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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 $559,361,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 61,359 $46,794,267 8.37%
2.
Ishares Trust
 IEF 42,986 $32,920,646 5.89%
3.
Invesco Qqq Tr
 38,700 $28,628,738 5.12%
4.
Ishares Trust
 IEF 302,786 $28,625,362 5.12%
5.
Invesco Actively Managed Exc
 497,423 $22,180,082 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.