CIK 1536755
Commonwealth Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
234
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 234
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DJAN | FIRST TR EXCHNG TRADED FD VI | 51K | $1M+ | SH |
| DAPR | FIRST TR EXCHNG TRADED FD VI | 53K | $1M+ | SH |
| SH | PROSHARES TR | 58K | $1M+ | SH |
| IBDR | ISHARES TR | 85K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 48K | $1M+ | SH |
| CSCO | CISCO SYS INC | 22K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 40K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 25K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 10K | $1M+ | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 29K | $1M+ | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 25K | $1M+ | SH |
| UBCP | UNITED BANCORP INC OHIO | 86K | $1M+ | SH |
| ISTB | ISHARES TR | 25K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| PPG | PPG INDS INC | 11K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 26K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 8K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| DGRO | ISHARES TR | 16K | $1M+ | SH |
| SGOV | ISHARES TR | 11K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| CSX | CSX CORP | 27K | $500K+ | SH |
| PFE | PFIZER INC | 39K | $500K+ | SH |
| T | AT&T INC | 38K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 17K | $500K+ | SH |
| MDYV | SPDR SERIES TRUST | 11K | $500K+ | SH |
| PEBO | PEOPLES BANCORP INC | 29K | $500K+ | SH |
| ARKG | ARK ETF TR | 29K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| COWZ | PACER FDS TR | 13K | $500K+ | SH |
| IJR | ISHARES TR | 7K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 8K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |