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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4248 檔
11.6%
At the close of Q2 2025, Commonwealth Equity Services, LLC disclosed equity holdings valued at approximately $79.5B, spread across 4248 reported holdings.
Commonwealth Equity Services, LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 93 positions.
Showing top 200 holdings (of 4248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.07% | -0.07% | -5.35% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | -0.05% | -0.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | +0.10% | -3.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.21% | -1.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.77% | +0.11% | -2.26% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.04% | -3.38% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.08% | -1.64% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | -0.01% | +0.56% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | +0.03% | -3.15% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | -0.39% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | -2.98% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.04% | +0.02% | -3.44% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | +0.01% | -4.47% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.02% | -0.96% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.03% | -0.97% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.03% | -5.24% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.67% | -0.02% | -1.09% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 0.67% | +0.07% | +6.49% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.07% | +3.45% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.06% | -6.42% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | -2.92% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | -0.01% | -10.97% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.05% | +1.88% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.51% | +0.05% | +6.21% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | +0.01% | -4.45% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | -0.04% | -8.92% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.02% | -2.31% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.08% | +2.32% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | +0.04% | -5.25% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.03% | -1.58% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.46% | +0.01% | +0.02% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.45% | -0.03% | +29.09% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.03% | +0.29% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | — | -3.63% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.05% | -0.97% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.04% | -1.66% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.02% | -11.06% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.41% | +0.02% | -9.53% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.01% | -0.91% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.13% | -13.30% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.01% | +0.15% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.38% | +0.01% | -2.79% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.13% | -1.52% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.38% | -0.07% | +3.85% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.02% | -5.46% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | -0.04% | -8.64% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.04% | -5.84% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.08% | -5.67% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.14% | -4.92% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | — | -2.47% |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4248 disclosed positions in Q2 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, NVDA, IVV) accounted for 11.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
BAI
市值: $16.7M
Top Position Liquidated / Trimmed
ABX
前期市值: $13.4M
During Q2 2025, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (3.1%)、NVDA (2.6%)、IVV (2.3%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q2 2025, Commonwealth Equity Services, LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 103 positions, trimming 93 holdings, and fully liquidating 1 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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