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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
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 21.14%
0.16%
$100.278M
3.016M shares@ $33.26 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 5.06%
0.16%
$99.114M
951,370 shares@ $104.19 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 1.46%
0.15%
$95.577M
1.517M shares@ $63.0 avg price
HDVIshares Tr
Recent Activity
Increased 0.92%
0.15%
$93.615M
795,914 shares@ $117.62 avg price
SOSouthern Co
Recent Activity
Increased 2.21%
0.15%
$93.531M
1.037M shares@ $90.19 avg price
EFVIshares Tr
Recent Activity
Increased 20.75%
0.15%
$92.686M
1.611M shares@ $57.54 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 15.68%
0.14%
$90.285M
2.149M shares@ $42.02 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.14%
0.14%
$88.218M
1.739M shares@ $50.75 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 3.11%
0.14%
$86.273M
899,145 shares@ $95.96 avg price
AXPAmerican Express Co
Recent Activity
Increased 5.05%
0.13%
$84.832M
312,804 shares@ $271.2 avg price