Commonwealth Equity Services, LLC
CIK Number: 0000312272
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 11.96M | +3.15% | 2.66B | 172.14 | 3.76% | Share |
| 2 | IVV | iShares Core S&... | 648.15 | +0.01% | 2.96M | +5.70% | 1.66B | 527.39 | 2.35% | Share |
| 3 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 12.79M | +4.98% | 1.39B | 92.31 | 1.96% | Share |
| 4 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 3.6M | +2.13% | 1.35B | 423.77 | 1.91% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 2.48M | +2.27% | 1.16B | 447.77 | 1.65% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 1.96M | -2.71% | 1.1B | 524.41 | 1.55% | Share |
| 7 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 5.65M | +7.21% | 1.08B | 182.6 | 1.52% | Share |
| 8 | VEA | Vanguard Develo... | 58.60 | -0.18% | 18.63M | +13.82% | 946.94M | 49.99 | 1.34% | Share |
| 9 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 1.68M | +6.78% | 896.81M | 426.99 | 1.27% | Share |
| 10 | IWF | iShares Russell... | 450.40 | +0.11% | 2.17M | +3.58% | 784.75M | 338.92 | 1.11% | Share |
| 11 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.51M | +5.13% | 776.23M | 486.56 | 1.10% | Share |
| 12 | VTI | Vanguard Total ... | 317.25 | -0.13% | 2.56M | +11.96% | 703.82M | 262.17 | 1.00% | Share |
| 13 | VUG | Vanguard Growth... | 463.54 | +0.15% | 1.86M | -3.59% | 688.39M | 348.18 | 0.97% | Share |
| 14 | VTV | Vanguard Value ... | 180.44 | -0.2% | 3.43M | -2.18% | 593.36M | 162.8 | 0.84% | Share |
| 15 | VIG | Vanguard Divide... | 210.08 | +0.06% | 3.02M | +5.00% | 586.12M | 182.46 | 0.83% | Share |
| 16 | DGRO | iShares Core Di... | 66.23 | -0.14% | 8M | +2.96% | 494.01M | 58.17 | 0.70% | Share |
| 17 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 1.86M | +5.32% | 456.26M | 201.56 | 0.65% | Share |
| 18 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 2.87M | +7.19% | 444.14M | 156.51 | 0.63% | Share |
| 19 | IJR | iShares Core S&... | 115.17 | -1.4% | 4.18M | +2.02% | 437.53M | 109.66 | 0.62% | Share |
| 20 | COST | Costco Wholesal... | 975.42 | -0.35% | 427.36K | +5.07% | 404.19M | 737.37 | 0.57% | Share |
| 21 | CGGR | Capital Group G... | 42.31 | -0.19% | 11.68M | +13.80% | 399.96M | 32.85 | 0.57% | Share |
| 22 | IWD | iShares Russell... | 198.66 | -0.29% | 2.09M | +6.25% | 393.14M | 178.82 | 0.56% | Share |
| 23 | IJH | iShares Core S&... | 63.85 | -1.31% | 6.63M | +6.32% | 386.9M | 60.23 | 0.55% | Share |
| 24 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 13.5M | +2.79% | 377.36M | 26.85 | 0.53% | Share |
| 25 | META | Meta Platforms,... | 781.96 | +0.24% | 636.95K | +4.14% | 367.11M | 501.6 | 0.52% | Share |
| 26 | RDVY | First Trust Ris... | 65.38 | -0.29% | 6.07M | +7.70% | 355.6M | 56.54 | 0.50% | Share |
| 27 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 7.56M | +7.24% | 341.99M | 42.28 | 0.48% | Share |
| 28 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 1.94M | +7.80% | 331.51M | 167.05 | 0.47% | Share |
| 29 | CGDV | Capital Group D... | 41.12 | +0.13% | 9.29M | +15.16% | 331.01M | 33.76 | 0.47% | Share |
| 30 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 1.14M | +16.49% | 328.97M | 220.62 | 0.47% | Share |
| 31 | MUB | iShares Nationa... | 104.03 | -0.18% | 3.11M | +6.12% | 328.02M | 106.92 | 0.46% | Share |
| 32 | IVW | iShares S&P 500... | 115.82 | +0.14% | 3.53M | +4.35% | 327.99M | 86.28 | 0.46% | Share |
| 33 | VYM | Vanguard High D... | 137.35 | -0.17% | 2.49M | +6.27% | 321.17M | 121.53 | 0.45% | Share |
| 34 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 2.04M | +4.28% | 319.32M | 156.59 | 0.45% | Share |
| 35 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 9.66M | -6.09% | 318.56M | 31.96 | 0.45% | Share |
| 36 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 1.23M | -3.22% | 317.86M | 248.42 | 0.45% | Share |
| 37 | PG | The Procter & G... | 153.70 | -1.1% | 1.86M | +4.47% | 316.38M | 161.31 | 0.45% | Share |
| 38 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 377.22K | +4.82% | 311.55M | 766.18 | 0.44% | Share |
| 39 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 2.59M | +3.74% | 307.8M | 116.98 | 0.44% | Share |
| 40 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 5.6M | +4.22% | 306.71M | 57.52 | 0.43% | Share |
| 41 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 1.71M | +34.05% | 296.41M | 169.62 | 0.42% | Share |
| 42 | V | Visa Inc. | 345.40 | +0.83% | 841.89K | +4.09% | 295.05M | 281.09 | 0.42% | Share |
| 43 | IWP | iShares Russell... | 139.75 | -0.98% | 2.5M | +0.67% | 293.47M | 113.49 | 0.42% | Share |
| 44 | IWS | iShares Russell... | 136.53 | -0.81% | 2.26M | +5.08% | 284.37M | 124.65 | 0.40% | Share |
| 45 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 1.69M | +0.79% | 280.44M | 157.84 | 0.40% | Share |
| 46 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 4.9M | +18.87% | 280.17M | 57.3 | 0.40% | Share |
| 47 | IEFA | iShares Core MS... | 85.61 | -0.04% | 3.56M | +15.62% | 269.39M | 73.96 | 0.38% | Share |
| 48 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 1.26M | +3.28% | 264.76M | 181.51 | 0.37% | Share |
| 49 | WMT | Walmart Inc. | 100.84 | -0.15% | 2.92M | +3.14% | 256.3M | 61.23 | 0.36% | Share |
| 50 | HD | The Home Depot,... | 400.32 | -1.68% | 696.69K | +1.67% | 255.33M | 367.58 | 0.36% | Share |
| 51 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 967.81K | +4.26% | 250.82M | 178.65 | 0.35% | Share |
| 52 | VB | Vanguard Small ... | 246.81 | -1.26% | 1.13M | +0.24% | 249.91M | 227.13 | 0.35% | Share |
| 53 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 8.33M | -3.08% | 247.25M | 28.53 | 0.35% | Share |
| 54 | BSV | Vanguard Short-... | 78.63 | -0.12% | 3.11M | +3.93% | 243.53M | 76.47 | 0.34% | Share |
| 55 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 6.43M | +395.89% | 234.07M | 36.26 | 0.33% | Share |
| 56 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 3.85M | +18.89% | 226.97M | 45.52 | 0.32% | Share |
| 57 | AGG | iShares Core U.... | 99.10 | -0.27% | 2.28M | +22.84% | 225.68M | 97.31 | 0.32% | Share |
| 58 | CVX | Chevron Corpora... | 155.20 | -0.43% | 1.33M | +1.20% | 222.46M | 159.12 | 0.31% | Share |
| 59 | VONG | Vanguard Russel... | 115.87 | +0.12% | 2.3M | +4.32% | 213.54M | 88.63 | 0.30% | Share |
| 60 | IVE | iShares S&P 500... | 202.03 | -0.1% | 1.12M | +12.01% | 213.27M | 186.54 | 0.30% | Share |
| 61 | IWY | iShares Russell... | 261.68 | +0.21% | 985.73K | -41.3% | 207.93M | 196.44 | 0.29% | Share |
| 62 | VZ | Verizon Communi... | 43.49 | -0.49% | 4.55M | +2.10% | 206.6M | 42.34 | 0.29% | Share |
| 63 | USMV | iShares MSCI US... | 93.24 | -0.35% | 2.19M | +2.77% | 204.7M | 83.56 | 0.29% | Share |
| 64 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 1.21M | -0.58% | 201.78M | 141.45 | 0.29% | Share |
| 65 | ITOT | iShares Core S&... | 140.91 | -0.11% | 1.63M | +2.00% | 198.41M | 115.16 | 0.28% | Share |
| 66 | XLK | Technology Sele... | 267.74 | -0.21% | 939.99K | -0.51% | 194.09M | 210.16 | 0.27% | Share |
| 67 | NEE | NextEra Energy,... | 72.22 | -0.1% | 2.71M | +1.00% | 192.19M | 63.45 | 0.27% | Share |
| 68 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 2.11M | -3.93% | 185.61M | 89.19 | 0.26% | Share |
| 69 | MCD | McDonald's Corp... | 308.84 | +1.24% | 592.09K | +2.47% | 184.95M | 281.09 | 0.26% | Share |
| 70 | IUSG | iShares Core S&... | 158.04 | +0.04% | 1.42M | +4.51% | 180.31M | 118.54 | 0.26% | Share |
| 71 | IBM | International B... | 237.04 | -1.26% | 710.17K | -0.24% | 176.59M | 190.45 | 0.25% | Share |
| 72 | FDVV | Fidelity High D... | 54.78 | -0.09% | 3.44M | +10.42% | 170.55M | 46.62 | 0.24% | Share |
| 73 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 860.36K | +35.56% | 166.07M | 189.26 | 0.23% | Share |
| 74 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 175.05K | +18.08% | 163.24M | 673.28 | 0.23% | Share |
| 75 | SHYG | iShares 0-5 Yea... | 42.99 | -0.19% | 3.84M | -7.79% | 163.07M | 42.27 | 0.23% | Share |
| 76 | IUSB | iShares Core To... | 46.20 | -0.26% | 3.54M | -0.13% | 163.03M | 45.38 | 0.23% | Share |
| 77 | IGSB | iShares 1-5 Yea... | 52.79 | -0.15% | 3.09M | +2.97% | 161.75M | 51.11 | 0.23% | Share |
| 78 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 1.76M | -4.13% | 160.62M | 93.3 | 0.23% | Share |
| 79 | TCAF | T. Rowe Price E... | 36.99 | +0.07% | 4.93M | +44.07% | 159.28M | 31.66 | 0.23% | Share |
| 80 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 299.2K | +1.35% | 156.71M | 490.33 | 0.22% | Share |
| 81 | FV | First Trust Dor... | 61.13 | -0.57% | 2.85M | -0.13% | 156.12M | 57.29 | 0.22% | Share |
| 82 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 1.9M | +10.21% | 152.47M | 74.37 | 0.22% | Share |
| 83 | FBND | Fidelity Total ... | 45.83 | -0.31% | 3.33M | +9.27% | 152.12M | 45.32 | 0.22% | Share |
| 84 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 1.11M | +0.78% | 150.95M | 130.72 | 0.21% | Share |
| 85 | IUSV | iShares Core S&... | 97.89 | -0.13% | 1.61M | +5.30% | 149.03M | 90.24 | 0.21% | Share |
| 86 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 438.96K | +0.96% | 144.77M | 363.42 | 0.20% | Share |
| 87 | PVAL | Putnam Focused ... | 41.20 | +0.04% | 3.75M | +205.70% | 142.84M | 37.52 | 0.20% | Share |
| 88 | IWN | iShares Russell... | 167.47 | -1.27% | 942.99K | +2.50% | 142.37M | 156.92 | 0.20% | Share |
| 89 | JEPQ | JPMorgan Nasdaq... | 55.81 | +0.11% | 2.74M | +32.16% | 142.05M | 53.84 | 0.20% | Share |
| 90 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 1.71M | +6.18% | 140.03M | 80.03 | 0.20% | Share |
| 91 | RTX | RTX Corporation | 155.06 | -0.42% | 1.05M | +4.77% | 139.68M | 99.36 | 0.20% | Share |
| 92 | VBR | Vanguard Small ... | 204.30 | -1.15% | 748.25K | +4.70% | 139.39M | 190.92 | 0.20% | Share |
| 93 | MA | Mastercard Inco... | 583.65 | +0.99% | 253.45K | -8.1% | 138.92M | 478.02 | 0.20% | Share |
| 94 | FVD | First Trust Val... | 46.02 | -0.56% | 3.09M | +12.68% | 137.75M | 42.19 | 0.20% | Share |
| 95 | IWM | iShares Russell... | 228.20 | -1.31% | 690.35K | -11.49% | 137.72M | 209.96 | 0.19% | Share |
| 96 | CGGO | Capital Group G... | 32.87 | -0.06% | 4.85M | +24.28% | 137.48M | 28.94 | 0.19% | Share |
| 97 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 894.24K | +3.85% | 134.08M | 172.13 | 0.19% | Share |
| 98 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 5.08M | -15.65% | 133.19M | 25.46 | 0.19% | Share |
| 99 | MRK | Merck & Co., In... | 82.74 | +0.04% | 1.48M | -1.47% | 133.13M | 130.77 | 0.19% | Share |
| 100 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 945.24K | +8.26% | 132.75M | 136.75 | 0.19% | Share |
| 101 | PLTR | Palantir Techno... | 181.00 | -1.83% | 1.57M | -1.62% | 132.62M | 28.94 | 0.19% | Share |
| 102 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 2.13M | +3.38% | 131.32M | 50.42 | 0.19% | Share |
| 103 | IWO | iShares Russell... | 300.39 | -1.45% | 512.82K | +2.90% | 131.04M | 268.33 | 0.19% | Share |
| 104 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 164 | +5.81% | 130.94M | 639243.64 | 0.19% | Share |
| 105 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 2.68M | +31.93% | 130.61M | 47.47 | 0.18% | Share |
| 106 | AMGN | Amgen Inc. | 290.28 | +0.33% | 416.42K | +4.30% | 129.74M | 283.62 | 0.18% | Share |
| 107 | BAC | Bank of America... | 47.70 | +0.97% | 3.1M | +4.32% | 129.31M | 37.7 | 0.18% | Share |
| 108 | FTCS | First Trust Cap... | 92.65 | -0.6% | 1.4M | -7.89% | 125.56M | 84.99 | 0.18% | Share |
| 109 | BND | Vanguard Total ... | 73.54 | -0.28% | 1.7M | -15.01% | 124.89M | 72.33 | 0.18% | Share |
| 110 | IEMG | iShares Core MS... | 61.97 | -1.17% | 2.26M | +14.75% | 121.87M | 52.01 | 0.17% | Share |
| 111 | VGT | Vanguard Inform... | 704.44 | -0.4% | 223.55K | -0.32% | 121.25M | 527.86 | 0.17% | Share |
| 112 | KO | The Coca-Cola C... | 69.52 | -1.33% | 1.69M | -1.96% | 120.77M | 60.69 | 0.17% | Share |
| 113 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 744.4K | -4.74% | 120.05M | 156.35 | 0.17% | Share |
| 114 | ABT | Abbott Laborato... | 129.32 | -0.06% | 893.8K | +3.55% | 118.56M | 112.76 | 0.17% | Share |
| 115 | LMT | Lockheed Martin... | 437.38 | -1.17% | 264.87K | +4.77% | 118.32M | 453.68 | 0.17% | Share |
| 116 | T | AT&T Inc. | 28.75 | +1.27% | 4.17M | +2.58% | 118.03M | 17.79 | 0.17% | Share |
| 117 | PFE | Pfizer Inc. | 25.11 | -0.22% | 4.6M | +2.62% | 116.63M | 27.68 | 0.17% | Share |
| 118 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 1.27M | +6.58% | 116.56M | 104.53 | 0.17% | Share |
| 119 | VONV | Vanguard Russel... | 87.19 | -0.26% | 1.41M | +5.88% | 116.34M | 78.35 | 0.16% | Share |
| 120 | DBEF | Xtrackers MSCI ... | 45.66 | +0.32% | 2.61M | +45.05% | 113.03M | 41.76 | 0.16% | Share |
| 121 | PRF | Invesco FTSE RA... | 43.66 | -0.13% | 2.71M | +1.31% | 109.65M | 38.4 | 0.16% | Share |
| 122 | FELC | Fidelity Coving... | 35.95 | +0.08% | 3.5M | +25.16% | 109.09M | 31.55 | 0.15% | Share |
| 123 | JHMM | John Hancock Mu... | 63.00 | -1.04% | 1.86M | +2.14% | 106.73M | 57.19 | 0.15% | Share |
| 124 | SPLV | Invesco S&P 500... | 73.55 | -0.65% | 1.43M | -0.28% | 106.59M | 65.48 | 0.15% | Share |
| 125 | FBCG | Fidelity Blue C... | 51.64 | +0.08% | 2.66M | +19.22% | 106.42M | 40.99 | 0.15% | Share |
| 126 | CGUS | Capital Group C... | 38.58 | +0.14% | 3.18M | +15.80% | 106.32M | 32.26 | 0.15% | Share |
| 127 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 2.1M | +15.69% | 106.12M | 50.29 | 0.15% | Share |
| 128 | BX | Blackstone Inc. | 174.53 | -1.17% | 746.26K | +4.18% | 104.31M | 131.69 | 0.15% | Share |
| 129 | DIA | SPDR Dow Jones ... | 449.11 | -0.07% | 245.88K | +1.60% | 103.24M | 397.45 | 0.15% | Share |
| 130 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 4.08M | +4.20% | 102.24M | 23.62 | 0.14% | Share |
| 131 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 1.54M | +19.93% | 102.06M | 62.94 | 0.14% | Share |
| 132 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 1.28M | +30.44% | 102M | 77.39 | 0.14% | Share |
| 133 | VV | Vanguard Large ... | 297.69 | +0.03% | 396.06K | -1.48% | 101.8M | 239.6 | 0.14% | Share |
| 134 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 414.45K | +0.82% | 101.39M | 234.7 | 0.14% | Share |
| 135 | PULS | PGIM Ultra Shor... | 49.70 | -0.01% | 2.03M | +91.36% | 100.89M | 49.6 | 0.14% | Share |
| 136 | SO | The Southern Co... | 94.18 | -0.64% | 1.09M | +3.19% | 100.46M | 72.39 | 0.14% | Share |
| 137 | LOW | Lowe's Companie... | 253.05 | -1.24% | 430.72K | +2.00% | 100.46M | 249.23 | 0.14% | Share |
| 138 | XLV | Health Care Sel... | 133.94 | +0.49% | 688K | +1.37% | 100.46M | 146.48 | 0.14% | Share |
| 139 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 715.18K | +14.09% | 99.99M | 128.9 | 0.14% | Share |
| 140 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 585.38K | +0.09% | 99.89M | 143.39 | 0.14% | Share |
| 141 | AVUS | Avantis U.S. Eq... | 105.47 | -0.15% | 1.08M | +151.94% | 99.47M | 91.48 | 0.14% | Share |
| 142 | SDVY | First Trust SMI... | 37.27 | -1.27% | 2.93M | +8.40% | 98.13M | 34.75 | 0.14% | Share |
| 143 | HDV | iShares Core Hi... | 121.12 | -0.41% | 791.45K | +5.17% | 95.86M | 110.54 | 0.14% | Share |
| 144 | PM | Philip Morris I... | 165.25 | -0.38% | 602.85K | +7.44% | 95.69M | 98.55 | 0.14% | Share |
| 145 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 622.02K | +4.16% | 95.55M | 170.77 | 0.14% | Share |
| 146 | XLE | Energy Select S... | 85.55 | -0.11% | 1.02M | -1.21% | 95.27M | 94.69 | 0.13% | Share |
| 147 | IWR | iShares Russell... | 94.44 | -0.87% | 1.1M | +10.56% | 93.96M | 83.81 | 0.13% | Share |
| 148 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 1.59M | -9.85% | 93.49M | 54.46 | 0.13% | Share |
| 149 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 1.54M | +3.93% | 93.46M | 58.64 | 0.13% | Share |
| 150 | IXUS | iShares Core MS... | 79.61 | -0.46% | 1.33M | +0.62% | 93.14M | 67.69 | 0.13% | Share |