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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 $631,693,208
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 76,845 $49,975,370 7.91%
2.
First Tr Exchng Traded Fd Vi
 866,349 $36,308,687 5.75%
3.
First Tr Exchng Traded Fd Vi
 784,257 $34,185,764 5.41%
4.
Invesco Qqq Tr
 52,760 $30,452,082 4.82%
5.
Ishares Trust
 IEF 40,217 $26,270,199 4.16%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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