Commonwealth Equity Services, LLC Portfolio Holdings
Commonwealth Equity Services, LLC
- $68.4 Billion
- Q4 2024
Commonwealth Equity Services, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.4 Billion distributed in 4087 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.9B, Ishares Core S&P 500 ETF with a value of $1.65B, Nvidia Corp with a value of $1.64B, Microsoft Corp with a value of $1.48B, and Invesco Qqq Trust, Series 1 with a value of $1.24B.
Examining the 13F form we can see an increase of $2.43B in the current position value, from $66B to 68.4B.
Below you can find more details about Commonwealth Equity Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$68.4 Billion
ETFs: $38.1 Billion
Technology: $8.65 Billion
Financial Services: $3.97 Billion
Consumer Cyclical: $2.96 Billion
Industrials: $2.23 Billion
Healthcare: $2.23 Billion
Communication Services: $1.93 Billion
Consumer Defensive: $1.79 Billion
Other: $2.67 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 4,087
- Current Value $68.4 Billion
- Prior Value $66 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 238 stocks
- Additional Purchases 2,093 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,669 stocks