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Home > Institutional Investor > Commonwealth Equity Services, Llc > Profile

Instuitional Investor - Commonwealth Equity Services, Llc

Fund Profile
Filing Period:
Fund Name: Commonwealth Equity Services, Llc
Portfolio Value $75,705,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 11,320,083 $2,322,541 3.07%
2.
Nvidia Corp
 NVDA 12,663,951 $2,000,778 2.64%
3.
Ishares Trust
 IEF 2,855,635 $1,773,064 2.34%
4.
Microsoft Corp
 MSFT 3,551,280 $1,766,442 2.33%
5.
Invesco Qqq Tr
 2,424,153 $1,337,260 1.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)