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Commonwealth Financial Services

Latest statistics and disclosures from Commonwealth Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, FIXD, UXOC, IVV, and represent 28.35% of Commonwealth Financial Services's stock portfolio.
Added to shares of these 10 stocks: UXOC, IVV, SPY, ONEQ, QMOM, ILCB, FRDM, BOXX, SPLG, EFA.
Started 26 new stock positions in ROL, SLV, BX, EFV, JEPI, ODD, BSCS, ALL, BSCQ, MPC.
Reduced shares in these 10 stocks: MSFT (-$7.4M), SPHB, SOXX, IWP, IYW, ARKF, QQQM, IBHE, HOOD, ZAUG.
Sold out of its positions in ARKF, AMT, LMBS, OCTM, ZAUG, SPHB, IONQ, IWP, MUB, SJM. VRTX.
Commonwealth Financial Services was a net buyer of stock by $32M.
Commonwealth Financial Services has $580M in assets under management (AUM), dropping by 10.01%.
Central Index Key (CIK): 0001536755

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Portfolio Holdings for Commonwealth Financial Services

Commonwealth Financial Services holds 227 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.1	$47M	+8%	71k	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$33M	+3%	56k	600.37	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	5.5	$32M		716k	44.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)	4.8	$28M	+21%	794k	34.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$25M	+24%	37k	669.30	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	3.6	$21M		1.0M	20.47	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	3.0	$18M		700k	25.19	View chart
Ea Series Trust Us Quan Momentum (QMOM)	2.8	$17M	+17%	255k	64.44	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.4	$14M	+20%	312k	44.31	View chart
NVIDIA Corporation (NVDA)	2.2	$13M		67k	186.58	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.1	$12M	+44%	137k	89.13	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.7	$10M	+6%	417k	24.34	View chart
Microsoft Corporation (MSFT)	1.7	$10M	-42%	20k	517.95	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.7	$9.9M	+3%	387k	25.52	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$9.8M	+2%	416k	23.47	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.6	$9.3M	+3%	422k	22.15	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.5	$8.8M		413k	21.22	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.5	$8.7M	+14%	240k	36.42	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.5	$8.6M	+11%	125k	68.96	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.5	$8.6M	+16%	509k	16.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$8.5M	+15%	98k	87.31	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.4	$8.2M	+17%	88k	93.64	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	1.3	$7.8M		348k	22.49	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.3	$7.8M		325k	23.86	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	1.3	$7.5M	+2%	314k	23.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$7.4M	+7%	83k	89.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.3	$7.3M	-6%	37k	195.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.2	$6.9M		148k	46.70	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$6.6M	+40%	85k	78.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.0	$5.6M	-33%	21k	271.12	View chart
Apple (AAPL)	0.9	$5.5M		22k	254.63	View chart
JPMorgan Chase & Co. (JPM)	0.9	$5.4M		17k	315.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$5.2M	+38%	56k	93.37	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.9	$5.2M	+63%	46k	113.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.8	$4.4M	-2%	107k	41.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$4.4M	+21%	37k	120.72	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$3.8M	+153%	42k	92.42	View chart
Amazon (AMZN)	0.6	$3.7M	+3%	17k	219.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$3.4M	-9%	14k	247.12	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.5	$3.1M	+2%	65k	47.72	View chart
Costco Wholesale Corporation (COST)	0.5	$2.8M		3.0k	925.68	View chart
Broadcom (AVGO)	0.5	$2.7M	+2%	8.3k	329.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.6M	+30%	13k	206.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M	+6%	11k	243.09	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.4	$2.5M	-11%	109k	23.22	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$2.5M	+7%	108k	23.39	View chart
Meta Platforms Cl A (META)	0.4	$2.3M	+2%	3.1k	734.38	View chart
Procter & Gamble Company (PG)	0.4	$2.3M	+2%	15k	153.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$2.2M		50k	43.20	View chart
American Electric Power Company (AEP)	0.4	$2.2M	+3%	19k	112.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$2.1M		51k	42.14	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.4	$2.1M		58k	36.96	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.0M		4.0k	499.21	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.0M	-4%	18k	112.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.3	$2.0M		52k	38.64	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$1.8M	+25%	74k	24.30	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.8M	+73%	47k	38.02	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.6M	+92%	16k	100.70	View chart
Abbvie (ABBV)	0.3	$1.5M	+3%	6.6k	231.53	View chart
PPG Industries (PPG)	0.3	$1.5M	-3%	14k	105.11	View chart
United Bankshares (UBSI)	0.2	$1.4M	+521%	37k	37.21	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$1.4M	-5%	25k	55.33	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.3M		10k	130.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.2M	+31%	25k	48.84	View chart
United Ban (UBCP)	0.2	$1.2M		85k	13.97	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.1M		26k	43.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.1M	-5%	8.1k	135.23	View chart
At&t (T)	0.2	$1.1M	+11%	38k	28.24	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.0M	-9%	15k	68.08	View chart
Visa Com Cl A (V)	0.2	$1.0M	+2%	3.0k	341.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M	+4%	2.8k	355.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$990k	+3%	2.0k	502.74	View chart
Pfizer (PFE)	0.2	$979k		38k	25.48	View chart
CSX Corporation (CSX)	0.2	$955k	+2%	27k	35.51	View chart
Johnson & Johnson (JNJ)	0.2	$943k	+3%	5.1k	185.43	View chart
Chevron Corporation (CVX)	0.2	$906k	+28%	5.8k	155.29	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$900k	-9%	18k	50.95	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$890k	-8%	11k	83.41	View chart
Coca-Cola Company (KO)	0.2	$882k	+12%	13k	66.32	View chart
Peoples Ban (PEBO)	0.1	$856k		29k	29.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$830k	+2%	13k	65.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$823k	+6%	3.4k	243.55	View chart
Home Depot (HD)	0.1	$822k	+10%	2.0k	405.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$803k	-8%	14k	57.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$786k	-4%	6.6k	118.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$784k	-3%	4.3k	182.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$776k	+6%	1.6k	490.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$753k	NEW	13k	57.10	View chart
International Business Machines (IBM)	0.1	$752k		2.7k	282.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$721k		14k	51.04	View chart
Oracle Corporation (ORCL)	0.1	$719k	-3%	2.6k	281.19	View chart
Lowe's Companies (LOW)	0.1	$708k	+12%	2.8k	251.27	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$707k	+61%	730.00	968.32	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$702k	-8%	7.1k	99.12	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$694k		14k	50.47	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$683k	-9%	7.7k	88.65	View chart
Eli Lilly & Co. (LLY)	0.1	$678k		889.00	763.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$676k		1.2k	568.58	View chart
Tesla Motors (TSLA)	0.1	$637k	+5%	1.4k	444.77	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$625k	NEW	21k	30.29	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$615k	-31%	4.3k	143.18	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$604k	-3%	5.8k	104.51	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$602k	-3%	24k	25.19	View chart
Builders FirstSource (BLDR)	0.1	$588k	-2%	4.8k	121.25	View chart
Pepsi (PEP)	0.1	$576k		4.1k	140.45	View chart
Amgen (AMGN)	0.1	$565k		2.0k	282.25	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$564k		4.5k	126.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$563k	-8%	21k	27.30	View chart
Merck & Co (MRK)	0.1	$542k	+6%	6.5k	83.93	View chart
Abbott Laboratories (ABT)	0.1	$526k		3.9k	133.93	View chart
Quanta Services (PWR)	0.1	$523k	+4%	1.3k	414.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$521k	-31%	2.2k	241.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$516k	-7%	13k	40.57	View chart
Caterpillar (CAT)	0.1	$503k	+7%	1.1k	477.25	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.1	$502k		21k	23.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$493k	-5%	11k	43.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$491k	+34%	11k	43.30	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$489k		5.2k	94.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$485k	-24%	6.6k	73.29	View chart
McDonald's Corporation (MCD)	0.1	$481k	-2%	1.6k	303.98	View chart
Verizon Communications (VZ)	0.1	$471k		11k	43.95	View chart
Philip Morris International (PM)	0.1	$461k		2.8k	162.20	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$450k	-11%	10k	43.78	View chart
UnitedHealth (UNH)	0.1	$445k	+28%	1.3k	345.39	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$442k	-7%	17k	26.49	View chart
Eaton Corp SHS (ETN)	0.1	$436k		1.2k	374.25	View chart
Marriott Intl Cl A (MAR)	0.1	$434k	-2%	1.7k	260.44	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$427k	+85%	11k	39.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$422k	+79%	4.7k	89.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$417k	-7%	700.00	596.03	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$414k		5.4k	76.57	View chart
Duke Energy Corp Com New (DUK)	0.1	$414k		3.3k	123.75	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$412k		2.3k	178.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$407k		545.00	747.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$388k	+4%	1.2k	328.26	View chart
Illinois Tool Works (ITW)	0.1	$385k		1.5k	260.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$375k	-9%	5.9k	63.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$374k		1.3k	281.78	View chart
Bristol Myers Squibb (BMY)	0.1	$373k	+18%	8.3k	45.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$370k		1.9k	194.51	View chart
Palo Alto Networks (PANW)	0.1	$365k	+3%	1.8k	203.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$359k		2.5k	142.12	View chart
3M Company (MMM)	0.1	$359k		2.3k	155.17	View chart
Royal Caribbean Cruises (RCL)	0.1	$359k	-18%	1.1k	323.66	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$358k		2.5k	145.90	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$358k	-9%	1.9k	190.56	View chart
Automatic Data Processing (ADP)	0.1	$357k	-4%	1.2k	293.55	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$357k	NEW	8.4k	42.37	View chart
Goldman Sachs (GS)	0.1	$354k	+7%	444.00	796.35	View chart
Advanced Micro Devices (AMD)	0.1	$349k	+28%	2.2k	161.77	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$348k		14k	25.66	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$337k		6.2k	54.47	View chart
Walt Disney Company (DIS)	0.1	$331k	+54%	2.9k	114.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$331k	+6%	2.0k	167.33	View chart
Fastenal Company (FAST)	0.1	$330k	-10%	6.7k	49.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$329k	+4%	1.5k	215.73	View chart
Marathon Petroleum Corp (MPC)	0.1	$322k	NEW	1.7k	192.74	View chart
WesBan (WSBC)	0.1	$322k	-2%	10k	31.93	View chart
Union Pacific Corporation (UNP)	0.1	$320k	-2%	1.4k	236.37	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$317k	+3%	11k	28.91	View chart
United Rentals (URI)	0.1	$317k		332.00	953.64	View chart
Intercontinental Exchange (ICE)	0.1	$316k	-8%	1.9k	168.51	View chart
Netflix (NFLX)	0.1	$312k		260.00	1198.92	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$311k		5.2k	60.23	View chart
Oddity Tech Shs Cl A (ODD)	0.1	$296k	NEW	4.8k	62.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$290k	+2%	2.0k	145.65	View chart
Waste Management (WM)	0.0	$283k	-2%	1.3k	220.83	View chart
Allstate Corporation (ALL)	0.0	$282k	NEW	1.3k	214.65	View chart
Adobe Systems Incorporated (ADBE)	0.0	$282k	+22%	798.00	352.75	View chart
Ge Aerospace Com New (GE)	0.0	$277k	+13%	920.00	300.82	View chart
Axon Enterprise (AXON)	0.0	$276k	+6%	385.00	717.64	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$276k		2.5k	112.35	View chart
Rollins (ROL)	0.0	$275k	NEW	4.7k	58.74	View chart
Paychex (PAYX)	0.0	$273k	-5%	2.2k	126.75	View chart
Starbucks Corporation (SBUX)	0.0	$273k	+34%	3.2k	84.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$270k	+24%	441.00	612.83	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$268k		5.8k	46.24	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$266k	NEW	10k	25.60	View chart
Comcast Corp Cl A (CMCSA)	0.0	$265k	+4%	8.4k	31.42	View chart
Phillips 66 (PSX)	0.0	$264k	-7%	1.9k	136.05	View chart
Casey's General Stores (CASY)	0.0	$263k	+8%	466.00	565.32	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$263k		10k	25.64	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$260k		560.00	463.44	View chart
FedEx Corporation (FDX)	0.0	$259k		1.1k	235.81	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$259k		10k	25.48	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$255k		9.5k	26.79	View chart
Micron Technology (MU)	0.0	$255k	NEW	1.5k	167.29	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$253k	-3%	2.2k	113.89	View chart
Intuitive Surgical Com New (ISRG)	0.0	$250k		560.00	447.23	View chart
Valero Energy Corporation (VLO)	0.0	$245k	NEW	1.4k	170.30	View chart
Blackrock (BLK)	0.0	$243k		209.00	1164.81	View chart
Tempus Ai Cl A (TEM)	0.0	$243k	NEW	3.0k	80.71	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$243k		3.0k	79.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$240k		2.5k	95.12	View chart
Applied Materials (AMAT)	0.0	$239k	+2%	1.2k	204.74	View chart
FirstEnergy (FE)	0.0	$238k		5.2k	45.82	View chart
Allison Transmission Hldngs I (ALSN)	0.0	$238k		2.8k	84.88	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$236k	NEW	1.6k	148.61	View chart
Public Storage (PSA)	0.0	$233k	-2%	806.00	288.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$230k		4.9k	46.82	View chart
Servicenow (NOW)	0.0	$229k	-10%	249.00	920.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$224k		1.5k	145.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$223k	NEW	3.3k	67.84	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$221k		2.8k	78.38	View chart
Morgan Stanley Com New (MS)	0.0	$221k	NEW	1.4k	158.96	View chart
American Express Company (AXP)	0.0	$220k	NEW	662.00	332.19	View chart
EastGroup Properties (EGP)	0.0	$216k		1.3k	169.26	View chart
O'reilly Automotive (ORLY)	0.0	$213k	NEW	2.0k	107.80	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$211k		3.2k	66.87	View chart
Dominion Resources (D)	0.0	$211k	NEW	3.4k	61.17	View chart
Southern Company (SO)	0.0	$209k		2.2k	94.77	View chart
Kla Corp Com New (KLAC)	0.0	$209k	NEW	194.00	1078.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$206k	NEW	2.8k	72.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$202k	NEW	2.6k	76.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$201k	NEW	1.2k	170.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$200k	NEW	9.7k	20.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$200k	NEW	11k	18.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$200k	NEW	10k	19.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$200k	NEW	10k	19.56	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$148k		40k	3.69	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$140k		11k	12.56	View chart
Ford Motor Company (F)	0.0	$129k	NEW	11k	11.96	View chart
Mfs Multimarket Income Tr Sh Ben Int (MMT)	0.0	$125k		26k	4.78	View chart
Wal-Mart Stores Put Option (WMT)	0.0	$90k		37k	2.46	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$54k		10k	5.39	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$32k		12k	2.68	View chart
Cisco Systems Put Option (CSCO)	0.0	$80.278800		38k	0.00	View chart

Past Filings by Commonwealth Financial Services

SEC 13F filings are viewable for Commonwealth Financial Services going back to 2014

Commonwealth Financial Services 2025 Q3 filed Oct. 21, 2025
Commonwealth Financial Services 2025 Q2 filed July 25, 2025
Commonwealth Financial Services 2025 Q1 filed May 9, 2025
Commonwealth Financial Services 2024 Q4 filed Jan. 27, 2025
Commonwealth Financial Services 2024 Q3 filed Oct. 22, 2024
Commonwealth Financial Services 2024 Q2 filed Aug. 13, 2024
Commonwealth Financial Services 2024 Q1 filed May 14, 2024
Commonwealth Financial Services 2023 Q4 filed Feb. 14, 2024
Commonwealth Financial Services 2023 Q3 filed Nov. 13, 2023
Commonwealth Financial Services 2017 Q1 filed April 20, 2017
Commonwealth Financial Services 2016 Q4 filed Feb. 13, 2017
Commonwealth Financial Services 2016 Q3 filed Oct. 28, 2016
Commonwealth Financial Services 2016 Q2 filed July 21, 2016
Commonwealth Financial Services 2016 Q1 filed April 26, 2016
Commonwealth Financial Services 2015 Q4 filed Jan. 27, 2016
Commonwealth Financial Services 2015 Q3 filed Oct. 28, 2015

View all past filings

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