CE

COMMONWEALTH EQUITY SERVICES, LLC

13F
COMMONWEALTH EQUITY SERVICES, LLC
Last update 2025-05-09 4167 Stocks (259 new)
Value $70.66 Bil Turnover 7 %
Countries:
Top Holdings: AAPL(3.76%)IVV(2.35%)NVDA(1.96%)MSFT(1.91%)QQQ(1.65%)
Summary Stock Picks Current Portfolio
COMMONWEALTH EQUITY SERVICES, ... Top Holdings of 2025-03-31 View Full List
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
+6.32%
-15.48%
3,153,550.3
Hardware
IVV
iShares Core S&P 500 ETF
2,959,199
1,662,770.0
+5.70%
2.350
+0.13%
0.300
+15.15%
+7.18%
622,640.3
 
NVDA
NVIDIA Corp
12,790,140
1,386,200.0
+4.98%
1.960
+0.09%
0.050
+42.47%
+21.31%
3,972,245.3
Semiconductors
MSFT
Microsoft Corp
3,597,918
1,350,620.0
+2.13%
1.910
+0.04%
0.050
+29.18%
+19.92%
3,742,360.2
Software
QQQ
INVESCO QQQ Trust
2,480,244
1,163,040.0
+2.27%
1.650
+0.04%
0.400
+19.50%
+9.09%
357,251.6
 
SPY
SPDR S&P 500 ETF Trust
1,961,649
1,097,330.0
-2.71%
1.550
-0.05%
0.190
+14.09%
+7.12%
641,836.6
 
AMZN
Amazon.com Inc
5,653,382
1,075,610.0
+7.21%
1.520
+0.10%
0.050
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
18,629,538
946,940.0
+13.82%
1.340
+0.16%
0.690
+17.74%
+21.36%
158,523.5
 
BRK.B
Berkshire Hathaway Inc
1,683,895
896,810.0
+6.78%
1.270
+0.08%
0.080
-8.15%
+5.65%
1,033,828.1
Insurance
IWF
iShares Russell 1000 Growth ETF
2,173,269
784,750.0
+3.58%
1.110
+0.04%
0.810
+20.02%
+7.00%
112,845.9
 

COMMONWEALTH EQUITY SERVICES, LLC's Historical Top Holdings Breakdowns

COMMONWEALTH EQUITY SERVICES, LLC's Top Stock Picks View Full List
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
$40.70
12.62%
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
$248.91
8.20%
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
$30.59
8.71%
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
$57.31
13.26%
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
$62.96
6.24%
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
$627.03
6.18%
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
$40.69
6.21%
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
$211.14
-8.86%
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
$184.71
3.87%
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
$307.50
5.84%
Add 11.96%
2,560,845
273,545

COMMONWEALTH EQUITY SERVICES, LLC Total Holding History ($B)

To

COMMONWEALTH EQUITY SERVICES, LLC's Asset Allocation

To

COMMONWEALTH EQUITY SERVICES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

COMMONWEALTH EQUITY SERVICES, LLC's Holdings Bubble Chart

COMMONWEALTH EQUITY SERVICES, LLC News

  • 1

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