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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

COMMONWEALTH EQUITY SERVICES, LLC INSTITUTION : COMMONWEALTH EQUITY SERVICES, LLC
COMMONWEALTH EQUITY SERVICES, LLC Portfolio (reported on 2020-02-05)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 894,392,000 3,045,775 3.40%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 559,740,000 12,704,053 2.12%
ISHARES TR    (CORE S&P500 ETF) IVV 512,474,000 1,585,429 1.94%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 409,684,000 1,272,866 1.55%
ISHARES TR    (RUS 1000 GRW ETF) IWF 397,710,000 2,260,744 1.51%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 361,453,000 2,209,103 1.37%
ISHARES TR    (MSCI MIN VOL ETF) USMV 356,842,000 5,439,668 1.35%
MICROSOFT CORP    (COM) MSFT 343,685,000 2,179,360 1.30%
ISHARES TR    (RUS 1000 VAL ETF) IWD 333,847,000 2,446,126 1.27%
AMAZON COM INC    (COM) AMZN 323,627,000 175,138 1.23%
INVESCO QQQ TR    (UNIT SER 1) 318,789,000 1,499,409 1.21%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 289,585,000 1,278,524 1.10%
VANGUARD GROUP    (DIV APP ETF) VIG 251,770,000 2,019,656 0.95%
ISHARES TR    (CORE S&P SCP ETF) IJR 251,176,000 2,995,546 0.95%
VANGUARD INDEX FDS    (VALUE ETF) VTV 229,488,000 1,914,796 0.87%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 226,900,000 1,245,540 0.86%
ISHARES TR    (RUS MDCP VAL ETF) IWS 221,937,000 2,341,850 0.84%
AT&T INC    (COM) T 220,384,000 5,639,310 0.83%
ISHARES TR    (CORE S&P MCP ETF) IJH 212,448,000 1,032,205 0.80%
ISHARES TR    (RUS MD CP GR ETF) IWP 210,057,000 1,376,704 0.79%
ISHARES TR    (CORE S&P TTL STK) ISI 205,319,000 2,824,591 0.78%
JOHNSON & JOHNSON    (COM) JNJ 204,558,000 1,402,336 0.77%
VERIZON COMMUNICATIONS INC    (COM) VZ 201,843,000 3,287,350 0.76%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 197,411,000 667,382 0.75%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 197,001,000 4,429,986 0.74%
PROCTER & GAMBLE CO    (COM) PG 171,627,000 1,374,117 0.65%
EXXON MOBIL CORP    (COM) XOM 164,313,000 2,354,742 0.62%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 157,989,000 1,959,928 0.60%
ISHARES TR    (CORE DIV GRWTH) DGRO 157,888,000 3,752,998 0.60%
ISHARES TR    (S&P 500 GRWT ETF) IVW 157,609,000 813,931 0.59%
JPMORGAN CHASE & CO    (COM) JPM 155,385,000 1,114,673 0.59%
ISHARES TR    (RUS 2000 VAL ETF) IWN 154,340,000 1,200,345 0.58%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 144,354,000 1,341,963 0.54%
W P CAREY INC    (COM) WPC 143,836,000 1,797,056 0.54%
ISHARES TR    (NATIONAL MUN ETF) MUB 136,564,000 1,198,879 0.51%
ISHARES TR    (CORE MSCI EAFE) IEFA 135,544,000 2,077,625 0.51%
VANGUARD INDEX FDS    (MID CAP ETF) VO 135,380,000 759,799 0.51%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 133,171,000 2,282,686 0.50%
NEXTERA ENERGY INC    (COM) NEE 132,344,000 546,516 0.50%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 128,940,000 3,578,701 0.49%
VISA INC    (COM CL A) V 125,473,000 667,768 0.47%
ISHARES TR    (SH TR CRPORT ETF) CSJ 124,731,000 2,325,774 0.47%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 124,703,000 1,077,629 0.47%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 120,486,000 1,285,736 0.45%
HOME DEPOT INC    (COM) HD 120,150,000 550,191 0.45%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 119,730,000 722,834 0.45%
DISNEY WALT CO    (COM DISNEY) DIS 119,674,000 827,450 0.45%
PFIZER INC    (COM) PFE 116,121,000 2,963,804 0.44%
INTEL CORP    (COM) INTC 114,793,000 1,918,014 0.43%
ISHARES TR    (CORE US AGGBD ET) AGG 114,171,000 1,016,036 0.43%
CHEVRON CORP NEW    (COM) CVX 112,769,000 935,772 0.42%
ALPHABET INC    (CAP STK CL A) GOOGL 107,955,000 80,600 0.41%
ISHARES TR    (MSCI EAFE ETF) EFA 106,935,000 1,539,975 0.40%
ISHARES TR    (RUS 2000 GRW ETF) IWO 105,742,000 493,616 0.40%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 105,590,000 1,416,566 0.40%
FACEBOOK INC    (CL A) FB 105,534,000 514,175 0.40%
ALPHABET INC    (CAP STK CL C) GOOG 102,274,000 76,494 0.38%
SPDR GOLD TRUST    (GOLD SHS) GLD 101,768,000 712,163 0.38%
ISHARES TR    (S&P 500 VAL ETF) IVE 99,670,000 766,169 0.37%
BOEING CO    (COM) BA 98,089,000 301,108 0.37%
MERCK & CO INC    (COM) MRK 96,913,000 1,065,565 0.36%
PEPSICO INC    (COM) PEP 96,111,000 703,237 0.36%
BANK AMER CORP    (COM) BAC 93,314,000 2,649,471 0.35%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 91,579,000 824,299 0.34%
ISHARES TR    (USA MOMENTUM FCT) 88,152,000 702,075 0.33%
MCDONALDS CORP    (COM) MCD 87,002,000 440,273 0.33%
CISCO SYS INC    (COM) CSCO 86,141,000 1,796,111 0.32%
ISHARES TR    (SELECT DIVID ETF) DVY 85,667,000 810,783 0.32%
ISHARES TR    (RUSSELL 2000 ETF) IWM 85,566,000 516,486 0.32%
ISHARES TR    (PFD AND INCM SEC) PFF 80,282,000 2,135,750 0.30%
ISHARES TR    (0-5YR HI YL CP) SHYG 76,069,000 1,638,369 0.28%
COCA COLA CO    (COM) KO 75,618,000 1,366,193 0.28%
ABBVIE INC    (COM) ABBV 73,778,000 833,279 0.28%
ALTRIA GROUP INC    (COM) MO 73,726,000 1,477,188 0.28%
AMGEN INC    (COM) AMGN 69,194,000 287,031 0.26%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 69,172,000 915,104 0.26%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 68,798,000 513,266 0.26%
WALMART INC    (COM) WMT 68,571,000 577,006 0.26%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 68,525,000 817,136 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 67,584,000 728,364 0.25%
ISHARES INC    (CORE MSCI EMKT) IEMG 67,269,000 1,251,295 0.25%
COSTCO WHSL CORP NEW    (COM) COST 63,698,000 216,719 0.24%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 63,289,000 1,177,479 0.24%
ISHARES TR    (CORE MSCI TOTAL) IXUS 63,159,000 1,020,353 0.24%
LOCKHEED MARTIN CORP    (COM) LMT 63,061,000 161,953 0.23%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 61,092,000 1,135,345 0.23%
BRISTOL MYERS SQUIBB CO    (COM) BMY 60,785,000 946,958 0.23%
MASTERCARD INC    (CL A) MA 60,419,000 202,348 0.22%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 59,837,000 991,339 0.22%
ISHARES TR    (CORE HIGH DV ETF) HDV 59,689,000 608,642 0.22%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 59,000,000 643,618 0.22%
UNITED TECHNOLOGIES CORP    (COM) UTX 58,816,000 392,735 0.22%
FS KKR CAPITAL CORP    (COM) 58,776,000 9,588,410 0.22%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 58,420,000 1,189,591 0.22%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 57,965,000 273,291 0.22%
NVIDIA CORP    (COM) NVDA 57,813,000 245,703 0.21%
PHILIP MORRIS INTL INC    (COM) PM 57,620,000 677,175 0.21%
UNITEDHEALTH GROUP INC    (COM) UNH 56,898,000 193,545 0.21%
ISHARES TR    (RUS MID CAP ETF) IWR 56,208,000 942,781 0.21%
CVS HEALTH CORP    (COM) CVS 55,824,000 751,443 0.21%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 55,419,000 1,098,939 0.21%
PACER FDS TR    (TRENDP US LAR CP) 55,325,000 1,653,472 0.21%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 54,855,000 400,200 0.20%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 54,323,000 1,081,061 0.20%
ISHARES TR    (USA QUALITY FCTR) QUAL 54,218,000 536,817 0.20%
SOUTHERN CO    (COM) SO 53,262,000 836,142 0.20%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 52,831,000 332,734 0.20%
ABBOTT LABS    (COM) ABT 51,209,000 589,564 0.19%
ISHARES GOLD TRUST    (ISHARES) IAU 51,048,000 3,520,593 0.19%
CATERPILLAR INC DEL    (COM) CAT 49,338,000 334,091 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 49,240,000 145 0.18%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 49,195,000 412,744 0.18%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 49,012,000 604,864 0.18%
3M CO    (COM) MMM 48,747,000 276,313 0.18%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 48,074,000 128,068 0.18%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 47,086,000 165,156 0.17%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 46,950,000 369,517 0.17%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 46,866,000 828,325 0.17%
ISHARES TR    (S&P SML 600 GWT) IJT 45,859,000 237,247 0.17%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 45,552,000 817,962 0.17%
UNITED PARCEL SERVICE INC    (CL B) UPS 44,640,000 381,349 0.16%
ISHARES TR    (US TREAS BD ETF) GOVT 44,525,000 1,716,490 0.16%
ISHARES TR    (SP SMCP600VL ETF) IJS 44,296,000 275,478 0.16%
ISHARES TR    (S&P MC 400GR ETF) IJK 44,095,000 185,189 0.16%
KIMBERLY CLARK CORP    (COM) KMB 43,452,000 315,906 0.16%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 42,633,000 288,377 0.16%
HONEYWELL INTL INC    (COM) HON 42,500,000 240,113 0.16%
ISHARES TR    (CORE S&P US GWT) IWZ 42,210,000 624,045 0.16%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 42,177,000 461,812 0.16%
STARBUCKS CORP    (COM) SBUX 42,082,000 478,642 0.16%
ISHARES TR    (1 3 YR TREAS BD) SHY 40,777,000 481,831 0.15%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 40,592,000 323,655 0.15%
WISDOMTREE TR    (US MIDCAP DIVID) DON 40,216,000 1,057,218 0.15%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 40,049,000 622,271 0.15%
ISHARES TR    (CORE S&P US VLU) IWW 39,934,000 633,679 0.15%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 39,894,000 951,908 0.15%
CONSOLIDATED EDISON INC    (COM) ED 39,870,000 440,708 0.15%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 39,837,000 286,352 0.15%
EMERSON ELEC CO    (COM) EMR 39,251,000 514,707 0.14%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 39,035,000 1,268,221 0.14%
ISHARES TR    (TIPS BD ETF) TIP 39,035,000 334,865 0.14%
QUALCOMM INC    (COM) QCOM 38,861,000 440,460 0.14%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 38,727,000 599,314 0.14%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 38,616,000 758,977 0.14%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 38,376,000 156,732 0.14%
LOWES COS INC    (COM) LOW 37,788,000 315,535 0.14%
DUKE ENERGY CORP NEW    (COM NEW) DUK 36,250,000 397,435 0.13%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 36,194,000 285,646 0.13%
NIKE INC    (CL B) NKE 36,023,000 355,573 0.13%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 35,933,000 411,992 0.13%
ISHARES TR    (S&P MC 400VL ETF) IJJ 35,675,000 208,957 0.13%
ISHARES TR    (MSCI EMG MKT ETF) EEM 35,448,000 790,034 0.13%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 35,413,000 904,318 0.13%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 35,341,000 561,160 0.13%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 35,253,000 1,200,308 0.13%
MEDTRONIC PLC    (SHS) MDT 35,149,000 309,825 0.13%
COMCAST CORP NEW    (CL A) CMCSA 34,500,000 767,182 0.13%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 34,024,000 308,696 0.12%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 34,022,000 177,443 0.12%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 33,952,000 419,214 0.12%
ISHARES TR    (IBOXX INV CP ETF) LQD 33,735,000 263,644 0.12%
DOMINION ENERGY INC    (COM) D 33,601,000 405,712 0.12%
WELLS FARGO CO NEW    (COM) WFC 33,369,000 620,258 0.12%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 33,166,000 572,623 0.12%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 32,647,000 164,304 0.12%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 32,625,000 450,128 0.12%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 31,621,000 645,459 0.12%
LILLY ELI & CO    (COM) LLY 31,588,000 240,342 0.12%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 31,346,000 307,745 0.11%
SELECT SECTOR SPDR TR    (ENERGY) XLE 30,892,000 514,538 0.11%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 30,484,000 328,112 0.11%
NETFLIX INC    (COM) NFLX 30,313,000 93,683 0.11%
GENERAL ELECTRIC CO    (COM) GE 30,153,000 2,701,945 0.11%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRT 5 ETF) FV 30,148,000 955,290 0.11%
UNION PACIFIC CORP    (COM) UNP 30,044,000 166,186 0.11%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 29,562,000 202,956 0.11%
GENERAL MLS INC    (COM) GIS 29,530,000 551,357 0.11%
BLACKSTONE GROUP INC    (COM CL A) 29,336,000 524,436 0.11%
SHERWIN WILLIAMS CO    (COM) SHW 29,270,000 50,160 0.11%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 28,803,000 168,934 0.10%
PAYPAL HLDGS INC    (COM) PYPL 28,732,000 265,626 0.10%
RAYTHEON CO    (COM NEW) RTN 28,597,000 130,142 0.10%
ISHARES TR    (MULTIFACTOR USA) 28,286,000 820,363 0.10%
STRYKER CORP    (COM) SYK 28,110,000 133,898 0.10%
ISHARES TR    (RUSSELL 3000 ETF) IWV 27,988,000 148,485 0.10%
NOVARTIS A G    (SPONSORED ADR) NVS 27,696,000 292,496 0.10%
ILLINOIS TOOL WKS INC    (COM) ITW 27,560,000 153,427 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 27,457,000 216,577 0.10%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 27,441,000 465,431 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 27,301,000 129,653 0.10%
ISHARES TR    (RUS 1000 ETF) IWB 27,143,000 152,130 0.10%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 27,030,000 255,175 0.10%
CONOCOPHILLIPS    (COM) COP 26,965,000 414,656 0.10%
SALESFORCE COM INC    (COM) CRM 26,810,000 164,843 0.10%
PAYCHEX INC    (COM) PAYX 26,587,000 312,573 0.10%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 26,536,000 799,303 0.10%
TRUIST FINL CORP    (COM) 26,425,000 469,209 0.10%
ISHARES TR    (MRGSTR MD CP ETF) JKG 26,420,000 126,077 0.10%
ONEOK INC NEW    (COM) OKE 25,859,000 341,741 0.09%
TARGET CORP    (COM) TGT 25,802,000 201,253 0.09%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2019-12-31: 26,282,461,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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