Commonwealth Equity Services, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Commonwealth Equity Services, Inc 13F Holdings
CIK 0001333978 · WALTHAM, MA
As of Sep 30, 2017, Commonwealth Equity Services, Inc reported
5,130 positions worth $20.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 8,133,573 |
|
.0M5.08% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 7,899,972 | $936.2K | 4.68% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 19,198,945 | $833.4K | 4.17% |
| APPLE INC | AAPL | Technology | 5,254,893 | $809.9K | 4.05% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,477,958 | $580.0K | 2.90% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,958,316 | $495.3K | 2.48% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,798,816 | $451.9K | 2.26% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,971,748 | $361.5K | 1.81% |
| PowerShares QQQ Trust Unit Ser | — | — | 2,430,002 | $353.4K | 1.77% |
| EXXON MOBIL CORP | XOM | Energy | 4,274,407 | $350.4K | 1.75% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2,530,024 | $328.9K | 1.64% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 4,184,598 | $310.6K | 1.55% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 2,695,249 | $305.1K | 1.53% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,691,545 | $302.6K | 1.51% |
| AT&T INC | T | Communication Services | 7,487,955 | $293.3K | 1.47% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 3,195,450 | $271.4K | 1.36% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 2,035,442 | $270.2K | 1.35% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 5,349,346 | $264.7K | 1.32% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 6,003,543 | $261.6K | 1.31% |
| GE AEROSPACE | — | — | 10,521,297 | $254.4K | 1.27% |
| MICROSOFT CORP | MSFT | Technology | 3,371,147 | $251.1K | 1.26% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 2,022,756 | $251.1K | 1.26% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2,709,747 | $246.5K | 1.23% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 2,978,542 | $237.7K | 1.19% |
| VANGUARD VALUE INDEX FUND | VTV | — | 2,351,884 | $234.8K | 1.17% |