How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q3 2022, COMMONWEALTH EQUITY SERVICES, LLC holds 3,662 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?

$38.8B as of Q3 2022, tracked across 3,662 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 Q3 2022?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q3 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 Q3 2022

SEC EDGAR SourceSEC Filings

Top Holdings3,662 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%	—	$95.94	+45.93%	15 qtrssince 2019-Q1	Decreased 0
IBM INTERNATIONAL BUSINESS MACHS	691,179	$1.4B	3.6%	—	$103.28	+3.72%	15 qtrssince 2019-Q1	Increased 62
IVV ETF iShares Trust CORE S&P500 ETF	2.2M	$786.8M	2.0%	—	$295.29	+17.78%	15 qtrssince 2019-Q1	Increased 61
MSFT MICROSOFT CORP	3.2M	$741.3M	1.9%	—	$147.67	+56.63%	15 qtrssince 2019-Q1	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.7M	$624.2M	1.6%	—	$285.10	+21.76%	15 qtrssince 2019-Q1	Increased 51
AMZN AMAZON COM INC	4.9M	$553.9M	1.4%	—	$108.73	+5.59%	15 qtrssince 2019-Q1	Increased 51
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	2M	$538.2M	1.4%	—	$199.71	+33.40%	15 qtrssince 2019-Q1	Increased 52
VEA ETF VANGUARD TAX-MANAGED FDS	12.7M	$461.7M	1.2%	—	$34.43	-5.06%	15 qtrssince 2019-Q1	Decreased 0
IWF ETF iShares Trust RUS 1000 GRW ETF	2M	$419.3M	1.1%	—	$148.83	+41.09%	15 qtrssince 2019-Q1	Increased 49
BRK/B BERKSHIRE HATHAWAY INC DEL	1.5M	$389.3M	1.0%	—	$209.71	+28.55%	15 qtrssince 2019-Q1	Decreased 0
VTI ETF VANGUARD INDEX FDS	2.2M	$388.1M	1.0%	—	$140.72	+23.47%	15 qtrssince 2019-Q1	Increased 50
VTV ETF VANGUARD INDEX FDS	2.8M	$344.8M	0.9%	—	$103.33	+11.82%	15 qtrssince 2019-Q1	Increased 48
VOO ETF VANGUARD INDEX FDS	998,196	$327.7M	0.8%	—	$267.85	+18.87%	15 qtrssince 2019-Q1	Increased 46
VUG ETF Vanguard Index Funds GROWTH ETF	1.5M	$314M	0.8%	—	$165.63	+29.00%	15 qtrssince 2019-Q1	Increased 46
VIG ETF VANGUARD SPECIALIZED FUNDS	2.3M	$308.6M	0.8%	—	$102.24	+26.17%	15 qtrssince 2019-Q1	Increased 45
DGRO ETF ISHARES TR	6.9M	$306.7M	0.8%	—	$36.88	+13.14%	15 qtrssince 2019-Q1	Increased 46
JNJ JOHNSON & JOHNSON	1.7M	$284.7M	0.7%	—	$119.67	+24.69%	15 qtrssince 2019-Q1	Decreased 0
IWD ETF ISHARES TR	2.1M	$284.6M	0.7%	—	$110.00	+17.12%	15 qtrssince 2019-Q1	Increased 44
IJR ETF ISHARES TR	3.2M	$275M	0.7%	—	$75.46	+10.08%	15 qtrssince 2019-Q1	Increased 45
TSLA TESLA INC	880,815	$233.6M	0.6%	—	$231.58	+15.82%	15 qtrssince 2019-Q1	Increased 70
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