How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q2 2020, COMMONWEALTH EQUITY SERVICES, LLC holds 2,948 positions in their 13F portfolio.

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

AAPL at 4.2% of portfolio, worth $1.1B.

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

$26.5B as of Q2 2020, tracked across 2,948 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 Q2 2020?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2020 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 Q2 2020

Below Average(2.0 / 5.0)

$26.5B

AUM

2,948

Positions

266

New

Q2 2020

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

COMMONWEALTH EQUITY SERVICES, LLC manages $26.5B across 2948 positions as of Q2 2020. Top holdings: AAPL (4.2%), MSFT (2.0%), AMZN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q2 2020 Summary

Active quarter - 266 new positions, 132 exits, 1444 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $26.5B across 2948 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL4.23%

MSFT2.03%

AMZN1.99%

IVV1.88%

VEA1.77%

SPY1.67%

QQQ1.64%

IWF1.47%

USMV1.29%

VTI1.18%

Other1.02%

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

NVAX3Q held

NOVAVAX INC

Avg $4.87 · $777,688 est. P&L

Est. P&L

+1615.87%

BKD1Q held

BROOKDALE SR LIVING INC

Avg $2.76 · $127,119 est. P&L

Est. P&L

+443.12%

BLDP6Q held

BALLARD PWR SYS INC NEW

Avg $4.07 · $838,441 est. P&L

Est. P&L

+281.43%

Top Losers

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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 2948

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	3.1M	$1.1B	4.2%	—	$45.95	+90.76%	6 qtrssince 2019-Q1	Increased 59
MSFT MICROSOFT CORP	2.6M	$537.7M	2.0%	—	$124.02	+52.77%	6 qtrssince 2019-Q1	Increased 59
AMZN AMAZON COM INC	190,903	$526.7M	2.0%	—	$90.60	+47.93%	6 qtrssince 2019-Q1	Increased 50
IVVETF ISHARES TR	1.6M	$498.6M	1.9%	—	$260.06	+8.47%	6 qtrssince 2019-Q1	Increased 50
VEAETF VANGUARD TAX MANAGED INTL FD	12.1M	$470.2M	1.8%	—	$33.17	-1.80%	6 qtrssince 2019-Q1	Decreased 0
SPYUnit SPDR S&P 500 ETF TR	1.4M	$442.9M	1.7%	—	$257.78	+9.35%	6 qtrssince 2019-Q1	Increased 52
QQQUnit INVESCO QQQ TR	1.8M	$433.6M	1.6%	—	$178.33	+31.91%	6 qtrssince 2019-Q1	Increased 52
IWFETF ISHARES TR	2M	$390M	1.5%	—	$144.39	+26.20%	6 qtrssince 2019-Q1	Decreased 0
USMVETF ISHARES TR	5.7M	$342.9M	1.3%	—	$54.09	+1.15%	6 qtrssince 2019-Q1	Decreased 0
VTIETF VANGUARD INDEX FDS	2M	$313.9M	1.2%	—	$133.35	+6.92%	6 qtrssince 2019-Q1	Increased 50
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