COMMONWEALTH EQUITY SERVICES, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,087 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 11.6M | $2.9B | 4.2% | $99.12 | +150.83% | 24 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 2.8M | $1.6B | 2.4% | $324.17 | +79.99% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 12.2M | $1.6B | 2.4% | $113.61 | +20.99% | 24 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 3.5M | $1.5B | 2.2% | $173.13 | +140.15% | 24 qtrssince 2019-Q1 | Increased 56 |
INVESCO QQQ TR | 2.4M | $1.2B | 1.8% | $247.23 | +107.51% | 24 qtrssince 2019-Q1 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 2M | $1.2B | 1.7% | $318.61 | +82.48% | 24 qtrssince 2019-Q1 | Increased 51 |
AMAZON COM INC | 5.3M | $1.2B | 1.7% | $113.88 | +94.32% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 2.1M | $842.6M | 1.2% | $41.18 | +142.38% | 24 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 1.9M | $790.3M | 1.2% | $33.16 | +104.88% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 16.4M | $782.7M | 1.1% | $36.51 | +26.57% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 1.4M | $774.1M | 1.1% | $319.31 | +67.37% | 24 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 1.6M | $714.8M | 1.0% | $232.26 | +94.68% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.3M | $662.9M | 1.0% | $153.99 | +86.58% | 24 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INDEX FDS | 3.5M | $594.5M | 0.9% | $112.84 | +46.53% | 24 qtrssince 2019-Q1 | Increased 47 |
VANGUARD SPECIALIZED FUNDS | 2.9M | $563.5M | 0.8% | $115.08 | +67.25% | 24 qtrssince 2019-Q1 | Increased 45 |
ALPHABET INC | 2.7M | $507.2M | 0.7% | $102.07 | +86.62% | 24 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 7.8M | $476.4M | 0.7% | $40.09 | +49.43% | 24 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 4.1M | $472.6M | 0.7% | $82.79 | +36.79% | 24 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 1.8M | $423.3M | 0.6% | $97.68 | +138.85% | 24 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 1.7M | $395.1M | 0.6% | $137.92 | +71.24% | 24 qtrssince 2019-Q1 | Increased 45 |
COMMONWEALTH EQUITY SERVICES, LLC manages $68.4B across 4087 positions as of Q4 2024. Top holdings: AAPL (4.2%), IVV (2.4%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 238 new positions, 206 exits, 2093 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $68.4B across 4087 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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Top Losers
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