COMMONWEALTH EQUITY SERVICES, LLC
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
Holdings in PIM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,040 | 63,315 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $208,850 | 62,530 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $214,253 | 62,283 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $210,527 | 62,844 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $207,848 | 62,605 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $203,071 | 62,292 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $210,396 | 62,064 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $207,362 | 64,199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $211,033 | 65,948 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $209,643 | 65,719 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $197,749 | 65,480 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $222,166 | 70,306 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $220,726 | 69,411 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,836 | 66,824 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $216,784 | 66,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $250,519 | 73,466 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $262,317 | 73,273 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $304,529 | 77,096 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $345,213 | 84,819 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $316,349 | 75,501 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $200,119 | 46,324 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $163,218 | 38,586 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $155,008 | 37,715 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $165,313 | 40,518 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $235,750 | 57,782 | Shares | Sole | 2020-05-11 | |
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