Institutional investor · Portfolio as of Q4 2022
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $41.6M across 3700 positions as of Q4 2022. Top holdings: AAPL (3.7%), IVV (2.1%), MSFT (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 229 new positions, 190 exits, 1734 increased. Top move: IVV (INCREASED, conviction 45). Portfolio: $42M across 3700 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