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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
FSKFs Kkr Cap Corp
Recent Activity
Increased 4.61%
0.13%
$84.487M
4.282M shares@ $19.74 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 22.17%
0.13%
$84.029M
616,317 shares@ $136.35 avg price
ETNEaton Corp Plc
Recent Activity
Increased 21.16%
0.13%
$83.626M
252,312 shares@ $331.44 avg price
MDTMedtronic Plc
Recent Activity
Increased 13.05%
0.13%
$81.583M
906,175 shares@ $90.04 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 10.79%
0.13%
$80.638M
2.99M shares@ $26.97 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 25.56%
0.13%
$80.453M
1.626M shares@ $49.48 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Increased 13.18%
0.13%
$80.394M
2.345M shares@ $34.29 avg price
FBCGFidelity Covington Trust
Recent Activity
Increased 49.8%
0.13%
$80.024M
1.871M shares@ $42.77 avg price
VOEVanguard Index Fds
Recent Activity
Increased 0.35%
0.13%
$79.31M
473,010 shares@ $167.68 avg price
IEFIshares Tr
Recent Activity
Increased 21.21%
0.12%
$77.332M
788,142 shares@ $98.12 avg price