COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

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%

Portfolio Trend

30 quarters · across all stocks

Holdings in TROW

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $23,143,535 256,751
2025-12-31 $33,072,220 323,034
2025-09-30 $35,218,350 343,125
2025-06-30 $32,492,322 336,708
2025-03-31 $33,530,620 364,979
2024-12-31 $40,436,008 357,556
2024-09-30 $36,763,221 337,494
2024-06-30 $41,289,858 358,077
2024-03-31 $44,156,132 362,173
2023-12-31 $28,855,643 267,951
2023-09-30 $18,531,472 176,709
2023-06-30 $19,559,252 174,605
2023-03-31 $19,348,576 171,378
2022-12-31 $17,528,995 160,728
2022-09-30 $15,939,047 151,786
2022-06-30 $15,849,731 139,510
2022-03-31 $12,118,634 80,155
2021-09-30 $11,683,980 59,400
2021-06-30 $11,972,829 60,478
2021-03-31 $10,237,827 59,661
2020-12-31 $8,676,917 57,315
2020-09-30 $7,492,151 58,432
2020-06-30 $7,084,083 57,361
2020-03-31 $5,483,731 56,157