COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,197 positions ·
$27,351,594,650 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 | 8.31% | |
| NVDA |
Nvidia Corp
Technology
|
9,084,150 | $1,584,275,760 | 5.79% | |
| MSFT |
Microsoft Corp
Technology
|
3,023,558 | $1,119,230,464 | 4.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,619,363 | $1,053,136,533 | 3.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,778,951 | $1,026,774,938 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,395,363 | $915,422,252 | 3.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,152,226 | $618,894,108 | 2.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,106,935 | $530,443,252 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,412,005 | $415,355,390 | 1.52% | |
| GLD |
Spdr Gold Trust
|
851,517 | $366,399,249 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBDC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,305,790 | 389,312 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,942,254 | 558,508 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,406,737 | 1,049,862 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $15,275,412 | 1,065,231 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,741,741 | 937,363 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,530,112 | 696,436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,509,341 | 721,300 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,765,409 | 700,873 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,808,756 | 702,780 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,142,683 | 619,423 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,478,723 | 539,980 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,328,818 | 471,596 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,927,910 | 470,096 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,245,237 | 367,553 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,973,078 | 383,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,842,212 | 311,615 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,232,267 | 286,351 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,819,235 | 269,720 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,484,237 | 246,759 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,885,609 | 132,138 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,433,856 | 104,129 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $823,026 | 65,010 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $493,724 | 40,939 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $164,938 | 13,377 | Shares | Sole | 2020-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||