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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
RTXRtx Corporation
Recent Activity
Decreased -4.69%
0.19%
$122.298M
1.009M shares@ $121.16 avg price
BACBank America Corp
Recent Activity
Decreased -3.53%
0.19%
$119.683M
3.016M shares@ $39.68 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -6.39%
0.17%
$111.15M
2.089M shares@ $53.22 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.79%
0.17%
$110.532M
1.925M shares@ $57.42 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -6.45%
0.17%
$109.244M
665,798 shares@ $164.08 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.64%
0.17%
$108.779M
710,368 shares@ $153.14 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -18.65%
0.17%
$108.515M
157 shares@ $691178.35 avg price
VVVanguard Index Fds
Recent Activity
Decreased 0%
0.17%
$106.475M
404,401 shares@ $263.3 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.46%
0.17%
$105.97M
2.608M shares@ $40.64 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.16%
0.16%
$105.439M
1.47M shares@ $71.74 avg price