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 151–200 of 234
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYJ | ISHARES TR | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| RZG | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 11K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 592 | $100K–$500K | SH |
| WSBC | WESBANCO INC | 10K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| SDOG | ALPS ETF TR | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| DECM | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 466 | $100K–$500K | SH |
| ROL | ROLLINS INC | 5K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| ADBE | ADOBE INC | 808 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 908 | $100K–$500K | SH |
| SJNK | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 3K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 4K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 335 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 560 | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| FAST | FASTENAL CO | 7K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 473 | $100K–$500K | SH |
| IBMO | ISHARES TR | 10K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 448 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 700 | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| KLAC | KLA CORP | 200 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |