Commonwealth Equity Services, LLC Portfolio Holdings
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
Commonwealth Equity Services, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $66 Billion distributed in 4055 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.68B, Ishares Core S&P 500 ETF with a value of $1.64B, Microsoft Corp with a value of $1.47B, Nvidia Corp with a value of $1.45B, and Invesco Qqq Trust, Series 1 with a value of $1.16B.
Examining the 13F form we can see an increase of $2.8B in the current position value, from $63.2B to 66B.
Below you can find more details about Commonwealth Equity Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$66 Billion
ETFs: $36.9 Billion
Technology: $8.12 Billion
Financial Services: $3.83 Billion
Consumer Cyclical: $2.61 Billion
Healthcare: $2.54 Billion
Industrials: $2.25 Billion
Consumer Defensive: $1.81 Billion
Communication Services: $1.77 Billion
Other: $2.9 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 4,055
- Current Value $66 Billion
- Prior Value $63.2 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 211 stocks
- Additional Purchases 1,750 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,993 stocks