COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

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%

30 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,534,623	458,924	-7.5%	Shares	Sole	2026-04-27
2025-12-31	$6,399,186	496,061	-22.9%	Shares	Sole	2026-02-12
2025-09-30	$9,289,627	643,326	-31.0%	Shares	Sole	2025-10-22
2025-06-30	$12,969,364	932,377	-13.9%	Shares	Sole	2025-08-06
2025-03-31	$15,650,997	1,082,365	+9.7%	Shares	Sole	2025-05-09
2024-12-31	$14,181,982	986,916	-0.5%	Shares	Sole	2025-02-10
2024-09-30	$14,271,224	991,746	-9.2%	Shares	Sole	2024-10-18
2024-06-30	$15,629,854	1,092,233	+11.6%	Shares	Sole	2024-07-31
2024-03-31	$14,552,525	978,650	+6.8%	Shares	Sole	2024-04-29
2023-12-31	$12,132,778	916,373	+6.7%	Shares	Sole	2024-02-06
2023-09-30	$11,226,685	858,966	+1.6%	Shares	Sole	2023-10-23
2023-06-30	$11,835,278	845,377	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$10,586,830	848,984	+10.6%	Shares	Sole	2023-05-11
2022-12-31	$9,220,221	767,712	+2.4%	Shares	Sole	2023-02-07
2022-09-30	$8,807,518	749,576	+3.3%	Shares	Sole	2022-11-14
2022-06-30	$9,078,794	725,723	-0.9%	Shares	Sole	2022-07-19
2022-03-31	$11,238,149	732,127	+4.9%	Shares	Sole	2022-05-04
2021-12-31	$11,538,485	697,611	+1.9%	Shares	Sole	2022-01-31
2021-09-30	$12,520,017	684,528	+3.8%	Shares	Sole	2021-10-29
2021-06-30	$13,045,469	659,195	+6.0%	Shares	Sole	2021-08-11
2021-03-31	$11,357,307	621,637	+7.7%	Shares	Sole	2021-05-04
2020-12-31	$10,302,430	577,167	+9.6%	Shares	Sole	2021-02-11
2020-09-30	$8,497,735	526,828	+1.6%	Shares	Sole	2020-11-05
2020-06-30	$8,046,200	518,775	-3.3%	Shares	Sole	2020-08-12
2020-03-31	$6,928,409	536,670	—	Shares	Sole	2020-05-11
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