How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q4 2023, COMMONWEALTH EQUITY SERVICES, LLC holds 3,900 positions in their 13F portfolio.

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

AAPL at 4.2% of portfolio, worth $2.3B.

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

$54.6B as of Q4 2023, tracked across 3,900 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 Q4 2023?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2023 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 Q4 2023

SEC EDGAR SourceSEC Filings

Top Holdings3,900 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	12M	$2.3B	4.2%	—	$97.06	+96.33%	20 qtrssince 2019-Q1	Increased 58
IVV ETF iShares Trust CORE S&P500 ETF	2.8M	$1.3B	2.5%	—	$321.03	+44.92%	20 qtrssince 2019-Q1	Increased 56
MSFT MICROSOFT CORP	3.4M	$1.3B	2.4%	—	$160.77	+130.46%	20 qtrssince 2019-Q1	Increased 56
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	2.5M	$1B	1.9%	—	$234.86	+72.46%	20 qtrssince 2019-Q1	Increased 54
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.9M	$912.2M	1.7%	—	$303.16	+53.00%	20 qtrssince 2019-Q1	Increased 54
AMZN AMAZON COM INC	5.2M	$784.5M	1.4%	—	$108.90	+39.52%	20 qtrssince 2019-Q1	Increased 50
VEA ETF VANGUARD TAX-MANAGED FDS	15M	$717.6M	1.3%	—	$35.44	+26.43%	20 qtrssince 2019-Q1	Increased 50
IWF ETF iShares Trust RUS 1000 GRW ETF	2.1M	$641.1M	1.2%	—	$155.49	+93.23%	20 qtrssince 2019-Q1	Increased 51
NVDA NVIDIA CORPORATION	1.2M	$611.7M	1.1%	—	$18.71	+164.55%	20 qtrssince 2019-Q1	Increased 51
VTI ETF VANGUARD INDEX FDS	2.4M	$580.2M	1.1%	—	$147.46	+56.82%	20 qtrssince 2019-Q1	Increased 51
BRK/B BERKSHIRE HATHAWAY INC DEL	1.6M	$568.1M	1.0%	—	$220.89	+61.46%	20 qtrssince 2019-Q1	Increased 51
VUG ETF Vanguard Index Funds GROWTH ETF	1.8M	$549.7M	1.0%	—	$182.86	+68.39%	20 qtrssince 2019-Q1	Increased 53
VOO ETF VANGUARD INDEX FDS	1.2M	$543M	1.0%	—	$289.52	+47.10%	20 qtrssince 2019-Q1	Increased 46
VTV ETF VANGUARD INDEX FDS	3.1M	$467.6M	0.9%	—	$106.18	+34.57%	20 qtrssince 2019-Q1	Increased 44
VIG ETF VANGUARD SPECIALIZED FUNDS	2.7M	$467.2M	0.9%	—	$110.33	+49.14%	20 qtrssince 2019-Q1	Increased 46
IJR ETF ISHARES TR	3.6M	$388.5M	0.7%	—	$78.88	+32.45%	20 qtrssince 2019-Q1	Increased 44
DGRO ETF ISHARES TR	7M	$376M	0.7%	—	$37.79	+36.16%	20 qtrssince 2019-Q1	Decreased 0
GOOGL ALPHABET INC	2.6M	$360.5M	0.7%	—	$97.44	+42.29%	20 qtrssince 2019-Q1	Increased 45
IWD ETF ISHARES TR	2.1M	$346.4M	0.6%	—	$111.65	+42.66%	20 qtrssince 2019-Q1	Increased 45
IJH ETF ISHARES TR	1.2M	$345.4M	0.6%	—	$39.69	+35.89%	20 qtrssince 2019-Q1	Increased 44
Showing 20 of 3,900 results.3,880 more with Pro.PROUpgrade to see all →