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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
IWOIshares Tr
Recent Activity
Decreased -14.26%
0.22%
$143.825M
506,425 shares@ $284.01 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -7.94%
0.22%
$139.835M
1.54M shares@ $90.81 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -4.45%
0.21%
$137.994M
1.664M shares@ $82.94 avg price
MAMastercard Incorporated
Recent Activity
Decreased -4.89%
0.21%
$136.752M
276,937 shares@ $493.81 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -7.42%
0.21%
$136.274M
780,942 shares@ $174.5 avg price
IYWIshares Tr
Recent Activity
Decreased -6.2%
0.2%
$130.307M
859,435 shares@ $151.62 avg price
VGTVanguard World Fd
Recent Activity
Decreased -2.67%
0.2%
$129.092M
220,099 shares@ $586.52 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -13.26%
0.19%
$124.655M
2.74M shares@ $45.49 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -10.5%
0.19%
$123.238M
978,390 shares@ $125.96 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.8%
0.19%
$122.945M
1.711M shares@ $71.87 avg price