COMMONWEALTH EQUITY SERVICES, LLC
Top Portfolio Positions
2,189 positions ·
$26,816,657,193 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 | 8.48% | |
| 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 SWZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,519 | 62,145 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $512,907 | 82,461 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $746,587 | 122,794 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $977,304 | 154,149 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,150,914 | 124,828 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $936,070 | 124,976 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,108,690 | 123,876 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,001,664 | 124,122 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,027,910 | 129,623 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,064,556 | 129,824 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $983,863 | 128,778 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,054,823 | 128,324 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,000,123 | 126,119 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $988,742 | 130,786 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $983,246 | 144,808 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,223,236 | 155,628 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,425,080 | 154,564 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,546,703 | 155,604 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,429,913 | 155,764 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,507,965 | 154,981 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,425,008 | 162,117 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,549,588 | 173,332 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,526,045 | 184,305 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,539,627 | 196,381 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,380,742 | 198,668 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||