COMMONWEALTH EQUITY SERVICES, LLC
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
Holdings in WSBF
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,587 | 23,438 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $387,898 | 23,438 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $369,532 | 23,688 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $327,573 | 23,720 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $324,736 | 24,144 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $325,422 | 24,213 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $279,108 | 18,987 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $398,702 | 31,173 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $391,995 | 32,210 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $503,844 | 35,482 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $468,517 | 42,787 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $672,553 | 46,415 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $707,917 | 46,789 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,366,769 | 79,279 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,286,028 | 79,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,357,827 | 79,638 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,684,514 | 87,100 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,035,887 | 93,133 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,903,213 | 92,885 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,821,833 | 92,667 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,693,859 | 82,951 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,584,418 | 84,188 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $792,948 | 51,191 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $838,947 | 56,571 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $699,897 | 48,136 | Shares | Sole | 2020-05-11 | |
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