COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

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%

Portfolio Trend

30 quarters · across all stocks

Holdings in PDO

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $8,488,919 656,529
2025-12-31 $9,002,117 650,442
2025-09-30 $9,182,786 650,339
2025-06-30 $9,113,706 676,091
2025-03-31 $9,329,816 672,177
2024-12-31 $9,054,989 666,298
2024-09-30 $9,279,508 657,189
2024-06-30 $8,024,847 603,826
2024-03-31 $7,372,355 559,784
2023-12-31 $8,219,319 671,513
2023-09-30 $7,726,169 650,351
2023-06-30 $6,350,816 486,280
2023-03-31 $5,966,495 481,169
2022-12-31 $5,156,270 403,780
2022-09-30 $3,469,523 263,042
2022-06-30 $3,689,459 266,387
2022-03-31 $4,345,124 255,746
2021-12-31 $4,694,693 240,015
2021-09-30 $4,907,159 233,897
2021-06-30 $5,287,844 228,121
2021-03-31 $2,866,598 142,830