How many stocks does COMMONWEALTH EQUITY SERVICES, LLC own?

As of Q4 2023, COMMONWEALTH EQUITY SERVICES, LLC holds 3,900 positions in their 13F portfolio.

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

AAPL at 4.2% of portfolio, worth $2.3B.

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

$54.6M as of Q4 2023, tracked across 3,900 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 2023?

View COMMONWEALTH EQUITY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 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 Q4 2023

Below Average(2.0 / 5.0)

$54.6M

AUM

3,900

Positions

260

New

Q4 2023

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

COMMONWEALTH EQUITY SERVICES, LLC manages $54.6M across 3900 positions as of Q4 2023. Top holdings: AAPL (4.2%), IVV (2.5%), MSFT (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.

Q4 2023 Summary

Active quarter - 260 new positions, 183 exits, 1843 increased. Top move: AAPL (INCREASED, conviction 48). Portfolio: $55M across 3900 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL4.25%

IVV2.47%

MSFT2.38%

QQQ1.86%

SPY1.67%

AMZN1.44%

VEA1.31%

IWF1.17%

NVDA1.12%

VTI1.06%

Other1.04%

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+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CATC20Q held

CAMBRIDGE BANCORP COM

Avg $0.68 · $3.2M est. P&L

Est. P&L

+206x

NUGT2Q held

DIREXION SHS ETF TR

Avg $28.87 · $5.4M est. P&L

Est. P&L

+788.01%

DBVT6Q held

DBV TECHNOLOGIES S A

Avg $3.51 · $328,328 est. P&L

Est. P&L

+523.95%

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 3900

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	12M	$2.3B	4.2%	—	$97.06	+96.33%	20 qtrssince 2019-Q1	Increased 48
IVVETF ISHARES TR	2.8M	$1.3B	2.5%	—	$321.03	+44.92%	20 qtrssince 2019-Q1	Increased 45
MSFT MICROSOFT CORP	3.4M	$1.3B	2.4%	—	$160.77	+130.46%	20 qtrssince 2019-Q1	Increased 45
QQQUnit INVESCO QQQ TR	2.5M	$1B	1.9%	—	$234.86	+72.46%	20 qtrssince 2019-Q1	Increased 42
SPYUnit SPDR S&P 500 ETF TR	1.9M	$912.2M	1.7%	—	$303.16	+53.00%	20 qtrssince 2019-Q1	Increased 42
AMZN AMAZON COM INC	5.2M	$784.5M	1.4%	—	$108.90	+39.52%	20 qtrssince 2019-Q1	Increased 39
VEAETF VANGUARD TAX MANAGED INTL FD	15M	$717.6M	1.3%	—	$35.44	+26.43%	20 qtrssince 2019-Q1	Increased 39
IWFETF ISHARES TR	2.1M	$641.1M	1.2%	—	$155.49	+93.23%	20 qtrssince 2019-Q1	Increased 39
NVDA NVIDIA CORP	1.2M	$611.7M	1.1%	—	$18.71	+164.55%	20 qtrssince 2019-Q1	Increased 40
VTIETF VANGUARD INDEX FDS	2.4M	$580.2M	1.1%	—	$147.46	+56.82%	20 qtrssince 2019-Q1	Increased 39
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