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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4087 檔
11.2%
As reported in its official Q4 2024 Form 13F filing, Commonwealth Equity Services, LLC's tracked investment portfolio stood at $79.5B with 4087 total positions.
In Q4 2024, Commonwealth Equity Services, LLC displayed an active expansion posture, initiating 6 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4087 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.07% | +0.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.10% | -1.28% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | -0.05% | +2.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.21% | +2.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | +0.11% | +2.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | -0.08% | +1.49% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.04% | +1.77% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | +0.03% | +0.14% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | +0.02% | +4.23% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | -0.01% | +3.22% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | +7.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.07% | -0.09% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.01% | +2.49% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.03% | +4.74% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | -0.02% | +2.40% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.06% | +2.67% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.70% | -0.02% | +9.49% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | -0.01% | +6.24% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.03% | +0.45% | |
| 20 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.58% | -0.02% | +2.82% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.04% | +2.50% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.56% | +0.07% | +10.07% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.01% | -0.68% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.03% | -1.52% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | +1.26% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | +0.01% | -4.20% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.02% | +206.65% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.07% | +6.18% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.52% | +0.02% | +5.26% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.05% | +3.61% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | — | +1.29% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.49% | +0.04% | +7.82% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.08% | +3.17% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.46% | +0.01% | +0.21% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.04% | +2.47% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.02% | +1.57% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.04% | +2.14% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.05% | +8.30% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.04% | +3.98% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.42% | +0.05% | +14.29% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | +1.91% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.41% | +0.01% | +3.76% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.13% | -1.74% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | — | +5.73% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.14% | -0.05% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | +0.08% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.38% | -0.03% | +15.98% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.08% | +1.10% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.02% | +0.23% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.04% | -2.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.2% | +1.77% | Add |
| 2 | NVDA | Nvidia CORP | +0.2% | +2.10% | Add |
| 3 | TSLA | Tesla Inc | +0.2% | -0.68% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | +0.67% | Add |
| 5 | AVGO | Broadcom Inc | +0.1% | +1.91% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.88% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.1% | +4.23% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.67% | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +10.07% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 12 | CCL1EUR | Carnival CORP LTD | +0.1% | +18.85% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.06% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.45% | Add |
| 15 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +87.82% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.20% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.52% | Trim |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | +0.14% | Add |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +15.98% | Add |
| 21 | IWY | Ishares Russell Top 200 Grow | 0% | +2.82% | Add |
| 22 | NFLX | Netflix Inc | 0% | +3.42% | Add |
| 23 | MSTR | Strategy Inc | 0% | +0.76% | Add |
| 24 | MTUM | Ishares Msci USA Momentum Fa | 0% | +62.02% | Add |
| 25 | FESM | Fidelity Enhanced Small Cap | 0% | +99.95% | Add |
| 26 | FELG | Fidelity Enh Lrg Cap Gwth | 0% | +107.83% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | +0.23% | Add |
| 28 | DGRO | Ishares Core Dividend Growth | 0% | +9.49% | Add |
| 29 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.61% | Add |
| 30 | WMT | Walmart Inc | 0% | +1.10% | Add |
| 31 | VONG | Vanguard Russell 1000 Growth | 0% | +7.36% | Add |
| 32 | CGDV | Cap Group Dividend Value | 0% | +14.29% | Add |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +20.35% | Add |
| 34 | FBND | Fidelity Total Bond ETF | 0% | +28.18% | Add |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +24.84% | Add |
| 36 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +19.35% | Add |
| 37 | JEPQ | JPM Nasdaq Equity Premium | 0% | +19.62% | Add |
| 38 | BIDD | Ishares International Divide | 0% | NEW | New buy |
| 39 | PYLD | Pimco Multisector Bond Actv | 0% | +558.98% | Add |
| 40 | CRM | Salesforce Inc | 0% | +0.92% | Add |
| 41 | MINT | Pimco Enhanced Short Maturit | 0% | +60.40% | Add |
| 42 | META | Meta Platforms Inc-class A | 0% | +6.18% | Add |
| 43 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.21% | Add |
| 44 | RDVY | First Trust Rising Dividend | 0% | +7.82% | Add |
| 45 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.30% | Add |
| 46 | VBK | Vanguard Small-cap Grwth ETF | 0% | +27.29% | Add |
| 47 | SDVY | First Trust Smid Cap Rising | 0% | +29.16% | Add |
| 48 | JEPI | Jpmorgan Equity Premium Inco | 0% | +12.55% | Add |
| 49 | FNCL | Fidelity Msci Financial Indx | 0% | +65.02% | Add |
| 50 | QQQM | Invesco Nasdaq 100 ETF | 0% | +9.98% | Add |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4087 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 11.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $56.6M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $49.9M
During Q4 2024, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (4.2%)、IVV (2.4%)、NVDA (2.4%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q4 2024, Commonwealth Equity Services, LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 133 positions, trimming 54 holdings, and fully liquidating 7 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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