Institutional investor · Portfolio as of Q1 2019
COMMONWEALTH EQUITY SERVICES, LLC manages $21.7B across 2742 positions as of Q1 2019. Top holdings: AAPL (2.6%), VEA (2.3%), IVV (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 2742 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 81). Portfolio: $21.7B across 2742 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile