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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
GOOGLAlphabet Inc
Recent Activity
Decreased -2.65%
0.66%
$432.811M
2.61M shares@ $165.86 avg price
IWDIshares Tr
Recent Activity
Decreased -2.75%
0.6%
$389.623M
2.053M shares@ $189.81 avg price
IJHIshares Tr
Recent Activity
Decreased -5.21%
0.58%
$379.169M
6.084M shares@ $62.33 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.98%
0.57%
$370.725M
1.758M shares@ $210.87 avg price
IWYIshares Tr
Recent Activity
Decreased -4.14%
0.55%
$359.355M
1.633M shares@ $220.05 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.84%
0.54%
$356.118M
401,704 shares@ $886.52 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.4%
0.51%
$334.965M
9.769M shares@ $34.29 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.39%
0.51%
$332.767M
1.99M shares@ $167.2 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -3.3%
0.51%
$331.935M
6.937M shares@ $47.85 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.99%
0.5%
$324.47M
366,244 shares@ $885.94 avg price