COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,189 positions ·
$26,816,657,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Holdings in IART
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,418,369 | 150,570 | Shares | Sole | 2026-04-27 | |
| 2024-03-31 | $281,118 | 7,930 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $341,040 | 7,831 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $293,222 | 7,678 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $315,672 | 7,675 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $454,457 | 7,916 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $429,103 | 7,653 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $378,190 | 8,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $507,773 | 9,398 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $657,187 | 10,227 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $696,026 | 10,390 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $682,814 | 9,971 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $670,185 | 9,821 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $481,971 | 6,976 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $444,377 | 6,845 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $362,460 | 7,676 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $320,988 | 6,831 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $486,545 | 10,892 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||