COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,172 positions
APPLE INC | 12M | $2.7B | 3.8% | $56.74 | +289.08% | 25 qtrssince 2019-Q1 | Increased 60 |
ISHARES INC | 3M | $1.7B | 2.4% | $333.55 | +65.48% | 25 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORPORATION | 12.8M | $1.4B | 2.0% | $17.68 | +511.60% | 25 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 3.6M | $1.4B | 1.9% | $177.26 | +109.32% | 25 qtrssince 2019-Q1 | Increased 51 |
INVESCO QQQ TR | 2.5M | $1.2B | 1.6% | $252.10 | +85.35% | 25 qtrssince 2019-Q1 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.1B | 1.6% | $315.72 | +74.29% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 5.7M | $1.1B | 1.5% | $113.71 | +67.32% | 25 qtrssince 2019-Q1 | Increased 54 |
VANGUARD | 18.6M | $946.9M | 1.3% | $37.72 | +29.61% | 25 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC DEL | 1.7M | $896.8M | 1.3% | $251.26 | +111.96% | 25 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 2.2M | $784.7M | 1.1% | $42.83 | +109.62% | 25 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 1.5M | $776.2M | 1.1% | $325.39 | +55.21% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 2.6M | $703.8M | 1.0% | $165.25 | +63.50% | 25 qtrssince 2019-Q1 | Increased 50 |
VANGUARD | 1.9M | $688.4M | 1.0% | $33.13 | +85.35% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD | 3.4M | $593.4M | 0.8% | $111.12 | +50.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 3M | $586.1M | 0.8% | $117.39 | +61.27% | 25 qtrssince 2019-Q1 | Increased 47 |
ISHARES INC | 8M | $494M | 0.7% | $40.10 | +49.37% | 25 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO. | 1.9M | $456.3M | 0.6% | $103.62 | +129.75% | 25 qtrssince 2019-Q1 | Increased 46 |
ALPHABET INC | 2.9M | $444.1M | 0.6% | $87.83 | +75.23% | 25 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 4.2M | $437.5M | 0.6% | $82.48 | +24.25% | 25 qtrssince 2019-Q1 | Increased 45 |
COSTCO WHSL CORP NEW | 427,359 | $404.2M | 0.6% | $373.65 | +150.98% | 25 qtrssince 2019-Q1 | Increased 46 |
COMMONWEALTH EQUITY SERVICES, LLC manages $70.7B across 4172 positions as of Q1 2025. Top holdings: AAPL (3.8%), IVV (2.4%), NVDA (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 256 new positions, 171 exits, 2449 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $70.7B across 4172 positions.
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Position Outcomes
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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