COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings4,019 positions
APPLE INC | 12M | $2.1B | 3.4% | $50.24 | +237.61% | 21 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.5M | $1.5B | 2.4% | $163.33 | +152.67% | 21 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 2.8M | $1.5B | 2.4% | $317.96 | +60.24% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.2M | $1.1B | 1.9% | $9.80 | +819.62% | 21 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TR | 2.5M | $1.1B | 1.8% | $235.30 | +86.88% | 21 qtrssince 2019-Q1 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 1.9M | $988.3M | 1.6% | $300.38 | +69.14% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 5.2M | $943.8M | 1.6% | $103.93 | +73.55% | 21 qtrssince 2019-Q1 | Increased 51 |
VANGUARD | 15.2M | $764M | 1.3% | $35.31 | +32.41% | 21 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 2.1M | $718.5M | 1.2% | $39.11 | +113.23% | 21 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 1.6M | $693.6M | 1.2% | $227.67 | +84.71% | 21 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 2.4M | $622.8M | 1.0% | $146.25 | +72.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $620.9M | 1.0% | $293.45 | +58.86% | 21 qtrssince 2019-Q1 | Increased 52 |
VANGUARD | 1.8M | $612M | 1.0% | $30.48 | +86.09% | 21 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SPECIALIZED FUNDS | 2.8M | $512.7M | 0.9% | $110.64 | +58.14% | 21 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 3.1M | $504.4M | 0.8% | $104.52 | +47.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.7M | $414.3M | 0.7% | $79.36 | +33.72% | 21 qtrssince 2019-Q1 | Increased 46 |
ISHARES INC | 7.1M | $414.2M | 0.7% | $37.60 | +46.38% | 21 qtrssince 2019-Q1 | Increased 45 |
ALPHABET INC | 2.7M | $400.5M | 0.7% | $79.25 | +88.66% | 21 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 2.1M | $378.8M | 0.6% | $110.96 | +54.61% | 21 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 6.2M | $378.1M | 0.6% | $39.33 | +49.50% | 21 qtrssince 2019-Q1 | Increased 71 |
COMMONWEALTH EQUITY SERVICES, LLC manages $60.2B across 4019 positions as of Q1 2024. Top holdings: AAPL (3.4%), MSFT (2.4%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 270 new positions, 151 exits, 2062 increased. Top move: IJH (INCREASED, conviction 71). Portfolio: $60.2B across 4019 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR