CF

Commonwealth Financial Services, LLC

13F
Commonwealth Financial Services, LLC
Last update 2025-05-09 200 Stocks (18 new)
Value $488.00 Mil Turnover 12 %
Countries:
Top Holdings: SPY(7.36%)FIXD(6.53%)QQQ(5.38%)MGOV(4.38%)IVV(4.15%)
Summary Stock Picks Current Portfolio
Commonwealth Financial Service... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
64,202
35,914.0
-1.37%
7.360
-0.10%
0.010
+4.93%
+2.54%
612,819.6
 
FIXD 		First Trust TCW Opportunistic Fixed Income ETF
727,360
31,887.5
-0.84%
6.530
-0.05%
0.880
-0.35%
+2.21%
3,427.5
 
QQQ 		INVESCO QQQ Trust
56,005
26,261.7
+4.10%
5.380
+0.21%
0.010
+8.71%
+3.81%
337,188.1
 
MGOV 		First Trust Intermediate Government Opportunities ETF
1,055,457
21,378.3
+1.06%
4.380
+0.05%
32.480
-0.93%
+1.72%
65.1
 
IVV 		iShares Core S&P 500 ETF
36,075
20,270.8
-4.69%
4.150
-0.21%
0.000
+4.92%
+2.58%
591,319.0
 
UCON 		First Trust TCW Unconstrained Plus Bond ETF
714,275
17,678.3
-1.85%
3.620
-0.07%
0.560
+0.09%
+1.84%
2,995.0
 
QMOM 		Alpha Architect U.S. Quantitative Momentum ETF
201,053
11,942.5
-25.79%
2.450
-0.88%
4.020
+10.00%
-0.83%
340.9
 
IVW 		iShares S&P 500 Growth ETF
121,418
11,271.3
-5.26%
2.310
-0.13%
0.020
+9.82%
+4.08%
57,553.5
 
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF
386,537
9,346.5
-0.19%
1.910
0%
0.310
+1.02%
+2.40%
3,048.3
 
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF
368,813
9,316.2
-0.29%
1.910
-0.01%
0.330
+1.16%
+2.91%
2,824.6
 

Commonwealth Financial Services, LLC's Historical Top Holdings Breakdowns

Commonwealth Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IYW 		iShares U.S. Technology ETF2025-03-31Reduce
-2.00%
●
140.44 ($155.77) 166.79
$163.54
4.99%
Reduce -80.02%
15,984
-64,027
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2025-03-31New Buy
+1.76%
●
20.1 ($20.52) 20.8
$20.57
0.24%
New holding
414,122
414,122
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF2025-03-31Reduce
-1.63%
●
24.05 ($24.13) 24.21
$24.14
0.04%
Reduce -86.91%
51,784
-343,668
IBHE 		iShares iBonds 2025 Term High Yield and Income ETF2025-03-31Reduce
-1.61%
●
23.16 ($23.23) 23.32
$23.18
-0.24%
Reduce -69.81%
152,484
-352,624
IBHH 		iShares iBonds 2028 Term High Yield and Income ETF2025-03-31Add
+1.44%
●
23.33 ($23.52) 23.71
$23.44
-0.34%
Add 1693.84%
318,926
301,147
IBHI 		iShares iBonds 2029 Term High Yield and Income ETF2025-03-31Add
+1.40%
●
23.15 ($23.55) 23.78
$23.30
-1.06%
Add 3003.19%
305,633
295,784
IBHF 		iShares iBonds 2026 Term High Yield and Income ETF2025-03-31Reduce
-1.38%
●
23.13 ($23.28) 23.41
$22.99
-1.25%
Reduce -71.33%
121,652
-302,618
FTCS 		First Trust Capital Strength ETF2025-03-31New Buy
+1.26%
●
86.39 ($89.33) 91.35
$91.21
2.10%
New holding
68,388
68,388
UXOC 		FT Vest U.S. Equity Uncapped Accelerator ETF - October2025-03-31New Buy
+1.19%
●
28.31 ($30.41) 31.82
$30.85
1.46%
New holding
201,810
201,810
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Reduce
-1.05%
●
36.64 ($41.46) 45.76
$39.42
-4.92%
Reduce -91.41%
11,464
-121,942

Commonwealth Financial Services, LLC Total Holding History ($B)

To

Commonwealth Financial Services, LLC's Asset Allocation

To

Commonwealth Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Commonwealth Financial Services, LLC's Hypothetical Growth since 2025-03-31

Commonwealth Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Commonwealth Financial Services, LLC's Holdings Heat Map

Size field:

Commonwealth Financial Services, LLC's Holdings Bubble Chart

Commonwealth Financial Services, LLC News

  • 1

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