Commonwealth Equity Services, LLC Portfolio Holdings

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025

Commonwealth Equity Services, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $75.7 Billion distributed in 4248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.32B, Nvidia Corp with a value of $2B, Ishares Core S&P 500 ETF with a value of $1.77B, Microsoft Corp with a value of $1.77B, and Invesco Qqq Trust, Series 1 with a value of $1.34B.

Examining the 13F form we can see an increase of $5.05B in the current position value, from $70.7B to 75.7B.

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

Portfolio value $75.7 Billion
ETFs: $41.9 Billion
Technology: $9.23 Billion
Financial Services: $4.31 Billion
Consumer Cyclical: $2.92 Billion
Industrials: $2.41 Billion
Healthcare: $2.22 Billion
Communication Services: $2.16 Billion
Consumer Defensive: $1.85 Billion
Other: $2.74 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.77 Billion 2.34% of portfolio
2,855,635
Q2 2025 Reduced 3.5%
$0
$1.34 Billion 1.77% of portfolio
2,424,153
Q2 2025 Reduced 2.26%
$0
$1.19 Billion 1.57% of portfolio
1,929,406
Q2 2025 Reduced 1.64%
$0
$1.07 Billion 1.41% of portfolio
18,733,723
Q2 2025 Added 0.56%
$0
$894 Million 1.18% of portfolio
2,104,704
Q2 2025 Reduced 3.15%
$0
$855 Million 1.13% of portfolio
1,504,556
Q2 2025 Reduced 0.39%
$0
$786 Million 1.04% of portfolio
1,792,600
Q2 2025 Reduced 3.44%
$0
$744 Million 0.98% of portfolio
2,446,455
Q2 2025 Reduced 4.47%
$0
$612 Million 0.81% of portfolio
2,992,420
Q2 2025 Reduced 0.96%
$0
$601 Million 0.79% of portfolio
3,401,789
Q2 2025 Reduced 0.97%
$0
$506 Million 0.67% of portfolio
12,435,851
Q2 2025 Added 6.49%
$0
$506 Million 0.67% of portfolio
7,909,389
Q2 2025 Reduced 1.09%
$0
$407 Million 0.54% of portfolio
3,725,028
Q2 2025 Reduced 10.97%
$0
$396 Million 0.52% of portfolio
3,599,847
Q2 2025 Added 1.88%
$0
$390 Million 0.51% of portfolio
9,864,666
Q2 2025 Added 6.21%
$0
$388 Million 0.51% of portfolio
1,996,421
Q2 2025 Reduced 4.45%
$0
$361 Million 0.48% of portfolio
5,755,413
Q2 2025 Reduced 5.25%
$0
$363 Million 0.48% of portfolio
1,984,988
Q2 2025 Added 2.32%
$0
$365 Million 0.48% of portfolio
7,381,487
Q2 2025 Reduced 2.31%
$0
$346 Million 0.46% of portfolio
2,498,366
Q2 2025 Added 0.02%
$0
$342 Million 0.45% of portfolio
10,750,500
Q2 2025 Added 29.09%
$0
$331 Million 0.44% of portfolio
1,184,471
Q2 2025 Reduced 3.63%
$0
$329 Million 0.43% of portfolio
2,466,280
Q2 2025 Reduced 0.97%
$0
$320 Million 0.42% of portfolio
3,059,268
Q2 2025 Reduced 1.66%
$0
$318 Million 0.42% of portfolio
12,003,126
Q2 2025 Reduced 11.06%
$0
$313 Million 0.41% of portfolio
8,735,571
Q2 2025 Reduced 9.53%
$115B
$302 Million 0.4% of portfolio
989,876
Q2 2025 Reduced 13.3%
$0
$298 Million 0.39% of portfolio
3,566,216
Q2 2025 Added 0.15%
$0
$290 Million 0.38% of portfolio
2,194,504
Q2 2025 Reduced 2.79%
$0
$289 Million 0.38% of portfolio
5,091,909
Q2 2025 Added 3.85%
$0
$282 Million 0.37% of portfolio
5,116,878
Q2 2025 Reduced 8.64%
$0
$260 Million 0.34% of portfolio
1,099,191
Q2 2025 Reduced 2.47%
$0
$256 Million 0.34% of portfolio
2,342,774
Q2 2025 Added 1.8%
$0
$246 Million 0.33% of portfolio
6,077,404
Q2 2025 Reduced 5.46%
$0
$246 Million 0.33% of portfolio
3,127,945
Q2 2025 Added 0.54%
$0
$244 Million 0.32% of portfolio
1,343,710
Q2 2025 Reduced 21.47%
$58B
$240 Million 0.32% of portfolio
3,847,359
Q2 2025 Reduced 0.06%
$0
$236 Million 0.31% of portfolio
1,040,109
Q2 2025 Added 20.89%
$0
$231 Million 0.31% of portfolio
937,852
Q2 2025 Reduced 4.86%
$0
$231 Million 0.3% of portfolio
911,498
Q2 2025 Reduced 3.03%
$0
$216 Million 0.29% of portfolio
1,602,451
Q2 2025 Reduced 1.46%
$0
$217 Million 0.29% of portfolio
1,112,628
Q2 2025 Reduced 0.57%
$0
$207 Million 0.27% of portfolio
2,202,341
Q2 2025 Added 0.77%
$0
$191 Million 0.25% of portfolio
1,920,386
Q2 2025 Reduced 15.83%
$0
$186 Million 0.25% of portfolio
2,241,726
Q2 2025 Added 30.88%
$0
$179 Million 0.24% of portfolio
1,189,933
Q2 2025 Reduced 16.13%
$0
$174 Million 0.23% of portfolio
3,196,272
Q2 2025 Added 19.32%
$0
$174 Million 0.23% of portfolio
3,348,866
Q2 2025 Reduced 2.61%
$0
$175 Million 0.23% of portfolio
4,356,644
Q2 2025 Added 16.15%

Summary

  • Portfolio
  • No. of Stocks 4,248
  • Current Value $75.7 Billion
  • Prior Value $70.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 234 stocks
  • Additional Purchases 2,007 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,926 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