COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings3,197 positions
Apple Inc | 12.1M | $1.6B | 4.8% | $45.90 | +180.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 194,796 | $634.4M | 1.9% | $92.46 | +76.13% | 8 qtrssince 2019-Q1 | Increased 51 |
Microsoft Corp. | 2.8M | $626.2M | 1.9% | $128.38 | +65.19% | 8 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P 500 ETF | 1.6M | $601.9M | 1.8% | $258.16 | +34.29% | 8 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust Series 1 | 1.8M | $570.4M | 1.7% | $182.36 | +66.54% | 8 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 11.8M | $556.8M | 1.7% | $32.86 | +21.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
SS SPDR S&P 500 ETF TRUST-US | 1.4M | $526.5M | 1.6% | $257.17 | +34.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 1000 GROWTH | 1.9M | $466.9M | 1.4% | $36.00 | +61.99% | 8 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Morningstar Total Stock Market ETF | 2M | $379.9M | 1.1% | $132.52 | +35.72% | 8 qtrssince 2019-Q1 | Increased 49 |
Vanguard Dividend Appreciation | 2.4M | $335M | 1.0% | $98.04 | +29.72% | 8 qtrssince 2019-Q1 | Increased 50 |
iShares Edge MSCI Min Vol USA ETF | 4.8M | $328.4M | 1.0% | $53.48 | +15.79% | 8 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Morningstar Growth ETF | 1.2M | $314.7M | 0.9% | $24.94 | +64.12% | 8 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC DEL | 1.3M | $310.9M | 0.9% | $199.84 | +16.03% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE E | 1.9M | $266.2M | 0.8% | $106.05 | +15.79% | 8 qtrssince 2019-Q1 | Decreased 0 |
iShares Russell Mid-Cap Growth ETF | 2.6M | $264.9M | 0.8% | $65.59 | +52.28% | 8 qtrssince 2019-Q1 | Increased 70 |
Vanguard S&P 500 | 751,821 | $258.4M | 0.8% | $233.23 | +35.98% | 8 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 1.6M | $246.7M | 0.7% | $114.34 | +17.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
Vanguard FTSE Emerging Markets | 4.8M | $242.8M | 0.7% | $33.72 | +26.11% | 8 qtrssince 2019-Q1 | Increased 44 |
iShares Core S&P Small-Cap ETF | 2.5M | $231.2M | 0.7% | $68.77 | +22.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5M | $224M | 0.7% | $33.31 | +18.22% | 8 qtrssince 2019-Q1 | Increased 52 |
COMMONWEALTH EQUITY SERVICES, LLC manages $33.2B across 3197 positions as of Q4 2020. Top holdings: AAPL (4.8%), AMZN (1.9%), MSFT (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 296 new positions, 145 exits, 1552 increased. Top move: IWP (INCREASED, conviction 70). Portfolio: $33.2B across 3197 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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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