COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings4,033 positions
APPLE INC | 12M | $2.5B | 4.0% | $50.24 | +315.23% | 22 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.5M | $1.6B | 2.5% | $166.16 | +164.33% | 22 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 12.5M | $1.5B | 2.4% | $10.64 | +1058.22% | 22 qtrssince 2019-Q1 | Increased 88 |
ISHARES TR | 2.8M | $1.5B | 2.4% | $319.21 | +66.64% | 22 qtrssince 2019-Q1 | Increased 55 |
INVESCO QQQ TR | 2.5M | $1.2B | 1.9% | $241.38 | +96.90% | 22 qtrssince 2019-Q1 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.1B | 1.7% | $310.11 | +71.01% | 22 qtrssince 2019-Q1 | Increased 53 |
AMAZON COM INC | 5.4M | $1B | 1.6% | $106.22 | +81.94% | 22 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 2.2M | $807.9M | 1.3% | $41.07 | +119.88% | 22 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 16M | $792M | 1.3% | $35.87 | +29.61% | 22 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 1.7M | $688.3M | 1.1% | $232.18 | +75.21% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 1.8M | $685.7M | 1.1% | $31.42 | +96.40% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 2.5M | $659.5M | 1.0% | $149.44 | +74.25% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 1.3M | $658.2M | 1.0% | $297.04 | +63.86% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD SPECIALIZED FUNDS | 2.9M | $523.1M | 0.8% | $111.96 | +56.99% | 22 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 3.2M | $521.3M | 0.8% | $106.79 | +43.22% | 22 qtrssince 2019-Q1 | Increased 46 |
ALPHABET INC | 2.7M | $488.3M | 0.8% | $80.27 | +125.03% | 22 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 7.1M | $407.7M | 0.6% | $37.60 | +45.99% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.8M | $406.6M | 0.6% | $79.75 | +28.89% | 22 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 6.4M | $375.6M | 0.6% | $39.86 | +42.51% | 22 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO | 1.8M | $370.4M | 0.6% | $95.86 | +101.37% | 22 qtrssince 2019-Q1 | Increased 44 |
COMMONWEALTH EQUITY SERVICES, LLC manages $63.2B across 4033 positions as of Q2 2024. Top holdings: AAPL (4.0%), MSFT (2.5%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 215 new positions, 201 exits, 2046 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $63.2B across 4033 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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