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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 27.93% of Commonwealth Financial Services's stock portfolio.
Added to shares of these 10 stocks: TLH (+$21M), XBI, QMOM, DDEC, SPY, DNOV, ARKG, IEFA, FTCS, WCMI.
Started 22 new stock positions in ANET, XBI, HBAN, VRTX, RKLB, ARKG, TJX, DDEC, TMO, CMI. ARKK, TLH, TFC, BAC, WFC, JAAA, C, IBB, DECM, MCK, NEE, LMBS.
Reduced shares in these 10 stocks: MGOV (-$21M), IBHE, BOXX, SOXX, IYW, IBDQ, SGOV, JPM, EFA, PPG.
Sold out of its positions in BX, BLK, CMCSA, EGP, MGOV, BSCS, IBDQ, IBHE, IBMN, NFLX. ORLY, PSA, SO, TEM, ODD.
Commonwealth Financial Services was a net buyer of stock by $13M.
Commonwealth Financial Services has $609M in assets under management (AUM), dropping by 4.89%.
Central Index Key (CIK): 0001536755

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Portfolio Holdings for Commonwealth Financial Services

Commonwealth Financial Services holds 234 positions in its portfolio as reported in the December 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	$49M	+2%	72k	681.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.6	$34M		55k	614.31	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	5.3	$32M		725k	44.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)	4.7	$29M	+2%	811k	35.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$26M	+2%	38k	684.93	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	3.5	$21M	NEW	209k	101.67	View chart
Ea Series Trust Us Quan Momentum (QMOM)	3.0	$18M	+8%	278k	65.29	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.9	$18M		710k	25.17	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.6	$16M		307k	51.27	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.0	$13M		136k	91.40	View chart
NVIDIA Corporation (NVDA)	2.0	$12M		67k	186.50	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.7	$11M	+4%	435k	24.28	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.7	$10M	+4%	403k	25.45	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$10M	+3%	433k	23.41	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.6	$9.8M	+5%	252k	38.68	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.6	$9.7M	+4%	439k	22.07	View chart
Microsoft Corporation (MSFT)	1.6	$9.6M		20k	483.63	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.6	$9.5M	+5%	133k	71.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$9.5M	+8%	106k	89.46	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.5	$9.3M	+7%	545k	17.01	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.5	$9.0M	+3%	427k	21.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.4	$8.8M	+8%	95k	92.51	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	1.3	$8.1M	+4%	363k	22.32	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.3	$8.0M	+4%	339k	23.68	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	1.3	$7.8M	+4%	329k	23.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$7.2M		82k	87.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.2	$7.0M		148k	47.57	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$6.8M		85k	80.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.1	$6.8M	-9%	34k	199.68	View chart
Apple (AAPL)	1.0	$6.1M	+3%	22k	271.86	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.9	$5.5M	-11%	18k	301.14	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.0M	-9%	16k	322.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$4.9M	-8%	51k	96.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.7	$4.5M		105k	42.79	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$4.4M	-16%	38k	115.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$4.3M	-5%	35k	123.26	View chart
Wal-Mart Stores (WMT)	0.7	$4.1M		37k	111.41	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$4.1M	+3%	43k	94.38	View chart
Amazon (AMZN)	0.7	$4.0M	+2%	17k	230.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$3.4M		13k	252.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.3M		11k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.5	$3.1M	+2%	67k	46.67	View chart
Broadcom (AVGO)	0.5	$3.0M	+5%	8.7k	346.11	View chart
Cisco Systems (CSCO)	0.5	$2.9M		38k	77.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.9M	+8%	14k	212.08	View chart
Costco Wholesale Corporation (COST)	0.4	$2.6M		3.0k	862.41	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.4M	+12%	20k	120.34	View chart
Spdr Series Trust State Street Spd (XBI)	0.4	$2.4M	NEW	20k	121.93	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$2.4M	-4%	103k	23.08	View chart
American Electric Power Company (AEP)	0.4	$2.2M		19k	115.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$2.2M		50k	44.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$2.2M		51k	43.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.3	$2.1M		53k	39.35	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.3	$2.1M		58k	36.03	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$2.1M	+15%	85k	24.23	View chart
Procter & Gamble Company (PG)	0.3	$2.0M	-5%	14k	143.31	View chart
Meta Platforms Cl A (META)	0.3	$2.0M	-2%	3.1k	660.10	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.9M		4.0k	483.67	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.8M	+2%	48k	38.32	View chart
United Bankshares (UBSI)	0.2	$1.5M	+6%	40k	38.40	View chart
Abbvie (ABBV)	0.2	$1.5M		6.6k	228.50	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.4M		25k	56.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.4M		10k	132.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$1.3M	NEW	29k	45.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$1.2M	+418%	26k	48.84	View chart
United Ban (UBCP)	0.2	$1.2M		86k	14.35	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.2M		25k	48.75	View chart
Visa Com Cl A (V)	0.2	$1.2M	+13%	3.4k	350.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	+11%	3.8k	313.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	+2%	2.9k	396.31	View chart
PPG Industries (PPG)	0.2	$1.1M	-22%	11k	102.46	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.1M		26k	44.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.1M		8.1k	138.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	+13%	2.2k	502.65	View chart
Eli Lilly & Co. (LLY)	0.2	$1.1M	+16%	1.0k	1074.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.1M	+4%	16k	69.42	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.1M	-33%	11k	100.38	View chart
Coca-Cola Company (KO)	0.2	$1.0M	+12%	15k	69.91	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	-2%	5.0k	206.96	View chart
CSX Corporation (CSX)	0.2	$978k		27k	36.25	View chart
Pfizer (PFE)	0.2	$969k		39k	24.90	View chart
At&t (T)	0.2	$938k		38k	24.84	View chart
Chevron Corporation (CVX)	0.2	$928k	+4%	6.1k	152.42	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$909k		17k	52.44	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$903k		11k	84.65	View chart
Peoples Ban (PEBO)	0.1	$863k		29k	30.03	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$833k	NEW	29k	28.97	View chart
International Business Machines (IBM)	0.1	$810k	+2%	2.7k	296.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$796k	-5%	13k	60.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$795k		6.6k	120.17	View chart
Merck & Co (MRK)	0.1	$791k	+16%	7.5k	105.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$753k		1.6k	468.76	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$752k	+7%	8.3k	90.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$749k	+10%	1.3k	570.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$745k	-2%	4.2k	177.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$740k	+2%	15k	50.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$737k	-2%	13k	57.24	View chart
Home Depot (HD)	0.1	$730k	+4%	2.1k	344.07	View chart
Tesla Motors (TSLA)	0.1	$726k	+12%	1.6k	449.76	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$711k	+2%	14k	50.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$698k	-4%	6.7k	103.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$670k	-14%	626.00	1070.27	View chart
Lowe's Companies (LOW)	0.1	$669k		2.8k	241.15	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$668k	+5%	13k	49.65	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$652k	+4%	22k	30.20	View chart
Amgen (AMGN)	0.1	$637k	-2%	1.9k	327.39	View chart
Quanta Services (PWR)	0.1	$630k	+18%	1.5k	422.18	View chart
Caterpillar (CAT)	0.1	$624k	+3%	1.1k	572.63	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$617k		5.8k	106.70	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$575k		4.5k	128.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$561k		21k	27.43	View chart
Pepsi (PEP)	0.1	$552k	-6%	3.8k	143.53	View chart
Micron Technology (MU)	0.1	$547k	+25%	1.9k	285.39	View chart
Abbott Laboratories (ABT)	0.1	$547k	+11%	4.4k	125.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$542k	+2%	2.2k	246.11	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$536k		8.3k	64.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$528k		13k	41.53	View chart
McDonald's Corporation (MCD)	0.1	$521k	+7%	1.7k	305.58	View chart
Marriott Intl Cl A (MAR)	0.1	$520k		1.7k	310.24	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$511k	NEW	6.6k	76.92	View chart
Oracle Corporation (ORCL)	0.1	$510k	+2%	2.6k	194.89	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.1	$505k		21k	23.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$500k		11k	44.34	View chart
Builders FirstSource (BLDR)	0.1	$494k		4.8k	102.89	View chart
Advanced Micro Devices (AMD)	0.1	$492k	+6%	2.3k	214.13	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$489k		4.3k	113.10	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$488k		5.2k	94.19	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$484k		11k	42.87	View chart
Verizon Communications (VZ)	0.1	$474k	+8%	12k	40.73	View chart
Eaton Corp SHS (ETN)	0.1	$463k	+24%	1.5k	318.51	View chart
Bristol Myers Squibb (BMY)	0.1	$457k	+2%	8.5k	53.94	View chart
Philip Morris International (PM)	0.1	$449k		2.8k	160.40	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$442k	-3%	10k	44.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$437k	+10%	1.3k	335.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$435k	-12%	5.8k	75.05	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$425k		5.3k	79.68	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$423k	+99%	9.5k	44.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$422k		699.00	603.28	View chart
Palo Alto Networks (PANW)	0.1	$418k	+26%	2.3k	184.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$411k		546.00	753.44	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$406k		2.3k	175.55	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$403k	-9%	15k	26.78	View chart
Goldman Sachs (GS)	0.1	$403k	+3%	458.00	879.00	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$398k		11k	36.58	View chart
UnitedHealth (UNH)	0.1	$384k	-9%	1.2k	330.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$382k	+100%	2.7k	143.97	View chart
3M Company (MMM)	0.1	$370k		2.3k	160.12	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$369k	+43%	15k	25.39	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$368k	+40%	14k	25.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$366k		2.0k	183.40	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$364k		2.5k	148.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$359k	-5%	1.8k	198.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$356k		2.5k	141.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$354k	-3%	5.7k	62.37	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$337k		6.2k	54.38	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$336k		11k	30.54	View chart
Intuitive Surgical Com New (ISRG)	0.1	$335k	+5%	592.00	566.36	View chart
WesBan (WSBC)	0.1	$332k		10k	33.24	View chart
Walt Disney Company (DIS)	0.1	$332k		2.9k	113.77	View chart
FedEx Corporation (FDX)	0.1	$321k		1.1k	288.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$319k	-4%	1.5k	219.71	View chart
Royal Caribbean Cruises (RCL)	0.1	$314k		1.1k	278.91	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$314k	-3%	1.8k	173.54	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$313k		5.2k	60.47	View chart
Union Pacific Corporation (UNP)	0.0	$299k	-4%	1.3k	231.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$296k		2.0k	148.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.0	$295k	NEW	9.0k	32.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$292k	+5%	466.00	626.85	View chart
Rollins (ROL)	0.0	$290k	+3%	4.8k	60.02	View chart
Waste Management (WM)	0.0	$289k	+2%	1.3k	219.71	View chart
Adobe Systems Incorporated (ADBE)	0.0	$283k		808.00	349.99	View chart
Truist Financial Corp equities (TFC)	0.0	$283k	NEW	5.7k	49.21	View chart
Automatic Data Processing (ADP)	0.0	$280k	-10%	1.1k	257.33	View chart
Ge Aerospace Com New (GE)	0.0	$280k		908.00	308.03	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$276k	+4%	11k	25.32	View chart
Allstate Corporation (ALL)	0.0	$276k		1.3k	208.15	View chart
Illinois Tool Works (ITW)	0.0	$274k	-24%	1.1k	246.41	View chart
Allison Transmission Hldngs I (ALSN)	0.0	$274k		2.8k	97.90	View chart
Rocket Lab Corp (RKLB)	0.0	$272k	NEW	3.9k	69.76	View chart
Marathon Petroleum Corp (MPC)	0.0	$272k		1.7k	162.63	View chart
Intercontinental Exchange (ICE)	0.0	$271k	-10%	1.7k	161.92	View chart
United Rentals (URI)	0.0	$271k		335.00	808.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$269k		560.00	480.26	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$267k		5.8k	46.08	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$265k	NEW	5.2k	50.58	View chart
Fastenal Company (FAST)	0.0	$264k	-2%	6.6k	40.13	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$263k		2.4k	108.64	View chart
Casey's General Stores (CASY)	0.0	$261k		473.00	552.71	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$261k	-24%	10k	25.64	View chart
Thermo Fisher Scientific (TMO)	0.0	$260k	NEW	448.00	579.45	View chart
American Express Company (AXP)	0.0	$259k	+5%	700.00	369.98	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$255k		3.0k	83.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$253k		1.6k	160.97	View chart
Morgan Stanley Com New (MS)	0.0	$251k		1.4k	177.53	View chart
Kla Corp Com New (KLAC)	0.0	$243k	+3%	200.00	1215.08	View chart
Starbucks Corporation (SBUX)	0.0	$242k	-11%	2.9k	84.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$238k		2.5k	94.14	View chart
Valero Energy Corporation (VLO)	0.0	$237k		1.5k	162.82	View chart
Bank of America Corporation (BAC)	0.0	$235k	NEW	4.3k	55.00	View chart
Nextera Energy (NEE)	0.0	$235k	NEW	2.9k	80.28	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$234k		3.2k	74.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$234k	-7%	2.1k	113.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$233k		3.3k	71.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$230k		2.8k	81.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$229k		1.5k	148.98	View chart
Applied Materials (AMAT)	0.0	$227k	-24%	883.00	256.99	View chart
FirstEnergy (FE)	0.0	$226k	-2%	5.0k	44.77	View chart
Duke Energy Corp Com New (DUK)	0.0	$224k	-42%	1.9k	117.21	View chart
Axon Enterprise (AXON)	0.0	$222k		390.00	567.93	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$220k	NEW	485.00	453.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$220k	-2%	2.6k	85.77	View chart
Paychex (PAYX)	0.0	$219k	-9%	1.9k	112.17	View chart
TJX Companies (TJX)	0.0	$218k	NEW	1.4k	153.63	View chart
Servicenow (NOW)	0.0	$217k	+467%	1.4k	153.19	View chart
Arista Networks Com Shs (ANET)	0.0	$215k	NEW	1.6k	131.05	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$215k		2.8k	77.67	View chart
McKesson Corporation (MCK)	0.0	$214k	NEW	261.00	820.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$212k	NEW	1.3k	168.81	View chart
Cummins (CMI)	0.0	$211k	NEW	413.00	510.46	View chart
Wells Fargo & Company (WFC)	0.0	$209k	NEW	2.2k	93.20	View chart
Citigroup Com New (C)	0.0	$204k	NEW	1.8k	116.69	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$202k	NEW	4.0k	49.99	View chart
Dominion Resources (D)	0.0	$201k		3.4k	58.59	View chart
Phillips 66 (PSX)	0.0	$200k	-19%	1.6k	129.04	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$199k		11k	18.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$199k		10k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$199k		10k	19.57	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$177k	NEW	10k	17.35	View chart
Ford Motor Company (F)	0.0	$144k		11k	13.12	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$142k		40k	3.54	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$140k		11k	12.58	View chart
Mfs Multimarket Income Tr Sh Ben Int (MMT)	0.0	$121k		26k	4.65	View chart
Mfs Mun Income Tr Sh Ben Int (MFM)	0.0	$54k		10k	5.43	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$31k		12k	2.61	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 Q4 filed Feb. 6, 2026
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

View all past filings

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