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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.35%
0.34%
$221.399M
1.236M shares@ $179.17 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 8.44%
0.34%
$218.105M
3.665M shares@ $59.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 3.83%
0.32%
$208.448M
923,317 shares@ $225.76 avg price
AVGOBroadcom Inc
Recent Activity
Increased 863.12%
0.32%
$205.177M
1.189M shares@ $172.51 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.81%
0.31%
$198.336M
2.055M shares@ $96.53 avg price
IUSBIshares Tr
Recent Activity
Increased 14.52%
0.29%
$185.246M
3.931M shares@ $47.12 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.9%
0.27%
$171.564M
1.511M shares@ $113.56 avg price
TLTIshares Tr
Recent Activity
Increased 25.44%
0.27%
$171.541M
1.749M shares@ $98.1 avg price
IWMIshares Tr
Recent Activity
Increased 6.11%
0.24%
$154.973M
701,584 shares@ $220.9 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.58%
0.24%
$154.784M
700,125 shares@ $221.09 avg price