COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,192 positions ·
$27,348,811,326 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 PHAT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,075 | 32,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $513,294 | 30,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $360,350 | 30,616 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $302,622 | 31,556 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $328,742 | 52,431 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $412,268 | 50,772 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $188,212 | 10,410 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $119,438 | 11,596 | Shares | Sole | 2024-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||