Commonwealth Equity Services, LLC Top Holdings and 13F Report (2025) About Commonwealth Equity Services, LLCInvestment ActivityCommonwealth Equity Services, LLC has $68.40 million in total holdings as of December 31, 2024.Commonwealth Equity Services, LLC owns shares of 4,087 different stocks, but just 405 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $2,903,366iShares Core S&P 500 ETF $1,648,060NVIDIA $1,636,089Microsoft $1,484,920Invesco QQQ $1,239,886 Sector AllocationMap of 500 Largest Holdings ofCommonwealth Equity Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$2,903,36611,593,9884.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,648,0602,799,5862.4%ETFNVDANVIDIA$1,636,08912,183,2552.4%Computer and TechnologyMSFTMicrosoft$1,484,9203,522,9432.2%Computer and TechnologyQQQInvesco QQQ$1,239,8862,425,3001.8%FinanceSPYSPDR S&P 500 ETF Trust$1,181,7502,016,3621.7%FinanceAMZNAmazon.com$1,156,9135,273,3161.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$842,6122,098,2421.2%ETFVUGVanguard Growth ETF$790,3171,925,5361.2%ETFVEAVanguard FTSE Developed Markets ETF$782,69816,367,5791.1%ETFVOOVanguard S&P 500 ETF$774,1391,436,7581.1%ETFBRK.BBerkshire Hathaway$714,7791,576,9051.0%FinanceVTIVanguard Total Stock Market ETF$662,8832,287,3001.0%ETFVTVVanguard Value ETF$594,4783,511,3860.9%ETFVIGVanguard Dividend Appreciation ETF$563,4762,877,3750.8%ETFGOOGLAlphabet$507,2072,679,3830.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$476,3997,766,5390.7%ETFIJRiShares Core S&P Small-Cap ETF$472,5684,101,4400.7%ETFJPMJPMorgan Chase & Co.$423,3381,766,0410.6%FinanceIWYiShares Russell Top 200 Growth ETF$395,0581,679,1680.6%ETFIJHiShares Core S&P Mid-Cap ETF$388,5966,236,4930.6%ETFCGGRCapital Group Growth ETF$381,42910,261,7560.6%ETFTSLATesla$374,887928,3050.5%Auto/Tires/TrucksGOOGAlphabet$373,2801,960,0910.5%Computer and TechnologyCOSTCostco Wholesale$372,697406,7550.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$364,0701,966,5620.5%ETFSCHDSchwab US Dividend Equity ETF$358,72713,130,5600.5%ETFMETAMeta Platforms$358,104611,6100.5%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$355,67810,282,6710.5%ETFIVWiShares S&P 500 Growth ETF$343,7893,386,0820.5%ETFVOVanguard Mid-Cap ETF$335,4441,269,9960.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$333,5505,640,0030.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$320,4731,799,6040.5%ETFIWPiShares Russell Mid-Cap Growth ETF$314,4862,481,1550.5%ETFMUBiShares National Muni Bond ETF$312,3652,931,6260.5%ETFVWOVanguard FTSE Emerging Markets ETF$310,3147,046,1810.5%ETFCOWZPacer US Cash Cows 100 ETF$303,5435,374,3530.4%ETFVYMVanguard High Dividend Yield ETF$299,0132,343,5450.4%ETFPGProcter & Gamble$297,9121,776,9900.4%Consumer StaplesCGDVCapital Group Dividend Value ETF$284,3758,065,0810.4%ETFAVGOBroadcom$281,0301,212,1710.4%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$277,8612,148,3010.4%ETFLLYEli Lilly and Company$277,824359,8760.4%MedicalVBVanguard Small-Cap ETF$270,1471,124,3000.4%ETFXOMExxon Mobil$268,3622,494,7680.4%Oils/EnergyHDHome Depot$266,555685,2490.4%Retail/WholesaleBUFRFT Vest Laddered Buffer ETF$261,8238,592,8080.4%ETFWMTWalmart$255,7382,830,5290.4%Retail/WholesaleVVisa$255,617808,8140.4%Business ServicesJNJJohnson & Johnson$242,6381,677,7640.4%MedicalJEPIJPMorgan Equity Premium Income ETF$237,3034,124,8620.3%ETFGLDSPDR Gold Shares$237,303980,0650.3%FinanceBSVVanguard Short-Term Bond ETF$231,2992,993,3920.3%ETFVONGVanguard Russell 1000 Growth ETF$227,8892,206,0930.3%ETFRSPInvesco S&P 500 Equal Weight ETF$223,6701,276,4370.3%ETFXLKTechnology Select Sector SPDR Fund$219,679944,7730.3%ETFABBVAbbVie$217,4211,223,5260.3%MedicalIEFAiShares Core MSCI EAFE ETF$216,4543,079,8750.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$205,0531,594,2520.3%ETFMOATVanEck Morningstar Wide Moat ETF$203,5732,195,4500.3%ETFNEENextEra Energy$192,4262,684,1370.3%UtilitiesIVEiShares S&P 500 Value ETF$190,700999,0590.3%ETFCVXChevron$190,3191,313,9970.3%Oils/EnergyIUSGiShares Core S&P U.S. Growth ETF$189,1811,357,5960.3%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$188,8202,126,5940.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$179,9701,857,2770.3%FinanceVZVerizon Communications$178,3974,461,0280.3%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$177,2194,159,0910.3%ETFIWMiShares Russell 2000 ETF$172,349780,0020.3%FinanceFVFirst Trust Dorsey Wright Focus 5 ETF$168,2872,849,4210.2%ManufacturingMCDMcDonald's$167,503577,8150.2%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$160,7291,840,4820.2%ETFIAUiShares Gold Trust$160,3173,238,0780.2%FinanceIUSBiShares Core Total USD Bond Market ETF$160,1193,542,4460.2%ManufacturingCATCaterpillar$157,719434,7740.2%Industrial ProductsIBMInternational Business Machines$156,490711,8670.2%Computer and TechnologyFDVVFidelity High Dividend ETF$155,5143,114,0140.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$155,0792,999,6000.2%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$151,3161,721,4520.2%ETFIWNiShares Russell 2000 Value ETF$151,037920,0070.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$149,8206,026,5460.2%ETFMRKMerck & Co., Inc.$149,7491,505,3180.2%MedicalUNHUnitedHealth Group$149,341295,2210.2%MedicalSDYSPDR S&P Dividend ETF$145,8311,103,9450.2%ETFMAMastercard$145,224275,7920.2%Business ServicesFTECFidelity MSCI Information Technology Index ETF$144,476781,4590.2%ETFBNDVanguard Total Bond Market ETF$143,8552,000,4820.2%ETFIWOiShares Russell 2000 Growth ETF$143,441498,3690.2%ETFIUSViShares Core S&P U.S. Value ETF$141,9901,533,5320.2%ManufacturingVBRVanguard Small-Cap Value ETF$141,628714,6440.2%ETFVGTVanguard Information Technology ETF$139,452224,2720.2%ETFIYWiShares U.S. Technology ETF$139,278873,1050.2%ManufacturingFBNDFidelity Total Bond ETF$136,8363,049,6070.2%ETFQQQMInvesco NASDAQ 100 ETF$133,564634,6590.2%ETFFTCSFirst Trust Capital Strength ETF$133,5541,520,7730.2%ETFNFLXNetflix$132,135148,2470.2%Consumer DiscretionaryPEPPepsiCo$130,936861,0820.2%Consumer StaplesBACBank of America$130,5502,970,4110.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$129,4841,613,1080.2%ETFBXBlackstone$123,508716,3190.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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