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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4172 檔
10.3%
According to the latest 13F quarterly dataset, Commonwealth Equity Services, LLC managed an equity portfolio of $79.5B at the end of Q1 2025, spanning 4172 distinct U.S. exchange-listed positions.
In Q1 2025, Commonwealth Equity Services, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4172 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.07% | +3.15% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.10% | +5.70% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | -0.05% | +4.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.21% | +2.13% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.65% | +0.11% | +2.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.08% | -2.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.04% | +7.21% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | -0.01% | +13.82% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.07% | +6.78% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.03% | +3.58% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.03% | +5.13% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.01% | +11.96% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.02% | -3.59% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.03% | -2.18% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | -0.02% | +5.00% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.70% | -0.02% | +2.96% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | +5.32% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.06% | +7.19% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.01% | +2.02% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.10% | +5.07% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | +0.07% | +13.80% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | +0.01% | +6.25% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.04% | +6.32% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.02% | +2.79% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.07% | +4.14% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | +0.04% | +7.70% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.02% | +7.24% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.08% | +7.80% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | +0.05% | +15.16% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.13% | +16.49% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.04% | +6.12% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.05% | +4.35% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.05% | +6.27% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.03% | +4.28% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | +0.02% | -6.09% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | — | -3.22% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | +4.47% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.13% | +4.82% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.14% | +3.74% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.04% | +4.22% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | +0.02% | +34.05% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.02% | +4.09% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | +0.01% | +0.67% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.40% | +0.01% | +5.08% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | +0.79% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.07% | +18.87% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | +15.62% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | +3.28% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.08% | +3.14% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.03% | +1.67% |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4172 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 10.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $2.7B
During Q1 2025, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (3.8%)、IVV (2.4%)、NVDA (2.0%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q1 2025, Commonwealth Equity Services, LLC made 200 total portfolio adjustments, initiating 200 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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