Institutional investor · Portfolio as of Q3 2025
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $77.2M across 4234 positions as of Q3 2025. Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Held steady with 4234 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $77M across 4234 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Funds with similar investing DNA
No holdings data available for 2025-Q3. This filer may not have filed for this period.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer