COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings4,248 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.3M | $2.3B | 3.1% | $102.83 | +98.55% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 12.7M | $2B | 2.6% | $113.42 | +39.07% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.9M | $1.8B | 2.3% | $336.50 | +82.30% | 26 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.6M | $1.8B | 2.3% | $177.26 | +177.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.4M | $1.3B | 1.8% | $252.10 | +116.88% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 5.5M | $1.2B | 1.6% | $119.18 | +87.36% | 26 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $1.2B | 1.6% | $318.61 | +91.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 18.7M | $1.1B | 1.4% | $38.21 | +45.55% | 26 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.1M | $893.6M | 1.2% | $42.86 | +146.72% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.5M | $854.6M | 1.1% | $328.43 | +71.11% | 26 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.6M | $793.6M | 1.0% | $250.94 | +93.54% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 1.8M | $785.9M | 1.0% | $33.16 | +119.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.4M | $743.6M | 1.0% | $166.50 | +80.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 3M | $612.5M | 0.8% | $118.63 | +69.77% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 3.4M | $601.2M | 0.8% | $112.84 | +54.13% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $511M | 0.7% | $104.77 | +170.19% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH | 7.9M | $505.7M | 0.7% | $40.67 | +54.59% | 26 qtrssince 2019-Q1 | Decreased 0 |
CAPITAL GROUP GROWTH ETF | 12.4M | $505.5M | 0.7% | $28.24 | +43.07% | 14 qtrssince 2022-Q1 | Increased 47 |
META PLATFORMS INC-CLASS A | 658,953 | $486.4M | 0.6% | $287.35 | +154.93% | 26 qtrssince 2019-Q1 | Increased 46 |
ALPHABET INC-CL A | 2.7M | $473.7M | 0.6% | $105.55 | +68.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
COMMONWEALTH EQUITY SERVICES, LLC manages $75.7B across 4248 positions as of Q2 2025. Top holdings: AAPL (3.1%), NVDA (2.6%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 233 new positions, 157 exits, 2007 increased. Top move: VEA (INCREASED, conviction 50). Portfolio: $75.7B across 4248 positions.
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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