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Alexander Hansen

@Commonwealth Equity Services, Llc

Latest period2024 - Q3ReportedManaged Assets$65.97BTotal holdings4055
Assets growth rate4.43%Assets growth rate (2-Q avg)4.7%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Equity Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4055 positions.

Assets under management

The assets under management (AUM) of Commonwealth Equity Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 65.97B in assets, with a quarterly growth rate of 4.43% and a 2-quarter average growth rate of 4.7%. The portfolio is managed by Alexander Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 0.79%
2.48%
$1.636B
2.836M shares@ $576.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.7%
1.73%
$1.14B
1.987M shares@ $573.76 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.77%
1.08%
$709.238M
1.847M shares@ $383.94 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.97%
1.08%
$708.153M
1.342M shares@ $527.67 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.17%
0.89%
$585.226M
3.352M shares@ $174.57 avg price
IJRIshares Tr
Recent Activity
Increased 1.27%
0.69%
$451.52M
3.86M shares@ $116.97 avg price
DGROIshares Tr
Recent Activity
Increased 0.24%
0.68%
$444.691M
7.093M shares@ $62.69 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 7.48%
0.55%
$361.948M
4.282M shares@ $84.53 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.35%
0.51%
$330.802M
1.254M shares@ $263.83 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.34%
0.5%
$329.742M
576,028 shares@ $572.45 avg price