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Commonwealth Equity Services

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

Top 5 stock holdings are AAPL, NVDA, IVV, MSFT, QQQ, and represent 12.63% of Commonwealth Equity Services's stock portfolio.
Added to shares of these 10 stocks: FENI (+$65M), CGDV (+$46M), BAI (+$36M), FBND (+$35M), VTI (+$34M), AGG (+$30M), OEF (+$28M), TCAF (+$28M), PVAL (+$23M), PSEP (+$23M).
Started 229 new stock positions in CADE, VENU, SF, LSCC, COFS, TDVI, FSEC, REYN, AAON, BUZZ.
Reduced shares in these 10 stocks: NVDA (-$311M), AAPL (-$190M), TRIO (-$102M), MSFT (-$99M), QQQ (-$91M), VOO (-$90M), COWZ (-$77M), VEA (-$77M), QUAL (-$69M), SPY (-$62M).
Sold out of its positions in CPLS, AYI, LIDR, BFH, ALNT, BUXX, CAOS, STXK, STXG, TRIO.
Commonwealth Equity Services was a net seller of stock by $-3.9B.
Commonwealth Equity Services has $77B in assets under management (AUM), dropping by 1.98%.
Central Index Key (CIK): 0000312272

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Portfolio Holdings for Commonwealth Equity Services

Commonwealth Equity Services holds 4234 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Commonwealth Equity Services has 4234 total positions. Only the first 250 positions are shown.

Sign up to view all of the Commonwealth Equity Services Sept. 30, 2025 positions
Download the Commonwealth Equity Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$2.7B	-6%	11M	254.63	View chart
NVIDIA Corporation (NVDA)	2.7	$2.1B	-13%	11M	186.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$1.9B		2.8M	669.30	View chart
Microsoft Corporation (MSFT)	2.3	$1.7B	-5%	3.4M	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$1.4B	-6%	2.3M	600.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$1.2B	-4%	1.8M	666.18	View chart
Amazon (AMZN)	1.5	$1.2B	-2%	5.3M	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$1.0B	-6%	18M	59.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$937M	-4%	2.0M	468.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$837M	+4%	2.6M	328.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$831M	-9%	1.4M	612.38	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$821M	-4%	1.7M	479.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$804M	-2%	1.6M	502.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$613M	-3%	3.3M	186.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$612M	-5%	2.8M	215.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$600M	-8%	2.5M	243.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$558M	+2%	13M	43.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$514M	-4%	7.6M	68.08	View chart
JPMorgan Chase & Co. (JPM)	0.7	$510M	-8%	1.6M	315.43	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$461M	+11%	11M	42.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$457M	-6%	1.9M	243.55	View chart
Meta Platforms Cl A (META)	0.6	$436M	-9%	594k	734.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$410M	-7%	3.4M	118.83	View chart
Tesla Motors (TSLA)	0.5	$395M	-7%	888k	444.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$389M	-10%	3.2M	120.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$388M	-3%	7.2M	54.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$381M	+6%	11M	33.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$379M	-6%	1.9M	203.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$378M	-4%	5.8M	65.26	View chart
Broadcom (AVGO)	0.5	$373M	-6%	1.1M	329.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$371M	-4%	5.5M	67.26	View chart
Costco Wholesale Corporation (COST)	0.5	$349M	-9%	378k	925.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$341M	-4%	2.4M	142.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$339M	-2%	1.2M	293.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$334M	-3%	2.4M	140.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$333M		8.6M	38.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$326M	-7%	917k	355.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$325M		12M	27.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$317M	-17%	1.6M	194.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$307M		3.5M	87.31	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$303M	-6%	2.8M	106.49	View chart
Palantir Technologies Cl A (PLTR)	0.4	$302M	-5%	1.7M	182.42	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$290M	-5%	2.1M	139.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$272M	-6%	4.8M	57.10	View chart
Johnson & Johnson (JNJ)	0.3	$270M	-8%	1.5M	185.42	View chart
Eli Lilly & Co. (LLY)	0.3	$269M	-4%	353k	763.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$269M	+4%	1.1M	247.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$267M	-4%	1.1M	254.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$262M	-7%	2.2M	120.50	View chart
Visa Com Cl A (V)	0.3	$262M	-3%	767k	341.38	View chart
Abbvie (ABBV)	0.3	$262M	-6%	1.1M	231.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$260M		921k	281.86	View chart
Home Depot (HD)	0.3	$258M	-5%	638k	405.19	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$257M		939k	273.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$256M	-8%	3.5M	72.77	View chart
Wal-Mart Stores (WMT)	0.3	$254M	-10%	2.5M	103.06	View chart
Exxon Mobil Corporation (XOM)	0.3	$253M	-8%	2.2M	112.75	View chart
Procter & Gamble Company (PG)	0.3	$248M	-7%	1.6M	153.65	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$245M	-5%	5.7M	42.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$227M	-8%	2.9M	78.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$223M	+15%	2.2M	100.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$217M	-26%	3.8M	57.47	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCG)	0.3	$215M		6.6M	32.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$212M	-7%	1.0M	206.51	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$209M	+12%	4.9M	42.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$208M	+9%	3.5M	59.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$205M	-19%	1.1M	189.70	View chart
Netflix (NFLX)	0.3	$203M	-3%	169k	1198.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$202M	+20%	4.4M	46.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$194M	-7%	2.0M	95.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$191M		2.3M	84.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$190M	-18%	1.3M	145.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$189M	-3%	1.2M	164.54	View chart
Chevron Corporation (CVX)	0.2	$189M	-2%	1.2M	155.29	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$188M	+17%	5.0M	37.70	View chart
Oracle Corporation (ORCL)	0.2	$188M	-8%	668k	281.24	View chart
International Business Machines (IBM)	0.2	$188M	-5%	664k	282.16	View chart
Caterpillar (CAT)	0.2	$183M	-5%	383k	477.15	View chart
Nextera Energy (NEE)	0.2	$183M	-8%	2.4M	75.49	View chart
Verizon Communications (VZ)	0.2	$177M	-6%	4.0M	43.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$175M	+2%	5.1M	34.17	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$169M	-2%	1.6M	104.51	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$165M	-11%	3.0M	55.71	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$160M	-2%	2.8M	57.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$160M	-6%	214k	746.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$160M	+8%	719k	222.17	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$158M		2.4M	65.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$158M		5.0M	31.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$157M	-5%	936k	167.33	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$155M	-3%	2.9M	53.03	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$154M	-13%	1.6M	99.11	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$153M	-13%	2.5M	61.92	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$153M		479k	320.04	View chart
McDonald's Corporation (MCD)	0.2	$153M	-10%	504k	303.89	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$152M		2.8M	53.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$151M	-2%	4.8M	31.38	View chart
Bank of America Corporation (BAC)	0.2	$150M	-2%	2.9M	51.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$147M	-8%	830k	176.81	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$145M	-3%	3.1M	46.71	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$145M	+81%	4.1M	35.28	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$145M	+7%	3.7M	39.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$141M	+25%	422k	332.84	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.2	$140M	+16%	4.9M	28.91	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$139M	-7%	710k	195.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$138M	-5%	1.5M	89.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$138M	+3%	571k	241.96	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$135M	-7%	967k	140.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$133M	-5%	233k	568.81	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$131M	-4%	3.0M	43.30	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$130M		2.9M	45.21	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$129M	+17%	3.4M	38.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$128M		1.9M	67.83	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$128M	-11%	3.1M	41.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$128M	-8%	1.3M	99.95	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$125M		1.4M	89.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$124M	-10%	1.7M	74.37	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$123M	-10%	1.4M	89.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$123M	-11%	589k	208.71	View chart
Cisco Systems (CSCO)	0.2	$123M	-12%	1.8M	68.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$123M		399k	307.86	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$121M	-9%	1.3M	93.75	View chart
Ge Aerospace Com New (GE)	0.2	$121M	-2%	402k	300.82	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$119M		1.1M	108.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$119M		1.4M	82.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$116M	+4%	1.6M	71.37	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$115M		1.8M	64.69	View chart
Merck & Co (MRK)	0.1	$115M	-8%	1.4M	83.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$114M	-5%	246k	463.74	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$113M	+16%	2.6M	44.01	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$113M	+3%	1.4M	78.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$113M	-5%	403k	279.29	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$112M	+7%	1.5M	73.54	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$112M	-4%	2.4M	46.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$112M	-8%	224k	499.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$111M	-11%	650k	170.85	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$111M	+9%	2.7M	40.35	View chart
Palo Alto Networks (PANW)	0.1	$110M		542k	203.62	View chart
Advanced Micro Devices (AMD)	0.1	$106M	+4%	658k	161.79	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$106M	-19%	2.8M	37.27	View chart
Pepsi (PEP)	0.1	$106M	-8%	754k	140.44	View chart
Abbott Laboratories (ABT)	0.1	$106M	-5%	790k	133.94	View chart
Amgen (AMGN)	0.1	$106M	-9%	374k	282.20	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$105M		1.1M	93.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$105M	-8%	357k	293.79	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$103M		2.1M	49.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$102M	-5%	967k	104.96	View chart
American Express Company (AXP)	0.1	$101M		305k	332.16	View chart
Coca-Cola Company (KO)	0.1	$100M	-7%	1.5M	66.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$100M	+7%	1.0M	96.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$99M		995k	99.53	View chart
At&t (T)	0.1	$99M	-8%	3.5M	28.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$99M	-20%	1.9M	50.73	View chart
Lowe's Companies (LOW)	0.1	$98M	-5%	391k	251.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$98M	-18%	1.1M	93.37	View chart
Pfizer (PFE)	0.1	$97M	-9%	3.8M	25.48	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$97M	-25%	1.1M	88.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$96M	-4%	1.3M	73.48	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$96M	-3%	1.9M	51.23	View chart
UnitedHealth (UNH)	0.1	$95M	-13%	274k	345.30	View chart
Altria (MO)	0.1	$95M	-10%	1.4M	66.06	View chart
Southern Company (SO)	0.1	$93M	-6%	985k	94.77	View chart
Goldman Sachs (GS)	0.1	$93M	-12%	116k	796.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$92M		360k	256.45	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$92M	+3%	1.3M	72.44	View chart
Qualcomm (QCOM)	0.1	$91M	-9%	547k	166.36	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$91M	-4%	225k	402.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$91M	-10%	120.00	754200.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$91M		637k	142.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$89M	+4%	1.1M	78.09	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$87M	+6%	1.6M	55.33	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$86M	-7%	1.2M	73.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$86M	-4%	1.6M	53.87	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$86M		2.0M	42.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$86M	+19%	983k	87.21	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$85M	-13%	764k	110.66	View chart
Eaton Corp SHS (ETN)	0.1	$84M	-7%	225k	374.25	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$84M	-8%	939k	89.34	View chart
Walt Disney Company (DIS)	0.1	$84M	-12%	730k	114.50	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$84M	+7%	1.1M	76.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$83M		1.3M	62.91	View chart
Philip Morris International (PM)	0.1	$83M	-5%	512k	162.20	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$83M	-4%	2.8M	29.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$83M	+3%	253k	326.36	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$82M	+28%	390k	209.26	View chart
Boeing Company (BA)	0.1	$81M	-9%	377k	215.83	View chart
Ge Vernova (GEV)	0.1	$81M		132k	614.90	View chart
Uber Technologies (UBER)	0.1	$80M	-8%	821k	97.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$80M	-10%	778k	103.07	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$80M	-22%	653k	122.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$80M	-16%	163k	490.38	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$80M	+14%	1.1M	72.26	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$79M	+13%	1.5M	53.24	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$79M	+34%	2.9M	26.84	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$79M	+12%	1.9M	41.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$78M	-3%	1.0M	76.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$78M	-3%	444k	174.58	View chart
Arista Networks Com Shs (ANET)	0.1	$77M	-10%	531k	145.71	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$77M	+14%	2.8M	27.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$76M		280k	271.12	View chart
Deere & Company (DE)	0.1	$75M	-5%	164k	457.26	View chart
Medtronic SHS (MDT)	0.1	$75M	-14%	783k	95.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$75M	-5%	204k	365.48	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$73M		728k	100.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$72M	-2%	580k	123.75	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$72M	+13%	2.1M	34.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$71M	-7%	766k	92.98	View chart
salesforce (CRM)	0.1	$71M	-8%	300k	237.00	View chart
Morgan Stanley Com New (MS)	0.1	$70M	-4%	443k	158.96	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$70M	-25%	500k	139.17	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$69M		1.0M	68.96	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$68M	-18%	3.0M	22.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$68M	-6%	922k	73.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$67M	+7%	843k	79.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$67M	+9%	668k	100.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$67M	-16%	225k	297.62	View chart
Honeywell International (HON)	0.1	$67M	-13%	318k	210.50	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$67M	-5%	472k	141.50	View chart
Strategy Cl A New (MSTR)	0.1	$66M		206k	322.21	View chart
Emerson Electric (EMR)	0.1	$66M	-11%	504k	131.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$66M	-4%	716k	91.42	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$65M	-15%	1.2M	54.76	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$65M		1.8M	36.03	View chart
Analog Devices (ADI)	0.1	$65M	-12%	265k	245.70	View chart
Applied Materials (AMAT)	0.1	$65M	-11%	318k	204.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$65M	-8%	610k	106.78	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.1	$65M		2.2M	29.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$65M	-5%	1.6M	41.15	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$64M	+3%	2.4M	27.29	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.1	$64M	+7%	2.6M	24.63	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$64M	-2%	1.9M	34.65	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$64M	+4%	668k	95.15	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$63M	+19%	1.2M	52.04	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$63M	-6%	804k	78.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$62M	-3%	827k	75.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$62M		450k	137.80	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$62M	-19%	647k	95.89	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$62M		490k	125.95	View chart
Fs Kkr Capital Corp (FSK)	0.1	$61M	-5%	4.1M	14.93	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$61M	-2%	395k	154.23	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$61M	-16%	466k	130.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$61M	+10%	630k	96.46	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$61M	+4%	1.8M	33.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$60M	+16%	286k	209.34	View chart
Waste Management (WM)	0.1	$60M	-10%	270k	220.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$59M	+4%	1.6M	36.35	View chart
Wp Carey (WPC)	0.1	$59M	-11%	872k	67.57	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$59M	+16%	1.1M	54.16	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$59M		589k	99.45	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$59M	-8%	1.6M	36.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$58M	-5%	401k	145.60	View chart

Past Filings by Commonwealth Equity Services

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

Commonwealth Equity Services 2025 Q3 filed Oct. 22, 2025
Commonwealth Equity Services 2025 Q2 filed Aug. 6, 2025
Commonwealth Equity Services 2025 Q1 filed May 9, 2025
Commonwealth Equity Services 2024 Q4 filed Feb. 10, 2025
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

View all past filings

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