COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

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%

30 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$627,522	54,237	+3.4%	Shares	Sole	2026-04-27
2025-12-31	$624,416	52,472	-13.9%	Shares	Sole	2026-02-12
2025-09-30	$706,642	60,970	-22.3%	Shares	Sole	2025-10-22
2025-06-30	$858,808	78,430	+6.7%	Shares	Sole	2025-08-06
2025-03-31	$826,650	73,480	-7.9%	Shares	Sole	2025-05-09
2024-12-31	$883,164	79,780	-3.7%	Shares	Sole	2025-02-10
2024-09-30	$1,004,727	82,830	-9.5%	Shares	Sole	2024-10-18
2024-06-30	$1,042,902	91,563	-1.7%	Shares	Sole	2024-07-31
2024-03-31	$1,083,381	93,154	-6.7%	Shares	Sole	2024-04-29
2023-12-31	$1,138,695	99,798	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$1,011,352	99,936	-3.6%	Shares	Sole	2023-10-23
2023-06-30	$1,158,083	103,678	-13.5%	Shares	Sole	2023-08-10
2023-03-31	$1,372,694	119,886	+2.3%	Shares	Sole	2023-05-11
2022-12-31	$1,297,625	117,220	+44.4%	Shares	Sole	2023-02-07
2022-09-30	$953,100	81,184	-4.0%	Shares	Sole	2022-11-14
2022-06-30	$1,115,821	84,596	+105.7%	Shares	Sole	2022-07-19
2022-03-31	$548,952	41,120	+2.5%	Shares	Sole	2022-05-04
2021-12-31	$636,303	40,120	+19.3%	Shares	Sole	2022-01-31
2021-09-30	$525,816	33,620	-3.9%	Shares	Sole	2021-10-29
2021-06-30	$557,946	34,981	+0.0%	Shares	Sole	2021-08-11
2021-03-31	$519,624	34,968	+32.2%	Shares	Sole	2021-05-04
2020-12-31	$382,597	26,459	+12.3%	Shares	Sole	2021-02-11
2020-09-30	$320,221	23,563	-4.8%	Shares	Sole	2020-11-05
2020-06-30	$331,402	24,750	+79.3%	Shares	Sole	2020-08-12
2020-03-31	$182,114	13,807	—	Shares	Sole	2020-05-11
No quarters match your search.