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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
CGGRCapital Group Growth Etf
Recent Activity
Increased 4.02%
0.5%
$324.351M
9.323M shares@ $34.8 avg price
QUALIshares Tr
Recent Activity
Increased 14.67%
0.48%
$312.767M
1.744M shares@ $179.3 avg price
MUBIshares Tr
Recent Activity
Increased 5.11%
0.48%
$310.795M
2.861M shares@ $108.64 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 12.87%
0.47%
$309.72M
5.231M shares@ $59.22 avg price
COWZPacer Fds Tr
Recent Activity
Increased 8.25%
0.47%
$304.288M
5.262M shares@ $57.84 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.71%
0.43%
$277.405M
2.164M shares@ $128.21 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 18.9%
0.39%
$257.14M
7.057M shares@ $36.44 avg price
VBVanguard Index Fds
Recent Activity
Increased 2.5%
0.39%
$252.246M
1.063M shares@ $237.21 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.5%
0.35%
$229.921M
2.922M shares@ $78.69 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.19%
0.34%
$221.445M
7.409M shares@ $29.9 avg price