COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,197 positions ·
$27,351,594,650 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 SWBI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,650 | 22,097 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $215,452 | 21,829 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $224,468 | 22,835 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $261,181 | 30,090 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $299,992 | 32,188 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $314,067 | 31,065 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $418,475 | 32,240 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $470,767 | 32,829 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $567,741 | 32,704 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $382,500 | 28,208 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $351,100 | 27,196 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $344,999 | 26,457 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $256,995 | 20,877 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $190,074 | 21,898 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $239,661 | 23,111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,934 | 22,615 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $367,931 | 24,318 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $408,777 | 22,965 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $527,490 | 25,409 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $651,076 | 18,763 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $255,206 | 14,625 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $373,832 | 21,061 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $249,220 | 16,058 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $239,300 | 14,467 | Shares | Sole | 2020-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||