COMMONWEALTH EQUITY SERVICES, LLC

CIK

312272

City

WALTHAM

State / Country

Stock

Top Portfolio Positions

2,199 positions · $27,310,830,072 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	8,955,368	$2,272,782,844	8.32%
NVDA	Nvidia Corp Technology	9,084,150	$1,584,275,760	5.80%
MSFT	Microsoft Corp Technology	3,023,558	$1,119,230,464	4.10%
SPY	Spdr S&P 500 ETF Trust	1,619,363	$1,053,136,533	3.86%
QQQ	Invesco Qqq Trust, Series 1	1,778,951	$1,026,774,938	3.76%
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	2.27%
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	$3,939,014	245,116	+900.9%	Shares	Sole	2026-04-27
2025-12-31	$441,799	24,490	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$429,991	24,585	-2.0%	Shares	Sole	2025-10-22
2025-06-30	$445,185	25,095	+0.4%	Shares	Sole	2025-08-06
2025-03-31	$422,584	25,005	-9.8%	Shares	Sole	2025-05-09
2024-12-31	$492,331	27,737	+12.3%	Shares	Sole	2025-02-10
2024-09-30	$414,499	24,702	-2.7%	Shares	Sole	2024-10-18
2024-06-30	$414,439	25,379	-5.7%	Shares	Sole	2024-07-31
2024-03-31	$421,632	26,907	+2.5%	Shares	Sole	2024-04-29
2023-12-31	$394,860	26,254	-5.6%	Shares	Sole	2024-02-06
2023-09-30	$412,292	27,820	-0.5%	Shares	Sole	2023-10-23
2023-06-30	$438,428	27,961	-7.6%	Shares	Sole	2023-08-10
2023-03-31	$471,715	30,277	0.0%	Shares	Sole	2023-05-11
2022-12-31	$488,065	30,277	-0.4%	Shares	Sole	2023-02-07
2022-09-30	$456,063	30,384	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$468,500	29,917	+0.4%	Shares	Sole	2022-07-19
2022-03-31	$535,577	29,804	-1.6%	Shares	Sole	2022-05-04
2021-12-31	$563,654	30,304	-2.5%	Shares	Sole	2022-01-31
2021-09-30	$531,191	31,082	+0.5%	Shares	Sole	2021-10-29
2021-06-30	$560,250	30,936	+37.8%	Shares	Sole	2021-08-11
2021-03-31	$371,098	22,450	-10.6%	Shares	Sole	2021-05-04
2020-12-31	$382,752	25,115	-2.2%	Shares	Sole	2021-02-11
2020-09-30	$342,044	25,679	-5.8%	Shares	Sole	2020-11-05
2020-06-30	$349,864	27,248	-8.0%	Shares	Sole	2020-08-12
2020-03-31	$342,976	29,618	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.