| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q2 2024 | 42.6% |
| Standard Poors Depository Receipts Sr 1 | 14 | Q2 2024 | 34.6% |
| Spdr SP Midcap 400 ETF Tr Unit Ser 1 | 14 | Q2 2024 | 13.2% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 14 | Q2 2024 | 12.0% |
| ISHARES TR | 14 | Q2 2024 | 12.1% |
| ISHARES TR | 14 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 14 | Q2 2024 | 2.0% |
| AT&T INC | 14 | Q2 2024 | 2.0% |
| ISHARES TR | 14 | Q2 2024 | 1.9% |
| VANGUARD TOTAL STOCK MARKET ETF | 14 | Q2 2024 | 1.7% |
View Commonwealth Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 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 |
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.