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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
AAPLApple Inc
Recent Activity
Decreased -3.94%
4.07%
$2.683B
11.516M shares@ $233.0 avg price
IVVIshares Tr
Recent Activity
Increased 0.79%
2.48%
$1.636B
2.836M shares@ $576.82 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.04%
2.24%
$1.474B
3.424M shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.32%
2.2%
$1.449B
11.933M shares@ $121.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.73%
1.76%
$1.158B
2.373M shares@ $488.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.7%
1.73%
$1.14B
1.987M shares@ $573.76 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.5%
1.47%
$965.443M
5.181M shares@ $186.33 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.05%
1.27%
$837.393M
15.857M shares@ $52.81 avg price
IWFIshares Tr
Recent Activity
Decreased -5.46%
1.2%
$786.557M
2.095M shares@ $375.39 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.72%
1.11%
$726.411M
1.578M shares@ $460.27 avg price