Commonwealth Financial Services, LLC Portfolio Holdings

Commonwealth Financial Services, LLC

  • $487 Billion
  • Q2 2024

Commonwealth Financial Services, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 191 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 $35.2B, First Tr ETF Viii Tcw Opportun with a value of $30.5B, Ishares Core S&P 500 ETF with a value of $29.4B, Invesco Qqq Trust, Series 1 with a value of $27B, and Ishares Dj Us Tech ETF with a value of $17.3B.

Examining the 13F form we can see an increase of $62.8B in the current position value, from $424B to 487B.

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 $487 Billion
ETFs: $380 Billion
Technology: $25.1 Billion
Consumer Defensive: $9.83 Billion
Financial Services: $8.49 Billion
Industrials: $7.05 Billion
Healthcare: $6.31 Billion
Consumer Cyclical: $4.93 Billion
Communication Services: $3.07 Billion
Other: $8.24 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$149 Million 0.03% of portfolio
41,244
Q2 2024 Added 2.62%
$0
$138 Million 0.03% of portfolio
11,164
Q3 2023 New
$0
$123 Million 0.03% of portfolio
26,100
Q3 2023 New
$0
$53.4 Million 0.01% of portfolio
10,000
Q3 2023 New
$0
$34.8 Million 0.01% of portfolio
12,871
Q2 2024 Added 7.26%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $487 Billion
  • Prior Value $424 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 25 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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