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 Market Cap. of $300 Millions to $2 Billions
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