COMMONWEALTH EQUITY SERVICES, LLC

CIK
0000312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

1,926 positions · $28,374,305,319 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
9,642,395 $2,621,381,504 9.24%
NVDA
Nvidia Corp
Technology
9,817,089 $1,830,887,098 6.45%
MSFT
Microsoft Corp
Technology
3,141,022 $1,519,061,059 5.35%
QQQ
Invesco Qqq Trust, Series 1
1,985,531 $1,219,731,548 4.30%
SPY
Spdr S&P 500 Etf Trust
1,736,693 $1,184,285,690 4.17%
AMZN
Amazon Com Inc
Consumer Cyclical
4,708,627 $1,086,845,284 3.83%
GOOGL
Alphabet Inc.
Communication Services
2,243,371 $702,175,123 2.47%
JPM
Jpmorgan Chase & Co
Financial Services
1,565,146 $504,321,344 1.78%
TSLA
Tesla, Inc.
Consumer Cyclical
879,649 $395,595,748 1.39%
AVGO
Broadcom Inc.
Technology
1,093,020 $378,294,222 1.33%

Portfolio Trend

29 quarters · across all stocks

Holdings in MUA

Export CSV

Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $5,403,109 504,492
2025-09-30 $5,342,885 481,341
2025-06-30 $4,371,775 420,363
2025-03-31 $3,531,132 326,051
2024-12-31 $2,877,598 260,652
2024-09-30 $3,467,015 279,598
2024-06-30 $2,943,430 253,744
2024-03-31 $2,448,680 221,000
2023-12-31 $1,647,984 155,617
2023-09-30 $1,342,593 149,177
2023-06-30 $1,442,373 141,687
2023-03-31 $1,447,769 137,490
2022-12-31 $1,444,524 133,505
2022-09-30 $580,367 56,511
2022-06-30 $494,995 40,640
2022-03-31 $969,600 75,750
2021-12-31 $1,138,588 76,621
2021-09-30 $1,115,508 73,437
2021-06-30 $1,207,782 71,636
2021-03-31 $962,070 63,128
2020-12-31 $856,108 58,318
2020-09-30 $768,138 55,824
2020-06-30 $933,943 67,287
2020-03-31 $387,276 29,053