Commonwealth Financial Services, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $488 Billion distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $35.9B, First Tr ETF Viii Tcw Opportun with a value of $31.9B, Invesco Qqq Trust, Series 1 with a value of $26.3B, First Tr Exchange Traded Fd with a value of $21.4B, and Ishares Core S&P 500 ETF with a value of $20.3B.

Examining the 13F form we can see an decrease of $22B in the current position value, from $510B to 488B.

Commonwealth Financial Services, LLC is based out at Parkersburg, WV

Below you can find more details about Commonwealth Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $488 Billion
ETFs: $335 Billion
Technology: $25.6 Billion
Financial Services: $10.4 Billion
Consumer Defensive: $9.94 Billion
Industrials: $7.25 Billion
Healthcare: $7.23 Billion
Consumer Cyclical: $6.08 Billion
Communication Services: $5.4 Billion
Other: $9.08 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $488 Billion
  • Prior Value $510 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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