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, MSFT, VEA, and represent 10.86% of Commonwealth Equity Services's stock portfolio.
Added to shares of these 10 stocks: CORO (+$76M), PVAL (+$71M), CGDV (+$47M), FENI (+$46M), IDEF (+$37M), FMDE (+$31M), JAAA (+$29M), GPIX (+$28M), AVUS (+$27M), RSP (+$26M).
Started 243 new stock positions in IALT, NSA, COPJ, HYTI, ARTNA, DLFE, FFEM, SAFT, SNN, CCNR.
Reduced shares in these 10 stocks: AAPL (-$174M), BRK.B (-$138M), NVDA (-$128M), QQQ (-$119M), VTI (-$113M), SPY (-$76M), AMZN (-$65M), OEF (-$61M), IVV (-$57M), BUFR (-$55M).
Sold out of its positions in ABM, RIGS, ALXO, ABCL, Alpine Global Premier Pptys Fd Com Sbi cef, ACIW, AYI, CWS, AMPH, AIEQ.
Commonwealth Equity Services was a net seller of stock by $-1.9B.
Commonwealth Equity Services has $72B in assets under management (AUM), dropping by -4.56%.
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 4299 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Commonwealth Equity Services has 4299 total positions. Only the first 250 positions are shown.

Sign up to view all of the Commonwealth Equity Services March 31, 2026 positions
Download the Commonwealth Equity Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.2	$2.3B	-7%	9.0M	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$1.7B	-3%	2.6M	653.21	View chart
NVIDIA Corporation (NVDA)	2.2	$1.6B	-7%	9.1M	174.40	View chart
Microsoft Corporation (MSFT)	1.6	$1.1B	-3%	3.0M	370.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$1.1B		17M	64.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$1.1B	-6%	1.6M	650.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$1.0B	-10%	1.8M	577.18	View chart
Amazon (AMZN)	1.3	$915M	-6%	4.4M	208.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$795M		1.3M	597.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$733M	-5%	1.7M	426.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$692M	-4%	1.6M	436.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$632M	-15%	2.0M	320.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$619M	-4%	2.2M	287.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$573M	+9%	14M	42.54	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$545M	+2%	14M	40.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$530M	-20%	1.1M	479.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$517M	-2%	2.6M	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$511M	-7%	2.4M	215.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$507M		7.2M	70.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$452M	-7%	1.6M	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$415M	-9%	1.4M	294.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$383M		5.6M	68.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$366M	-5%	852k	430.29	View chart
Costco Wholesale Corporation (COST)	0.5	$356M	-2%	357k	996.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$354M		2.4M	148.10	View chart
Exxon Mobil Corporation (XOM)	0.5	$354M	-3%	2.1M	169.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$344M		3.0M	113.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$343M	-6%	1.6M	213.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$336M	-13%	2.7M	124.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$335M	-14%	9.9M	33.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$329M	-10%	6.1M	54.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$328M	-6%	4.9M	67.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$324M	+4%	8.3M	38.86	View chart
Johnson & Johnson (JNJ)	0.4	$312M	-5%	1.3M	244.44	View chart
Tesla Motors (TSLA)	0.4	$310M	-5%	835k	371.75	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$309M	+30%	6.7M	46.40	View chart
Meta Platforms Cl A (META)	0.4	$306M	-6%	535k	572.13	View chart
Broadcom (AVGO)	0.4	$305M	-9%	985k	309.51	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$300M		2.8M	106.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$290M	-5%	9.4M	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$289M	-3%	1.0M	287.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$289M	-2%	2.3M	128.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$283M	-9%	3.2M	88.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$279M	+4%	1.2M	237.62	View chart
Eli Lilly & Co. (LLY)	0.4	$279M	-3%	303k	919.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$272M	+10%	4.7M	58.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$272M	-6%	1.9M	145.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$261M		5.7M	45.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$258M	-10%	2.8M	90.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$257M		1.3M	191.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$257M		981k	261.92	View chart
Wal-Mart Stores (WMT)	0.4	$256M	-5%	2.1M	124.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$247M	+2%	4.4M	56.68	View chart
Caterpillar (CAT)	0.3	$234M	-7%	330k	708.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$232M	+12%	1.2M	191.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$228M	+4%	917k	248.84	View chart
Chevron Corporation (CVX)	0.3	$227M		1.1M	206.90	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$227M	+25%	6.1M	37.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$225M	-9%	1.7M	132.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$223M		2.8M	78.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$223M		4.9M	45.62	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$221M		2.0M	109.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$219M	-4%	1.0M	211.15	View chart
Abbvie (ABBV)	0.3	$218M	-3%	1.0M	217.49	View chart
Procter & Gamble Company (PG)	0.3	$216M		1.5M	144.44	View chart
Nextera Energy (NEE)	0.3	$204M		2.2M	92.88	View chart
Palantir Technologies Cl A (PLTR)	0.3	$202M	-5%	1.4M	146.28	View chart
Visa Com Cl A (V)	0.3	$191M	-10%	631k	302.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$190M	-8%	3.0M	62.56	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$188M		5.3M	35.59	View chart
Home Depot (HD)	0.3	$186M	-4%	566k	328.89	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$186M	+2%	5.6M	33.37	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCG)	0.3	$185M	-6%	6.2M	29.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$184M	+7%	1.3M	142.43	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$183M	-7%	2.6M	69.75	View chart
Verizon Communications (VZ)	0.2	$178M	-6%	3.5M	50.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$177M	+2%	1.8M	99.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$177M	-4%	1.9M	92.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$173M	+8%	3.1M	55.52	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$164M	-2%	3.0M	55.24	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$163M	+8%	4.3M	38.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$160M	-4%	828k	192.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$156M	+4%	3.0M	52.56	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$151M	-2%	4.0M	37.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$151M	+22%	1.4M	111.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$150M		794k	189.59	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$148M	-6%	1.5M	97.91	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$148M	+8%	3.3M	44.72	View chart
Merck & Co (MRK)	0.2	$147M	-6%	1.2M	120.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$147M	+5%	4.3M	33.97	View chart
International Business Machines (IBM)	0.2	$146M	-2%	602k	242.39	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$145M	+4%	2.9M	50.12	View chart
McDonald's Corporation (MCD)	0.2	$144M	-3%	464k	310.79	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$140M	+3%	1.5M	93.74	View chart
Netflix (NFLX)	0.2	$140M	-2%	1.5M	96.15	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$139M	+3%	667k	208.05	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$137M	-4%	3.0M	46.19	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$136M	-2%	3.5M	39.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$136M	-3%	433k	313.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$135M	+9%	1.8M	75.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$135M	-7%	194k	697.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$134M	+7%	1.8M	73.64	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$133M	+8%	1.6M	84.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$131M	+10%	1.5M	86.64	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$131M	-4%	895k	145.94	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$130M		1.3M	96.70	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$129M	+6%	3.5M	36.27	View chart
Bank of America Corporation (BAC)	0.2	$128M	-5%	2.6M	48.75	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$127M		3.3M	38.98	View chart
Cisco Systems (CSCO)	0.2	$127M	-2%	1.6M	77.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$122M	-3%	563k	217.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$122M		1.6M	75.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$122M	-7%	670k	181.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$121M	-15%	2.5M	47.53	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$121M	-26%	777k	155.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$118M	-8%	477k	248.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$117M	+26%	1.7M	70.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$117M		1.7M	67.12	View chart
Lockheed Martin Corporation (LMT)	0.2	$116M	-6%	193k	604.39	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$116M	-6%	344k	337.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$115M		383k	298.85	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$114M		2.3M	49.50	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.2	$114M	+37%	3.2M	35.96	View chart
Ge Vernova (GEV)	0.2	$113M		129k	872.90	View chart
Amgen (AMGN)	0.2	$113M	-5%	320k	351.85	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$112M	-20%	1.8M	60.44	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$112M	+17%	3.2M	34.41	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$110M	-11%	2.6M	42.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$110M	-19%	1.5M	74.35	View chart
Advanced Micro Devices (AMD)	0.2	$108M		531k	203.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$108M	-4%	3.7M	29.13	View chart
Carnival Corp Common Stock (CCL)	0.2	$107M	-24%	4.2M	25.88	View chart
Ge Aerospace Com New (GE)	0.1	$107M	-3%	376k	283.77	View chart
Pepsi (PEP)	0.1	$107M	-2%	687k	155.29	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$107M	+9%	2.1M	50.04	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$106M	-4%	1.7M	61.26	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$106M	-7%	1.3M	84.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$105M	+5%	952k	110.47	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$104M	+8%	1.4M	76.54	View chart
Oracle Corporation (ORCL)	0.1	$101M	+6%	687k	147.11	View chart
Coca-Cola Company (KO)	0.1	$100M		1.3M	76.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$99M	-8%	199k	499.66	View chart
Pfizer (PFE)	0.1	$98M	-4%	3.5M	28.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$98M		945k	103.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$98M	-5%	1.0M	97.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$96M	-7%	208k	463.19	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$96M	-10%	2.0M	47.03	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$95M	+2%	1.7M	56.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$95M	+3%	1.2M	77.18	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$94M	+10%	3.5M	27.23	View chart
Micron Technology (MU)	0.1	$93M		274k	337.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$93M	+6%	807k	114.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$92M	+2%	1.8M	50.61	View chart
Applied Materials (AMAT)	0.1	$92M	-10%	268k	341.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$92M	+33%	2.3M	38.96	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$92M	+12%	2.8M	32.95	View chart
At&t (T)	0.1	$90M		3.1M	28.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$89M	-2%	591k	151.41	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$89M	+5%	3.0M	29.49	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$89M	+6%	2.1M	43.13	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$88M	-40%	276k	318.07	View chart
Altria (MO)	0.1	$87M	-16%	1.3M	65.99	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$86M		1.7M	51.93	View chart
Southern Company (SO)	0.1	$86M		891k	96.52	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$85M		2.2M	38.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$85M	-2%	626k	135.72	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$85M	+17%	1.6M	53.77	View chart
American Express Company (AXP)	0.1	$84M	-2%	279k	302.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$84M	-4%	864k	97.23	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$84M	+10%	2.3M	35.90	View chart
Lowe's Companies (LOW)	0.1	$83M		352k	236.28	View chart
Lam Research Corp Com New (LRCX)	0.1	$83M	-13%	389k	213.66	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$83M		894k	92.76	View chart
Deere & Company (DE)	0.1	$83M	-3%	146k	563.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$82M	-4%	1.1M	73.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$82M	-16%	341k	239.99	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$82M	+55%	1.6M	50.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$82M	-10%	927k	87.84	View chart
Analog Devices (ADI)	0.1	$81M	-2%	253k	318.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$80M		1.1M	75.19	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$80M	+13%	2.9M	27.15	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$80M	+2%	989k	80.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$79M	+6%	3.5M	22.34	View chart
Philip Morris International (PM)	0.1	$79M		478k	165.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$79M	-4%	783k	100.66	View chart
Goldman Sachs (GS)	0.1	$79M	-15%	93k	845.99	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$78M		820k	95.62	View chart
Corning Incorporated (GLW)	0.1	$78M	-9%	571k	135.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$77M		961k	80.58	View chart
Eaton Corp SHS (ETN)	0.1	$77M		215k	357.67	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$77M	-5%	1.1M	68.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$76M		991k	77.11	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$76M	+42%	1.8M	42.22	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$76M	NEW	2.4M	32.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$76M	-4%	231k	328.66	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$74M	+8%	1.5M	51.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$74M	-6%	402k	184.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$74M	-19%	806k	91.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$74M	-8%	849k	86.69	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$74M	+2%	1.6M	45.89	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$73M	-3%	1.5M	49.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$73M	-21%	334k	218.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$73M	+24%	1.5M	49.81	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$72M		1.2M	62.68	View chart
Palo Alto Networks (PANW)	0.1	$72M	-9%	450k	160.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$72M	-30%	188k	383.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$71M	-16%	277k	257.35	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$70M	+10%	2.0M	34.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$70M	+2%	482k	144.71	View chart
Duke Energy Corp Com New (DUK)	0.1	$70M	-3%	532k	130.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$69M	-10%	189k	367.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$69M	+6%	837k	82.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$69M	-8%	96.00	718140.00	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$69M	+16%	622k	110.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$69M	-7%	52k	1320.83	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$68M	-2%	420k	161.73	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$68M	-18%	2.6M	26.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$67M	-43%	659k	102.25	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$66M	-2%	2.2M	29.66	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$65M		688k	94.95	View chart
Abbott Laboratories (ABT)	0.1	$65M	-6%	632k	102.67	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$64M	+15%	1.4M	47.08	View chart
Oneok (OKE)	0.1	$64M	+3%	710k	90.39	View chart
Boeing Company (BA)	0.1	$64M	-10%	321k	199.03	View chart
Honeywell International (HON)	0.1	$64M	-6%	281k	226.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$62M	-3%	206k	302.25	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$62M	+11%	2.4M	25.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$62M	+17%	729k	84.84	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$62M	-3%	246k	250.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$62M		677k	90.94	View chart
Morgan Stanley Com New (MS)	0.1	$61M	-8%	372k	164.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$61M		773k	79.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$61M	-7%	577k	106.01	View chart
Qualcomm (QCOM)	0.1	$61M	-3%	475k	128.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$61M	-9%	531k	114.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$60M	-7%	437k	138.32	View chart
Bristol Myers Squibb (BMY)	0.1	$60M	-20%	993k	60.65	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$60M	-17%	837k	71.75	View chart
Medtronic SHS (MDT)	0.1	$60M	-5%	692k	86.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$60M	-2%	591k	100.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$59M	-15%	644k	91.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$59M	+35%	360k	163.58	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.1	$59M	+19%	771k	76.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$59M		661k	88.70	View chart
Walt Disney Company (DIS)	0.1	$59M	-8%	607k	96.38	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$58M		492k	118.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$58M	-12%	540k	106.50	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$57M	+4%	790k	72.69	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$57M	+14%	1.2M	46.23	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$57M	+7%	1.2M	47.88	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 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
Commonwealth Equity Services 2022 Q2 filed July 19, 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