How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q2 2022, COMMONWEALTH EQUITY SERVICES, LLC holds 3,661 positions in their 13F portfolio.

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

AAPL at 4.3% of portfolio, worth $1.7B.

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

$38.4B as of Q2 2022, tracked across 3,661 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 2022?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2022 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 2022

SEC 13F snapshot

Top Holdings3,661 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	12.1M	$1.7B	4.3%	—	$96.97	+38.10%	14 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	3.2M	$820.5M	2.1%	—	$146.72	+69.05%	14 qtrssince 2019-Q1	Increased 55
IVV ETF ISHARES CORE S&P 500 ETF	1.9M	$736M	1.9%	—	$288.45	+25.87%	14 qtrssince 2019-Q1	Increased 54
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	1.7M	$641.6M	1.7%	—	$283.38	+27.90%	14 qtrssince 2019-Q1	Increased 53
VEA ETF VANGUARD FTSE DEVELOPED ETF	13.4M	$545M	1.4%	—	$34.43	+6.29%	14 qtrssince 2019-Q1	Increased 50
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	1.9M	$534.2M	1.4%	—	$195.95	+41.68%	14 qtrssince 2019-Q1	Increased 50
AMZN AMAZON.COM INC	4.8M	$509.8M	1.3%	—	$108.60	+0.30%	14 qtrssince 2019-Q1	Increased 80
IWF ETF ISHARES TR RUSSELL 1000 GROWTH INDEX FUND	2M	$433.1M	1.1%	—	$37.02	+44.27%	14 qtrssince 2019-Q1	Increased 50
BRK/B BERKSHIRE HATHAWAY INC-CL B	1.5M	$405.7M	1.1%	—	$209.71	+30.41%	14 qtrssince 2019-Q1	Increased 50
VTI ETF VANGUARD TOTAL STOCK MARKET VIPERS	2.1M	$400.8M	1.0%	—	$140.14	+29.11%	14 qtrssince 2019-Q1	Decreased 0
VTV ETF VANGUARD VALUE ETF	2.5M	$335.4M	0.9%	—	$102.13	+18.98%	14 qtrssince 2019-Q1	Increased 48
VOO ETF VANGUARD S&P 500 ETF	945,763	$328.1M	0.9%	—	$265.04	+25.43%	14 qtrssince 2019-Q1	Increased 47
VIG ETF VANGUARD DIVIDEND APPRECIATION ETF ETF	2.2M	$318.4M	0.8%	—	$101.46	+32.74%	14 qtrssince 2019-Q1	Increased 45
DGRO ETF ISHARES CORE DIVIDEND GROWTH	6.5M	$311.8M	0.8%	—	$36.62	+19.79%	14 qtrssince 2019-Q1	Increased 45
JNJ JOHNSON & JOHNSON	1.7M	$309.4M	0.8%	—	$117.72	+33.70%	14 qtrssince 2019-Q1	Increased 44
VUG ETF VANGUARD GROWTH ETF	1.4M	$307.5M	0.8%	—	$26.97	+34.71%	14 qtrssince 2019-Q1	Increased 48
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	2.1M	$299.4M	0.8%	—	$109.74	+23.86%	14 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	3.1M	$284.2M	0.7%	—	$75.27	+16.18%	14 qtrssince 2019-Q1	Increased 44
GOOGL ALPHABET INC-CL A	114,097	$248.6M	0.6%	—	$73.09	+51.67%	14 qtrssince 2019-Q1	Increased 46
VWO ETF VANGUARD FTSE EMERGING MARKETS	5.5M	$231.1M	0.6%	—	$35.08	+5.20%	14 qtrssince 2019-Q1	Increased 45