Commonwealth Financial Services, LLC Portfolio Holdings

Commonwealth Financial Services, LLC

  • $506 Billion
  • Q3 2024

Commonwealth Financial Services, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $506 Billion distributed in 194 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 $36.2B, First Tr ETF Viii Tcw Opportun with a value of $33.3B, Invesco Qqq Trust, Series 1 with a value of $25.6B, Ishares Core S&P 500 ETF with a value of $24.6B, and First Tr Exchange Traded Fd with a value of $22.1B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $487B to 506B.

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 $506 Billion
ETFs: $374 Billion
Technology: $22.7 Billion
Consumer Defensive: $10.2 Billion
Financial Services: $8.41 Billion
Industrials: $8.16 Billion
Healthcare: $6.02 Billion
Consumer Cyclical: $4.87 Billion
Communication Services: $3.33 Billion
Other: $8.57 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.03B
$491 Million 0.1% of portfolio
2,680
Q4 2023 Reduced 8.97%
$5.11B
$333 Million 0.07% of portfolio
9,235
Q3 2024 Reduced 61.92%
$5.99B
$202 Million 0.04% of portfolio
683
Q3 2024 Reduced 17.21%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $506 Billion
  • Prior Value $487 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
Track This Portfolio

Track Commonwealth Financial Services, LLC Portfolio

Follow Commonwealth Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email