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, NVDA, QQQ, VEA, and represent 10.81% of Commonwealth Equity Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$651M), IWF (+$620M), VO (+$236M), VGT (+$160M), CCL (+$123M), KLAC (+$85M), QQQM (+$75M), HDV (+$70M), PVAL (+$67M), MGK (+$65M).
Started 324 new stock positions in NOVT, Innovator Etfs Trust, NMRK, PHYL, Lyft Inc Note 0.625 3/0, INSP, CMP, Solaris Energy Infras, SWMR, XPH.
Reduced shares in these 10 stocks: AAPL (-$124M), Carnival Corporation (-$107M), SPY (-$100M), NVDA (-$97M), QQQ (-$85M), QUAL (-$73M), AMZN (-$65M), Honeywell International (-$64M), MSFT (-$55M), AMD (-$43M).
Sold out of its positions in ILOW, BTAL, ASPI, Aberdeen Global Income Fund, HDGE, DWAW, ASLE, Air Lease Corp, AIRO, ALG.
Commonwealth Equity Services was a net buyer of stock by $1.4B.
Commonwealth Equity Services has $80B in assets under management (AUM), dropping by 11.08%.
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 4415 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Commonwealth Equity Services has 4415 total positions. Only the first 250 positions are shown.

Sign up to view all of the Commonwealth Equity Services June 30, 2026 positions
Download the Commonwealth Equity Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$2.5B	-4%	8.5M	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$2.0B		2.7M	748.89	View chart
NVIDIA Corporation (NVDA)	2.2	$1.7B	-5%	8.6M	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$1.2B	-6%	1.7M	736.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$1.2B		17M	71.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$1.1B	-8%	1.5M	746.77	View chart
Microsoft Corporation (MSFT)	1.3	$1.1B	-4%	2.9M	373.02	View chart
Amazon (AMZN)	1.2	$983M	-6%	4.1M	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$904M		1.3M	686.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$834M	+290%	6.7M	124.17	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$788M	+476%	9.1M	86.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$732M	-4%	2.0M	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$711M	-2%	1.9M	370.04	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.8	$674M		14M	49.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.8	$658M	+2%	14M	47.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$593M	+3%	2.7M	217.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$548M		7.2M	75.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$545M	-3%	2.3M	236.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$536M	-3%	1.1M	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$524M	-5%	1.5M	353.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$460M		5.7M	81.06	View chart
JPMorgan Chase & Co. (JPM)	0.6	$438M	-5%	1.3M	327.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$431M	+21%	1.4M	302.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$424M		3.1M	137.53	View chart
Eli Lilly & Co. (LLY)	0.5	$414M	+13%	345k	1199.43	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$406M	+19%	8.0M	50.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$388M		1.6M	242.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$371M		8.4M	44.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$367M	-8%	2.5M	148.31	View chart
Broadcom (AVGO)	0.5	$363M	-2%	962k	377.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$358M	-5%	2.3M	158.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$353M	-3%	5.9M	59.69	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$346M	-4%	9.5M	36.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$334M	+4%	4.9M	68.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$333M	-11%	4.3M	77.11	View chart
Tesla Motors (TSLA)	0.4	$331M	-5%	788k	420.60	View chart
Caterpillar (CAT)	0.4	$330M	-6%	310k	1064.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$325M		2.2M	146.41	View chart
Costco Wholesale Corporation (COST)	0.4	$320M	-4%	342k	935.47	View chart
Johnson & Johnson (JNJ)	0.4	$317M	-2%	1.2M	253.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$317M	+290%	3.9M	80.57	View chart
Micron Technology (MU)	0.4	$314M		272k	1154.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$308M		1.9M	164.60	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$307M	-4%	1.6M	190.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$305M		9.6M	31.71	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$302M		2.8M	107.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$302M	-3%	820k	368.38	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$297M	+2%	5.9M	50.39	View chart
Meta Platforms Cl A (META)	0.4	$289M	-4%	513k	563.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$288M	-3%	951k	303.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$277M	-2%	2.0M	136.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$275M		2.8M	96.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$271M	+5%	1.3M	212.77	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$269M	+10%	6.7M	40.13	View chart
Advanced Micro Devices (AMD)	0.3	$266M	-13%	458k	580.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$262M		2.0M	127.81	View chart
Abbvie (ABBV)	0.3	$245M	-2%	975k	251.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$241M	-9%	828k	290.62	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$234M	-3%	3.1M	75.51	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$233M		5.5M	42.33	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$233M	+4%	5.1M	45.49	View chart
Wal-Mart Stores (WMT)	0.3	$225M	-3%	2.0M	113.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$222M	-6%	977k	227.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$221M	-24%	1.0M	219.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$221M	-10%	3.9M	56.48	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.3	$218M		5.3M	41.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$216M	-2%	2.8M	77.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$212M		1.3M	164.27	View chart
Procter & Gamble Company (PG)	0.3	$211M	-3%	1.4M	146.64	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCG)	0.3	$208M		6.2M	33.31	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$207M	+14%	1.7M	118.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$202M	+5%	3.3M	61.46	View chart
Visa Com Cl A (V)	0.3	$201M	-7%	586k	343.09	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$198M	+4%	4.4M	44.48	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$191M		669k	285.58	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$190M	-12%	2.3M	82.84	View chart
Applied Materials (AMAT)	0.2	$188M	-2%	260k	723.00	View chart
Nextera Energy (NEE)	0.2	$187M	-2%	2.1M	87.77	View chart
Home Depot (HD)	0.2	$186M	-6%	527k	352.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$183M	+692%	1.5M	119.52	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$183M	+3%	4.2M	43.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$181M	+4%	1.4M	128.08	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$181M		2.9M	62.11	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$180M		3.0M	60.29	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$180M	+2%	3.4M	52.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$178M	-5%	2.9M	62.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$178M		1.8M	98.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$175M	-4%	1.8M	96.46	View chart
Chevron Corporation (CVX)	0.2	$173M	-4%	1.0M	165.76	View chart
Cisco Systems (CSCO)	0.2	$170M	-11%	1.4M	117.46	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$169M	+9%	1.7M	98.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$169M		669k	252.23	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$168M	+5%	1.6M	106.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$168M		425k	393.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$167M	-4%	757k	221.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$164M	+2%	4.5M	36.84	View chart
International Business Machines (IBM)	0.2	$160M	-5%	568k	281.21	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$157M	+5%	3.6M	43.14	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$157M	+5%	3.7M	41.91	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.2	$156M	+21%	3.8M	40.58	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$156M	+10%	3.6M	43.28	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$156M	+5%	1.9M	82.49	View chart
Raytheon Technologies Corp (RTX)	0.2	$156M		821k	189.73	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$155M	-5%	326k	477.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$155M	+4%	242k	640.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$152M	+4%	810k	188.09	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$152M	+3%	2.9M	52.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$150M	+4%	1.6M	95.44	View chart
Ge Vernova (GEV)	0.2	$149M		127k	1174.86	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$148M	+8%	3.2M	46.15	View chart
Merck & Co (MRK)	0.2	$148M	-5%	1.1M	128.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$147M	+7%	2.7M	54.03	View chart
Palantir Technologies Cl A (PLTR)	0.2	$147M	-8%	1.3M	116.67	View chart
Bank of America Corporation (BAC)	0.2	$146M	-2%	2.6M	56.98	View chart
Corning Incorporated (GLW)	0.2	$146M		572k	255.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$145M	-6%	2.8M	52.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$145M		482k	300.45	View chart
Lam Research Corp Com New (LRCX)	0.2	$144M	-14%	333k	433.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$141M	+3%	1.7M	83.75	View chart
Ge Aerospace Com New (GE)	0.2	$139M		372k	373.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$135M		1.8M	73.41	View chart
Palo Alto Networks (PANW)	0.2	$134M	-12%	394k	341.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$134M	-2%	551k	242.99	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$133M	-2%	874k	152.18	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$133M	-5%	1.7M	75.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$132M	+7%	3.5M	37.96	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$132M	+28%	2.2M	60.79	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$131M		1.7M	74.96	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$130M	-3%	1.6M	81.94	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$129M	+7%	1.5M	87.88	View chart
Verizon Communications (VZ)	0.2	$128M	-14%	3.0M	42.34	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$128M		1.2M	103.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$125M		190k	655.89	View chart
Intel Corporation (INTC)	0.2	$123M	-8%	880k	139.63	View chart
Carnival Corp Common Shares (CCL)	0.2	$123M	NEW	4.3M	28.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$123M		3.6M	33.84	View chart
McDonald's Corporation (MCD)	0.2	$121M	-3%	447k	270.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$118M	-10%	344k	343.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$118M	-15%	1.1M	103.96	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$117M	+7%	2.4M	48.29	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$114M		2.3M	49.55	View chart
Amgen (AMGN)	0.1	$112M	-3%	310k	362.12	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$112M	+3%	214k	522.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$111M	-6%	889k	124.76	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$111M	+5%	3.2M	34.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$110M	+7%	214k	513.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$110M		144k	763.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$109M	+12%	2.6M	41.25	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$107M		948k	112.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$106M	+3%	833k	127.76	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$106M	+32%	2.7M	40.09	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$105M	+14%	2.1M	50.57	View chart
Oracle Corporation (ORCL)	0.1	$104M	+3%	709k	146.55	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$104M		1.2M	89.85	View chart
Coca-Cola Company (KO)	0.1	$103M	-3%	1.3M	81.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$103M	-12%	300k	342.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$102M	+67%	632k	161.54	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$101M	+21%	756k	133.25	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$101M	-2%	51k	1989.46	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$99M	+14%	2.7M	36.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$97M		1.1M	90.10	View chart
Analog Devices (ADI)	0.1	$97M	-3%	244k	397.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$97M	+2%	2.1M	45.70	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$96M	+10%	2.6M	37.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$96M	-7%	927k	103.88	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.1	$96M	+122%	2.8M	34.68	View chart
Netflix (NFLX)	0.1	$95M	-8%	1.3M	71.40	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$95M	+5%	1.0M	91.21	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.1	$95M	+11%	1.6M	58.91	View chart
American Express Company (AXP)	0.1	$95M		281k	338.25	View chart
Kla Corp Com New (KLAC)	0.1	$94M	+870%	313k	301.71	View chart
Altria (MO)	0.1	$93M	-2%	1.3M	71.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$93M	-2%	1.2M	76.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$93M	-3%	838k	110.32	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$92M	-14%	1.8M	50.60	View chart
Deere & Company (DE)	0.1	$92M		145k	634.33	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$91M	-3%	3.3M	27.33	View chart
Pepsi (PEP)	0.1	$91M	-2%	672k	135.40	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$91M	-7%	1.9M	48.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$91M	-2%	938k	96.49	View chart
Goldman Sachs (GS)	0.1	$90M	-3%	89k	1011.37	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$90M	+18%	2.1M	42.21	View chart
Eaton Corp SHS (ETN)	0.1	$90M	-2%	210k	426.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$90M	-2%	573k	156.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$90M	+9%	1.8M	50.49	View chart
Lockheed Martin Corporation (LMT)	0.1	$90M	-8%	176k	509.46	View chart
Marvell Technology (MRVL)	0.1	$89M	-11%	300k	297.89	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$88M	-4%	1.7M	53.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$88M	+4%	1.0M	85.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$87M	+407%	3.2M	27.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$87M	+3%	847k	102.81	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$87M		487k	178.60	View chart
Philip Morris International (PM)	0.1	$86M		475k	180.91	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$85M	-4%	887k	95.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$84M		275k	306.30	View chart
Southern Company (SO)	0.1	$84M		874k	95.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$83M	+3%	344k	242.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$83M	-26%	1.1M	76.55	View chart
UnitedHealth (UNH)	0.1	$82M	+2%	197k	415.63	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$82M	+5%	443k	185.23	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$81M	+2%	696k	117.06	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$81M	-26%	1.9M	42.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$81M	+389%	923k	87.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$81M	+2%	410k	197.60	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$81M	-7%	1.5M	52.34	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$81M		2.9M	27.47	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$80M		798k	100.67	View chart
Pfizer (PFE)	0.1	$79M	-6%	3.3M	24.08	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$79M	-2%	480k	163.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$78M	+14%	2.9M	26.52	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$78M	-5%	234k	334.82	View chart
Qualcomm (QCOM)	0.1	$77M	-11%	419k	184.79	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$76M	+5%	1.5M	49.78	View chart
Morgan Stanley Com New (MS)	0.1	$76M	-3%	361k	209.04	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$75M		865k	86.42	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$75M		2.2M	33.49	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$75M	+95%	1.2M	59.73	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$74M	+2%	1.6M	45.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$74M		670k	110.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$74M	-12%	783k	93.92	View chart
Lowe's Companies (LOW)	0.1	$73M	-5%	333k	220.49	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$73M	-7%	3.3M	22.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$72M	+22%	786k	91.64	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$71M	-16%	1.3M	53.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$71M	-6%	193k	365.70	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$71M	+8%	746k	94.52	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$70M	+2%	449k	156.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$70M	+8%	1.5M	46.94	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$69M		590k	117.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$69M	+2%	674k	102.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$69M	-31%	188k	365.87	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$69M	+12%	1.4M	49.55	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.1	$68M		797k	85.01	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.1	$68M	+6%	823k	82.38	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$67M	-15%	1.3M	53.61	View chart
Duke Energy Corp Com New (DUK)	0.1	$66M		522k	126.58	View chart
Boeing Company (BA)	0.1	$66M	-4%	305k	216.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$66M	-5%	795k	82.65	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$66M	+7%	869k	75.45	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$65M		68k	965.00	View chart
Arista Networks Com Shs (ANET)	0.1	$65M	+2%	383k	169.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$65M	+3%	1.3M	51.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$65M	+5%	818k	79.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$64M		466k	136.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$64M	-11%	85.00	748850.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$63M	-25%	837k	74.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$63M		368k	170.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$62M	+24%	495k	124.42	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$61M		1.6M	38.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$61M	-3%	150k	409.50	View chart

Past Filings by Commonwealth Equity Services

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

Commonwealth Equity Services 2026 Q2 filed July 29, 2026
Commonwealth Equity Services 2026 Q1 filed April 27, 2026
Commonwealth Equity Services 2025 Q4 filed Feb. 12, 2026
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

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