test

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
IVEIshares Tr
Recent Activity
Decreased -12.31%
0.28%
$182.452M
925,353 shares@ $197.18 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.99%
0.27%
$176.489M
301,855 shares@ $584.69 avg price
IUSGIshares Tr
Recent Activity
Decreased -2.72%
0.27%
$176.056M
1.335M shares@ $131.91 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.1%
0.27%
$174.232M
572,173 shares@ $304.51 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.2%
0.26%
$170.361M
435,573 shares@ $391.12 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.24%
0.25%
$163.927M
2.813M shares@ $58.27 avg price
IWNIshares Tr
Recent Activity
Decreased -10.23%
0.24%
$155.554M
932,468 shares@ $166.82 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -4.76%
0.24%
$152.474M
1.073M shares@ $142.05 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.45%
0.23%
$148.537M
873,488 shares@ $170.06 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.21%
0.22%
$144.916M
247,906 shares@ $584.57 avg price