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 201–234 of 234
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FHLC | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 883 | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 5K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 390 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 485 | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 261 | $100K–$500K | SH |
| IBB | ISHARES TR | 1K | $100K–$500K | SH |
| CMI | CUMMINS INC | 413 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 11K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 10K | $100K–$500K | SH |
| F | FORD MTR CO | 11K | $100K–$500K | SH |
| PPT | PUTNAM PREMIER INCOME TR | 40K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 11K | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 26K | $100K–$500K | SH |
| MFM | MFS MUN INCOME TR | 10K | $50K–$100K | SH |
| MIN | MFS INTER INCOME TR | 12K | $15K–$50K | SH |