Alexander Hansen

@Commonwealth Equity Services, Llc

Latest period2024 - Q3

Reported3mo 1d ago

Managed Assets$65.97B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMGNAmgen Inc Recent Activity Increased 0.13%	0.19%	$124.81M 387,356 shares@ $322.22 avg price	Increased 0.13%
QQQMInvesco Exch Traded Fd Tr Ii Recent Activity Increased 2.23%	0.18%	$115.904M 577,067 shares@ $200.86 avg price	Increased 2.23%
LOWLowes Cos Inc Recent Activity Increased 1.4%	0.18%	$114.944M 424,382 shares@ $270.86 avg price	Increased 1.4%
XMHQInvesco Exchange Traded Fd T Recent Activity Increased 1.59%	0.18%	$114.673M 1.118M shares@ $102.59 avg price	Increased 1.59%
FBNDFidelity Merrimack Str Tr Recent Activity Increased 39.19%	0.17%	$111.201M 2.379M shares@ $46.74 avg price	Increased 39.19%
VONVVanguard Scottsdale Fds Recent Activity Increased 0.18%	0.17%	$105.595M 1.267M shares@ $83.34 avg price	Increased 0.18%
ORCLOracle Corp Recent Activity Increased 1.04%	0.16%	$104.344M 612,345 shares@ $170.41 avg price	Increased 1.04%
XLVSelect Sector Spdr Tr Recent Activity Increased 2.73%	0.16%	$102.477M 665,351 shares@ $154.02 avg price	Increased 2.73%
JHMMJohn Hancock Exchange Traded Recent Activity Increased 0.33%	0.16%	$102.439M 1.702M shares@ $60.2 avg price	Increased 0.33%
CGGOCapital Group Gbl Growth Eqt Recent Activity Increased 14.73%	0.16%	$102.036M 3.384M shares@ $30.16 avg price	Increased 14.73%