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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, FIXD, QQQ, IVV, MGOV, and represent 28.00% of Commonwealth Financial Services's stock portfolio.
Added to shares of these 10 stocks: MGOV (+$22M), FSEP (+$7.9M), LMBS (+$6.3M), SGOV, QUAL, IJT, XMMO, FIXD, IJS, AVGO.
Started 14 new stock positions in SBUX, FSEP, HBAN, Innovator Etfs Trust, VRTX, PANW, MGOV, ORCL, PM, Innovator Etfs Trust. IJT, VGK, IJS, SCHD.
Reduced shares in these 10 stocks: TLT (-$14M), QMOM (-$7.8M), TLH (-$6.9M), VNLA (-$6.7M), IVV (-$5.4M), IWM (-$5.0M), RPG, , RWM, BOXX.
Sold out of its positions in ADM, CLX, FPE, GE, GM, INTC, SLV, RWM, KRE, TSLA. ASML.
Commonwealth Financial Services was a net buyer of stock by $8.4M.
Commonwealth Financial Services has $506M in assets under management (AUM), dropping by 3.94%.
Central Index Key (CIK): 0001536755

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Portfolio Holdings for Commonwealth Financial Services

Commonwealth Financial Services holds 194 positions in its portfolio as reported in the September 2024 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)	7.2	$36M		64k	568.62	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	6.6	$33M	+4%	734k	45.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$26M	-2%	53k	481.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$25M	-18%	43k	571.37	View chart
First Tr Exchange-traded Intermediate Gov (MGOV)	4.4	$22M	NEW	1.1M	20.94	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	3.6	$18M	+4%	727k	25.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.1	$16M	-4%	106k	148.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$13M	-3%	137k	94.41	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	2.3	$12M	-2%	508k	23.20	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.1	$11M		151k	70.56	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	2.0	$9.9M	+3%	427k	23.29	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.8	$9.3M	+6%	385k	24.23	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.8	$9.3M	+5%	382k	24.31	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.8	$9.3M	+5%	396k	23.46	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.8	$9.3M	+5%	364k	25.48	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.8	$8.9M	+7%	403k	22.14	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.7	$8.8M		246k	35.69	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.7	$8.6M	-47%	135k	64.00	View chart
Microsoft Corporation (MSFT)	1.7	$8.5M		20k	420.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.6	$7.9M	NEW	176k	44.68	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	1.5	$7.6M	+4%	340k	22.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$7.5M	+6%	131k	57.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.4	$7.0M	+227%	70k	100.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.4	$6.9M	+6%	168k	41.14	View chart
NVIDIA Corporation (NVDA)	1.4	$6.9M	-7%	59k	117.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$6.8M	-42%	31k	217.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$6.6M	+1936%	134k	49.47	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.2	$6.0M	+2%	94k	63.82	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.1	$5.7M	+6%	124k	46.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$5.5M	+5%	51k	106.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.0	$5.3M	+7%	166k	31.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$5.1M	+1587%	29k	178.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.0	$4.9M		131k	37.72	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.9	$4.4M	-13%	40k	108.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$4.2M		50k	83.01	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$3.7M	+218%	31k	119.85	View chart
Apple (AAPL)	0.7	$3.4M		15k	226.21	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.7	$3.3M	NEW	24k	137.88	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.2M	+13%	15k	207.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$3.1M	+9%	46k	66.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.6M		13k	198.06	View chart
Costco Wholesale Corporation (COST)	0.5	$2.6M		2.9k	877.38	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.5M		4.1k	605.86	View chart
Procter & Gamble Company (PG)	0.5	$2.4M		14k	173.04	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.5	$2.3M	-53%	60k	38.88	View chart
Wal-Mart Stores (WMT)	0.4	$2.1M	+6%	26k	81.27	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.1M	+2%	18k	119.93	View chart
Amazon (AMZN)	0.4	$2.1M	+8%	11k	185.14	View chart
PPG Industries (PPG)	0.4	$1.9M	-13%	15k	130.74	View chart
American Electric Power Company (AEP)	0.4	$1.9M	-5%	19k	102.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.4	$1.8M	+52%	50k	36.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$1.8M	+55%	48k	38.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$1.8M	+54%	46k	39.02	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$1.5M		28k	52.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.3	$1.4M	+133%	35k	38.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.3M	NEW	13k	105.92	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.3	$1.3M	-14%	57k	23.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	+41%	5.0k	245.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.2M	-5%	6.1k	196.67	View chart
Meta Platforms Cl A (META)	0.2	$1.2M	+7%	2.1k	576.47	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.2M		11k	111.92	View chart
United Ban (UBCP)	0.2	$1.2M		90k	13.11	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$1.1M		23k	48.90	View chart
Broadcom (AVGO)	0.2	$1.1M	+949%	6.7k	167.47	View chart
Cisco Systems (CSCO)	0.2	$1.1M		21k	52.74	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$1.1M		27k	41.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.1M		18k	62.50	View chart
Builders FirstSource (BLDR)	0.2	$1.1M		5.6k	194.84	View chart
Abbvie (ABBV)	0.2	$1.1M	+3%	5.4k	196.96	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$933k	-4%	12k	78.71	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$900k	-26%	36k	25.03	View chart
CSX Corporation (CSX)	0.2	$894k		26k	34.52	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.2	$868k	-16%	35k	25.11	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$848k	+6%	18k	48.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$813k	+11%	16k	51.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$811k	+11%	16k	50.82	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.2	$793k	+15%	10k	78.58	View chart
Coca-Cola Company (KO)	0.2	$781k	-15%	11k	71.71	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.1	$753k	+15%	31k	24.43	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$753k		8.8k	85.48	View chart
Eli Lilly & Co. (LLY)	0.1	$735k		831.00	884.55	View chart
Peoples Ban (PEBO)	0.1	$733k	-40%	25k	29.49	View chart
At&t (T)	0.1	$733k		33k	22.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$728k		6.3k	115.45	View chart
Home Depot (HD)	0.1	$707k	-30%	1.7k	409.15	View chart
Merck & Co (MRK)	0.1	$704k		6.1k	114.74	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$687k	-90%	14k	48.89	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$677k	+5%	19k	35.96	View chart
Visa Com Cl A (V)	0.1	$655k	+5%	2.4k	277.65	View chart
Pepsi (PEP)	0.1	$653k	-4%	3.8k	171.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$604k		17k	36.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$604k	+13%	3.6k	166.99	View chart
Johnson & Johnson (JNJ)	0.1	$584k	-52%	3.6k	162.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$574k	-10%	2.6k	220.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$568k	-96%	5.8k	98.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$554k		1.2k	457.41	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$549k		6.7k	81.73	View chart
Lowe's Companies (LOW)	0.1	$543k		2.0k	272.58	View chart
Amgen (AMGN)	0.1	$543k	-2%	1.7k	320.36	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$517k	-4%	20k	26.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$515k	-2%	1.0k	496.30	View chart
EastGroup Properties (EGP)	0.1	$491k		2.7k	183.22	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$489k	-21%	4.5k	108.69	View chart
Chevron Corporation (CVX)	0.1	$484k	-3%	3.2k	149.72	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$477k		5.2k	92.13	View chart
UnitedHealth (UNH)	0.1	$464k	+9%	795.00	583.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$464k		2.8k	168.42	View chart
McDonald's Corporation (MCD)	0.1	$463k		1.5k	303.07	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$459k		4.4k	103.11	View chart
Innovator Etfs Trust Equity Defined P	0.1	$449k	NEW	18k	24.85	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$441k		4.6k	96.11	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$431k	+4%	10k	43.14	View chart
Pfizer (PFE)	0.1	$420k	-42%	15k	28.67	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$416k		6.8k	60.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$401k		11k	35.13	View chart
International Business Machines (IBM)	0.1	$398k		1.8k	219.39	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$398k		703.00	565.38	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$392k		2.3k	169.58	View chart
Abbott Laboratories (ABT)	0.1	$387k	+2%	3.4k	113.55	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$386k	+7%	15k	26.62	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$386k	+7%	15k	25.62	View chart
Oracle Corporation (ORCL)	0.1	$382k	NEW	2.3k	167.13	View chart
Caterpillar (CAT)	0.1	$378k	-4%	963.00	392.54	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$377k		5.8k	64.82	View chart
Smucker J M Com New (SJM)	0.1	$365k		3.0k	121.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$365k	-3%	1.3k	275.15	View chart
Duke Energy Corp Com New (DUK)	0.1	$364k		3.1k	116.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$356k		2.6k	134.63	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$349k	+30%	15k	23.65	View chart
Royal Caribbean Cruises (RCL)	0.1	$344k		2.0k	173.23	View chart
Illinois Tool Works (ITW)	0.1	$344k	-2%	1.3k	261.36	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$342k	-4%	2.2k	153.98	View chart
Eaton Corp SHS (ETN)	0.1	$336k		1.0k	327.58	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$333k		14k	23.91	View chart
United Bankshares (UBSI)	0.1	$333k	-61%	9.2k	36.02	View chart
Quanta Services (PWR)	0.1	$333k	-2%	1.1k	296.08	View chart
Verizon Communications (VZ)	0.1	$332k	+6%	7.4k	45.21	View chart
Valero Energy Corporation (VLO)	0.1	$332k		2.4k	137.45	View chart
Public Storage (PSA)	0.1	$331k	-3%	920.00	359.93	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$331k		6.5k	50.91	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$328k	-2%	2.5k	133.68	View chart
Fastenal Company (FAST)	0.1	$320k	-4%	4.5k	71.09	View chart
Bristol Myers Squibb (BMY)	0.1	$318k	-22%	6.0k	52.90	View chart
Paychex (PAYX)	0.1	$315k	-2%	2.2k	140.81	View chart
Automatic Data Processing (ADP)	0.1	$313k	-2%	1.1k	280.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$312k		545.00	572.10	View chart
Intercontinental Exchange (ICE)	0.1	$307k	-5%	1.9k	161.10	View chart
Adobe Systems Incorporated (ADBE)	0.1	$305k	+13%	607.00	502.80	View chart
Dominion Resources (D)	0.1	$304k	+8%	5.2k	58.24	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$304k		5.2k	58.81	View chart
WesBan (WSBC)	0.1	$302k	-8%	11k	28.85	View chart
3M Company (MMM)	0.1	$300k	-12%	2.2k	137.09	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$296k	+10%	12k	25.58	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$296k	+10%	12k	25.41	View chart
Union Pacific Corporation (UNP)	0.1	$292k		1.2k	245.55	View chart
FirstEnergy (FE)	0.1	$288k	+10%	6.5k	44.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$288k		1.0k	280.60	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$283k		13k	22.27	View chart
General Mills (GIS)	0.1	$282k	-14%	3.8k	74.62	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$273k		2.8k	97.46	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$273k		2.5k	108.37	View chart
Target Corporation (TGT)	0.1	$269k		1.8k	152.24	View chart
Colgate-Palmolive Company (CL)	0.1	$266k	+12%	2.6k	102.33	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$263k		5.8k	45.46	View chart
Waste Management (WM)	0.1	$260k		1.3k	207.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$260k		616.00	421.25	View chart
United Rentals (URI)	0.1	$258k		320.00	806.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$258k		1.3k	196.87	View chart
Innovator Etfs Trust Equity Defined P	0.1	$255k	NEW	10k	24.61	View chart
Intuitive Surgical Com New (ISRG)	0.1	$255k	+2%	525.00	484.76	View chart
FedEx Corporation (FDX)	0.0	$248k		919.00	269.56	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$245k		3.0k	82.72	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$244k	-96%	2.2k	109.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$242k	-20%	1.1k	224.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$238k		2.6k	91.13	View chart
Starbucks Corporation (SBUX)	0.0	$232k	NEW	2.4k	97.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$232k		1.9k	124.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$232k		2.6k	89.81	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$228k	-3%	3.2k	72.34	View chart
Philip Morris International (PM)	0.0	$223k	NEW	1.9k	120.59	View chart
Hershey Company (HSY)	0.0	$220k	-5%	1.1k	191.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$218k	NEW	2.6k	84.48	View chart
Palo Alto Networks (PANW)	0.0	$216k	NEW	655.00	329.29	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$214k	NEW	3.0k	70.31	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$212k	-40%	5.1k	41.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$205k	NEW	437.00	470.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$204k		4.8k	42.29	View chart
Tractor Supply Company (TSCO)	0.0	$202k	-17%	683.00	295.30	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$154k	NEW	11k	14.32	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$150k	-2%	40k	3.73	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$146k		11k	13.10	View chart
Mfs Multimarket Income Tr Sh Ben Int (MMT)	0.0	$127k		26k	4.88	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$57k		10k	5.74	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$33k	-6%	12k	2.76	View chart

Past Filings by Commonwealth Financial Services

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

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
Commonwealth Financial Services 2015 Q2 filed July 30, 2015
Commonwealth Financial Services 2015 Q1 filed April 28, 2015
Commonwealth Financial Services 2014 Q4 filed Jan. 23, 2015

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