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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 2019-10-30)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 683,346,000 3,051,062 2.91%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 507,235,000 12,347,515 2.16%
ISHARES TR    (CORE S&P500 ETF) IVV 426,395,000 1,428,363 1.81%
ISHARES TR    (RUS 1000 GRW ETF) IWF 365,822,000 2,291,690 1.56%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 356,497,000 1,201,257 1.52%
ISHARES TR    (RUS 1000 VAL ETF) IWD 311,458,000 2,428,340 1.32%
ISHARES TR    (MSCI MIN VOL ETF) USMV 306,136,000 4,775,915 1.30%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 292,812,000 1,939,155 1.24%
MICROSOFT CORP    (COM) MSFT 284,573,000 2,046,852 1.21%
AMAZON COM INC    (COM) AMZN 284,564,000 163,927 1.21%
INVESCO QQQ TR    (UNIT SER 1) 270,681,000 1,433,617 1.15%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 260,714,000 1,253,312 1.11%
VANGUARD GROUP    (DIV APP ETF) VIG 227,726,000 1,904,384 0.97%
ISHARES TR    (CORE S&P SCP ETF) IJR 226,364,000 2,908,072 0.96%
VANGUARD INDEX FDS    (VALUE ETF) VTV 207,402,000 1,858,114 0.88%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 206,076,000 1,239,331 0.87%
ISHARES TR    (RUS MDCP VAL ETF) IWS 205,795,000 2,294,261 0.87%
AT&T INC    (COM) T 198,720,000 5,251,587 0.84%
VERIZON COMMUNICATIONS INC    (COM) VZ 190,331,000 3,153,280 0.81%
ISHARES TR    (RUS MD CP GR ETF) IWP 189,472,000 1,340,447 0.80%
ISHARES TR    (CORE S&P TTL STK) ISI 188,461,000 2,809,926 0.80%
ISHARES TR    (CORE S&P MCP ETF) IJH 184,717,000 955,947 0.78%
JOHNSON & JOHNSON    (COM) JNJ 176,237,000 1,362,172 0.75%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 172,528,000 632,901 0.73%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 168,848,000 4,193,940 0.72%
PROCTER & GAMBLE CO    (COM) PG 168,773,000 1,356,914 0.71%
W P CAREY INC    (COM) WPC 168,066,000 1,877,842 0.71%
EXXON MOBIL CORP    (COM) XOM 162,313,000 2,298,733 0.69%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 149,877,000 1,855,150 0.63%
ISHARES TR    (S&P 500 GRWT ETF) IVW 146,923,000 816,108 0.62%
ISHARES TR    (RUS 2000 VAL ETF) IWN 139,736,000 1,170,227 0.59%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 132,300,000 1,289,477 0.56%
ISHARES TR    (NATIONAL MUN ETF) MUB 128,855,000 1,129,324 0.54%
VANGUARD INDEX FDS    (MID CAP ETF) VO 127,489,000 760,677 0.54%
ISHARES TR    (CORE DIV GRWTH) DGRO 126,523,000 3,232,600 0.53%
JPMORGAN CHASE & CO    (COM) JPM 125,904,000 1,069,799 0.53%
NEXTERA ENERGY INC    (COM) NEE 121,956,000 523,440 0.52%
HOME DEPOT INC    (COM) HD 121,236,000 522,526 0.51%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 118,151,000 2,040,616 0.50%
ISHARES TR    (CORE MSCI EAFE) IEFA 115,806,000 1,896,287 0.49%
ISHARES TR    (SH TR CRPORT ETF) CSJ 113,734,000 2,119,153 0.48%
BOEING CO    (COM) BA 113,106,000 297,280 0.48%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 112,080,000 1,037,012 0.47%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 111,629,000 1,258,084 0.47%
CHEVRON CORP NEW    (COM) CVX 106,800,000 900,514 0.45%
VISA INC    (COM CL A) V 105,101,000 611,018 0.44%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 104,814,000 3,005,857 0.44%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 104,554,000 679,409 0.44%
PFIZER INC    (COM) PFE 101,766,000 2,832,353 0.43%
SPDR GOLD TRUST    (GOLD SHS) GLD 101,224,000 728,915 0.43%
DISNEY WALT CO    (COM DISNEY) DIS 100,812,000 773,572 0.43%
INTEL CORP    (COM) INTC 95,628,000 1,855,785 0.40%
ISHARES TR    (CORE US AGGBD ET) AGG 94,725,000 837,020 0.40%
ISHARES TR    (RUS 2000 GRW ETF) IWO 94,341,000 489,498 0.40%
ALPHABET INC    (CAP STK CL A) GOOGL 94,329,000 77,247 0.40%
PEPSICO INC    (COM) PEP 92,830,000 677,097 0.39%
ISHARES TR    (MSCI EAFE ETF) EFA 91,934,000 1,409,816 0.39%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 91,528,000 1,249,029 0.39%
MCDONALDS CORP    (COM) MCD 90,211,000 420,153 0.38%
ALPHABET INC    (CAP STK CL C) GOOG 90,203,000 73,998 0.38%
ISHARES TR    (S&P 500 VAL ETF) IVE 87,354,000 733,212 0.37%
FACEBOOK INC    (CL A) FB 87,239,000 489,891 0.37%
MERCK & CO INC    (COM) MRK 86,505,000 1,027,625 0.36%
ISHARES TR    (USA MOMENTUM FCT) 83,002,000 696,034 0.35%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 82,970,000 813,830 0.35%
CISCO SYS INC    (COM) CSCO 79,599,000 1,610,995 0.33%
ISHARES TR    (SELECT DIVID ETF) DVY 75,216,000 737,775 0.32%
ISHARES TR    (RUSSELL 2000 ETF) IWM 73,997,000 488,948 0.31%
BANK AMER CORP    (COM) BAC 73,706,000 2,526,802 0.31%
COCA COLA CO    (COM) KO 73,102,000 1,342,815 0.31%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 72,337,000 497,439 0.30%
ISHARES TR    (PFD AND INCM SEC) PFF 67,794,000 1,806,394 0.28%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 66,905,000 792,438 0.28%
WALMART INC    (COM) WMT 65,354,000 550,676 0.27%
ALTRIA GROUP INC    (COM) MO 64,974,000 1,588,624 0.27%
ISHARES TR    (CORE MSCI TOTAL) IXUS 63,703,000 1,102,900 0.27%
ABBVIE INC    (COM) ABBV 61,603,000 813,564 0.26%
ISHARES TR    (0-5YR HI YL CP) SHYG 61,087,000 1,313,988 0.26%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 60,928,000 851,189 0.25%
FS KKR CAPITAL CORP    (COM) 60,795,000 10,428,122 0.25%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 60,751,000 651,494 0.25%
COSTCO WHSL CORP NEW    (COM) COST 59,328,000 205,923 0.25%
LOCKHEED MARTIN CORP    (COM) LMT 58,173,000 149,139 0.24%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 58,003,000 1,183,985 0.24%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 55,654,000 1,115,311 0.23%
ISHARES TR    (CORE HIGH DV ETF) HDV 55,566,000 590,126 0.23%
AMGEN INC    (COM) AMGN 53,415,000 276,035 0.22%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 53,316,000 1,057,347 0.22%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 52,274,000 993,620 0.22%
ISHARES TR    (RUS MID CAP ETF) IWR 51,218,000 915,439 0.21%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 51,136,000 634,995 0.21%
SOUTHERN CO    (COM) SO 51,035,000 826,210 0.21%
ISHARES INC    (CORE MSCI EMKT) IEMG 50,711,000 1,034,504 0.21%
UNITED TECHNOLOGIES CORP    (COM) UTX 50,553,000 370,299 0.21%
ISHARES GOLD TRUST    (ISHARES) IAU 50,531,000 3,583,828 0.21%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 50,468,000 391,686 0.21%
MASTERCARD INC    (CL A) MA 49,363,000 181,771 0.21%
PACER FDS TR    (TRENDP US LAR CP) 48,569,000 1,563,225 0.20%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 48,407,000 326,833 0.20%
PHILIP MORRIS INTL INC    (COM) PM 48,083,000 633,266 0.20%
ABBOTT LABS    (COM) ABT 47,186,000 563,958 0.20%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 46,192,000 408,787 0.19%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 45,629,000 775,613 0.19%
CVS HEALTH CORP    (COM) CVS 45,138,000 715,682 0.19%
3M CO    (COM) MMM 44,798,000 272,496 0.19%
KIMBERLY CLARK CORP    (COM) KMB 44,484,000 313,160 0.18%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 43,969,000 124,747 0.18%
UNITED PARCEL SERVICE INC    (CL B) UPS 43,475,000 362,838 0.18%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 43,059,000 368,006 0.18%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 43,009,000 757,473 0.18%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 42,473,000 157,788 0.18%
ISHARES TR    (S&P SML 600 GWT) IJT 42,239,000 236,795 0.18%
NVIDIA CORP    (COM) NVDA 42,233,000 242,625 0.18%
ISHARES TR    (S&P MC 400GR ETF) IJK 42,067,000 187,918 0.17%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 41,996,000 251,132 0.17%
CATERPILLAR INC DEL    (COM) CAT 41,776,000 330,749 0.17%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 41,769,000 310,233 0.17%
ISHARES TR    (SP SMCP600VL ETF) IJS 41,241,000 274,597 0.17%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 40,849,000 131 0.17%
BRISTOL MYERS SQUIBB CO    (COM) BMY 40,708,000 802,765 0.17%
ISHARES TR    (1 3 YR TREAS BD) SHY 40,532,000 477,860 0.17%
CONSOLIDATED EDISON INC    (COM) ED 40,471,000 428,405 0.17%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 40,420,000 296,488 0.17%
ISHARES TR    (TIPS BD ETF) TIP 40,378,000 347,218 0.17%
STARBUCKS CORP    (COM) SBUX 40,341,000 456,251 0.17%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 40,265,000 441,310 0.17%
UNITEDHEALTH GROUP INC    (COM) UNH 39,171,000 180,249 0.16%
INVESCO EXCHANGE TRADED FD T    (DWA MOMENTUM) 38,237,000 627,866 0.16%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 37,496,000 462,633 0.15%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 37,449,000 317,741 0.15%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 37,120,000 718,545 0.15%
ISHARES TR    (CORE S&P US GWT) IWZ 37,041,000 589,175 0.15%
ISHARES TR    (CORE S&P US VLU) IWW 36,491,000 631,346 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 36,472,000 380,476 0.15%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 36,463,000 937,603 0.15%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 36,144,000 299,454 0.15%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 35,444,000 315,146 0.15%
WISDOMTREE TR    (US MIDCAP DIVID) DON 35,294,000 972,035 0.15%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 35,259,000 1,259,251 0.15%
EMERSON ELEC CO    (COM) EMR 34,957,000 522,847 0.14%
ISHARES TR    (IBOXX INV CP ETF) LQD 34,487,000 270,531 0.14%
HONEYWELL INTL INC    (COM) HON 33,870,000 200,177 0.14%
ISHARES TR    (S&P MC 400VL ETF) IJJ 33,815,000 211,476 0.14%
ISHARES TR    (US TREAS BD ETF) GOVT 33,325,000 1,265,910 0.14%
LOWES COS INC    (COM) LOW 33,169,000 301,654 0.14%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 32,833,000 671,587 0.14%
QUALCOMM INC    (COM) QCOM 32,578,000 427,095 0.13%
COMCAST CORP NEW    (CL A) CMCSA 32,560,000 722,275 0.13%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 32,356,000 642,757 0.13%
DOMINION ENERGY INC    (COM) D 32,227,000 397,678 0.13%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 32,087,000 364,636 0.13%
NIKE INC    (CL B) NKE 31,900,000 339,659 0.13%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 31,801,000 863,702 0.13%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 31,480,000 146,047 0.13%
MEDTRONIC PLC    (SHS) MDT 31,455,000 289,594 0.13%
ISHARES TR    (FLTG RATE NT ETF) FLOT 31,392,000 615,895 0.13%
ISHARES TR    (MSCI EMG MKT ETF) EEM 31,082,000 760,513 0.13%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 30,697,000 623,553 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 30,694,000 410,244 0.13%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 30,606,000 498,320 0.13%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 30,578,000 472,323 0.13%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 30,258,000 1,085,306 0.12%
WELLS FARGO CO NEW    (COM) WFC 29,918,000 593,142 0.12%
GENERAL MLS INC    (COM) GIS 29,051,000 527,053 0.12%
ISHARES TR    (MULTIFACTOR USA) 28,973,000 907,680 0.12%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 28,653,000 523,059 0.12%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRT 5 ETF) FV 28,573,000 965,635 0.12%
INVESCO EXCHNG TRADED FD TR    (S&P ULTRA DIVIDE) 28,474,000 755,492 0.12%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 28,172,000 441,785 0.12%
STRYKER CORP    (COM) SYK 27,988,000 129,395 0.11%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 27,226,000 229,899 0.11%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 27,122,000 322,851 0.11%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 27,077,000 300,424 0.11%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 26,442,000 199,324 0.11%
ISHARES TR    (RUSSELL 3000 ETF) IWV 26,420,000 152,040 0.11%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 26,352,000 157,158 0.11%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 26,253,000 819,156 0.11%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 26,241,000 144,152 0.11%
PAYPAL HLDGS INC    (COM) PYPL 26,023,000 251,220 0.11%
ISHARES TR    (USA QUALITY FCTR) QUAL 26,009,000 281,484 0.11%
LILLY ELI & CO    (COM) LLY 25,933,000 231,903 0.11%
NETFLIX INC    (COM) NFLX 25,883,000 96,716 0.11%
GENERAL ELECTRIC CO    (COM) GE 25,792,000 2,885,093 0.11%
ORACLE CORP    (COM) ORCL 25,659,000 466,284 0.10%
ISHARES TR    (RUS 1000 ETF) IWB 25,558,000 155,330 0.10%
ISHARES TR    (MRGSTR MD CP ETF) JKG 25,449,000 128,681 0.10%
UNION PACIFIC CORP    (COM) UNP 25,418,000 156,924 0.10%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 25,415,000 157,450 0.10%
RAYTHEON CO    (COM NEW) RTN 25,345,000 129,190 0.10%
BLACKSTONE GROUP INC    (COM CL A) 25,123,000 514,406 0.10%
SHERWIN WILLIAMS CO    (COM) SHW 24,957,000 45,387 0.10%
ISHARES TR    (US AER DEF ETF) ITA 24,839,000 110,545 0.10%
BP PLC    (SPONSORED ADR) BP 24,654,000 648,961 0.10%
VICTORY PORTFOLIOS II    (VCSHS US 500 ENH) 24,585,000 498,294 0.10%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 24,176,000 845,916 0.10%
NOVARTIS A G    (SPONSORED ADR) NVS 24,145,000 277,858 0.10%
CONOCOPHILLIPS    (COM) COP 24,089,000 422,772 0.10%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 23,922,000 124,369 0.10%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 23,860,000 397,216 0.10%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 23,725,000 428,958 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2019-09-30: 23,441,906,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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