Institutional investor · Portfolio as of Q1 2025
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $70.7M across 4172 positions as of Q1 2025. Top holdings: AAPL (3.8%), IVV (2.4%), NVDA (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 254 new positions, 169 exits, 2449 increased. Top move: AAPL (INCREASED, conviction 50). Portfolio: $71M across 4172 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