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Home > Institutional Investor > Commonwealth Financial Services, Llc > Profile

Instuitional Investor - Commonwealth Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Commonwealth Financial Services, Llc
Portfolio Value $584,411,233
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 70,616 $47,042,735 8.05%
2.
Invesco Qqq Tr
 55,639 $33,404,105 5.72%
3.
First Tr Exchng Traded Fd Vi
 715,827 $31,797,041 5.44%
4.
First Tr Exchng Traded Fd Vi
 793,973 $27,691,476 4.74%
5.
Ishares Trust
 IEF 36,815 $24,640,157 4.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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