Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Commonwealth Equity Services

Latest statistics and disclosures from Commonwealth Equity Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, MSFT, NVDA, QQQ, and represent 12.73% of Commonwealth Equity Services's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$184M), AHR (+$41M), CGDV (+$41M), QUAL (+$40M), RDVY (+$35M), TLT (+$35M), MSTR (+$34M), FBND (+$31M), BLV (+$27M), FBCG (+$27M).
Started 211 new stock positions in BKCH, HTUS, STXK, First Tr Exchng Traded Fd Vi, TUGN, FIGS, Innovator Etfs Trust, ESAB, CTCX, TDC.
Reduced shares in these 10 stocks: AAPL (-$110M), QQQ (-$84M), DWUS (-$75M), VTI (-$66M), NVDA (-$65M), DWAW (-$61M), BRK.B (-$52M), MSFT (-$46M), IWF (-$45M), AMZN (-$35M).
Sold out of its positions in AIR, ACMR, ACES, FAX, AADR, ATSG, AKLI, ALG, ALLK, BIRD.
Commonwealth Equity Services was a net seller of stock by $-582M.
Commonwealth Equity Services has $66B in assets under management (AUM), dropping by 4.43%.
Central Index Key (CIK): 0000312272

Tip: Access up to 7 years of quarterly data

Positions held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Commonwealth Equity Services

Commonwealth Equity Services holds 4055 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Commonwealth Equity Services has 4055 total positions. Only the first 250 positions are shown.

Sign up to view all of the Commonwealth Equity Services Sept. 30, 2024 positions
Download the Commonwealth Equity Services September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.1	$2.7B	-3%	12M	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$1.6B		2.8M	576.82	View chart
Microsoft Corporation (MSFT)	2.2	$1.5B	-3%	3.4M	430.30	View chart
NVIDIA Corporation (NVDA)	2.2	$1.4B	-4%	12M	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$1.2B	-6%	2.4M	488.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$1.1B		2.0M	573.76	View chart
Amazon (AMZN)	1.5	$965M	-3%	5.2M	186.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$837M		16M	52.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$787M	-5%	2.1M	375.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$726M	-6%	1.6M	460.26	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$709M		1.8M	383.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$708M		1.3M	527.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$632M	-9%	2.2M	283.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$585M	+3%	3.4M	174.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$557M		2.8M	198.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$452M		3.9M	116.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$445M		7.1M	62.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$433M	-2%	2.6M	165.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$390M	-2%	2.1M	189.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$379M	-5%	6.1M	62.32	View chart
JPMorgan Chase & Co. (JPM)	0.6	$371M	-3%	1.8M	210.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$362M	+7%	4.3M	84.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$359M	-4%	1.6M	220.05	View chart
Costco Wholesale Corporation (COST)	0.5	$356M	-2%	402k	886.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$335M		9.8M	34.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$333M		2.0M	167.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$332M	-3%	6.9M	47.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$331M	+2%	1.3M	263.83	View chart
Meta Platforms Cl A (META)	0.5	$330M		576k	572.44	View chart
Eli Lilly & Co. (LLY)	0.5	$325M		366k	885.94	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$324M	+4%	9.3M	34.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$313M	-2%	3.3M	95.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$313M	+14%	1.7M	179.30	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$311M	+5%	2.9M	108.63	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$310M	+12%	5.2M	59.21	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$304M	+8%	5.3M	57.83	View chart
Procter & Gamble Company (PG)	0.4	$296M	-2%	1.7M	173.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$293M		2.5M	117.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$290M	-9%	2.5M	117.29	View chart
Johnson & Johnson (JNJ)	0.4	$280M	-2%	1.7M	162.06	View chart
Home Depot (HD)	0.4	$277M		685k	405.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$277M		2.2M	128.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$274M	-7%	2.1M	132.25	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$257M	+18%	7.1M	36.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$252M	+2%	1.1M	237.21	View chart
Tesla Motors (TSLA)	0.4	$245M	-7%	935k	261.63	View chart
Abbvie (ABBV)	0.4	$242M		1.2M	197.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$230M	-5%	947k	243.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$230M	+2%	2.9M	78.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$230M	-2%	2.9M	78.05	View chart
Nextera Energy (NEE)	0.3	$227M	-2%	2.7M	84.53	View chart
Wal-Mart Stores (WMT)	0.3	$226M	-5%	2.8M	80.75	View chart
Visa Com Cl A (V)	0.3	$222M	-5%	807k	274.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$221M	+13%	7.4M	29.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$221M		1.2M	179.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$218M	+8%	3.7M	59.51	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$216M	-10%	2.2M	96.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$208M	+3%	923k	225.76	View chart
Broadcom (AVGO)	0.3	$205M	+863%	1.2M	172.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$202M	-3%	1.6M	125.62	View chart
Verizon Communications (VZ)	0.3	$201M	-2%	4.5M	44.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$200M		2.0M	101.27	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$198M		2.1M	96.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$197M	-6%	2.2M	91.31	View chart
Chevron Corporation (CVX)	0.3	$194M	-2%	1.3M	147.27	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$185M	+14%	3.9M	47.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$183M	-12%	925k	197.17	View chart
UnitedHealth (UNH)	0.3	$177M	-5%	302k	584.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$176M	-2%	1.3M	131.91	View chart
McDonald's Corporation (MCD)	0.3	$174M	-2%	572k	304.51	View chart
Merck & Co (MRK)	0.3	$172M		1.5M	113.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$172M	+25%	1.7M	98.10	View chart
Caterpillar (CAT)	0.3	$170M		436k	391.12	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$164M	-2%	2.8M	58.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$156M	-10%	933k	166.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$155M	+6%	702k	220.89	View chart
International Business Machines (IBM)	0.2	$155M		700k	221.08	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$154M	+5%	5.7M	27.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$153M	-4%	1.1M	142.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$152M		3.1M	49.70	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$150M	+3%	3.5M	43.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$150M	+2%	2.8M	52.66	View chart
Pepsi (PEP)	0.2	$149M	-2%	874k	170.05	View chart
Lockheed Martin Corporation (LMT)	0.2	$145M		248k	584.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$144M	+15%	1.9M	75.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$144M	-14%	506k	284.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$140M	+11%	2.8M	50.65	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$140M	-7%	1.5M	90.80	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$139M		1.5M	95.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$138M	-4%	1.7M	82.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$137M	-4%	277k	493.80	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$136M	-7%	781k	174.50	View chart
Pfizer (PFE)	0.2	$136M		4.7M	28.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$130M	-6%	859k	151.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$129M	-2%	220k	586.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$128M	+2%	640k	200.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$126M	+6%	1.5M	83.75	View chart
Amgen (AMGN)	0.2	$125M		387k	322.21	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$125M	-13%	2.7M	45.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$123M	-10%	978k	125.96	View chart
Coca-Cola Company (KO)	0.2	$123M	-3%	1.7M	71.86	View chart
Raytheon Technologies Corp (RTX)	0.2	$122M	-4%	1.0M	121.16	View chart
Bank of America Corporation (BAC)	0.2	$120M	-3%	3.0M	39.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$116M	+2%	577k	200.85	View chart
Lowe's Companies (LOW)	0.2	$115M		424k	270.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$115M		1.1M	102.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$111M	+39%	2.4M	46.74	View chart
Cisco Systems (CSCO)	0.2	$111M	-6%	2.1M	53.22	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$111M		1.9M	57.41	View chart
Advanced Micro Devices (AMD)	0.2	$109M	-6%	666k	164.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$109M		710k	153.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$109M	-18%	157.00	691178.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$107M		404k	263.29	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$106M	-2%	2.6M	40.63	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$106M		1.3M	83.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$105M	-3%	1.5M	71.73	View chart
Oracle Corporation (ORCL)	0.2	$104M		612k	170.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$103M	+2%	665k	154.02	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$102M		1.7M	60.20	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$102M	+14%	3.4M	30.15	View chart
Netflix (NFLX)	0.2	$102M	-2%	143k	709.27	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$100M	+21%	3.0M	33.25	View chart
Qualcomm (QCOM)	0.2	$100M	-5%	589k	170.05	View chart
Abbott Laboratories (ABT)	0.2	$99M		872k	114.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$99M		408k	243.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$99M	+5%	951k	104.18	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$97M		2.1M	46.52	View chart
Palo Alto Networks (PANW)	0.1	$97M		285k	341.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$97M	-14%	769k	126.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$96M	-8%	228k	423.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$96M		1.1M	83.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$96M		1.5M	63.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$95M	-3%	1.7M	54.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$95M	-3%	1.3M	72.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$94M	-22%	882k	106.76	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$94M		796k	117.62	View chart
Southern Company (SO)	0.1	$94M	+2%	1.0M	90.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$93M	+20%	1.6M	57.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$92M	-10%	1.0M	87.80	View chart
Walt Disney Company (DIS)	0.1	$92M	-3%	952k	96.19	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$90M	+15%	2.1M	42.02	View chart
At&t (T)	0.1	$89M	-2%	4.1M	22.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$88M		1.7M	50.74	View chart
salesforce (CRM)	0.1	$87M		318k	273.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$87M		642k	135.07	View chart
Adobe Systems Incorporated (ADBE)	0.1	$86M		167k	517.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$86M	+3%	899k	95.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$86M		971k	88.14	View chart
American Express Company (AXP)	0.1	$85M	+5%	313k	271.20	View chart
Fs Kkr Capital Corp (FSK)	0.1	$85M	+4%	4.3M	19.73	View chart
United Parcel Service CL B (UPS)	0.1	$84M	+22%	616k	136.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$84M		261k	321.95	View chart
Eaton Corp SHS (ETN)	0.1	$84M	+21%	252k	331.44	View chart
Medtronic SHS (MDT)	0.1	$82M	+13%	906k	90.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$81M	-9%	959k	84.17	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$81M	+10%	3.0M	26.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$81M	-8%	749k	107.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$81M	-12%	1.1M	71.60	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$81M	+25%	1.6M	49.47	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$80M	+13%	2.3M	34.28	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$80M	+49%	1.9M	42.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$79M		473k	167.67	View chart
Vanguard World Health Car Etf (VHT)	0.1	$79M	-8%	278k	282.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$78M	-3%	1.0M	76.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$77M	+21%	788k	98.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$77M	+21%	1.1M	67.27	View chart
Honeywell International (HON)	0.1	$76M		369k	206.71	View chart
Ge Aerospace Com New (GE)	0.1	$76M	+12%	404k	188.58	View chart
Deere & Company (DE)	0.1	$76M		182k	417.33	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$76M	+8%	2.1M	36.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$76M	+23%	134k	569.66	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$75M	+21%	1.2M	61.11	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$75M		4.1M	18.48	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$75M	+4%	1.4M	51.82	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$75M	-5%	1.6M	48.14	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$74M	+13%	1.1M	66.03	View chart
Altria (MO)	0.1	$74M	+2%	1.5M	51.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$72M	-3%	742k	97.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$72M	+25%	785k	91.93	View chart
Philip Morris International (PM)	0.1	$72M	+9%	593k	121.40	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$72M		864k	83.21	View chart
Wp Carey (WPC)	0.1	$72M	-5%	1.2M	62.30	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$71M	-6%	11M	6.35	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$70M	+9%	897k	78.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$70M	-8%	197k	353.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$70M	+28%	647k	107.66	View chart
Analog Devices (ADI)	0.1	$69M		301k	230.17	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$69M		510k	135.44	View chart
Applied Materials (AMAT)	0.1	$69M		340k	202.05	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$69M	+2%	1.6M	43.19	View chart
Emerson Electric (EMR)	0.1	$68M		624k	109.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$68M		2.0M	33.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$68M	+12%	740k	91.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$67M	-8%	1.1M	62.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$67M	+3%	578k	115.30	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$66M		1.3M	52.55	View chart
Thermo Fisher Scientific (TMO)	0.1	$66M	-5%	107k	618.57	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$65M	+2%	1.4M	45.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$65M		207k	314.39	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$65M		815k	79.42	View chart
3M Company (MMM)	0.1	$65M	-4%	473k	136.70	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$65M		1.2M	52.86	View chart
Sherwin-Williams Company (SHW)	0.1	$64M	-5%	168k	381.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$64M		239k	267.37	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$62M	-34%	553k	112.94	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$62M	-2%	1.7M	36.17	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$62M	+7%	918k	67.51	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$62M	+5%	1.1M	56.57	View chart
Boeing Company (BA)	0.1	$62M	-5%	406k	152.04	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$61M	+25%	1.5M	41.40	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$61M		778k	78.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$61M	+2%	1.2M	51.12	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$61M	+38%	2.6M	23.12	View chart
Bristol Myers Squibb (BMY)	0.1	$61M	-2%	1.2M	51.74	View chart
Waste Management (WM)	0.1	$60M		289k	207.60	View chart
Oneok (OKE)	0.1	$60M		655k	91.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$60M	-2%	242k	245.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$58M	+7%	334k	173.67	View chart
Stryker Corporation (SYK)	0.1	$58M	-11%	159k	361.26	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$57M	+19%	1.4M	41.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$56M	+6%	404k	139.49	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$56M	-5%	587k	95.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$56M		694k	80.78	View chart
Union Pacific Corporation (UNP)	0.1	$55M	-2%	224k	246.48	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$54M	+25%	897k	60.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$54M	+8%	1.5M	37.20	View chart
Goldman Sachs (GS)	0.1	$54M	+5%	109k	495.10	View chart
Automatic Data Processing (ADP)	0.1	$54M		194k	276.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$53M		824k	64.74	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$53M		1.9M	28.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$53M	+5%	188k	280.47	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$52M		632k	83.00	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$52M	-2%	885k	59.23	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$52M	-13%	227k	230.59	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$52M	+3%	789k	65.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$51M	-5%	615k	83.15	View chart
Novo-nordisk A S Adr (NVO)	0.1	$51M	-15%	429k	119.07	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$51M	+2%	579k	88.28	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$51M	+5%	1.5M	34.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$50M	+48%	530k	94.61	View chart
Arista Networks (ANET)	0.1	$50M	+8%	130k	383.82	View chart
Starbucks Corporation (SBUX)	0.1	$50M	-7%	511k	97.49	View chart
Texas Instruments Incorporated (TXN)	0.1	$49M		239k	206.57	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$49M	+2%	1.8M	27.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$49M	-4%	1.2M	39.69	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$48M	+10%	905k	53.07	View chart
Target Corporation (TGT)	0.1	$48M	-6%	307k	155.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$48M	+2%	1.3M	37.56	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$48M	+29%	1.5M	32.09	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$47M		2.0M	23.45	View chart

Past Filings by Commonwealth Equity Services

SEC 13F filings are viewable for Commonwealth Equity Services going back to 2017

Commonwealth Equity Services 2024 Q3 filed Oct. 18, 2024
Commonwealth Equity Services 2024 Q2 filed July 31, 2024
Commonwealth Equity Services 2024 Q1 filed April 29, 2024
Commonwealth Equity Services 2023 Q4 filed Feb. 6, 2024
Commonwealth Equity Services 2023 Q3 filed Oct. 23, 2023
Commonwealth Equity Services 2023 Q2 filed Aug. 10, 2023
Commonwealth Equity Services 2023 Q1 filed May 11, 2023
Commonwealth Equity Services 2022 Q4 filed Feb. 7, 2023
Commonwealth Equity Services 2022 Q3 filed Nov. 14, 2022
Commonwealth Equity Services 2022 Q2 filed July 19, 2022
Commonwealth Equity Services 2022 Q1 filed May 4, 2022
Commonwealth Equity Services 2021 Q4 filed Jan. 31, 2022
Commonwealth Equity Services 2021 Q3 filed Oct. 29, 2021
Commonwealth Equity Services 2021 Q2 filed Aug. 11, 2021
Commonwealth Equity Services 2021 Q1 filed May 4, 2021
Commonwealth Equity Services 2020 Q4 filed Feb. 11, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z