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Portfolio (Quarterly) Guide ↗

COMMONWEALTH EQUITY SERVICES, LLC

· CIK 0000312272
13F Portfolio $75.0B AUM 4,271 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 261 New 1567 Added 2180 Reduced 224 Exited
Page 3 of 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD INDEX FDS 996,236.0 $257.0M 0.34% -54K -5.1% $257.95 +9.3%
42 V VISA INC Financial Services 705,386.0 $247.4M 0.33% -61K -8.0% $350.71 -8.0%
43 IWY ISHARES TR 880,113.0 $243.7M 0.33% -59K -6.3% $276.94 +5.5%
44 JEPI J P MORGAN EXCHANGE TRADED F 4,255,018.0 $243.6M 0.33% -501K -10.5% $57.24 -2.4%
45 WMT WALMART INC Consumer Defensive 2,182,918.0 $243.2M 0.32% -278K -11.3% $111.41 +18.9%
46 VONG VANGUARD SCOTTSDALE FDS 1,984,206.0 $241.6M 0.32% -188K -8.7% $121.75 +5.1%
47 ABBV ABBVIE INC Healthcare 1,037,482.0 $237.1M 0.32% -93K -8.2% $228.49 -7.9%
48 PG PROCTER AND GAMBLE CO Consumer Defensive 1,468,047.0 $210.4M 0.28% -146K -9.1% $143.31 -0.4%
49 RSP INVESCO EXCHANGE TRADED FD T 1,071,458.0 $205.2M 0.27% -8K -0.7% $191.56 +5.2%
50 HD HOME DEPOT INC Consumer Cyclical 594,930.0 $204.7M 0.27% -43K -6.7% $344.10 -11.6%
51 CAT CATERPILLAR INC Industrials 355,496.0 $203.7M 0.27% -28K -7.2% $572.87 +55.1%
52 COWZ PACER FDS TR 3,318,661.0 $199.7M 0.27% -460K -12.2% $60.17 +4.6%
53 USMV ISHARES TR 1,995,478.0 $187.9M 0.25% -41K -2.0% $94.16 +0.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 617,905.0 $183.0M 0.24% -46K -7.0% $296.21 -26.3%
55 NEE NEXTERA ENERGY INC Utilities 2,227,788.0 $178.8M 0.24% -189K -7.8% $80.28 +19.2%
56 ITOT ISHARES TR 1,201,914.0 $178.7M 0.24% -102K -7.8% $148.69 +8.3%
57 IUSG ISHARES TR 1,051,235.0 $176.5M 0.23% -99K -8.6% $167.94 +11.2%
58 AGG ISHARES TR 1,746,686.0 $174.5M 0.23% -475K -21.4% $99.88 -1.9%
59 CVX CHEVRON CORP NEW Energy 1,116,614.0 $170.2M 0.23% -101K -8.3% $152.41 +22.5%
60 RTX RTX CORPORATION Industrials 865,307.0 $158.7M 0.21% -70K -7.5% $183.40 -4.2%
Page 3 of 109  ·  2,180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.8%
Financial Services 23.0%
Consumer Cyclical 9.4%
Industrials 7.7%
Healthcare 7.5%
Communication Services 7.5%
Consumer Defensive 5.0%
Energy 3.4%
Utilities 2.8%
Basic Materials 1.5%