How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q2 2019, COMMONWEALTH EQUITY SERVICES, LLC holds 2,773 positions in their 13F portfolio.

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

AAPL at 2.6% of portfolio, worth $594.5M.

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

$22.7B as of Q2 2019, tracked across 2,773 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 Q2 2019?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2019 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 Q2 2019

SEC 13F snapshot

Top Holdings2,773 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	3M	$594.5M	2.6%	—	$45.22	+4.60%	2 qtrssince 2019-Q1	Decreased 0
VEA ETF VANGUARD FTSE DEVELOPED ETF	12.3M	$514.6M	2.3%	—	$33.07	+3.14%	2 qtrssince 2019-Q1	Increased 55
IVV ETF ISHARES CORE S&P 500 ETF	1.4M	$418.7M	1.8%	—	$255.72	+4.09%	2 qtrssince 2019-Q1	Increased 51
IWF ETF ISHARES TR RUSSELL 1000 GROWTH INDEX FUND	2.3M	$367.7M	1.6%	—	$36.03	+4.24%	2 qtrssince 2019-Q1	Decreased 0
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	1.2M	$339.3M	1.5%	—	$255.16	+4.23%	2 qtrssince 2019-Q1	Decreased 0
VTI ETF VANGUARD TOTAL STOCK MARKET VIPERS	2.1M	$315.1M	1.4%	—	$130.75	+4.06%	2 qtrssince 2019-Q1	Increased 49
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	2.4M	$310.1M	1.4%	—	$107.08	+3.60%	2 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON.COM INC	157,736	$298.7M	1.3%	—	$89.06	+6.31%	2 qtrssince 2019-Q1	Increased 49
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	1.5M	$274.9M	1.2%	—	$172.44	+4.06%	2 qtrssince 2019-Q1	Increased 50
BRK/B BERKSHIRE HATHAWAY INC-CL B	1.3M	$268.7M	1.2%	—	$201.05	+6.03%	2 qtrssince 2019-Q1	Increased 49
MSFT MICROSOFT CORP	2M	$266.2M	1.2%	—	$110.50	+13.62%	2 qtrssince 2019-Q1	Increased 50
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	3M	$233.1M	1.0%	—	$69.35	+1.79%	2 qtrssince 2019-Q1	Increased 49
USMV ETF ISHARES EDGE MSCI MIN VOL US	3.6M	$221.2M	1.0%	—	$52.67	+4.74%	2 qtrssince 2019-Q1	Increased 50
VIG ETF VANGUARD DIVIDEND APPRECIATION ETF ETF	1.8M	$207.7M	0.9%	—	$97.02	+5.17%	2 qtrssince 2019-Q1	Increased 46
IWS ETF ISHARES RUSSELL MIDCAP VALUE INDEX FUND	2.3M	$203M	0.9%	—	$76.73	+3.09%	2 qtrssince 2019-Q1	Increased 43
VTV ETF VANGUARD VALUE ETF	1.8M	$201.9M	0.9%	—	$90.84	+3.64%	2 qtrssince 2019-Q1	Increased 44
VUG ETF VANGUARD GROWTH ETF	1.2M	$198.5M	0.9%	—	$24.90	+4.69%	2 qtrssince 2019-Q1	Increased 43
??VANGUARD BD INDEX FDS Bond	2.4M	$195M	0.9%	—	—	—	—	Increased 46
JNJ JOHNSON & JOHNSON	1.4M	$191.6M	0.8%	—	$113.77	+0.32%	2 qtrssince 2019-Q1	Decreased 0
IWP ETF ISHARES RUSSELL MIDCAP GRWTH	1.3M	$191.2M	0.8%	—	$65.54	+5.26%	2 qtrssince 2019-Q1	Decreased 0