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 OTTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,357,941 | 26,865 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,913,984 | 23,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,319,013 | 28,291 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,715,175 | 22,249 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,679,009 | 20,891 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,440,618 | 19,510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,339,896 | 17,143 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,470,110 | 16,784 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,443,916 | 16,712 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,335,813 | 15,721 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,033,043 | 13,607 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,108,124 | 14,034 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $899,038 | 12,440 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $727,358 | 12,389 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $791,147 | 12,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $847,583 | 12,626 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $785,937 | 12,575 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $892,892 | 12,502 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $766,956 | 13,703 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $706,134 | 14,467 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $659,076 | 14,275 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $614,691 | 14,426 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $508,477 | 14,058 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $581,151 | 14,982 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $605,723 | 13,624 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||