Top 50 Commonwealth Equity Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.17% | 8.96M | $2.27B | -7.13%(-687.03K) | $52.68(+467.37%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.41% | 2.64M | $1.72B | -3.19%(-86.89K) | $271.62(+174.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 9.08M | $1.58B | -7.47%(-732.94K) | $18.19(+1141.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.56% | 3.02M | $1.12B | -3.74%(-117.46K) | $163.93(+147.18%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.5% | 16.77M | $1.07B | -1.43%(-243.15K) | $44.14(+60.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.47% | 1.62M | $1.05B | -6.76%(-117.33K) | $329.34(+125.40%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.43% | 1.78M | $1.03B | -10.40%(-206.58K) | $196.81(+263.15%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.28% | 4.40M | $915.4M | -6.65%(-313.26K) | $102.55(+163.41%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.11% | 1.33M | $794.7M | -1.30%(-17.53K) | $338.62(+101.53%) | 2026-03-31 | |
| IWF | ISHARES TR | 1.02% | 1.72M | $733.1M | -5.33%(-96.77K) | $68.04(+82.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.34% | +69.97% |
| Top 20 Holdings Unweighted | +19.62% | +71.16% |
Sign up free to track Commonwealth Equity Services, Llc, compare funds side by side, and get alerts the moment positions change.