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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
IEFAIshares Tr
Recent Activity
Decreased -2.79%
0.35%
$229.67M
2.943M shares@ $78.05 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.68%
0.35%
$227.139M
2.687M shares@ $84.54 avg price
WMTWalmart Inc
Recent Activity
Decreased -5.34%
0.35%
$226.08M
2.8M shares@ $80.76 avg price
VVisa Inc
Recent Activity
Decreased -5.32%
0.34%
$221.865M
806,928 shares@ $274.96 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -10.47%
0.33%
$216.072M
2.229M shares@ $96.95 avg price
ITOTIshares Tr
Recent Activity
Decreased -3.82%
0.31%
$201.524M
1.604M shares@ $125.63 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.59%
0.31%
$200.59M
4.466M shares@ $44.92 avg price
AGGIshares Tr
Recent Activity
Decreased -0.98%
0.31%
$200.047M
1.975M shares@ $101.28 avg price
USMVIshares Tr
Recent Activity
Decreased -6.97%
0.3%
$197.177M
2.159M shares@ $91.31 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.95%
0.3%
$194.275M
1.319M shares@ $147.27 avg price