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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 2020-05-11)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 772,203,000 3,036,704 3.59%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 418,348,000 12,547,945 1.94%
ISHARES TR    (CORE S&P500 ETF) IVV 408,048,000 1,579,136 1.90%
MICROSOFT CORP    (COM) MSFT 380,352,000 2,411,723 1.77%
AMAZON COM INC    (COM) AMZN 365,188,000 187,302 1.70%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 353,541,000 1,371,644 1.64%
ISHARES TR    (MSCI MIN VOL ETF) USMV 323,093,000 5,982,106 1.50%
ISHARES TR    (RUS 1000 GRW ETF) IWF 316,459,000 2,100,625 1.47%
INVESCO QQQ TR    (UNIT SER 1) 314,752,000 1,653,111 1.46%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 251,537,000 1,375,798 1.17%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 249,765,000 1,937,515 1.16%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 222,933,000 2,156,235 1.03%
ISHARES TR    (RUS 1000 VAL ETF) IWD 217,809,000 2,196,100 1.01%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 198,146,000 1,264,573 0.92%
VERIZON COMMUNICATIONS INC    (COM) VZ 191,571,000 3,565,456 0.89%
JOHNSON & JOHNSON    (COM) JNJ 189,868,000 1,447,940 0.88%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 176,460,000 745,126 0.82%
VANGUARD INDEX FDS    (VALUE ETF) VTV 169,394,000 1,902,022 0.78%
AT&T INC    (COM) T 167,394,000 5,742,538 0.77%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 165,901,000 4,944,898 0.77%
ISHARES TR    (RUS MD CP GR ETF) IWP 163,394,000 1,343,816 0.76%
ISHARES TR    (CORE S&P SCP ETF) IJR 158,197,000 2,819,415 0.73%
PROCTER & GAMBLE CO    (COM) PG 149,777,000 1,361,611 0.69%
ISHARES TR    (CORE S&P TTL STK) ISI 148,924,000 2,603,128 0.69%
ISHARES TR    (RUS MDCP VAL ETF) IWS 146,933,000 2,292,617 0.68%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 145,905,000 1,775,434 0.67%
SPDR GOLD TRUST    (GOLD SHS) GLD 143,811,000 971,371 0.66%
ISHARES TR    (CORE S&P MCP ETF) IJH 135,678,000 943,130 0.63%
ISHARES TR    (CORE DIV GRWTH) DGRO 132,305,000 4,059,690 0.61%
ISHARES TR    (S&P 500 GRWT ETF) IVW 131,081,000 794,194 0.61%
ISHARES TR    (NATIONAL MUN ETF) MUB 129,875,000 1,149,241 0.60%
NEXTERA ENERGY INC    (COM) NEE 123,330,000 512,553 0.57%
ISHARES TR    (CORE US AGGBD ET) AGG 120,961,000 1,048,467 0.56%
ISHARES TR    (RUS 2000 VAL ETF) IWN 120,108,000 1,464,201 0.55%
ISHARES TR    (CORE MSCI EAFE) IEFA 117,579,000 2,356,770 0.54%
ISHARES TR    (SH TR CRPORT ETF) CSJ 117,431,000 2,242,765 0.54%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 113,463,000 4,099,126 0.52%
VISA INC    (COM CL A) V 111,246,000 690,457 0.51%
JPMORGAN CHASE & CO    (COM) JPM 108,851,000 1,209,054 0.50%
INTEL CORP    (COM) INTC 104,051,000 1,922,616 0.48%
VANGUARD INDEX FDS    (MID CAP ETF) VO 100,781,000 765,527 0.46%
HOME DEPOT INC    (COM) HD 99,922,000 535,195 0.46%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 97,948,000 2,087,573 0.45%
WP CAREY INC    (COM) WPC 97,725,000 1,682,597 0.45%
PFIZER INC    (COM) PFE 97,578,000 2,989,523 0.45%
ALPHABET INC    (CAP STK CL A) GOOGL 97,073,000 83,543 0.45%
EXXON MOBIL CORP    (COM) XOM 95,160,000 2,506,205 0.44%
SPDR SER TR    (S&P DIVID ETF) SDY 93,209,000 1,167,160 0.43%
DISNEY WALT CO    (COM DISNEY) DIS 92,898,000 961,686 0.43%
ALPHABET INC    (CAP STK CL C) GOOG 92,432,000 79,490 0.43%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 91,176,000 1,469,403 0.42%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 87,137,000 1,231,620 0.40%
FACEBOOK INC    (CL A) FB 86,136,000 516,406 0.40%
PEPSICO INC    (COM) PEP 84,452,000 703,184 0.39%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 83,918,000 983,230 0.39%
ISHARES TR    (S&P 500 VAL ETF) IVE 83,374,000 866,226 0.38%
MERCK & CO. INC    (COM) MRK 82,858,000 1,076,925 0.38%
ISHARES TR    (RUS 2000 GRW ETF) IWO 80,014,000 505,879 0.37%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 79,684,000 690,271 0.37%
MCDONALDS CORP    (COM) MCD 74,201,000 448,754 0.34%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 72,806,000 930,437 0.33%
CISCO SYS INC    (COM) CSCO 72,084,000 1,833,753 0.33%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 70,109,000 834,441 0.32%
NVIDIA CORP    (COM) NVDA 69,307,000 262,925 0.32%
COSTCO WHSL CORP NEW    (COM) COST 69,092,000 242,318 0.32%
ISHARES TR    (MSCI EAFE ETF) EFA 68,533,000 1,281,956 0.31%
ISHARES TR    (USA MOMENTUM FCT) 67,554,000 634,433 0.31%
ABBVIE INC    (COM) ABBV 66,637,000 874,617 0.31%
WALMART INC    (COM) WMT 66,604,000 586,207 0.31%
CHEVRON CORP NEW    (COM) CVX 65,791,000 907,976 0.30%
ISHARES GOLD TRUST    (ISHARES) IAU 63,426,000 4,208,759 0.29%
ISHARES TR    (0-5YR HI YL CP) SHYG 63,170,000 1,545,652 0.29%
COCA COLA CO    (COM) KO 62,216,000 1,406,014 0.28%
ISHARES TR    (USA QUALITY FCTR) QUAL 61,857,000 763,291 0.28%
AMGEN INC    (COM) AMGN 60,741,000 299,618 0.28%
ISHARES TR    (PFD AND INCM SEC) PFF 58,503,000 1,837,426 0.27%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 58,118,000 1,007,782 0.27%
ISHARES TR    (1 3 YR TREAS BD) SHY 57,439,000 662,733 0.26%
ISHARES TR    (RUSSELL 2000 ETF) IWM 56,755,000 495,857 0.26%
BK OF AMERICA CORP    (COM) BAC 56,575,000 2,664,904 0.26%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 56,524,000 465,296 0.26%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 56,420,000 508,609 0.26%
LOCKHEED MARTIN CORP    (COM) LMT 56,307,000 166,123 0.26%
ALTRIA GROUP INC    (COM) MO 56,106,000 1,450,909 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 54,090,000 774,383 0.25%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 54,029,000 672,259 0.25%
ISHARES TR    (SELECT DIVID ETF) DVY 53,552,000 728,204 0.24%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 53,512,000 960,031 0.24%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 53,123,000 273,156 0.24%
ISHARES TR    (US TREAS BD ETF) GOVT 52,941,000 1,890,106 0.24%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 52,032,000 657,807 0.24%
BOEING CO    (COM) BA 51,867,000 347,779 0.24%
ISHARES TR    (20 YR TR BD ETF) TLT 51,665,000 313,178 0.24%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 51,516,000 1,255,879 0.23%
MASTERCARD INC    (CL A) MA 49,681,000 205,669 0.23%
UNITEDHEALTH GROUP INC    (COM) UNH 49,218,000 197,364 0.22%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 48,908,000 984,668 0.22%
SPDR SER TR    (NUVEEN BLMBRG SR) 48,633,000 994,551 0.22%
ABBOTT LABS    (COM) ABT 48,242,000 611,357 0.22%
ISHARES INC    (CORE MSCI EMKT) IEMG 47,004,000 1,161,473 0.21%
CVS HEALTH CORP    (COM) CVS 46,946,000 791,281 0.21%
ISHARES TR    (CORE MSCI TOTAL) IXUS 46,153,000 981,789 0.21%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 45,820,000 814,441 0.21%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 44,931,000 904,003 0.20%
PHILIP MORRIS INTL INC    (COM) PM 44,791,000 613,921 0.20%
CATERPILLAR INC DEL    (COM) CAT 44,201,000 380,919 0.20%
INVESCO EXCHANGE-TRADED FD T    (S&P MIDCP LOW) 43,952,000 1,103,780 0.20%
SOUTHERN CO    (COM) SO 43,869,000 810,291 0.20%
3M CO    (COM) MMM 42,283,000 309,747 0.19%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 42,248,000 333,475 0.19%
PACER FDS TR    (TRENDP US LAR CP) 40,929,000 1,515,338 0.19%
KIMBERLY CLARK CORP    (COM) KMB 40,851,000 319,476 0.19%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 40,389,000 463,772 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 39,984,000 147 0.18%
ISHARES TR    (CORE HIGH DV ETF) HDV 39,923,000 557,976 0.18%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 39,872,000 181,876 0.18%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 39,803,000 1,113,700 0.18%
UNITED PARCEL SERVICE INC    (CL B) UPS 39,474,000 422,544 0.18%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 38,460,000 430,548 0.17%
ISHARES TR    (TIPS BD ETF) TIP 38,067,000 322,822 0.17%
UNITED TECHNOLOGIES CORP    (COM) UTX 37,646,000 399,096 0.17%
ISHARES TR    (CORE S&P US GWT) IWZ 37,231,000 652,148 0.17%
ISHARES TR    (ESG MSCI EAFE) 36,353,000 683,858 0.16%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 35,775,000 403,882 0.16%
ISHARES TR    (RUS MID CAP ETF) IWR 35,306,000 817,842 0.16%
CONSOLIDATED EDISON INC    (COM) ED 34,750,000 445,516 0.16%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 34,455,000 278,471 0.16%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 34,310,000 289,710 0.15%
NETFLIX INC    (COM) NFLX 33,944,000 90,398 0.15%
STARBUCKS CORP    (COM) SBUX 33,826,000 514,556 0.15%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 33,603,000 622,755 0.15%
LILLY ELI & CO    (COM) LLY 33,255,000 239,731 0.15%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 33,230,000 200,076 0.15%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 33,148,000 156,435 0.15%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 32,820,000 412,054 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 32,176,000 397,835 0.14%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 32,135,000 765,853 0.14%
QUALCOMM INC    (COM) QCOM 32,016,000 473,266 0.14%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 31,977,000 360,106 0.14%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 31,766,000 538,148 0.14%
ISHARES TR    (S&P MC 400GR ETF) IJK 31,762,000 177,983 0.14%
MEDTRONIC PLC    (SHS) MDT 31,302,000 347,116 0.14%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 31,271,000 335,406 0.14%
HONEYWELL INTL INC    (COM) HON 31,049,000 232,074 0.14%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 30,999,000 569,112 0.14%
NIKE INC    (CL B) NKE 30,382,000 367,208 0.14%
ISHARES TR    (CORE S&P US VLU) IWW 29,829,000 645,946 0.13%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 29,547,000 112,399 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 29,458,000 469,086 0.13%
DOMINION ENERGY INC    (COM) D 29,433,000 407,717 0.13%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 29,425,000 469,377 0.13%
ISHARES TR    (10-20 YR TRS ETF) TLH 29,303,000 174,828 0.13%
GENERAL MLS INC    (COM) GIS 28,755,000 544,920 0.13%
LOWES COS INC    (COM) LOW 28,587,000 332,222 0.13%
FS KKR CAPITAL CORP    (COM) 28,027,000 9,342,465 0.13%
INVESCO EXCHANGE-TRADED FD T    (S&P SMLCP LOW) 27,981,000 844,329 0.13%
ISHARES TR    (SP SMCP600VL ETF) IJS 27,678,000 276,955 0.12%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 27,443,000 610,136 0.12%
WISDOMTREE TR    (US MIDCAP DIVID) DON 27,407,000 1,134,413 0.12%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 27,316,000 336,037 0.12%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 26,822,000 525,930 0.12%
COMCAST CORP NEW    (CL A) CMCSA 26,532,000 771,747 0.12%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 26,302,000 548,433 0.12%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 26,287,000 284,371 0.12%
PAYPAL HLDGS INC    (COM) PYPL 26,041,000 272,005 0.12%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 25,992,000 204,537 0.12%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 25,657,000 186,163 0.11%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 25,467,000 990,562 0.11%
NOVARTIS A G    (SPONSORED ADR) NVS 25,378,000 307,801 0.11%
ADOBE INC    (COM) ADBE 25,081,000 78,813 0.11%
EMERSON ELEC CO    (COM) EMR 25,024,000 525,168 0.11%
FIRST TR EXCHNG TRADED FD VI    (US EQT DEEP DUFR) 24,917,000 904,792 0.11%
BLACKSTONE GROUP INC    (COM CL A) 24,828,000 544,846 0.11%
ISHARES TR    (RUS 1000 ETF) IWB 24,610,000 173,889 0.11%
FIDELITY COMWLTH TR    (NDQ CP IDX TRK) ONEQ 24,367,000 81,608 0.11%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 24,325,000 1,103,708 0.11%
ISHARES TR    (IBOXX INV CP ETF) LQD 24,249,000 196,338 0.11%
ORACLE CORP    (COM) ORCL 24,248,000 501,737 0.11%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 24,124,000 435,378 0.11%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 24,083,000 550,616 0.11%
ISHARES TR    (S&P SML 600 GWT) IJT 24,064,000 174,557 0.11%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 23,978,000 242,250 0.11%
ISHARES TR    (RUS TP200 GR ETF) IWY 23,847,000 283,190 0.11%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 23,822,000 1,144,227 0.11%
ISHARES TR    (MSCI EMG MKT ETF) EEM 23,638,000 692,611 0.11%
UNION PAC CORP    (COM) UNP 23,415,000 166,020 0.10%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 23,396,000 171,179 0.10%
SALESFORCE COM INC    (COM) CRM 23,144,000 160,747 0.10%
STRYKER CORP    (COM) SYK 23,022,000 138,283 0.10%
SHERWIN WILLIAMS CO    (COM) SHW 22,816,000 49,653 0.10%
TESLA INC    (COM) TSLA 22,583,000 43,097 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 22,519,000 137,934 0.10%
GENERAL ELECTRIC CO    (COM) GE 22,451,000 2,827,702 0.10%
ILLINOIS TOOL WKS INC    (COM) ITW 22,408,000 157,675 0.10%
ISHARES TR    (RUSSELL 3000 ETF) IWV 22,120,000 149,133 0.10%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 22,035,000 272,246 0.10%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 21,930,000 771,937 0.10%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 21,772,000 417,184 0.10%
FIRST TR NASDAQ-100 TECH IND    (SHS) QTEC 21,615,000 255,741 0.10%
FIDELITY COVINGTON TR    (LOW VOLITY ETF) 21,485,000 688,401 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2020-03-31: 21,465,484,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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