Institutional investor · Portfolio as of Q2 2024
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $63.2M across 4033 positions as of Q2 2024. Top holdings: AAPL (4.0%), MSFT (2.5%), NVDA (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 208 new positions, 194 exits, 2047 increased. Top move: NVDA (INCREASED, conviction 71). Portfolio: $63M across 4033 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