Institutional investor · Portfolio as of Q2 2025
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $75.7M across 4248 positions as of Q2 2025. Top holdings: AAPL (3.1%), NVDA (2.6%), IVV (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 232 new positions, 156 exits, 0 increased. Top move: VEA (INCREASED, conviction 40). Portfolio: $76M across 4248 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