How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q1 2020, COMMONWEALTH EQUITY SERVICES, LLC holds 2,814 positions in their 13F portfolio.

What is COMMONWEALTH EQUITY SERVICES, LLC's largest holding?

AAPL at 3.6% of portfolio, worth $772.2M.

What is COMMONWEALTH EQUITY SERVICES, LLC's total portfolio value?

$21.5B as of Q1 2020, tracked across 2,814 holdings.

Is COMMONWEALTH EQUITY SERVICES, LLC a hedge fund?

COMMONWEALTH EQUITY SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does COMMONWEALTH EQUITY SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has COMMONWEALTH EQUITY SERVICES, LLC's portfolio changed in Q1 2020?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 2020 on HoldingsIntel.

What is COMMONWEALTH EQUITY SERVICES, LLC's investment strategy?

COMMONWEALTH EQUITY SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

COMMONWEALTH EQUITY SERVICES, LLC

Institutional investor · Portfolio as of Q1 2020

SEC EDGAR SourceSEC Filings

Top Holdings2,814 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	3M	$772.2M	3.6%	—	$45.41	+35.58%	5 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	12.5M	$418.3M	1.9%	—	$33.17	-15.70%	5 qtrssince 2019-Q1	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	1.6M	$408M	1.9%	—	$259.63	-7.13%	5 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	2.4M	$380.4M	1.8%	—	$117.77	+29.54%	5 qtrssince 2019-Q1	Increased 54
AMZN AMAZON COM INC	187,302	$365.2M	1.7%	—	$89.76	+9.40%	5 qtrssince 2019-Q1	Increased 52
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.4M	$353.5M	1.6%	—	$256.64	-6.02%	5 qtrssince 2019-Q1	Increased 53
USMV ETF ISHARES TR	6M	$323.1M	1.5%	—	$54.09	-6.99%	5 qtrssince 2019-Q1	Increased 54
IWF ETF iShares Trust RUS 1000 GRW ETF	2.1M	$316.5M	1.5%	—	$144.39	+2.08%	5 qtrssince 2019-Q1	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	1.7M	$314.8M	1.5%	—	$174.96	+6.14%	5 qtrssince 2019-Q1	Increased 54
BRK/B BERKSHIRE HATHAWAY INC DEL	1.4M	$251.5M	1.2%	—	$200.24	-8.52%	5 qtrssince 2019-Q1	Increased 52
VTI ETF VANGUARD INDEX FDS	1.9M	$249.8M	1.2%	—	$133.03	-9.54%	5 qtrssince 2019-Q1	Decreased 0
VIG ETF VANGUARD SPECIALIZED FUNDS	2.2M	$222.9M	1.0%	—	$98.05	-3.46%	5 qtrssince 2019-Q1	Increased 52
IWD ETF ISHARES TR	2.2M	$217.8M	1.0%	—	$107.18	-15.86%	5 qtrssince 2019-Q1	Decreased 0
VUG ETF Vanguard Index Funds GROWTH ETF	1.3M	$198.1M	0.9%	—	$150.10	+2.37%	5 qtrssince 2019-Q1	Increased 44
VZ VERIZON COMMUNICATIONS INC	3.6M	$191.6M	0.9%	—	$40.06	-3.61%	5 qtrssince 2019-Q1	Increased 47
JNJ JOHNSON & JOHNSON	1.4M	$189.9M	0.9%	—	$115.71	-2.29%	5 qtrssince 2019-Q1	Increased 44
VOO ETF VANGUARD INDEX FDS	745,126	$176.5M	0.8%	—	$234.55	-5.88%	5 qtrssince 2019-Q1	Increased 48
VTV ETF VANGUARD INDEX FDS	1.9M	$169.4M	0.8%	—	$91.28	-13.65%	5 qtrssince 2019-Q1	Decreased 0
T AT&T INC	5.7M	$167.4M	0.8%	—	$15.01	+0.13%	5 qtrssince 2019-Q1	Increased 44
VWO ETF VANGUARD INTL EQUITY INDEX F	4.9M	$165.9M	0.8%	—	$33.71	-17.34%	5 qtrssince 2019-Q1	Increased 48
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