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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 $424,604,971
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 63,336 $30,251,380 7.12%
2.
Spdr S & P 500 Etf Trust
 SPY 58,009 $27,572,273 6.49%
3.
Janus Detroit Str Tr
 525,033 $25,369,595 5.97%
4.
Invesco Qqq Tr
 46,579 $19,074,936 4.49%
5.
First Tr Exchng Traded Fd Vi
 640,366 $15,842,666 3.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)