Commonwealth Equity Services, LLC Portfolio Holdings

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025

Commonwealth Equity Services, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $77.2 Billion distributed in 4234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.69B, Nvidia Corp with a value of $2.05B, Ishares Core S&P 500 ETF with a value of $1.9B, Microsoft Corp with a value of $1.74B, and Invesco Qqq Trust, Series 1 with a value of $1.36B.

Examining the 13F form we can see an increase of $1.5B in the current position value, from $75.7B to 77.2B.

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

Portfolio value $77.2 Billion
ETFs: $42.5 Billion
Technology: $9.73 Billion
Financial Services: $4.24 Billion
Consumer Cyclical: $3.05 Billion
Industrials: $2.4 Billion
Communication Services: $2.25 Billion
Healthcare: $2.19 Billion
Consumer Defensive: $1.66 Billion
Other: $2.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$2.69 Billion 3.49% of portfolio
10,572,429
Q3 2025 Reduced 6.6%
$451B
$2.05 Billion 2.66% of portfolio
10,995,345
Q3 2025 Reduced 13.18%
$0
$1.9 Billion 2.47% of portfolio
2,846,025
Q3 2025 Reduced 0.34%
$3.86T
$1.74 Billion 2.25% of portfolio
3,360,507
Q3 2025 Reduced 5.37%
$0
$1.36 Billion 1.77% of portfolio
2,272,321
Q3 2025 Reduced 6.26%
$0
$1.22 Billion 1.58% of portfolio
1,835,700
Q3 2025 Reduced 4.86%
$2.26T
$1.17 Billion 1.52% of portfolio
5,342,389
Q3 2025 Reduced 2.2%
$0
$1.05 Billion 1.35% of portfolio
17,455,979
Q3 2025 Reduced 6.82%
$0
$937 Million 1.21% of portfolio
2,001,110
Q3 2025 Reduced 4.92%
$0
$831 Million 1.08% of portfolio
1,357,294
Q3 2025 Reduced 9.79%
$0
$837 Million 1.08% of portfolio
2,551,323
Q3 2025 Added 4.29%
$0
$821 Million 1.06% of portfolio
1,711,815
Q3 2025 Reduced 4.51%
$646B
$804 Million 1.04% of portfolio
1,598,314
Q3 2025 Reduced 2.17%
$0
$613 Million 0.79% of portfolio
3,284,635
Q3 2025 Reduced 3.44%
$0
$612 Million 0.79% of portfolio
2,838,005
Q3 2025 Reduced 5.16%
$1.5T
$600 Million 0.78% of portfolio
2,467,049
Q3 2025 Reduced 8.21%
$0
$514 Million 0.67% of portfolio
7,555,609
Q3 2025 Reduced 4.47%
$871B
$510 Million 0.66% of portfolio
1,617,468
Q3 2025 Reduced 8.23%
$0
$461 Million 0.6% of portfolio
10,957,728
Q3 2025 Added 11.08%
$1.53T
$457 Million 0.59% of portfolio
1,875,908
Q3 2025 Reduced 6.75%
$1.65T
$436 Million 0.56% of portfolio
593,570
Q3 2025 Reduced 9.92%
$0
$410 Million 0.53% of portfolio
3,446,499
Q3 2025 Reduced 7.48%
$1.4T
$395 Million 0.51% of portfolio
887,720
Q3 2025 Reduced 7.44%
$0
$389 Million 0.5% of portfolio
3,220,554
Q3 2025 Reduced 10.54%
$0
$388 Million 0.5% of portfolio
7,159,068
Q3 2025 Reduced 3.01%
$0
$381 Million 0.49% of portfolio
11,413,499
Q3 2025 Added 6.17%
$0
$378 Million 0.49% of portfolio
5,796,032
Q3 2025 Reduced 4.03%
$0
$379 Million 0.49% of portfolio
1,861,320
Q3 2025 Reduced 6.77%
$139B
$372 Million 0.48% of portfolio
1,128,979
Q3 2025 Reduced 6.6%
$0
$371 Million 0.48% of portfolio
5,518,630
Q3 2025 Reduced 4.11%
$415B
$349 Million 0.45% of portfolio
377,451
Q3 2025 Reduced 9.02%
$0
$341 Million 0.44% of portfolio
2,392,379
Q3 2025 Reduced 4.24%
$0
$339 Million 0.44% of portfolio
1,153,384
Q3 2025 Reduced 2.62%
$0
$333 Million 0.43% of portfolio
8,634,946
Q3 2025 Reduced 1.15%
$0
$334 Million 0.43% of portfolio
2,372,325
Q3 2025 Reduced 3.81%
$0
$325 Million 0.42% of portfolio
11,921,137
Q3 2025 Reduced 0.68%
$130B
$326 Million 0.42% of portfolio
916,842
Q3 2025 Reduced 7.38%
$0
$317 Million 0.41% of portfolio
1,629,012
Q3 2025 Reduced 17.93%
$0
$307 Million 0.4% of portfolio
3,515,790
Q3 2025 Reduced 1.41%
$0
$303 Million 0.39% of portfolio
2,848,492
Q3 2025 Reduced 6.89%
$356B
$302 Million 0.39% of portfolio
1,655,215
Q3 2025 Reduced 5.69%
$0
$290 Million 0.38% of portfolio
2,073,188
Q3 2025 Reduced 5.53%
$760B
$269 Million 0.35% of portfolio
353,144
Q3 2025 Reduced 4.94%
$0
$269 Million 0.35% of portfolio
1,087,105
Q3 2025 Added 4.52%
$0
$272 Million 0.35% of portfolio
4,756,077
Q3 2025 Reduced 6.6%
$502B
$270 Million 0.35% of portfolio
1,456,361
Q3 2025 Reduced 8.96%
$0
$267 Million 0.35% of portfolio
1,050,178
Q3 2025 Reduced 4.46%
$409B
$262 Million 0.34% of portfolio
1,130,248
Q3 2025 Reduced 6.19%
$0
$260 Million 0.34% of portfolio
921,311
Q3 2025 Added 1.08%

Summary

  • Portfolio
  • No. of Stocks 4,234
  • Current Value $77.2 Billion
  • Prior Value $75.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 229 stocks
  • Additional Purchases 1,554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2,388 stocks
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email