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Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
3,662
+1 vs. Q2 2022
Portfolio value
$37.3B
−$1.12B (−2.9%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Commonwealth Equity Services, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock12,055,527$1.67B4.5%−30,537−0.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,193,747$786.8M2.1%+252,639+13.0%Added–
MSFTMicrosoft CorpStock3,182,881$741.3M2.0%−11,827−0.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,747,654$624.2M1.7%+46,958+2.8%AddedHistory
AMZNAmazon Com IncStock4,902,088$553.9M1.5%+101,814+2.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF2,013,660$538.2M1.4%+107,600+5.6%Added–
Vanguard Ftse Developed Markets ETF921943858ETF12,697,918$461.7M1.2%−658,995−4.9%Reduced–
iShares Russell 1000 Growth ETF464287614ETF1,992,676$419.3M1.1%+12,423+0.6%Added–
BRK.BBerkshire Hathaway IncStock1,457,915$389.3M1.0%−28,062−1.9%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,162,673$388.1M1.0%+37,584+1.8%Added–
Vanguard Morningstar Value ETF922908744ETF2,792,084$344.8M0.9%+249,053+9.8%Added–
Vanguard S&P 500 ETF922908363ETF998,196$327.7M0.9%+52,433+5.5%Added–
Vanguard Morningstar Growth ETF922908736ETF1,467,585$314.0M0.8%+88,188+6.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF2,283,450$308.6M0.8%+64,208+2.9%Added–
iShares Core Dividend Growth ETF46434V621ETF6,896,636$306.7M0.8%+352,559+5.4%Added–
JNJJohnson & JohnsonStock1,743,019$284.7M0.8%−350.0%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF2,093,012$284.6M0.8%+28,094+1.4%Added–
iShares Core S&P Small Cap ETF464287804ETF3,153,646$275.0M0.7%+77,971+2.5%Added–
TSLATesla, Inc.Stock880,815$233.6M0.6%+29,259+3.4%AddedConverted for a 3-for-1 splitHistory
GOOGLAlphabet Inc.Stock2,333,133$223.2M0.6%+51,193+2.2%AddedConverted for a 20-for-1 splitHistory
iShares Russell Mid-Cap Value ETF464287473ETF2,313,948$222.3M0.6%+244,119+11.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF1,005,788$220.5M0.6%+78,541+8.5%Added–
XOMExxonMobil Holdings CorpCOM2,497,941$218.1M0.6%+57,748+2.4%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF5,762,201$210.3M0.6%+214,429+3.9%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF2,666,714$209.2M0.6%+55,180+2.1%Added–
iShares Tr464288414NATIONAL MUN ETF1,987,465$203.9M0.5%−14,265−0.7%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,069,483$202.9M0.5%−47,227−1.5%Reduced–
PGProcter & Gamble CoStock1,601,615$202.2M0.5%+14,366+0.9%AddedHistory
NEENextera Energy IncStock2,569,586$201.5M0.5%+44,015+1.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,030,703$192.7M0.5%+255,885+14.4%Added–
GOOGAlphabet Inc.Stock1,991,710$191.5M0.5%+14,750+0.7%AddedConverted for a 20-for-1 splitHistory
PFEPfizer IncStock4,347,564$190.3M0.5%−58,498−1.3%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF2,854,498$189.6M0.5%+560,888+24.5%Added–
HDHome Depot, Inc.Stock682,369$188.3M0.5%+9,554+1.4%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF956,194$179.7M0.5%+27,842+3.0%Added–
Vanguard Short-Term Bond ETF921937827ETF2,318,780$173.5M0.5%−229,811−9.0%Reduced–
JPMJPMorgan Chase & CoStock1,643,279$171.7M0.5%+53,009+3.3%AddedHistory
ABBVAbbVie Inc.Stock1,275,391$171.2M0.5%−20,447−1.6%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS4,672,454$167.2M0.4%−86,333−1.8%Reduced–
NVDANVIDIA CorpStock1,362,122$165.3M0.4%+37,477+2.8%AddedHistory
COSTCostco Wholesale CorpStock346,649$163.7M0.4%+18,134+5.5%AddedHistory
VZVerizon Communications IncStock4,267,064$162.0M0.4%−42,497−1.0%ReducedHistory
iShares Tr464287150CORE S&P TTL STK2,023,548$161.0M0.4%+124,173+6.5%Added–
CVXChevron CorpStock1,119,343$160.8M0.4%+21,171+1.9%AddedHistory
iShares S&P 500 Growth ETF464287309ETF2,681,303$155.1M0.4%+2,942+0.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF2,882,742$151.8M0.4%+38,263+1.3%Added–
SPDR Series Trust78464A763ST STR SP DIV1,342,450$149.7M0.4%+15,389+1.2%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF6,636,643$147.6M0.4%+668,745+11.2%Added–
iShares Tr46435G425ESG AWR MSCI USA1,821,158$144.6M0.4%−18,561−1.0%Reduced–
VVisa Inc.Stock810,686$144.0M0.4%+11,484+1.4%AddedHistory
GLDSPDR Gold TrustETF925,273$143.1M0.4%−197,690−17.6%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF1,106,915$142.7M0.4%+13,011+1.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF829,554$141.8M0.4%+20,418+2.5%Added–
WPCW. P. Carey Inc.COM1,960,968$136.9M0.4%+537,114+37.7%AddedHistory
UNHUnitedHealth Group IncStock268,103$135.4M0.4%+11,088+4.3%AddedHistory
MRKMerck & Co., Inc.Stock1,554,910$133.9M0.4%−7,927−0.5%ReducedHistory
MCDMcDonalds CorpStock578,073$133.4M0.4%+10,899+1.9%AddedHistory
PEPPepsiCo IncStock770,652$125.8M0.3%+12,184+1.6%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF601,047$124.2M0.3%+7,355+1.2%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF1,845,901$122.6M0.3%+291,165+18.7%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF3,144,732$122.3M0.3%−33,799−1.1%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT933,760$118.8M0.3%+10,903+1.2%Added–
Vanguard Total Bond Market ETF921937835ETF1,645,044$117.3M0.3%−71,403−4.2%Reduced–
WMTWalmart Inc.Stock903,554$117.2M0.3%+16,075+1.8%AddedHistory
iShares Tr46434V4070-5YR HI YL CP2,837,305$113.3M0.3%+375,499+15.3%Added–
LLYEli Lilly & CoStock350,267$113.3M0.3%−788−0.2%ReducedHistory
DISWalt Disney CoStock1,195,776$112.8M0.3%+70,463+6.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF1,150,231$110.8M0.3%+55,701+5.1%Added–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,809,001$104.6M0.3%+14,151+0.8%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,093,786$101.5M0.3%−230,774−17.4%Reduced–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF2,448,728$100.5M0.3%+135,706+5.9%Added–
iShares Tips Bond ETF464287176ETF952,516$99.9M0.3%−18,327−1.9%Reduced–
KOCoca Cola CoStock1,705,225$95.5M0.3%+22,477+1.3%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,695,472$95.2M0.3%−174,962−9.4%Reduced–
iShares Tr464288646ISHS 1-5YR INVS1,899,639$93.6M0.3%−1,059,730−35.8%Reduced–
BACBank of America CorpStock3,061,390$92.5M0.2%+32,236+1.1%AddedHistory
iShares Russell 2000 ETF464287655ETF548,232$90.4M0.2%+31,667+6.1%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,776,521$89.1M0.2%+645,624+57.1%Added–
CSCOCisco Systems, Inc.Stock2,208,815$88.4M0.2%+7,181+0.3%AddedHistory
ABTAbbott LaboratoriesStock883,333$85.5M0.2%+15,767+1.8%AddedHistory
CVSCVS Health CorpStock880,536$84.0M0.2%+17,961+2.1%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF1,040,917$83.5M0.2%+80,904+8.4%Added–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF596,171$82.7M0.2%+120,999+25.5%Added–
METAMeta Platforms, Inc.Stock605,543$82.2M0.2%−10,869−1.8%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF687,991$81.7M0.2%+14,323+2.1%Added–
BMYBristol Myers Squibb CoStock1,147,409$81.6M0.2%−6,278−0.5%ReducedHistory
LMTLockheed Martin CorpStock210,937$81.5M0.2%+797+0.4%AddedHistory
LOWLowes Companies IncStock423,702$79.6M0.2%−1,940−0.5%ReducedHistory
iShares S&P 500 Value ETF464287408ETF610,598$78.5M0.2%+39,205+6.9%Added–
iShares Russell Top 200 Growth ETF464289438ETF655,728$78.4M0.2%+197,422+43.1%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF536,846$77.0M0.2%−5,822−1.1%Reduced–
RTXRTX CorpStock940,136$77.0M0.2%+11,972+1.3%AddedHistory
TAT&T Inc.Stock4,999,587$76.7M0.2%+87,415+1.8%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST953,679$76.3M0.2%+32,287+3.5%Added–
AMGNAmgen IncStock337,461$76.1M0.2%+1,024+0.3%AddedHistory
FSKFS KKR Capital CorpCOM4,479,109$75.9M0.2%−252,747−5.3%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,515,323$75.9M0.2%+155,557+11.4%Added–
UPSUnited Parcel Service IncStock465,939$75.3M0.2%−15,958−3.3%ReducedHistory
IAUiShares Gold TrustETF2,370,768$74.8M0.2%−347,827−12.8%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF695,600$72.3M0.2%−2,497−0.4%Reduced–

Sold out since Q2 2022 (169)

Positions held at the end of Q2 2022 that are gone from this filing.

The largest 100 of 169 by value last quarter.

Positions of Commonwealth Equity Services, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
GSKGSK plcSPONSORED ADR637,575$27.8M0.1%History
Tidal Trust I886364637FOLI AL RATE ETF87,214$2.83M<0.1%–
GOGOGogo Inc.COM150,636$2.44M<0.1%History
ACCAmerican Campus Communities IncCOM35,309$2.28M<0.1%History
Healthcare Realty Trust Inc42225P501CL A NEW78,430$2.19M<0.1%–
MNDTMandiant, Inc.Stock92,702$2.02M<0.1%History
First Tr Exchange-Traded FD33733E880DORSEY WRIGHT PE58,422$1.62M<0.1%–
Simplify Exchange Traded Fun82889N772HEALTH CARE ETF55,895$1.38M<0.1%–
DBIDesigner Brands Inc.CL A101,371$1.32M<0.1%History
AMSFAmerisafe IncCOM25,100$1.30M<0.1%History
Indexiq ETF Tr45409B404HDG EVE DRIV57,996$1.20M<0.1%–
CTTCatchMark Timber Trust, Inc.CL A113,266$1.14M<0.1%History
VanEck Vectors ETF Tr92189H870ENERGY INCOME19,638$1.13M<0.1%–
SAFMSanderson Farms IncCOM5,139$1.11M<0.1%History
iShares Tr464288844US OIL EQ&SV ETF67,611$1.08M<0.1%–
CDKCDK Global, Inc.COM19,595$1.07M<0.1%History
SPDR Ser Tr78468R127S&P INTERNET ETF11,026$825.0K<0.1%–
SMMSalient Midstream & MLP FundSH BEN INT108,243$819.0K<0.1%History
CYBECyberoptics CorpCOM22,280$778.0K<0.1%History
WLLWhiting Holdings LLCCOM NEW11,178$760.0K<0.1%History
Amplify ETF Tr032108748INFLATION FIGHTE31,780$652.0K<0.1%–
CF Acquisition Corp VI12521J103COM CL A65,326$651.0K<0.1%–
GNKGenco Shipping & Trading LtdSHS27,298$527.0K<0.1%History
Ssga Active ETF Tr78467V202ST STR INCOM ETF17,062$524.0K<0.1%–
Pershing Square Tontine Hldg71531R109COM CL A26,252$524.0K<0.1%–
CERSCerus CorpCOM92,545$489.0K<0.1%History
New York Life Investments Et45409B461CANDRIAM US LRG14,382$464.0K<0.1%–
HRHealthcare Realty Trust IncCOM17,024$463.0K<0.1%History
Global X FDS37954Y418THMATC GWT ETF15,102$437.0K<0.1%–
First Tr Exch Traded FD III33739P863CALIF MUN INCM8,958$433.0K<0.1%–
WBTWelbilt, Inc.COM17,676$420.0K<0.1%History
Cambria ETF Tr132061607GLB ASSET ALLO15,458$419.0K<0.1%–
OFGOfg BancorpCOM16,229$412.0K<0.1%History
iShares Inc464286640MSCI CHILE ETF16,876$406.0K<0.1%–
Listed FD Tr53656F771TRUESHARES STRUC17,332$403.0K<0.1%–
CYRXCryoport, Inc.COM PAR $0.00112,850$398.0K<0.1%History
MTUSMetallus Inc.COM21,198$396.0K<0.1%History
BPOPPopular, Inc.COM NEW4,966$382.0K<0.1%History
Sailpoint Technologies Holdings, Inc.78781P105COM6,008$376.0K<0.1%–
Kraneshares Trust500767405BOSERA MSCI CHIN9,639$374.0K<0.1%–
Global X FDS37950E408MSCI CHINA CNSMR15,007$355.0K<0.1%–
DASHDoorDash, Inc.Stock5,443$349.0K<0.1%History
Kraneshares Tr500767850MSCI CHINA CLEAN8,374$348.0K<0.1%–
GCBCGreene County Bancorp IncCOM7,650$346.0K<0.1%History
ONDSOndas Inc.COM NEW63,773$343.0K<0.1%History
Invesco Exch Traded FD Tr II46138E248S&P INTL DEV14,108$335.0K<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI18,715$332.0K<0.1%–
CVSACovista Inc.COM8,886$319.0K<0.1%History
iShares Tr464288695GLOBAL MATER ETF4,241$313.0K<0.1%–
RMORomeo Power, Inc.COM678,800$304.0K<0.1%History
Prospect Cap Corp74348TAR3NOTE 4.950% 7/1298,000$300.0K<0.1%–
AZTAAzenta, Inc.COM4,122$297.0K<0.1%History
MOG.AMoog Inc.CL A3,676$291.0K<0.1%History
PSBPS Business Parks, Inc.COM1,536$287.0K<0.1%History
BRLTBrilliant Earth Group, Inc.CL A COM60,250$286.0K<0.1%History
QDELQuidelOrtho CorpCOM2,922$283.0K<0.1%History
PEBPebblebrook Hotel TrustCOM16,974$281.0K<0.1%History
SPHRSphere Entertainment Co.CL A5,012$263.0K<0.1%History
SXIStandex International CorpCOM3,076$260.0K<0.1%History
Global X FDS37954Y632ARTIFICIAL ETF12,362$257.0K<0.1%–
IDCCInterDigital, Inc.COM4,211$256.0K<0.1%History
MAXRMaxar Technologies Inc.COM9,774$255.0K<0.1%History
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE8,343$251.0K<0.1%–
VRNTVerint Systems IncCOM5,929$251.0K<0.1%History
CVICVR Energy IncCOM7,359$246.0K<0.1%History
Invesco Exch Traded FD Tr II46138E214S&P INTL QULTY10,300$245.0K<0.1%–
iShares Tr46429B333GNMA BOND ETF5,323$242.0K<0.1%–
EATBrinker International, IncStock10,963$241.0K<0.1%History
VanEck Vectors ETF Tr92189F205STEEL ETF4,887$241.0K<0.1%–
DKLDelek Logistics Partners, LPCOM UNT RP INT4,929$240.0K<0.1%History
CHEFChefs' Warehouse, Inc.COM6,149$239.0K<0.1%History
PPCPilgrims Pride CorpStock7,640$238.0K<0.1%History
CVNACarvana Co.CL A10,520$237.0K<0.1%History
BECNQxo Building Products, Inc.COM4,598$236.0K<0.1%History
Tidal ETF Tr886364603RPAR RISK PARI11,979$233.0K<0.1%–
NXQuanex Building Products CORPCOM10,148$230.0K<0.1%History
TNLTravel & Leisure Co.COM5,915$229.0K<0.1%History
MEIMethode Electronics IncCOM6,188$229.0K<0.1%History
NXRTNexPoint Residential Trust, Inc.COM3,658$228.0K<0.1%History
Global X FDS37954Y269NASDQ 100 CVRDGW9,563$228.0K<0.1%–
iShares Inc46434G772MSCI TAIWAN ETF4,521$227.0K<0.1%–
ProShares Tr74347B169ONLINE RTL ETF6,998$227.0K<0.1%–
CRNCCerence Inc.COM8,973$226.0K<0.1%History
WLKWestlake CorpCOM2,296$225.0K<0.1%History
FINSAngel Oak Financial Strategies Income Term TrustCOM BEN INT15,441$225.0K<0.1%History
MTArcelorMittalNY REGISTRY SH9,834$222.0K<0.1%History
SPDR Index Shs FDS78463X533ST MAR DIVID ETF8,432$218.0K<0.1%–
ProShares Tr74348A533PRIV EQTY-LSTD8,245$218.0K<0.1%–
Exchange Traded Concepts Tr301505723ROBO GBL HLTCR7,534$218.0K<0.1%–
SNNSmith & Nephew PLCSPDN ADR NEW7,917$217.0K<0.1%History
Nushares ETF Tr67092P102NUVEEN ENHNC YLD10,100$217.0K<0.1%–
MPABlackRock Muniyield Pennsylvania Quality FundCOM17,023$215.0K<0.1%History
CNRCore Natural Resources, Inc.COM4,370$215.0K<0.1%History
Invesco Exchange Traded FD T46137V423S&P 500 VLU MOMN4,620$213.0K<0.1%–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE4,643$213.0K<0.1%–
CSRCenterspaceCOM2,612$213.0K<0.1%History
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF5,398$212.0K<0.1%–
ESLTElbit Systems LtdStock923$211.0K<0.1%History
KFYKorn FerryCOM NEW3,632$210.0K<0.1%History
Vonage Holdings Corp92886T201COM11,148$210.0K<0.1%–