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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 $54,586,971
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 12,036,379 $2,317,364 4.24%
2.
Ishares Trust
 IEF 2,822,198 $1,347,967 2.46%
3.
Microsoft Corp
 MSFT 3,448,219 $1,296,668 2.37%
4.
Invesco Qqq Tr
 2,474,824 $1,013,490 1.85%
5.
Spdr S & P 500 Etf Trust
 SPY 1,919,187 $912,209 1.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)