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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 $606,278,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 72,220 $49,248,589 8.12%
2.
Invesco Qqq Tr
 55,348 $34,000,654 5.61%
3.
First Tr Exchng Traded Fd Vi
 725,386 $32,149,113 5.3%
4.
First Tr Exchng Traded Fd Vi
 811,229 $28,843,085 4.76%
5.
Ishares Trust
 IEF 37,683 $25,810,290 4.26%
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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