Commonwealth Financial Services, LLC Portfolio Holdings

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024

Commonwealth Financial Services, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $510 Billion distributed in 192 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 $38.1B, First Tr ETF Viii Tcw Opportun with a value of $31.5B, Invesco Qqq Trust, Series 1 with a value of $27.5B, Ishares Core S&P 500 ETF with a value of $22.3B, and First Tr Exchange Traded Fd with a value of $20.7B.

Examining the 13F form we can see an increase of $3.79B in the current position value, from $506B to 510B.

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 $510 Billion
ETFs: $369 Billion
Technology: $28.3 Billion
Consumer Defensive: $10.3 Billion
Financial Services: $9.4 Billion
Industrials: $7.83 Billion
Consumer Cyclical: $6.76 Billion
Healthcare: $6.38 Billion
Communication Services: $4.99 Billion
Other: $8.06 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$143 Million 0.03% of portfolio
40,190
Q3 2024 Reduced 2.56%
$0
$136 Million 0.03% of portfolio
11,164
Q3 2023 New
$0
$122 Million 0.02% of portfolio
26,100
Q3 2023 New
$0
$53.5 Million 0.01% of portfolio
10,000
Q3 2023 New
$0
$31.9 Million 0.01% of portfolio
12,000
Q3 2024 Reduced 6.77%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $510 Billion
  • Prior Value $506 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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