How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q2 2023, COMMONWEALTH EQUITY SERVICES, LLC holds 3,830 positions in their 13F portfolio.

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

AAPL at 4.8% of portfolio, worth $2.3B.

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

$49.2M as of Q2 2023, tracked across 3,830 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 2023?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2023 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 2023

Below Average(2.0 / 5.0)

$49.2M

AUM

3,830

Positions

220

New

Q2 2023

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

COMMONWEALTH EQUITY SERVICES, LLC manages $49.2M across 3830 positions as of Q2 2023. Top holdings: AAPL (4.8%), IVV (2.3%), MSFT (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q2 2023 Summary

Active quarter - 220 new positions, 163 exits, 1989 increased. Top move: AAPL (INCREASED, conviction 48). Portfolio: $49M across 3830 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL4.77%

IVV2.32%

MSFT2.30%

QQQ1.65%

SPY1.57%

AMZN1.38%

VEA1.30%

IWF1.17%

NVDA1.05%

VTI1.05%

Other1.05%

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

CATC18Q held

CAMBRIDGE BANCORP COM

Avg $0.39 · $2.5M est. P&L

Est. P&L

+273x

DXPE8Q held

DXP ENTERPRISES INC

Avg $30.25 · $1.1M est. P&L

Est. P&L

+364.36%

INSP18Q held

INSPIRE MED SYS INC

Avg $77.70 · $1.7M est. P&L

Est. P&L

+310.82%

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 3831

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	12.1M	$2.3B	4.8%	—	$96.90	+93.12%	18 qtrssince 2019-Q1	Increased 48
IVVETF ISHARES TR	2.6M	$1.1B	2.3%	—	$309.69	+37.30%	18 qtrssince 2019-Q1	Increased 46
MSFT MICROSOFT CORP	3.3M	$1.1B	2.3%	—	$153.27	+114.50%	18 qtrssince 2019-Q1	Increased 44
QQQUnit INVESCO QQQ TR	2.2M	$812M	1.7%	—	$216.11	+65.85%	18 qtrssince 2019-Q1	Increased 43
SPYUnit SPDR S&P 500 ETF TR	1.7M	$770.1M	1.6%	—	$287.63	+47.52%	18 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON COM INC	5.2M	$679.1M	1.4%	—	$108.72	+17.64%	18 qtrssince 2019-Q1	Increased 39
VEAETF VANGUARD TAX MANAGED INTL FD	13.8M	$639M	1.3%	—	$34.98	+19.63%	18 qtrssince 2019-Q1	Increased 40
IWFETF ISHARES TR	2.1M	$574.3M	1.2%	—	$152.12	+76.02%	18 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA CORP	1.2M	$518.2M	1.1%	—	$17.72	+130.22%	18 qtrssince 2019-Q1	Decreased 0
VTIETF VANGUARD INDEX FDS	2.4M	$518.1M	1.1%	—	$144.45	+45.98%	18 qtrssince 2019-Q1	Increased 38
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