How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q4 2019, COMMONWEALTH EQUITY SERVICES, LLC holds 2,882 positions in their 13F portfolio.

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

AAPL at 3.4% of portfolio, worth $894.4M.

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

$26.3B as of Q4 2019, tracked across 2,882 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 2019?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2019 on HoldingsIntel.

What is COMMONWEALTH EQUITY SERVICES, LLC's investment strategy?

COMMONWEALTH EQUITY SERVICES, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

COMMONWEALTH EQUITY SERVICES, Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

COMMONWEALTH EQUITY SERVICES, LLC

Institutional investor · Portfolio as of Q4 2019

Below Average(2.0 / 5.0)

$26.3B

AUM

2,882

Positions

180

New

Q4 2019

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

COMMONWEALTH EQUITY SERVICES, LLC manages $26.3B across 2882 positions as of Q4 2019. Top holdings: AAPL (3.4%), VEA (2.1%), IVV (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q4 2019 Summary

Active quarter - 180 new positions, 135 exits, 1652 increased. Top move: VTI (INCREASED, conviction 56). Portfolio: $26.3B across 2882 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.40%

VEA2.13%

IVV1.95%

SPY1.56%

IWF1.51%

VTI1.38%

USMV1.36%

MSFT1.31%

IWD1.27%

AMZN1.23%

Other1.21%

Similar Funds

Funds with similar investing DNA

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$12.2B

BRANDES INVESTMENT PARTNERS, LP

$13.1B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MLSS4Q held

MILESTONE SCIENTIFIC INC

Avg $0.43 · $83,141 est. P&L

Est. P&L

+228.85%

OPCH2Q held

OPTION CARE HEALTH INC

Avg $13.08 · $263,320 est. P&L

Est. P&L

+138.53%

BLDP4Q held

BALLARD PWR SYS INC NEW

Avg $3.02 · $254,478 est. P&L

Est. P&L

+131.16%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 2882

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	3M	$894.4M	3.4%	—	$45.41	+54.74%	4 qtrssince 2019-Q1	Decreased 0
VEAETF VANGUARD TAX MANAGED INTL FD	12.7M	$559.7M	2.1%	—	$33.17	+9.84%	4 qtrssince 2019-Q1	Increased 55
IVVETF ISHARES TR	1.6M	$512.5M	1.9%	—	$259.63	+13.45%	4 qtrssince 2019-Q1	Increased 55
SPYUnit SPDR S&P 500 ETF TR	1.3M	$409.7M	1.6%	—	$257.84	+14.11%	4 qtrssince 2019-Q1	Increased 52
IWFETF ISHARES TR	2.3M	$397.7M	1.5%	—	$144.39	+16.97%	4 qtrssince 2019-Q1	Decreased 0
VTIETF VANGUARD INDEX FDS	2.2M	$361.5M	1.4%	—	$133.03	+12.32%	4 qtrssince 2019-Q1	Increased 56
USMVETF ISHARES TR	5.4M	$356.8M	1.4%	—	$54.47	+8.53%	4 qtrssince 2019-Q1	Increased 56
MSFT MICROSOFT CORP	2.2M	$343.7M	1.3%	—	$114.06	+31.19%	4 qtrssince 2019-Q1	Increased 52
IWDETF ISHARES TR	2.4M	$333.8M	1.3%	—	$107.18	+12.39%	4 qtrssince 2019-Q1	Increased 49
AMZN AMAZON COM INC	175,138	$323.6M	1.2%	—	$89.18	+3.55%	4 qtrssince 2019-Q1	Increased 52
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