Commonwealth Equity Services, LLC Portfolio Holdings

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025

Commonwealth Equity Services, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $70.7 Billion distributed in 4172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.66B, Ishares Core S&P 500 ETF with a value of $1.66B, Nvidia Corp with a value of $1.39B, Microsoft Corp with a value of $1.35B, and Invesco Qqq Trust, Series 1 with a value of $1.16B.

Examining the 13F form we can see an increase of $2.25B in the current position value, from $68.4B to 70.7B.

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

Portfolio value $70.7 Billion
ETFs: $39.4 Billion
Technology: $7.88 Billion
Financial Services: $4.32 Billion
Consumer Cyclical: $2.7 Billion
Healthcare: $2.48 Billion
Industrials: $2.22 Billion
Consumer Defensive: $1.92 Billion
Communication Services: $1.91 Billion
Other: $2.96 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.9B
$24.8 Million 0.04% of portfolio
708,867
Q1 2025 Added 48.03%
$76.4B
$31.3 Million 0.04% of portfolio
123,280
Q1 2025 Added 2.99%
$54B
$31.4 Million 0.04% of portfolio
1,690,838
Q1 2025 Added 3.52%
-
$28.7 Million 0.04% of portfolio
-
Q1 2025 Added 36.26%
$79.5B
$25.2 Million 0.04% of portfolio
114,099
Q1 2025 Added 5.12%
$30.3B
$27.1 Million 0.04% of portfolio
452,844
Q1 2025 Added 7.76%
$25.7B
$25.1 Million 0.04% of portfolio
906,791
Q1 2025 Added 6.76%
-
$25.2 Million 0.04% of portfolio
-
Q1 2025 Added 7.31%
$95.7B
$31 Million 0.04% of portfolio
1,363,328
Q1 2025 Reduced 1.4%
$212B
$24.9 Million 0.04% of portfolio
40,629
Q1 2025 Reduced 4.44%
$63.7B
$25.7 Million 0.04% of portfolio
901,679
Q1 2025 Added 2.14%
$91.8B
$25.5 Million 0.04% of portfolio
106,991
Q1 2025 Reduced 12.66%
$92.7B
$30.7 Million 0.04% of portfolio
452,496
Q1 2025 Reduced 1.15%
$60.9B
$28.7 Million 0.04% of portfolio
121,337
Q1 2025 Reduced 3.76%
$156B
$26.3 Million 0.04% of portfolio
379,271
Q1 2025 Reduced 7.23%
$91.5B
$27.5 Million 0.04% of portfolio
45,321
Q1 2025 Added 2.91%
$145B
$25 Million 0.04% of portfolio
88,235
Q1 2025 Added 15.78%
$39.6B
$27.1 Million 0.04% of portfolio
104,962
Q1 2025 Reduced 7.4%
$173B
$26.3 Million 0.04% of portfolio
51,833
Q1 2025 Added 0.69%
$169B
$28.7 Million 0.04% of portfolio
366,258
Q1 2025 Reduced 5.59%
$256B
$27.9 Million 0.04% of portfolio
381,127
Q1 2025 Added 3.56%
$102B
$25.7 Million 0.04% of portfolio
76,396
Q1 2025 Added 6.67%
$59.9B
$26.4 Million 0.04% of portfolio
99,642
Q1 2025 Reduced 5.61%
$60.6B
$28.3 Million 0.04% of portfolio
687,585
Q1 2025 Added 2.12%
$155B
$26.3 Million 0.04% of portfolio
441,744
Q1 2025 Added 2.02%
$69.9B
$31.1 Million 0.04% of portfolio
735,758
Q1 2025 Added 5.38%
$57.4B
$25.7 Million 0.04% of portfolio
194,469
Q1 2025 Reduced 8.57%
$72.9B
$25.7 Million 0.04% of portfolio
155,783
Q1 2025 Added 13.78%
$53B
$21.3 Million 0.03% of portfolio
103,069
Q1 2025 Added 0.47%
$57.5B
$24 Million 0.03% of portfolio
49,501
Q1 2025 Added 7.89%
$50.5B
$19.8 Million 0.03% of portfolio
86,497
Q1 2025 Reduced 0.3%
$30.3B
$19.5 Million 0.03% of portfolio
359,608
Q1 2025 Added 47.77%
$229B
$20.2 Million 0.03% of portfolio
4,380
Q1 2025 Added 0.02%
$98.4B
$19.1 Million 0.03% of portfolio
565,990
Q1 2025 Reduced 2.0%
$30.5B
$21.4 Million 0.03% of portfolio
171,763
Q1 2025 Added 1.73%
$64.1B
$21.1 Million 0.03% of portfolio
332,956
Q1 2025 Added 0.27%
$22B
$19.5 Million 0.03% of portfolio
94,996
Q1 2025 Reduced 0.67%
$99.6B
$21.1 Million 0.03% of portfolio
79,569
Q1 2025 Added 18.13%
$74.1B
$24.5 Million 0.03% of portfolio
261,739
Q1 2025 Added 2.23%
$26.5B
$22.6 Million 0.03% of portfolio
123,405
Q1 2025 Added 5.78%
$20.2B
$19 Million 0.03% of portfolio
657,641
Q1 2025 Reduced 6.9%
$71.4B
$24.7 Million 0.03% of portfolio
840,086
Q1 2025 Reduced 0.24%
$48B
$20.4 Million 0.03% of portfolio
65,027
Q1 2025 Reduced 6.53%
$40.4B
$20.9 Million 0.03% of portfolio
210,611
Q1 2025 Reduced 2.38%
$37.3B
$20.6 Million 0.03% of portfolio
472,729
Q1 2025 Reduced 1.37%
$37.5B
$18.4 Million 0.03% of portfolio
246,196
Q1 2025 Added 1.08%
$83.5B
$23.4 Million 0.03% of portfolio
53,772
Q1 2025 Added 6.31%
$25.8B
$23.1 Million 0.03% of portfolio
298,036
Q1 2025 Reduced 1.12%
$4.15B
$20.7 Million 0.03% of portfolio
507,770
Q1 2025 Reduced 4.42%

Summary

  • Portfolio
  • No. of Stocks 4,172
  • Current Value $70.7 Billion
  • Prior Value $68.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 256 stocks
  • Additional Purchases 2,449 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,381 stocks
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