COMMONWEALTH EQUITY SERVICES, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$60.1B
Signature - Title
Brandon Zatopek - Sr. Manager, RIA Compliance
Location
29 Sawyer Road, Waltham, Massachusetts
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 3,964 $60.1B +$3.6B -$1.52B +$2.08B AAPL, MSFT, IVV, NVDA, QQQ, SPY 13F-HR 4/29/2024, 03:14 PM
Q4 2023 3,891 $54.6B +$2.94B -$1.41B +$1.53B AAPL, IVV, MSFT, QQQ, SPY, AMZN 13F-HR 2/6/2024, 08:23 AM
Q3 2023 3,806 $48.3B +$2.42B -$1.19B +$1.22B AAPL, IVV, MSFT, QQQ, SPY, AMZN 13F-HR 10/23/2023, 10:25 AM
Q2 2023 3,828 $49.2B +$2.53B -$2.85B -$324M AAPL, IVV, MSFT, QQQ, SPY, AMZN 13F-HR 8/10/2023, 10:36 AM
Q1 2023 3,772 $47.6B +$2.82B -$1.01B +$1.81B GOOGL, AAPL, IVV, MSFT, SPY, QQQ 13F-HR 5/11/2023, 08:31 AM
Q4 2022 3,700 $41.6B +$2.7B -$882M +$1.81B AAPL, IVV, MSFT, SPY, VEA, QQQ 13F-HR 2/7/2023, 01:07 PM
Q3 2022 3,661 $38.8B +$2.84B -$967M +$1.88B AAPL, IBM, IVV, MSFT, SPY, AMZN 13F-HR 11/14/2022, 07:47 AM
Q2 2022 3,661 $38.4B +$2.77B -$968M +$1.8B AAPL, MSFT, IVV, SPY, VEA, QQQ 13F-HR 7/19/2022, 02:00 PM
Q1 2022 3,704 $43.7B +$2.88B -$1.16B +$1.72B AAPL, MSFT, IVV, SPY, AMZN, QQQ 13F-HR 5/4/2022, 10:37 AM
Q4 2021 3,643 $44.4B +$2.19B -$648M +$1.54B AAPL, MSFT, IVV, QQQ, SPY, AMZN 13F-HR 1/31/2022, 10:41 AM
Q3 2021 3,572 $39.8B +$1.99B -$628M +$1.37B AAPL, MSFT, IVV, QQQ, AMZN, VEA 13F-HR 10/29/2021, 09:05 AM
Q2 2021 3,520 $39.4B +$2.87B -$1.35B +$1.52B AAPL, MSFT, IVV, AMZN, QQQ, VEA 13F-HR 8/11/2021, 04:54 PM
Q1 2021 3,396 $35.3B +$1.83B -$1.22B +$613M AAPL, MSFT, IVV, AMZN, VEA, SPY 13F-HR 5/4/2021, 12:50 PM
Q4 2020 3,197 $33.2B +$2.14B -$1.12B +$1.02B AAPL, AMZN, MSFT, IVV, QQQ, VEA 13F-HR 2/11/2021, 07:53 AM
Q3 2020 3,046 $29.3B +$2.67B -$726M +$1.94B AAPL, AMZN, MSFT, IVV, QQQ, VEA 13F-HR 11/5/2020, 03:42 PM
Q2 2020 2,948 $26.5B +$2.18B -$818M +$1.36B AAPL, MSFT, AMZN, IVV, VEA, SPY 13F-HR 8/12/2020, 09:18 AM
Q1 2020 2,814 $21.5B +$1.43B -$916M +$514M AAPL, VEA, IVV, MSFT, AMZN, SPY 13F-HR 5/11/2020, 02:40 PM
Q4 2019 2,882 $26.3B +$1.66B -$300M +$1.36B AAPL, VEA, IVV, SPY, IWF, VTI 13F-HR 2/5/2020, 09:38 AM
Q3 2019 2,837 $23.4B +$1.17B -$560M +$608M AAPL, VEA, IVV, IWF, SPY, IWD 13F-HR 10/30/2019, 09:11 AM
Q2 2019 2,773 $22.7B +$1.08B -$478M +$603M AAPL, VEA, IVV, IWF, SPY, VTI 13F-HR 7/19/2019, 11:23 AM
Q1 2019 2,742 $21.7B +$1.36B -$691M +$667M AAPL, VEA, IVV, IWF, SPY, IWD 13F-HR 5/13/2019, 02:39 PM
Q4 2018 2,675 $18.8B +$1.38B -$506M +$874M VEA, AAPL, VTI, IVV, IWF, SPY 13F-HR 2/11/2019, 03:13 PM
Q3 2018 2,787 $20.9B +$1.28B -$396M +$887M AAPL, VEA, VTI, IWF, IVV, IWD 13F-HR 11/6/2018, 09:02 AM
Q2 2018 2,765 $19.1B +$1.79B -$625M +$1.16B VEA, AAPL, VTI, IWF, IVV, IWD 13F-HR 7/31/2018, 03:16 PM
Q1 2018 2,709 $18.4B +$990M -$465M +$525M VEA, IWF, AAPL, IWD, VTI, IVV 13F-HR 5/14/2018, 05:18 PM
Q4 2017 2,678 $18.3B IWF, IWD, VEA, AAPL, VTI, IVV 13F-HR 2/12/2018, 09:34 AM