Commonwealth Equity Services, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $60.2 Billion distributed in 4019 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.06B, Ishares Core S&P 500 ETF with a value of $1.47B, Microsoft Corp with a value of $1.47B, Nvidia Corp with a value of $1.12B, and Invesco Qqq Trust, Series 1 with a value of $1.1B.

Examining the 13F form we can see an increase of $5.59B in the current position value, from $54.6B to 60.2B.

Below you can find more details about Commonwealth Equity Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $60.2 Billion
ETFs: $34.1 Billion
Technology: $7.03 Billion
Financial Services: $3.65 Billion
Healthcare: $2.49 Billion
Consumer Cyclical: $2.49 Billion
Industrials: $2.1 Billion
Consumer Defensive: $1.67 Billion
Communication Services: $1.62 Billion
Other: $2.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4,019
  • Current Value $60.2 Billion
  • Prior Value $54.6 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 270 stocks
  • Additional Purchases 2,062 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,564 stocks
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