-12-31 $265,903 27,441
2025-09-30 $329,087 30,247
2025-06-30 $386,643 33,592
2025-03-31 $505,708 45,355
2024-12-31 $1,166,215 99,168
2024-09-30 $1,117,105 106,900
2024-06-30 $472,361 40,968
2024-03-31 $467,476 42,115
2023-12-31 $529,301 42,412
2023-09-30 $448,505 43,714
2023-06-30 $538,888 44,135
2023-03-31 $482,537 45,097
2022-12-31 $666,958 53,528
2022-09-30 $700,562 55,293
2022-06-30 $550,137 39,865
2022-03-31 $223,561 16,259
2021-12-31 $123,634 10,346
2021-09-30 $126,230 10,528