Long-term investor
Commonwealth Equity Services, LLC @commonwealthequityservic
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000312272).
Record
- Tracked since 2025-06-30 (486 days), 5211 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.7% · 1 year +3.9% · all +3.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.1% · long · since 2025-06-30
- 464287200 · 2.5% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 46090E103 · 1.5% · long · since 2025-06-30
- 921943858 · 1.5% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- AMZN · 1.2% · long · since 2025-06-30
- 922908363 · 1.1% · long · since 2025-06-30
- 464287614 · 1.0% · long · since 2025-06-30
- 922908736 · 1.0% · long · since 2025-06-30
- GOOGL · 0.9% · long · since 2025-06-30