COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

Top Portfolio Positions

2,197 positions · $27,351,594,650 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	8,955,368	$2,272,782,844	8.31%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,467,356	191,062	+1.4%	Shares	Sole	2026-04-27
2025-12-31	$1,446,620	188,362	-7.2%	Shares	Sole	2026-02-12
2025-09-30	$1,606,038	203,039	+5.6%	Shares	Sole	2025-10-22
2025-06-30	$1,446,562	192,362	-1.9%	Shares	Sole	2025-08-06
2025-03-31	$1,529,502	196,090	+0.8%	Shares	Sole	2025-05-09
2024-12-31	$1,505,352	194,490	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$1,611,218	196,490	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$1,552,271	197,490	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,564,120	197,490	-3.2%	Shares	Sole	2024-04-29
2023-12-31	$1,570,723	203,990	-13.9%	Shares	Sole	2024-02-06
2023-09-30	$1,696,039	236,877	0.0%	Shares	Sole	2023-10-23
2023-06-30	$1,805,002	236,877	+1.3%	Shares	Sole	2023-08-10
2023-03-31	$1,848,954	233,749	-1.1%	Shares	Sole	2023-05-11
2022-12-31	$1,794,647	236,449	-6.9%	Shares	Sole	2023-02-07
2022-09-30	$1,867,539	254,087	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,048,747	254,187	+3.5%	Shares	Sole	2022-07-19
2022-03-31	$2,110,580	245,702	+0.2%	Shares	Sole	2022-05-04
2021-12-31	$2,362,783	245,102	+7.4%	Shares	Sole	2022-01-31
2021-09-30	$2,225,944	228,302	+4.6%	Shares	Sole	2021-10-29
2021-06-30	$2,132,644	218,285	-1.4%	Shares	Sole	2021-08-11
2021-03-31	$2,055,737	221,285	+3.5%	Shares	Sole	2021-05-04
2020-12-31	$1,966,822	213,785	-25.1%	Shares	Sole	2021-02-11
2020-09-30	$2,586,648	285,502	-1.9%	Shares	Sole	2020-11-05
2020-06-30	$2,491,251	291,034	+0.3%	Shares	Sole	2020-08-12
2020-03-31	$2,445,745	290,124	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.