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Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 7, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
3,701
+39 vs. Q3 2022
Portfolio value
$41.6B
+$4.33B (+11.6%) vs. Q3 2022
Filed
Feb 7, 2023
SEC
Holdings of Commonwealth Equity Services, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock11,940,586$1.55B3.7%−114,941−1.0%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,313,134$888.7M2.1%+119,387+5.4%Added–
MSFTMicrosoft CorpStock3,213,121$770.6M1.9%+30,240+1.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,779,885$680.7M1.6%+32,231+1.8%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF12,780,674$536.4M1.3%+82,756+0.7%Added–
Invesco QQQ Trust Series I46090E103ETF1,957,127$521.1M1.3%−56,533−2.8%Reduced–
BRK.BBerkshire Hathaway IncStock1,472,144$454.7M1.1%+14,229+1.0%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,342,995$448.0M1.1%+180,322+8.3%Added–
iShares Russell 1000 Growth ETF464287614ETF2,056,498$440.6M1.1%+63,822+3.2%Added–
AMZNAmazon Com IncStock4,949,455$415.8M1.0%+47,367+1.0%AddedHistory
Vanguard Morningstar Value ETF922908744ETF2,874,128$403.4M1.0%+82,044+2.9%Added–
iShares Core Dividend Growth ETF46434V621ETF7,538,759$376.9M0.9%+642,123+9.3%Added–
Vanguard S&P 500 ETF922908363ETF1,054,485$370.5M0.9%+56,289+5.6%Added–
Vanguard Dividend Appreciation ETF921908844ETF2,390,246$363.0M0.9%+106,796+4.7%Added–
Vanguard Morningstar Growth ETF922908736ETF1,535,852$327.3M0.8%+68,267+4.7%Added–
iShares Russell 1000 Value ETF464287598ETF2,132,301$323.4M0.8%+39,289+1.9%Added–
JNJJohnson & JohnsonStock1,769,186$312.5M0.8%+26,167+1.5%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF3,263,083$308.8M0.7%+109,437+3.5%Added–
Schwab US Dividend Equity ETF808524797ETF3,522,248$266.1M0.6%+667,750+23.4%Added–
XOMExxonMobil Holdings CorpCOM2,397,043$264.4M0.6%−100,898−4.0%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,083,437$262.1M0.6%+77,649+7.7%Added–
iShares Russell Mid-Cap Value ETF464287473ETF2,343,248$246.8M0.6%+29,300+1.3%Added–
PGProcter & Gamble CoStock1,611,832$244.3M0.6%+10,217+0.6%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,190,148$237.0M0.6%+159,445+7.9%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF6,045,991$235.7M0.6%+283,790+4.9%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF2,720,119$227.4M0.5%+53,405+2.0%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,125,023$225.3M0.5%+55,540+1.8%Added–
JPMJPMorgan Chase & CoStock1,679,130$225.2M0.5%+35,851+2.2%AddedHistory
PFEPfizer IncStock4,377,141$224.3M0.5%+29,577+0.7%AddedHistory
iShares Tr464288414NATIONAL MUN ETF2,103,214$221.9M0.5%+115,749+5.8%Added–
NEENextera Energy IncStock2,606,345$217.9M0.5%+36,759+1.4%AddedHistory
HDHome Depot, Inc.Stock678,737$214.4M0.5%−3,632−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock2,365,420$207.6M0.5%+32,287+1.4%AddedHistory
ABBVAbbVie Inc.Stock1,279,999$206.9M0.5%+4,608+0.4%AddedHistory
CVXChevron CorpStock1,135,485$203.8M0.5%+16,142+1.4%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF995,557$202.9M0.5%+39,363+4.1%Added–
NVDANVIDIA CorpStock1,358,808$198.6M0.5%−3,314−0.2%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS4,694,286$187.3M0.5%+21,832+0.5%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF7,671,832$186.3M0.4%+1,035,189+15.6%Added–
Vanguard Short-Term Bond ETF921937827ETF2,431,271$183.0M0.4%+112,491+4.9%Added–
GOOGAlphabet Inc.Stock1,996,556$177.2M0.4%+4,846+0.2%AddedHistory
iShares S&P 500 Growth ETF464287309ETF3,004,555$175.8M0.4%+323,252+12.1%Added–
iShares Tr464287150CORE S&P TTL STK2,044,343$173.4M0.4%+20,795+1.0%Added–
SPDR Series Trust78464A763ST STR SP DIV1,377,101$172.3M0.4%+34,651+2.6%Added–
MRKMerck & Co., Inc.Stock1,519,987$168.6M0.4%−34,923−2.2%ReducedHistory
VZVerizon Communications IncStock4,271,021$168.3M0.4%+3,957+0.1%AddedHistory
VVisa Inc.Stock808,019$167.9M0.4%−2,667−0.3%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF2,710,187$167.1M0.4%−172,555−6.0%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,673,568$162.3M0.4%+523,337+45.5%Added–
COSTCostco Wholesale CorpStock353,058$161.2M0.4%+6,409+1.8%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,121,602$158.4M0.4%+187,842+20.1%Added–
iShares Tr464287630RUS 2000 VAL ETF1,141,843$158.3M0.4%+34,928+3.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF858,336$157.5M0.4%+28,782+3.5%Added–
MCDMcDonalds CorpStock585,407$154.3M0.4%+7,334+1.3%AddedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,039,585$152.9M0.4%+193,684+10.5%Added–
GLDSPDR Gold TrustETF888,410$150.7M0.4%−36,863−4.0%ReducedHistory
UNHUnitedHealth Group IncStock282,149$149.6M0.4%+14,046+5.2%AddedHistory
WPCW. P. Carey Inc.COM1,890,328$147.7M0.4%−70,640−3.6%ReducedHistory
PEPPepsiCo IncStock793,294$143.3M0.3%+22,642+2.9%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA1,679,027$142.3M0.3%−142,131−7.8%Reduced–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF3,021,357$140.6M0.3%+572,629+23.4%Added–
iShares Russell 2000 Growth ETF464287648ETF620,283$133.1M0.3%+19,236+3.2%Added–
WMTWalmart Inc.Stock896,889$127.2M0.3%−6,665−0.7%ReducedHistory
LLYEli Lilly & CoStock345,619$126.4M0.3%−4,648−1.3%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP3,075,337$125.8M0.3%+238,032+8.4%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF2,791,554$122.6M0.3%−353,178−11.2%Reduced–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,885,924$120.5M0.3%+76,923+4.3%Added–
Vanguard Total Bond Market ETF921937835ETF1,660,549$119.3M0.3%+15,505+0.9%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,097,840$112.9M0.3%+4,054+0.4%Added–
iShares Tr46435G516ESG AW MSCI EAFE1,672,544$110.0M0.3%−22,928−1.4%Reduced–
KOCoca Cola CoStock1,726,201$109.8M0.3%+20,976+1.2%AddedHistory
TSLATesla, Inc.Stock889,508$109.6M0.3%+8,693+1.0%AddedHistory
BACBank of America CorpStock3,221,100$106.7M0.3%+159,710+5.2%AddedHistory
CSCOCisco Systems, Inc.Stock2,227,147$106.1M0.3%+18,332+0.8%AddedHistory
iShares S&P 500 Value ETF464287408ETF730,986$106.0M0.3%+120,388+19.7%Added–
LMTLockheed Martin CorpStock212,026$103.1M0.2%+1,089+0.5%AddedHistory
CATCaterpillar IncStock430,336$103.1M0.2%+2,672+0.6%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS2,052,409$102.3M0.2%+152,770+8.0%Added–
Pacer US Cash Cows 100 ETF69374H881ETF2,194,800$101.5M0.2%+524,540+31.4%Added–
IBMInternational Business Machines CorpStock719,494$101.4M0.2%+28,315+4.1%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF824,790$99.4M0.2%+169,062+25.8%Added–
ABTAbbott LaboratoriesStock893,334$98.1M0.2%+10,001+1.1%AddedHistory
RTXRTX CorpStock968,727$97.8M0.2%+28,591+3.0%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF1,189,005$96.9M0.2%+148,088+14.2%Added–
DISWalt Disney CoStock1,103,194$95.8M0.2%−92,582−7.7%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF1,884,918$94.5M0.2%+108,397+6.1%Added–
iShares Core High Dividend ETF46429B663ETF903,748$94.2M0.2%+129,216+16.7%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,583,943$94.1M0.2%+712,978+81.9%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF4,338,736$93.7M0.2%+1,607,649+58.9%Added–
iShares Russell 2000 ETF464287655ETF535,899$93.4M0.2%−12,333−2.2%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF588,065$93.4M0.2%+51,219+9.5%Added–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF597,738$92.7M0.2%+1,567+0.3%Added–
TAT&T Inc.Stock4,969,375$91.5M0.2%−30,212−0.6%ReducedHistory
iShares Core S&P US Value ETF464287663ETF1,273,627$90.0M0.2%+122,751+10.7%Added–
AMGNAmgen IncStock342,349$89.9M0.2%+4,888+1.4%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST986,697$88.8M0.2%+33,018+3.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF1,006,392$88.0M0.2%+56,871+6.0%Added–
BABoeing CoStock452,900$86.3M0.2%−3,850−0.8%ReducedHistory
iShares Tips Bond ETF464287176ETF800,478$85.2M0.2%−152,038−16.0%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF683,391$85.0M0.2%−4,600−0.7%Reduced–

Sold out since Q3 2022 (185)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 185 by value last quarter.

Positions of Commonwealth Equity Services, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB715,550$15.2M<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH249,260$10.2M<0.1%History
iShares Tr46434VBA7IBONDS DEC22 ETF349,674$8.75M<0.1%–
TWTRTwitter, Inc.COM119,265$5.23M<0.1%History
iShares Tr46435G755IBONDS DEC2022185,494$4.80M<0.1%–
Barclays Bank PLC06742A669IPATH SHILR CAPE241,140$4.41M<0.1%–
Innovator ETFs Tr45782C243INVTOR 2 PLS 5185,329$3.78M<0.1%–
John Hancock Exchange Traded47804J602MULTIFACTOR TE44,894$2.98M<0.1%–
ProShares Tr74347B110ULTRAPRO SHORT S101,315$2.27M<0.1%–
John Hancock Exchange Traded47804J503MULTIFACTOR HE44,147$1.90M<0.1%–
Abacus FCF ETF Tr89628W302LEADERS ETF33,724$1.46M<0.1%–
iShares Tr46435U176IBONDS 22 TRM HG58,955$1.42M<0.1%–
REYNReynolds Consumer Products Inc.COM51,702$1.34M<0.1%History
UHALU-Haul Holding CoCOM2,150$1.09M<0.1%History
EFLEaton Vance Floating-Rate 2022 Target Term TrustCOM117,022$1.01M<0.1%History
DREDuke Realty CorpCOM NEW20,597$992.0K<0.1%History
ARHSArhaus, Inc.COM CL A138,411$975.0K<0.1%History
Alps ETF Tr00162Q361OSHS GBL INTER38,380$973.0K<0.1%–
Advisorshares Tr00768Y537DORSY MICR ETF32,343$924.0K<0.1%–
MNRLMNRL Sub Inc.CL A COM35,036$864.0K<0.1%History
Via Renewables, Inc.92556D106CL A COM123,203$851.0K<0.1%–
BHVNBiohaven Ltd.COM5,512$833.0K<0.1%History
John Hancock Exchange Traded47804J404MULTIFACTOR FI18,342$755.0K<0.1%–
CLRContinental Resources, IncCOM11,209$748.0K<0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT28,788$701.0K<0.1%History
CTXSCitrix Systems IncCOM6,701$696.0K<0.1%History
Flexshares Tr33939L605IBOXX 5YR TRGT27,620$646.0K<0.1%–
Global X FDS37950E549GLB X SUPERDIV85,650$645.0K<0.1%–
VGIVirtus Global Multi-Sector Income FundCOM83,543$624.0K<0.1%History
H.I.G. Acquisition Corp.G44898107COM CL A56,577$567.0K<0.1%–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10,210$565.0K<0.1%History
iShares Tr46436E809IBONDS 22 TRM TS21,860$555.0K<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI19,147$518.0K<0.1%–
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED23,800$510.0K<0.1%–
Innovator ETFs Tr45783Y871GRWT ACLRTD PLUS26,429$509.0K<0.1%–
Cambria ETF Tr132061805GBL TAIL RISK ET19,815$446.0K<0.1%–
STZConstellation Brands, Inc.CL B1,532$444.0K<0.1%History
Cambria ETF Tr132061706EMRG SHAREHLDR17,389$431.0K<0.1%–
Tenneco Inc880349105CL A VTG COM STK24,464$425.0K<0.1%–
American Centy ETF Tr025072356REAL ESTATE ETF10,892$424.0K<0.1%–
BTUPeabody Energy CorpCOM16,543$410.0K<0.1%History
John Hancock Exchange Traded47804J883MLTFACTR INDLS9,408$401.0K<0.1%–
Listed FD Tr53656F714TRUESHARES STRUC14,137$395.0K<0.1%–
RDFNRedfin CorpCOM66,120$386.0K<0.1%History
YAlleghany CorpCOM457$384.0K<0.1%History
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY17,471$383.0K<0.1%–
Simplify Exchange Traded Fun82889N202US EQT PLS DWNSD14,462$382.0K<0.1%–
WisdomTree Tr97717X867EM LCL DEBT FD15,458$375.0K<0.1%–
LOGILogitech International S.A.SHS7,976$366.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J551BULSHS 2022 MUNI14,094$356.0K<0.1%–
ProShares Tr74347G689ULTSHT RUSS200018,310$356.0K<0.1%–
Alpha Architect ETF Tr02072L706MERLYN AI BULL12,195$345.0K<0.1%–
PBFPBF Energy Inc.CL A9,790$344.0K<0.1%History
ProShares Ultrashort S&P 50074347G416ETF6,305$344.0K<0.1%–
iShares U S ETF Tr46431W580INFLATION HEDG13,924$336.0K<0.1%–
KOFCoca Cola Femsa SAB de CVSPONS ADS REP5,728$334.0K<0.1%History
ABMDAbiomed IncCOM1,342$329.0K<0.1%History
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF13,816$317.0K<0.1%–
John Hancock Exchange Traded47804J305MULTIFACTOR CO7,843$301.0K<0.1%–
GHGuardant Health, Inc.COM5,585$300.0K<0.1%History
ZENZendesk, Inc.COM3,934$299.0K<0.1%History
RGCORGC Resources IncCOM14,167$298.0K<0.1%History
SMTCSemtech CorpStock10,027$294.0K<0.1%History
SRLPSprague Resources LPCOM UNIT REP LTD14,643$290.0K<0.1%History
Enerplus Corp292766102COM20,391$288.0K<0.1%–
WisdomTree Tr97717Y683ENHNCD CMMDTY ST13,454$286.0K<0.1%–
Swedish Expt CR Corp870297603ROG AGRI ETN2231,166$283.0K<0.1%–
Signature BK New York N Y82669G104COM1,854$280.0K<0.1%–
FVRRFiverr International Ltd.ORD SHS9,013$275.0K<0.1%History
iShares Tr46435U796SYSTEMATIC BD ET3,329$272.0K<0.1%–
First Tr Exchange Traded FD33734X770DJ INTL INTRNT13,728$269.0K<0.1%–
CVETCovetrus, Inc.COM12,688$264.0K<0.1%History
ProShares Tr74347B201PSHS ULTSH 20YRS7,961$253.0K<0.1%–
Renaissance Cap Greenwich FD759937204IPO ETF8,838$251.0K<0.1%–
KNBEKnowBe4, Inc.CL A12,004$249.0K<0.1%History
PARPar Technology CorpCOM8,368$247.0K<0.1%History
Two Harbors Investment Corp.90187B408COM NEW73,901$245.0K<0.1%–
Amplify ETF Tr032108888BLACKSWAN GRWT9,768$242.0K<0.1%–
BEAMBeam Therapeutics Inc.COM5,070$241.0K<0.1%History
AVLRAvalara, Inc.COM2,610$239.0K<0.1%History
MYOVMyovant Sciences Ltd.COM13,353$239.0K<0.1%History
CPRICapri Holdings LtdSHS6,127$235.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY10,677$232.0K<0.1%–
VCELVericel CorpCOM9,986$231.0K<0.1%History
TGLSTecnoglass Holdings Inc.ORD SHS11,051$231.0K<0.1%History
WisdomTree Tr97717W786INTL DIV EX FINL7,574$230.0K<0.1%–
QLYSQualys, Inc.COM1,638$228.0K<0.1%History
ACIWAci Worldwide, Inc.Stock10,861$226.0K<0.1%History
PEGAPegasystems IncCOM6,914$222.0K<0.1%History
Simplify Exchange Traded Fun82889N731CONVEXITY ETF12,534$221.0K<0.1%–
UVVUniversal CorpCOM4,799$220.0K<0.1%History
SILKSilk Road Medical IncCOM4,879$219.0K<0.1%History
NPVNuveen Virginia Quality Municipal Income FundCOM17,573$217.0K<0.1%History
KRNTKornit Digital Ltd.SHS8,183$217.0K<0.1%History
Principal Exchange-Traded FD74255Y409HELTHCARE INDX6,295$216.0K<0.1%–
VRNSVaronis Systems IncCOM7,957$211.0K<0.1%History
John Hancock Exchange Traded47804J826MLTDCTR MEDIA9,155$210.0K<0.1%–
BLDQXO Insulation, LLCStock1,268$208.0K<0.1%History
Vanguard Wellington FD921935706US QUALITY2,186$208.0K<0.1%–
TRIPTripAdvisor, Inc.COM9,344$206.0K<0.1%History