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COMMONWEALTH EQUITY SERVICES, LLC13F | |
| COMMONWEALTH EQUITY SERVICES, LLC | |
| Last update 2025-05-09 | 4167 Stocks (259 new) |
| Value $70.66 Bil | Turnover 7 % |
COMMONWEALTH EQUITY SERVICES, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 11,959,383 | 2,656,540.0 | +3.15% | 3.760 | +0.11% | 0.080 | -6.66% | -16.72% | 3,107,398.6 | Hardware | |
IVV | iShares Core S&P 500 ETF | 2,959,199 | 1,662,770.0 | +5.70% | 2.350 | +0.13% | 0.300 | +10.41% | +6.06% | 616,165.9 | ||
NVDA | NVIDIA Corp | 12,790,140 | 1,386,200.0 | +4.98% | 1.960 | +0.09% | 0.050 | +39.56% | +14.48% | 3,748,611.4 | Semiconductors | |
MSFT | Microsoft Corp | 3,597,918 | 1,350,620.0 | +2.13% | 1.910 | +0.04% | 0.050 | +28.97% | +17.18% | 3,656,960.2 | Software | |
QQQ | INVESCO QQQ Trust | 2,480,244 | 1,163,040.0 | +2.27% | 1.650 | +0.04% | 0.400 | +15.82% | +7.26% | 351,240.0 | ||
SPY | SPDR S&P 500 ETF Trust | 1,961,649 | 1,097,330.0 | -2.71% | 1.550 | -0.05% | 0.190 | +10.41% | +6.00% | 635,141.1 | ||
AMZN | Amazon.com Inc | 5,653,382 | 1,075,610.0 | +7.21% | 1.520 | +0.10% | 0.050 | +14.10% | -0.06% | 2,327,741.4 | Retail - Cyclical | |
VEA | Vanguard FTSE Developed Markets ETF | 18,629,538 | 946,940.0 | +13.82% | 1.340 | +0.16% | 0.690 | +12.48% | +20.54% | 151,070.1 | ||
BRK.B | Berkshire Hathaway Inc | 1,683,895 | 896,810.0 | +6.78% | 1.270 | +0.08% | 0.080 | -8.71% | +7.35% | 1,049,816.6 | Insurance | |
IWF | iShares Russell 1000 Growth ETF | 2,173,269 | 784,750.0 | +3.58% | 1.110 | +0.04% | 0.810 | +15.47% | +4.74% | 110,456.5 |
COMMONWEALTH EQUITY SERVICES, LLC's Historical Top Holdings Breakdowns
COMMONWEALTH EQUITY SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +0.26% | 33.84 ($36.14) 37.77 | $40.41 | 11.83% | Add 395.89% | 6,428,708 | 5,132,319 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Reduce Reduce | -0.24% | 210.19 ($230.05) 243.33 | $243.98 | 6.06% | Reduce -41.3% | 985,725 | -693,443 | |
FLCG |
Federated Hermes MDT Large Cap Growth ETF
Federated Hermes MDT Large Cap Growth ETF
| 2025-03-31 | New Buy New Buy | +0.23% | 25.69 ($28.14) 29.67 | $29.89 | 6.23% | New holding | 6,272,869 | 6,272,869 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.16% | 47.4 ($50.6) 52.99 | $56.92 | 12.50% | Add 13.82% | 18,629,538 | 2,261,959 | |
TRIO | MC Trio Equity Buffered ETF | 2025-03-31 | New Buy New Buy | +0.13% | 58.31 ($59.26) 60.04 | $62.56 | 5.56% | New holding | 1,600,532 | 1,600,532 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.13% | 554.06 ($590.51) 615.85 | $620.52 | 5.08% | Add 5.7% | 2,959,199 | 159,613 | |
PVAL | Putnam Focused Large Cap Value ETF | 2025-03-31 | Add Add | +0.13% | 36.8 ($38.31) 39.59 | $40.64 | 6.08% | Add 205.7% | 3,750,951 | 2,523,936 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.11% | 209.68 ($231.67) 247.1 | $208.05 | -10.20% | Add 3.15% | 11,959,383 | 365,395 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.11% | 169.43 ($177.82) 182.84 | $184.38 | 3.69% | Add 34.05% | 1,711,087 | 434,650 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.11% | 271.18 ($290.53) 303.12 | $304.21 | 4.71% | Add 11.96% | 2,560,845 | 273,545 |
COMMONWEALTH EQUITY SERVICES, LLC Total Holding History ($B)
COMMONWEALTH EQUITY SERVICES, LLC's Asset Allocation
COMMONWEALTH EQUITY SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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COMMONWEALTH EQUITY SERVICES, LLC's Hypothetical Growth since 2025-03-31
COMMONWEALTH EQUITY SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
COMMONWEALTH EQUITY SERVICES, LLC's Holdings Heat Map
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COMMONWEALTH EQUITY SERVICES, LLC's Holdings Bubble Chart
COMMONWEALTH EQUITY SERVICES, LLC News
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