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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, AGG, IVV, GTO, and represent 29.95% of Commonwealth Financial Services's stock portfolio.
Added to shares of these 10 stocks: AGG (+$40M), GTO (+$32M), GOVI (+$29M), RWL (+$23M), SPY (+$13M), RDVY (+$12M), ICLO (+$12M), SPLV (+$8.8M), JMEE (+$7.4M), IVV (+$6.7M).
Started 68 new stock positions in JMEE, BSCS, CCL, CRC, COMP, GJUN, SCHC, SMH, MOMO, FALN.
Reduced shares in these 10 stocks: GJAN (-$31M), FIXD (-$28M), UCON (-$15M), QMOM (-$15M), FRDM (-$15M), TLH (-$13M), LMBS (-$12M), ICOW (-$10M), FTCS (-$9.0M), IBDS (-$7.3M).
Sold out of its positions in AQN, OSG, Carnival Corporation, CSV, CMCSA, DRI, ROCK, GTN, IBCP, ICE.
Commonwealth Financial Services was a net buyer of stock by $51M.
Commonwealth Financial Services has $744M in assets under management (AUM), dropping by 17.81%.
Central Index Key (CIK): 0001536755

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Portfolio Holdings for Commonwealth Financial Services

Commonwealth Financial Services holds 317 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	9.4	$70M	+22%	94k	746.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.9	$44M	+12%	60k	736.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.4	$40M	NEW	408k	98.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$37M	+22%	49k	748.88	View chart
Invesco Actively Managed Exc Total Return (GTO)	4.3	$32M	NEW	676k	46.87	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	3.9	$29M	NEW	1.1M	27.15	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.5	$26M	+84%	324k	81.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	3.1	$23M	NEW	183k	127.76	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.4	$18M	+20%	175k	103.22	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	2.4	$18M	+53%	911k	19.57	View chart
NVIDIA Corporation (NVDA)	1.9	$14M		72k	200.09	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	1.5	$12M	NEW	451k	25.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.2	$8.9M	-14%	14k	640.76	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.2	$8.8M	-63%	112k	78.73	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.2	$8.8M	NEW	117k	74.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.1	$8.2M	+2%	94k	87.88	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.0	$7.8M	+80%	67k	117.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.0	$7.8M	-79%	173k	45.02	View chart
Apple (AAPL)	1.0	$7.5M	+3%	26k	289.36	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.0	$7.4M	NEW	95k	78.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.0	$7.3M	-3%	145k	50.15	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.9	$6.8M	-68%	94k	72.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.9	$6.7M	-80%	154k	43.61	View chart
Microsoft Corporation (MSFT)	0.9	$6.4M	+26%	21k	310.35	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Octo (UXOC)	0.8	$6.3M	-13%	160k	39.16	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.8	$6.3M	+185%	62k	100.67	View chart
Ishares Tr Faln Angls Usd (FALN)	0.8	$6.2M	NEW	228k	27.24	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.7	$5.3M	NEW	114k	46.63	View chart
Amazon (AMZN)	0.7	$5.0M	+26%	25k	199.35	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$5.0M	NEW	52k	96.44	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.6	$4.8M	+4%	46k	103.65	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.6	$4.7M	NEW	137k	34.34	View chart
JPMorgan Chase & Co. (JPM)	0.6	$4.7M	+37%	19k	243.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$4.6M	+13%	15k	302.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$4.5M	NEW	75k	59.73	View chart
Roundhill Etf Trust Memory Etf	0.6	$4.3M	NEW	58k	73.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$4.2M	+203%	25k	170.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$4.2M	-13%	40k	103.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$4.2M	NEW	87k	48.12	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.5	$4.0M	-64%	165k	24.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.9M		11k	357.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$3.8M	-2%	15k	252.24	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.5	$3.8M	-80%	153k	24.88	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.5	$3.7M	-66%	146k	25.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$3.6M		27k	137.53	View chart
Broadcom (AVGO)	0.5	$3.5M		9.3k	377.77	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.5	$3.5M	-9%	55k	63.85	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$3.5M	-67%	151k	23.16	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.4	$3.1M	-69%	144k	21.80	View chart
Costco Wholesale Corporation (COST)	0.4	$3.0M	+72%	5.3k	574.73	View chart
Cisco Systems (CSCO)	0.4	$3.0M	+62%	41k	74.31	View chart
Wal-Mart Stores (WMT)	0.4	$3.0M	+41%	37k	79.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$3.0M	-81%	30k	100.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$2.9M	-10%	64k	45.52	View chart
Micron Technology (MU)	0.4	$2.9M	+18%	2.5k	1154.33	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$2.9M	-80%	58k	49.78	View chart
American Electric Power Company (AEP)	0.4	$2.8M	+2%	21k	136.81	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.8M	-3%	20k	136.72	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.4	$2.7M	-68%	120k	22.08	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.3	$2.5M	-70%	106k	23.50	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$2.5M	-74%	118k	20.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.3	$2.5M		16k	155.59	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.3	$2.3M	-71%	99k	23.39	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$2.3M	+4%	53k	43.14	View chart
Procter & Gamble Company (PG)	0.3	$2.2M	+69%	25k	90.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$2.2M	-13%	46k	46.68	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$2.1M	-4%	92k	22.65	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.1M		4.1k	509.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.3	$2.0M	-11%	50k	40.88	View chart
Meta Platforms Cl A (META)	0.3	$2.0M	+31%	4.4k	466.40	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$2.0M		83k	24.23	View chart
United Bankshares (UBSI)	0.3	$1.9M	+3%	42k	45.83	View chart
Proshares Tr Shor S&p 500 New (SH)	0.3	$1.9M		58k	33.02	View chart
Advanced Micro Devices (AMD)	0.2	$1.8M	+3%	3.1k	580.86	View chart
Abbvie (ABBV)	0.2	$1.8M	+7%	7.2k	251.63	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.7M	-3%	833.00	1990.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M	+9%	4.6k	353.33	View chart
Caterpillar (CAT)	0.2	$1.6M	+12%	1.5k	1064.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$1.5M	NEW	32k	47.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.5M	+4%	3.1k	477.61	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M	+15%	1.2k	1199.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.4M		10k	141.89	View chart
United Ban (UBCP)	0.2	$1.4M	+2%	89k	15.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$1.4M		29k	47.38	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	+11%	5.4k	253.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.4M		1.8k	763.19	View chart
PPG Industries (PPG)	0.2	$1.3M		11k	121.29	View chart
Visa Com Cl A (V)	0.2	$1.3M	+42%	5.2k	252.31	View chart
Coca-Cola Company (KO)	0.2	$1.3M		16k	81.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	+9%	2.5k	500.39	View chart
Pfizer (PFE)	0.2	$1.2M	+21%	52k	24.08	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.2M		26k	48.66	View chart
Chevron Corporation (CVX)	0.2	$1.2M	+4%	7.4k	165.76	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.2M	+2%	25k	48.25	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$1.2M	-89%	28k	41.63	View chart
CSX Corporation (CSX)	0.2	$1.2M	-14%	24k	47.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.1M		15k	75.79	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$1.1M	-24%	19k	60.79	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.1	$1.1M		17k	64.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	-4%	3.0k	368.38	View chart
Quanta Services (PWR)	0.1	$1.1M	+4%	1.5k	719.82	View chart
Merck & Co (MRK)	0.1	$1.1M	+10%	8.3k	128.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.0M		2.8k	369.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.0M	-13%	20k	51.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$983k	-90%	11k	93.92	View chart
Tesla Motors (TSLA)	0.1	$934k	+28%	2.2k	420.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$927k	-5%	6.3k	148.31	View chart
Home Depot (HD)	0.1	$880k	+6%	2.5k	352.68	View chart
Peoples Ban (PEBO)	0.1	$863k	-2%	23k	38.41	View chart
Palo Alto Networks (PANW)	0.1	$857k	+2%	2.5k	341.02	View chart
International Business Machines (IBM)	0.1	$829k	+2%	2.9k	281.24	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$825k		7.6k	109.11	View chart
At&t (T)	0.1	$786k	-4%	38k	20.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$786k	-81%	12k	68.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$776k	+5%	14k	56.48	View chart
Lam Research Corp Com New (LRCX)	0.1	$772k	+12%	1.8k	433.37	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$769k	+6%	26k	30.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$760k	-7%	12k	62.20	View chart
Western Digital (WDC)	0.1	$754k		1.2k	638.72	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$735k	-27%	7.7k	94.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$727k	+29%	6.2k	116.67	View chart
Corning Incorporated (GLW)	0.1	$720k		2.8k	255.43	View chart
Applied Materials (AMAT)	0.1	$717k	-4%	991.00	723.34	View chart
Kla Corp Com New (KLAC)	0.1	$714k	+942%	2.4k	301.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$711k		16k	44.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$703k	+5%	1.4k	513.73	View chart
Amgen (AMGN)	0.1	$696k	-2%	1.9k	362.09	View chart
Rocket Lab Corp (RKLB)	0.1	$696k	+22%	7.0k	99.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$691k	+4%	2.3k	300.49	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$682k		5.7k	118.99	View chart
Eaton Corp SHS (ETN)	0.1	$672k	+2%	1.6k	426.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$663k		21k	31.71	View chart
Goldman Sachs (GS)	0.1	$658k	+9%	651.00	1011.37	View chart
Philip Morris International (PM)	0.1	$652k	+12%	3.6k	180.91	View chart
Marriott Intl Cl A (MAR)	0.1	$650k		1.8k	370.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$626k	-10%	6.0k	103.95	View chart
Lowe's Companies (LOW)	0.1	$624k		2.8k	220.53	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$569k		4.5k	127.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$538k	+14%	11k	48.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$529k	+701%	4.4k	119.51	View chart
UnitedHealth (UNH)	0.1	$525k	+37%	1.3k	415.56	View chart
Oracle Corporation (ORCL)	0.1	$514k	+11%	3.5k	146.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$507k	-32%	9.9k	51.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$491k	+2%	12k	42.41	View chart
Pepsi (PEP)	0.1	$489k	-3%	3.6k	135.39	View chart
Bristol Myers Squibb (BMY)	0.1	$485k		8.4k	57.62	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$485k	-33%	9.6k	50.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$484k	-5%	10k	46.85	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$478k	-6%	2.5k	190.55	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$476k		9.4k	50.61	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$474k		674.00	703.34	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$472k	-23%	4.0k	119.13	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$462k	+3%	11k	40.72	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$455k		5.3k	85.22	View chart
Casey's General Stores (CASY)	0.1	$451k	+9%	568.00	794.79	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.1	$450k		6.2k	72.69	View chart
Verizon Communications (VZ)	0.1	$449k	-3%	11k	42.34	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$445k	+3%	4.4k	100.28	View chart
McDonald's Corporation (MCD)	0.1	$436k		1.6k	270.31	View chart
Intel Corporation (INTC)	0.1	$431k	NEW	5.5k	78.76	View chart
Abbott Laboratories (ABT)	0.1	$430k	+8%	4.7k	90.74	View chart
Builders FirstSource (BLDR)	0.1	$430k		4.8k	89.48	View chart
Raytheon Technologies Corp (RTX)	0.1	$429k	+5%	2.3k	189.75	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$429k	+18%	8.2k	52.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$424k	-18%	4.7k	90.09	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$419k		2.3k	181.44	View chart
City Holding Company (CHCO)	0.1	$417k		3.1k	132.64	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$415k		15k	27.56	View chart
Morgan Stanley Com New (MS)	0.1	$413k		2.0k	209.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$413k	+8%	601.00	686.61	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$410k		2.5k	166.62	View chart
FedEx Corporation (FDX)	0.1	$404k	+13%	1.3k	313.13	View chart
Ge Aerospace Com New (GE)	0.1	$396k	+8%	1.1k	373.73	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$394k	-7%	15k	27.21	View chart
Union Pacific Corporation (UNP)	0.1	$393k	+3%	1.4k	272.00	View chart
WesBan (WSBC)	0.1	$393k	-2%	10k	39.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$392k		2.5k	156.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$389k		1.8k	219.49	View chart
Walt Disney Company (DIS)	0.1	$389k	+15%	4.0k	96.26	View chart
Valero Energy Corporation (VLO)	0.1	$382k	-15%	1.5k	260.36	View chart
United Rentals (URI)	0.1	$379k		335.00	1132.44	View chart
Allstate Corporation (ALL)	0.1	$376k		1.6k	237.95	View chart
Marathon Petroleum Corp (MPC)	0.1	$375k	-12%	1.5k	255.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$375k	+2%	1.6k	236.55	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.1	$373k	+2%	9.5k	39.30	View chart
Unum (UNM)	0.0	$367k		4.1k	89.40	View chart
Dominion Resources (D)	0.0	$363k	+55%	5.3k	68.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$361k	NEW	8.7k	41.67	View chart
Servicenow (NOW)	0.0	$355k	+54%	3.6k	99.28	View chart
Starbucks Corporation (SBUX)	0.0	$355k	+11%	3.5k	102.20	View chart
Bank of America Corporation (BAC)	0.0	$353k	+22%	6.2k	56.98	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$353k		5.2k	68.22	View chart
Ge Vernova (GEV)	0.0	$350k	+4%	298.00	1174.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$344k		5.2k	66.33	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$337k	-19%	1.6k	211.95	View chart
American Express Company (AXP)	0.0	$334k	+18%	986.00	338.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$331k	-13%	3.8k	86.42	View chart
Nextera Energy (NEE)	0.0	$327k	+15%	3.7k	87.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$327k		2.0k	164.27	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$324k	+6%	13k	25.03	View chart
Allison Transmission Hldngs I (ALSN)	0.0	$323k	+2%	2.9k	112.74	View chart
Citigroup Com New (C)	0.0	$319k	+3%	2.3k	139.95	View chart
News Corp Cl A (NWSA)	0.0	$319k	+20%	13k	24.83	View chart
3M Company (MMM)	0.0	$318k	+11%	2.0k	161.92	View chart
Shore Bancshares (SHBI)	0.0	$318k		14k	22.95	View chart
Royal Caribbean Cruises (RCL)	0.0	$317k	-14%	1.0k	317.42	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$315k	+3%	3.7k	85.66	View chart
Waste Management (WM)	0.0	$311k	+3%	1.4k	222.85	View chart
Truist Financial Corp equities (TFC)	0.0	$304k		6.1k	49.82	View chart
Targa Res Corp (TRGP)	0.0	$304k	NEW	1.1k	268.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.0	$303k		9.0k	33.71	View chart
Cummins (CMI)	0.0	$303k		425.00	712.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$302k		1.3k	227.08	View chart
Radian (RDN)	0.0	$297k	+6%	7.9k	37.67	View chart
Arista Networks Com Shs (ANET)	0.0	$293k		1.7k	169.87	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$290k	-23%	11k	25.58	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$290k	-21%	11k	25.42	View chart
Carnival Corp Common Shares (CCL)	0.0	$289k	NEW	10k	28.57	View chart
California Res Corp Com Stock (CRC)	0.0	$287k	NEW	5.4k	52.87	View chart
Sandisk Corp (SNDK)	0.0	$287k	NEW	126.00	2273.73	View chart
Illinois Tool Works (ITW)	0.0	$286k	+2%	1.1k	270.49	View chart
Iridium Communications (IRDM)	0.0	$285k	NEW	5.2k	54.85	View chart
Ultra Clean Holdings (UCTT)	0.0	$283k	NEW	2.0k	142.59	View chart
Venture Global Com Cl A (VG)	0.0	$281k	NEW	25k	11.13	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$279k		5.8k	48.18	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$278k		532.00	522.03	View chart
Phillips 66 (PSX)	0.0	$275k		1.6k	169.04	View chart
Armada Hoffler Pptys (AHRT)	0.0	$274k	-14%	39k	7.08	View chart
Everus Constr Group (ECG)	0.0	$273k	NEW	1.6k	165.95	View chart
Fastenal Company (FAST)	0.0	$271k	-4%	5.6k	48.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$270k		3.0k	88.55	View chart
International Bancshares Corporation (IBOC)	0.0	$267k	-3%	3.5k	75.95	View chart
Deere & Company (DE)	0.0	$265k	NEW	418.00	634.33	View chart
Duke Energy Corp Com New (DUK)	0.0	$264k	+5%	2.1k	126.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.0	$264k	NEW	9.4k	27.93	View chart
Five Star Bancorp (FSBC)	0.0	$262k	NEW	5.4k	48.69	View chart
Novo-nordisk A S Adr (NVO)	0.0	$259k	NEW	5.4k	47.94	View chart
FirstEnergy (FE)	0.0	$258k	+5%	5.4k	47.54	View chart
Moog Cl A (MOG.A)	0.0	$257k	-29%	607.00	423.84	View chart
Thermo Fisher Scientific (TMO)	0.0	$256k	+7%	510.00	501.58	View chart
Rollins (ROL)	0.0	$254k	+17%	6.1k	41.74	View chart
Apollo Commercial Real Est. Finance (ARI)	0.0	$253k	NEW	24k	10.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$252k		3.3k	76.55	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$252k	-2%	2.3k	109.52	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$250k	NEW	11k	22.37	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$249k	NEW	11k	22.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$247k		2.0k	124.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$247k		1.5k	163.67	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$247k		2.6k	96.44	View chart
Adobe Systems Incorporated (ADBE)	0.0	$246k	+24%	1.2k	205.02	View chart
Msci (MSCI)	0.0	$246k	+14%	439.00	560.39	View chart
Southern Company (SO)	0.0	$244k	+5%	2.6k	95.71	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$244k		3.2k	77.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$242k	+3%	2.5k	96.57	View chart
Dell Technologies CL C (DELL)	0.0	$240k	NEW	1.1k	212.29	View chart
Sitime Corp (SITM)	0.0	$240k	NEW	322.00	745.56	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$239k	+13%	2.1k	114.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$238k	NEW	363.00	656.75	View chart
Hometrust Bancshares (HTB)	0.0	$235k	NEW	4.7k	49.89	View chart
O'reilly Automotive (ORLY)	0.0	$235k	NEW	2.6k	92.08	View chart
Intuitive Surgical Com New (ISRG)	0.0	$233k	-6%	587.00	397.68	View chart
Anthem (ELV)	0.0	$233k	NEW	603.00	386.73	View chart
Kinder Morgan (KMI)	0.0	$231k		7.2k	31.97	View chart
Stryker Corporation (SYK)	0.0	$229k	NEW	727.00	314.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$227k	NEW	457.00	497.09	View chart
Analog Devices (ADI)	0.0	$224k	NEW	565.00	397.17	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$224k	NEW	2.7k	82.84	View chart
Verisk Analytics (VRSK)	0.0	$224k	NEW	1.2k	179.53	View chart
Virtu Finl Cl A (VIRT)	0.0	$224k	NEW	3.8k	59.57	View chart
Colgate-Palmolive Company (CL)	0.0	$224k	NEW	2.4k	91.68	View chart
TJX Companies (TJX)	0.0	$222k	+3%	1.5k	151.52	View chart
McKesson Corporation (MCK)	0.0	$221k	+10%	293.00	755.60	View chart
Peapack-Gladstone Financial (PGC)	0.0	$221k	NEW	4.7k	47.33	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$221k	NEW	11k	20.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$221k	+11%	12k	18.57	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.0	$219k	-57%	9.1k	24.05	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$218k	-5%	2.6k	83.08	View chart
Arch Cap Group Ord (ACGL)	0.0	$216k	NEW	2.2k	97.06	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$216k	+11%	13k	16.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$214k		2.8k	75.51	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$214k	NEW	1.1k	187.82	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$213k	NEW	744.00	285.58	View chart
Automatic Data Processing (ADP)	0.0	$211k	-21%	941.00	223.98	View chart
Onespan (OSPN)	0.0	$211k	+10%	15k	14.35	View chart
Capital One Financial (COF)	0.0	$210k	NEW	1.0k	200.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$210k	NEW	5.1k	41.19	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$209k	+2%	3.9k	53.47	View chart
Hldgs (UAL)	0.0	$209k	NEW	1.5k	135.99	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$208k	NEW	1.5k	136.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$208k	NEW	843.00	246.21	View chart
Blackrock (BLK)	0.0	$207k	NEW	215.00	962.45	View chart
EastGroup Properties (EGP)	0.0	$205k	NEW	1.0k	202.53	View chart
Archer Daniels Midland Company (ADM)	0.0	$203k	-17%	2.7k	76.39	View chart
Axon Enterprise (AXON)	0.0	$201k	-24%	359.00	560.61	View chart
Intellia Therapeutics (NTLA)	0.0	$192k	NEW	11k	16.92	View chart
TFS Financial Corporation (TFSL)	0.0	$185k	-4%	10k	17.72	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$182k		10k	17.73	View chart
Cannae Holdings (CNNE)	0.0	$178k	-2%	12k	14.40	View chart
Ford Motor Company (F)	0.0	$171k	-15%	12k	13.90	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$140k		40k	3.49	View chart
Hello Group Ads (MOMO)	0.0	$134k	NEW	23k	5.80	View chart
Exp World Holdings Inc equities	0.0	$130k	+28%	24k	5.41	View chart
Compass Cl A (COMP)	0.0	$128k	NEW	10k	12.33	View chart
Aberdeen Multi-market Income Sh Ben Int (MMT)	0.0	$115k		26k	4.40	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$115k	NEW	21k	5.45	View chart
DV (DV)	0.0	$113k	NEW	10k	10.84	View chart
Hackett (HCKT)	0.0	$110k	NEW	10k	10.77	View chart
Payoneer Global (PAYO)	0.0	$109k	-39%	15k	7.12	View chart
Renew Energy Global Cl A Shs (RNW)	0.0	$108k	NEW	17k	6.25	View chart
Navient Corporation equity (NAVI)	0.0	$100k	NEW	12k	8.51	View chart
Bloomin Brands (BLMN)	0.0	$98k	-28%	11k	9.14	View chart
Hudson Technologies (HDSN)	0.0	$96k	NEW	17k	5.74	View chart
Satellogic Com Cl A (SATL)	0.0	$86k		15k	5.72	View chart
Strata Critical Medical Cl A Com (SRTA)	0.0	$83k	NEW	16k	5.27	View chart
Aberdeen Mun Income Sh Ben Int (MFM)	0.0	$56k		10k	5.62	View chart
Verra Mobility Corp Cl A Com Stk (VRRM)	0.0	$48k	NEW	11k	4.25	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$30k		12k	2.47	View chart

Past Filings by Commonwealth Financial Services

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

Commonwealth Financial Services 2026 Q2 filed July 15, 2026
Commonwealth Financial Services 2026 Q1 filed May 7, 2026
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

View all past filings

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