COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings3,661 positions
APPLE INC | 12.1M | $1.7B | 4.3% | $48.40 | +176.68% | 14 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.2M | $820.5M | 2.1% | $146.72 | +69.05% | 14 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 1.9M | $736M | 1.9% | $285.47 | +25.09% | 14 qtrssince 2019-Q1 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 1.7M | $641.6M | 1.7% | $280.77 | +27.05% | 14 qtrssince 2019-Q1 | Increased 53 |
VANGUARD TAX-MANAGED FDS | 13.4M | $545M | 1.4% | $34.10 | +5.74% | 14 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TR | 1.9M | $534.2M | 1.4% | $195.95 | +41.68% | 14 qtrssince 2019-Q1 | Increased 50 |
AMAZON COM INC | 4.8M | $509.8M | 1.3% | $102.01 | +4.12% | 14 qtrssince 2019-Q1 | Increased 80 |
ISHARES TR | 2M | $433.1M | 1.1% | $36.98 | +44.27% | 14 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 1.5M | $405.7M | 1.1% | $209.50 | +30.32% | 14 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 2.1M | $400.8M | 1.0% | $139.02 | +27.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.5M | $335.4M | 0.9% | $100.56 | +18.62% | 14 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 945,763 | $328.1M | 0.9% | $262.01 | +24.80% | 14 qtrssince 2019-Q1 | Increased 47 |
VANGUARD SPECIALIZED FUNDS | 2.2M | $318.4M | 0.8% | $100.26 | +32.36% | 14 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 6.5M | $311.8M | 0.8% | $36.10 | +19.57% | 14 qtrssince 2019-Q1 | Increased 45 |
JOHNSON & JOHNSON | 1.7M | $309.4M | 0.8% | $117.72 | +33.70% | 14 qtrssince 2019-Q1 | Increased 44 |
VANGUARD INDEX FDS | 1.4M | $307.5M | 0.8% | $26.94 | +34.71% | 14 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 2.1M | $299.4M | 0.8% | $108.53 | +23.06% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.1M | $284.2M | 0.7% | $74.57 | +15.83% | 14 qtrssince 2019-Q1 | Increased 44 |
ALPHABET INC | 114,097 | $248.6M | 0.6% | $72.65 | +48.56% | 14 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INTL EQUITY INDEX F | 5.5M | $231.1M | 0.6% | $34.96 | +4.79% | 14 qtrssince 2019-Q1 | Increased 45 |
COMMONWEALTH EQUITY SERVICES, LLC manages $38.4B across 3661 positions as of Q2 2022. Top holdings: AAPL (4.3%), MSFT (2.1%), IVV (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 183 new positions, 226 exits, 1872 increased. Top move: AMZN (INCREASED, conviction 80). Portfolio: $38.4B across 3661 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR