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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4019 檔
9.1%
As reported in its official Q1 2024 Form 13F filing, Commonwealth Equity Services, LLC's tracked investment portfolio stood at $79.5B with 4019 total positions.
During Q1 2024, Commonwealth Equity Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 4019 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.42% | -0.07% | -0.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.21% | +1.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.10% | -0.88% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -0.05% | +0.23% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.83% | +0.11% | +0.21% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | -0.08% | -1.55% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.04% | +1.34% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.27% | -0.01% | +1.66% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | +0.03% | +0.81% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.07% | +3.56% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +0.01% | -2.02% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.03% | +3.91% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | +0.02% | +0.56% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.02% | +2.38% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.03% | -0.98% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | -0.01% | +4.45% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | -0.02% | +2.12% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.06% | +2.84% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | +0.01% | +0.91% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.04% | +399.52% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.03% | -0.34% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.02% | +7.05% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.56% | +0.02% | +4.09% | |
| 24 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.56% | -0.02% | +2.80% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.55% | +0.01% | +0.77% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.03% | +1.53% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.50% | +0.01% | +1.04% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.10% | +4.23% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | — | -0.11% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.02% | -0.39% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.13% | +2.46% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | +0.47% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.14% | -4.05% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.04% | +0.51% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.45% | +0.07% | +8.59% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.04% | +2.12% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.07% | +8.29% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | -0.38% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.05% | +6.21% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | -0.04% | +21.74% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | +0.04% | +10.91% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | -0.05% | -4.97% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.02% | +2.79% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.08% | +14.73% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | — | +1.25% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | +1.68% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.37% | -0.03% | +5.10% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.03% | +7.05% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.01% | +3.49% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.10% | +0.51% |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4019 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 9.1% of total reported equity market value during Q1 2024.
During Q1 2024, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (3.4%)、MSFT (2.4%)、IVV (2.4%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2024, Commonwealth Equity Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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