$336 Million is the total value of Commonwealth Financial Services, LLC's 189 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $27,953,561 | – | 65,095 | +100.0% | 8.32% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $13,667,818 | – | 31,973 | +100.0% | 4.07% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $12,488,990 | – | 260,350 | +100.0% | 3.72% | – |
| IYW | New | ISHARES TRu.s. tech etf | $12,282,668 | – | 117,067 | +100.0% | 3.65% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $11,502,206 | – | 129,690 | +100.0% | 3.42% | – |
| IBHE | New | ISHARES TRibonds 25 trm hg | $10,866,148 | – | 473,883 | +100.0% | 3.23% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $10,408,293 | – | 435,493 | +100.0% | 3.10% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $9,683,773 | – | 230,264 | +100.0% | 2.88% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $9,031,950 | – | 25,210 | +100.0% | 2.69% | – |
| IBHF | New | ISHARES TRibonds 2026 term | $8,640,584 | – | 383,515 | +100.0% | 2.57% | – |
| EFA | New | ISHARES TRmsci eafe etf | $8,490,273 | – | 123,190 | +100.0% | 2.53% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $7,389,046 | – | 142,124 | +100.0% | 2.20% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $6,900,460 | – | 39,043 | +100.0% | 2.05% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $6,682,538 | – | 45,333 | +100.0% | 1.99% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $6,624,168 | – | 78,644 | +100.0% | 1.97% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $6,213,241 | – | 131,525 | +100.0% | 1.85% | – |
| MSFT | New | MICROSOFT CORP | $6,175,167 | – | 19,557 | +100.0% | 1.84% | – |
| QMOM | New | EA SERIES TRUSTus quan momentum | $5,765,514 | – | 133,712 | +100.0% | 1.72% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $5,472,700 | – | 221,298 | +100.0% | 1.63% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $5,318,887 | – | 218,256 | +100.0% | 1.58% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $4,935,375 | – | 211,501 | +100.0% | 1.47% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $4,882,622 | – | 211,004 | +100.0% | 1.45% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $4,873,809 | – | 202,822 | +100.0% | 1.45% | – |
| DJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $4,539,479 | – | 133,632 | +100.0% | 1.35% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $4,402,119 | – | 89,058 | +100.0% | 1.31% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $4,203,669 | – | 130,392 | +100.0% | 1.25% | – | |
| IBHG | New | ISHARES TRibonds 2027 term | $3,979,497 | – | 184,873 | +100.0% | 1.18% | – |
| FRDM | New | EA SERIES TRUSTfreedom 100 em | $3,437,767 | – | 121,433 | +100.0% | 1.02% | – |
| New | EA SERIES TRUSTalpha arch 1-3 | $3,143,578 | – | 30,320 | +100.0% | 0.94% | – | |
| NVDA | New | NVIDIA CORPORATION | $2,810,426 | – | 6,461 | +100.0% | 0.84% | – |
| EFV | New | ISHARES TReafe value etf | $2,807,270 | – | 57,373 | +100.0% | 0.84% | – |
| AAPL | New | APPLE INC | $2,664,093 | – | 15,560 | +100.0% | 0.79% | – |
| DGRO | New | ISHARES TRcore div grwth | $2,483,256 | – | 50,136 | +100.0% | 0.74% | – |
| EFG | New | ISHARES TReafe grwth etf | $2,175,463 | – | 25,208 | +100.0% | 0.65% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $2,153,955 | – | 36,335 | +100.0% | 0.64% | – |
| PPG | New | PPG INDS INC | $2,149,099 | – | 16,557 | +100.0% | 0.64% | – |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $2,119,481 | – | 41,348 | +100.0% | 0.63% | – | |
| JPM | New | JPMORGAN CHASE & CO | $2,101,321 | – | 14,490 | +100.0% | 0.62% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,041,701 | – | 13,998 | +100.0% | 0.61% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $2,030,543 | – | 25,221 | +100.0% | 0.60% | – |
| XOM | New | EXXON MOBIL CORP | $1,995,642 | – | 16,973 | +100.0% | 0.59% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,909,219 | – | 63,324 | +100.0% | 0.57% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,693,094 | – | 4,140 | +100.0% | 0.50% | – |
| CALF | New | PACER FDS TRpacer us small | $1,663,246 | – | 39,886 | +100.0% | 0.50% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $1,609,454 | – | 12,212 | +100.0% | 0.48% | – |
| COST | New | COSTCO WHSL CORP NEW | $1,590,362 | – | 2,815 | +100.0% | 0.47% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $1,525,058 | – | 20,275 | +100.0% | 0.45% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,525,493 | – | 22,296 | +100.0% | 0.45% | – |
| WMT | New | WALMART INC | $1,511,588 | – | 9,452 | +100.0% | 0.45% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,372,972 | – | 27,923 | +100.0% | 0.41% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $1,327,240 | – | 31,775 | +100.0% | 0.40% | – |
| IBHD | New | ISHARES TRibonds 24 trm hg | $1,320,848 | – | 56,933 | +100.0% | 0.39% | – |
| AMZN | New | AMAZON COM INC | $1,278,583 | – | 10,058 | +100.0% | 0.38% | – |
| CSCO | New | CISCO SYS INC | $1,270,300 | – | 23,629 | +100.0% | 0.38% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,252,660 | – | 8,043 | +100.0% | 0.37% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $1,214,694 | – | 29,440 | +100.0% | 0.36% | – |
| PEBO | New | PEOPLES BANCORP INC | $1,148,653 | – | 45,258 | +100.0% | 0.34% | – |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $1,141,307 | – | 34,491 | +100.0% | 0.34% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,134,067 | – | 19,086 | +100.0% | 0.34% | – |
| UBCP | New | UNITED BANCORP INC OHIO | $1,111,459 | – | 96,230 | +100.0% | 0.33% | – |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $1,061,853 | – | 27,095 | +100.0% | 0.32% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,054,468 | – | 66,028 | +100.0% | 0.31% | – |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $1,049,649 | – | 25,033 | +100.0% | 0.31% | – |
| SRVR | New | PACER FDS TRdata and infrast | $980,325 | – | 37,865 | +100.0% | 0.29% | – |
| AR | New | ANTERO RESOURCES CORP | $938,121 | – | 36,963 | +100.0% | 0.28% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $909,272 | – | 14,019 | +100.0% | 0.27% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $863,118 | – | 25,811 | +100.0% | 0.26% | – |
| CSX | New | CSX CORP | $850,576 | – | 27,661 | +100.0% | 0.25% | – |
| ABBV | New | ABBVIE INC | $821,955 | – | 5,514 | +100.0% | 0.24% | – |
| PFE | New | PFIZER INC | $810,273 | – | 24,428 | +100.0% | 0.24% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $807,919 | – | 11,164 | +100.0% | 0.24% | – |
| AVGO | New | BROADCOM INC | $805,088 | – | 969 | +100.0% | 0.24% | – |
| HD | New | HOME DEPOT INC | $791,961 | – | 2,621 | +100.0% | 0.24% | – |
| INTC | New | INTEL CORP | $764,826 | – | 21,514 | +100.0% | 0.23% | – |
| KO | New | COCA COLA CO | $730,915 | – | 13,057 | +100.0% | 0.22% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $708,919 | – | 8,567 | +100.0% | 0.21% | – |
| IEMG | New | ISHARES INCcore msci emkt | $705,534 | – | 14,825 | +100.0% | 0.21% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $691,014 | – | 5,175 | +100.0% | 0.21% | – |
| PEP | New | PEPSICO INC | $686,501 | – | 4,052 | +100.0% | 0.20% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $666,022 | – | 5,350 | +100.0% | 0.20% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $635,315 | – | 23,027 | +100.0% | 0.19% | – |
| MRK | New | MERCK & CO INC | $619,473 | – | 6,017 | +100.0% | 0.18% | – |
| GLD | New | SPDR GOLD TR | $613,962 | – | 3,581 | +100.0% | 0.18% | – |
| FB | New | META PLATFORMS INCcl a | $616,101 | – | 2,052 | +100.0% | 0.18% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $594,615 | – | 6,304 | +100.0% | 0.18% | – |
| CNX | New | CNX RES CORP | $589,022 | – | 26,086 | +100.0% | 0.18% | – |
| ESGU | New | ISHARES TResg awr msci usa | $577,082 | – | 6,145 | +100.0% | 0.17% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $570,909 | – | 18,530 | +100.0% | 0.17% | – | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $558,378 | – | 1,594 | +100.0% | 0.17% | – |
| CVX | New | CHEVRON CORP NEW | $547,900 | – | 3,249 | +100.0% | 0.16% | – |
| IYF | New | ISHARES TRu.s. finls etf | $541,807 | – | 7,247 | +100.0% | 0.16% | – |
| V | New | VISA INC | $542,391 | – | 2,358 | +100.0% | 0.16% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $541,254 | – | 20,002 | +100.0% | 0.16% | – |
| T | New | AT&T INC | $520,144 | – | 34,630 | +100.0% | 0.16% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $511,507 | – | 8,813 | +100.0% | 0.15% | – |
| FDX | New | FEDEX CORP | $496,457 | – | 1,874 | +100.0% | 0.15% | – |
| EGP | New | EASTGROUP PPTYS INC | $490,264 | – | 2,944 | +100.0% | 0.15% | – |
| AMGN | New | AMGEN INC | $486,838 | – | 1,811 | +100.0% | 0.14% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $465,801 | – | 1,177 | +100.0% | 0.14% | – |
| HNDL | New | STRATEGY SHSns 7handl idx | $461,315 | – | 24,140 | +100.0% | 0.14% | – |
| FDLO | New | FIDELITY COVINGTON TRUSTlow volity etf | $453,769 | – | 9,331 | +100.0% | 0.14% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $451,554 | – | 12,727 | +100.0% | 0.13% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $447,490 | – | 10,219 | +100.0% | 0.13% | – |
| VLO | New | VALERO ENERGY CORP | $443,859 | – | 3,132 | +100.0% | 0.13% | – |
| LLY | New | ELI LILLY & CO | $428,331 | – | 797 | +100.0% | 0.13% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $424,741 | – | 5,632 | +100.0% | 0.13% | – |
| DUK | New | DUKE ENERGY CORP NEW | $421,734 | – | 4,778 | +100.0% | 0.12% | – |
| MCD | New | MCDONALDS CORP | $414,565 | – | 1,574 | +100.0% | 0.12% | – |
| LOW | New | LOWES COS INC | $408,686 | – | 1,966 | +100.0% | 0.12% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $402,112 | – | 16,755 | +100.0% | 0.12% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $393,303 | – | 5,186 | +100.0% | 0.12% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $390,696 | – | 15,406 | +100.0% | 0.12% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $379,494 | – | 2,900 | +100.0% | 0.11% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $379,539 | – | 5,180 | +100.0% | 0.11% | – |
| GIS | New | GENERAL MLS INC | $365,374 | – | 5,710 | +100.0% | 0.11% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $364,607 | – | 2,765 | +100.0% | 0.11% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $364,536 | – | 7,253 | +100.0% | 0.11% | – |
| D | New | DOMINION ENERGY INC | $353,340 | – | 7,910 | +100.0% | 0.10% | – |
| IBTD | New | ISHARES TRibonds 23 trm ts | $351,575 | – | 14,165 | +100.0% | 0.10% | – |
| ABT | New | ABBOTT LABS | $350,505 | – | 3,619 | +100.0% | 0.10% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $343,427 | – | 1,491 | +100.0% | 0.10% | – |
| New | GENERAL ELECTRIC CO | $338,172 | – | 3,059 | +100.0% | 0.10% | – | |
| EQT | New | EQT CORP | $336,814 | – | 8,300 | +100.0% | 0.10% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $335,381 | – | 14,068 | +100.0% | 0.10% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $330,820 | – | 724 | +100.0% | 0.10% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $327,670 | – | 1,362 | +100.0% | 0.10% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $320,857 | – | 2,633 | +100.0% | 0.10% | – |
| CSM | New | PROSHARES TRlarge cap cre | $309,708 | – | 6,345 | +100.0% | 0.09% | – |
| DVY | New | ISHARES TRselect divid etf | $305,740 | – | 2,840 | +100.0% | 0.09% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $305,091 | – | 1,983 | +100.0% | 0.09% | – |
| MMIN | New | INDEXIQ ACTIVE ETF TRiq mackay insred | $301,346 | – | 13,188 | +100.0% | 0.09% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $300,806 | – | 7,470 | +100.0% | 0.09% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $297,499 | – | 15,816 | +100.0% | 0.09% | – |
| SBUX | New | STARBUCKS CORP | $295,715 | – | 3,240 | +100.0% | 0.09% | – |
| HSY | New | HERSHEY CO | $292,655 | – | 1,463 | +100.0% | 0.09% | – |
| WSBC | New | WESBANCO INC | $290,891 | – | 11,912 | +100.0% | 0.09% | – |
| CLX | New | CLOROX CO DEL | $292,592 | – | 2,233 | +100.0% | 0.09% | – |
| CAT | New | CATERPILLAR INC | $290,095 | – | 1,063 | +100.0% | 0.09% | – |
| FAST | New | FASTENAL CO | $284,510 | – | 5,207 | +100.0% | 0.08% | – |
| IBMM | New | ISHARES TRibonds dec | $273,110 | – | 10,631 | +100.0% | 0.08% | – |
| PAYX | New | PAYCHEX INC | $271,833 | – | 2,357 | +100.0% | 0.08% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $270,880 | – | 6,602 | +100.0% | 0.08% | – |
| IBMN | New | ISHARES TRibonds dec 25 | $270,215 | – | 10,361 | +100.0% | 0.08% | – |
| SLV | New | ISHARES SILVER TRishares | $269,729 | – | 13,261 | +100.0% | 0.08% | – |
| UTG | New | REAVES UTIL INCOME FD | $269,796 | – | 10,945 | +100.0% | 0.08% | – |
| ADBE | New | ADOBE INC | $266,678 | – | 523 | +100.0% | 0.08% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $263,994 | – | 25,384 | +100.0% | 0.08% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $262,149 | – | 3,705 | +100.0% | 0.08% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $258,567 | – | 1,843 | +100.0% | 0.08% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $251,500 | – | 2,920 | +100.0% | 0.08% | – |
| TSLA | New | TESLA INC | $251,471 | – | 1,005 | +100.0% | 0.08% | – |
| IYJ | New | ISHARES TRus industrials | $252,888 | – | 2,507 | +100.0% | 0.08% | – |
| MMM | New | 3M CO | $248,404 | – | 2,653 | +100.0% | 0.07% | – |
| MUB | New | ISHARES TRnational mun etf | $250,412 | – | 2,442 | +100.0% | 0.07% | – |
| ETN | New | EATON CORP PLC | $249,892 | – | 1,172 | +100.0% | 0.07% | – |
| PWR | New | QUANTA SVCS INC | $246,329 | – | 1,317 | +100.0% | 0.07% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $240,513 | – | 3,431 | +100.0% | 0.07% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $243,145 | – | 5,170 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $242,970 | – | 2,688 | +100.0% | 0.07% | – |
| UNP | New | UNION PAC CORP | $239,062 | – | 1,174 | +100.0% | 0.07% | – |
| MDT | New | MEDTRONIC PLC | $237,431 | – | 3,030 | +100.0% | 0.07% | – |
| NKE | New | NIKE INCcl b | $235,799 | – | 2,466 | +100.0% | 0.07% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $228,009 | – | 1,467 | +100.0% | 0.07% | – |
| QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OV | $227,268 | – | 10,114 | +100.0% | 0.07% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $229,478 | – | 1,371 | +100.0% | 0.07% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $223,840 | – | 540 | +100.0% | 0.07% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $218,427 | – | 652 | +100.0% | 0.06% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $218,357 | – | 6,737 | +100.0% | 0.06% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $216,447 | – | 1,019 | +100.0% | 0.06% | – |
| RAVI | New | FLEXSHARES TRflexshares ultra | $215,791 | – | 2,873 | +100.0% | 0.06% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $216,301 | – | 5,785 | +100.0% | 0.06% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $211,637 | – | 2,788 | +100.0% | 0.06% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $208,027 | – | 1,269 | +100.0% | 0.06% | – |
| SJM | New | SMUCKER J M CO | $206,923 | – | 1,684 | +100.0% | 0.06% | – |
| CMI | New | CUMMINS INC | $206,923 | – | 906 | +100.0% | 0.06% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $207,400 | – | 1,611 | +100.0% | 0.06% | – |
| NEE | New | NEXTERA ENERGY INC | $207,619 | – | 3,624 | +100.0% | 0.06% | – |
| MEAR | New | ISHARES U S ETF TRblackrock short | $201,830 | – | 4,052 | +100.0% | 0.06% | – |
| IBDU | New | ISHARES TRibonds dec 29 | $201,167 | – | 9,186 | +100.0% | 0.06% | – |
| GAB | New | GABELLI EQUITY TR INC | $184,625 | – | 35,989 | +100.0% | 0.06% | – |
| NEWT | New | NEWTEKONE INC | $161,366 | – | 10,940 | +100.0% | 0.05% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $134,637 | – | 40,190 | +100.0% | 0.04% | – |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $116,441 | – | 11,164 | +100.0% | 0.04% | – |
| MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $111,186 | – | 26,100 | +100.0% | 0.03% | – |
| PDT | New | HANCOCK JOHN PREM DIVID FD | $104,478 | – | 10,861 | +100.0% | 0.03% | – |
| JRS | New | NUVEEN REAL ESTATE INCOME FD | $73,922 | – | 11,033 | +100.0% | 0.02% | – |
| MFM | New | MFS MUN INCOME TRsh ben int | $45,500 | – | 10,000 | +100.0% | 0.01% | – |
| MFV | New | MFS SPL VALUE TRsh ben int | $39,000 | – | 10,000 | +100.0% | 0.01% | – |
| MIN | New | MFS INTER INCOME TRsh ben int | $32,160 | – | 12,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 42.6% |
| Standard Poors Depository Receipts Sr 1 | 11 | Q3 2023 | 34.6% |
| Spdr SP Midcap 400 ETF Tr Unit Ser 1 | 11 | Q3 2023 | 13.2% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 11 | Q3 2023 | 12.0% |
| ISHARES TR | 11 | Q3 2023 | 12.1% |
| ISHARES TR | 11 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 11 | Q3 2023 | 2.0% |
| AT&T INC | 11 | Q3 2023 | 2.0% |
| ISHARES TR | 11 | Q3 2023 | 1.9% |
| VANGUARD TOTAL STOCK MARKET ETF | 11 | Q3 2023 | 1.7% |
View Commonwealth Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2017-04-20 |
| 13F-HR | 2017-02-13 |
| 13F-HR | 2016-10-28 |
| 13F-HR | 2016-07-21 |
| 13F-HR | 2016-04-26 |
| 13F-HR | 2016-01-27 |
| 13F-HR | 2015-10-28 |
| 13F-HR | 2015-07-30 |
View Commonwealth Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.