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 Market Cap. of Under $50 Millions
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