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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
IVWIshares Tr
Recent Activity
Decreased -2.2%
0.48%
$312.934M
3.268M shares@ $95.75 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.19%
0.45%
$295.987M
1.709M shares@ $173.21 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.19%
0.45%
$292.576M
2.496M shares@ $117.23 avg price
IWPIshares Tr
Recent Activity
Decreased -9.05%
0.45%
$290.395M
2.476M shares@ $117.29 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.67%
0.43%
$279.6M
1.725M shares@ $162.07 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.57%
0.43%
$277.436M
684,689 shares@ $405.21 avg price
IWSIshares Tr
Recent Activity
Decreased -7.44%
0.42%
$273.822M
2.07M shares@ $132.25 avg price
TSLATesla Inc
Recent Activity
Decreased -7.1%
0.38%
$244.537M
934,669 shares@ $261.63 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.83%
0.37%
$241.732M
1.224M shares@ $197.49 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -5.98%
0.35%
$230.264M
947,353 shares@ $243.07 avg price