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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
59
12
23
1
8
4
35
10
10
COMMONWEALTH FINANCIAL SERVICES LLC

Time Period2017-03-31

Total Holdings278

Total Value ($x1000)91,771
Activities
New29

Increased46

Unchanged164

Decreased39

Sold Out6

Top 10 Stock Holdingstotal 74.51%
FDL26.16

QQQ10.8

IEMG10.43

IEFA10.41

IVW10.4

 
CHK1.81

VTI1.69

PBE1.03

AR1.02

EQT0.76

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FDL
26.16%
SHS
QQQ
10.8%
UNIT SER 1
IEMG
10.43%
CORE MSCI EMKT
IEFA
10.41%
CORE MSCI EAFE
IVW
10.4%
S&P 500 GRWT ETF
CHK
1.81%
COM
VTI
1.69%
TOTAL STK MKT
PBE
1.03%
DYN BIOT & GEN
AR
1.02%
COM
EQT
0.76%
COM
GE
0.75%
COM
UBCP
0.73%
COM
IYW
0.65%
U.S. TECH ETF
T
0.64%
COM
RAI
0.63%
COM
MUB
0.6%
NAT AMT FREE BD
MSFT
0.55%
COM
ABBV
0.52%
COM
GM
0.52%
COM
SPY
0.51%
TR UNIT
IYF
0.49%
U.S. FINLS ETF
CNX
0.48%
COM
WM
0.48%
COM
MINT
0.47%
ENHAN SHRT MAT
IP
0.44%
COM
INTC
0.44%
COM
IYH
0.42%
US HLTHCARE ETF
KO
0.41%
COM
ORI
0.38%
COM
IYM
0.37%
U.S. BAS MTL ETF
CSCO
0.37%
COM
IBM
0.36%
COM
JPM
0.35%
COM
RPG
0.35%
GUG S&P500 PU GR
DVY
0.35%
SELECT DIVID ETF
ENB
0.34%
COM
NEAR
0.34%
SHT MAT BD ETF
RDS/B
0.33%
SPON ADR B
WMT
0.31%
COM
WFC
0.31%
COM
IWM
0.31%
RUSSELL 2000 ETF
CS
0.31%
SPONSORED ADR
PG
0.31%
COM
VLO
0.28%
COM
LMT
0.27%
COM
GLD
0.27%
GOLD SHS
VZ
0.26%
COM
GSK
0.25%
SPONSORED ADR
SDOG
0.24%
SECTR DIV DOGS
CSX
0.24%
COM
LAZ
0.24%
SHS A
HYD
0.23%
HIGH YLD MUN ETF
IJJ
0.23%
S&P MC 400VL ETF
QCOM
0.22%
COM
IYJ
0.22%
U.S. INDS ETF
IJS
0.21%
SP SMCP600VL ETF
EFA
0.2%
MSCI EAFE ETF
FUTY
0.2%
MSCI UTILS INDEX
FSTA
0.19%
CONSMR STAPLES
BP
0.18%
SPONSORED ADR
JNJ
0.17%
COM
XOM
0.17%
COM
AMGN
0.16%
COM
MDY
0.15%
UTSER1 S&PDCRP
IJR
0.15%
CORE S&P SCP ETF
IDU
0.15%
U.S. UTILITS ETF
CC
0.15%
COM
IYE
0.14%
U.S. ENERGY ETF
GIS
0.14%
COM
SMB
0.13%
AMT FREE SHORT M
MIC
0.13%
MEMBERSHIP INT
BGCP
0.13%
CL A
ABT
0.12%
COM
MLN
0.12%
AMT FREE LONG MU
DIS
0.1%
COM DISNEY
IJT
0.1%
SP SMCP600GR ETF
IJK
0.1%
S&P MC 400GR ETF
AAPL
0.1%
COM
REXX
0.09%
COM
MCY
0.09%
COM
CMCSA
0.09%
CL A
MCD
0.09%
COM
D
0.08%
COM
DE
0.08%
COM
MO
0.08%
COM
KMB
0.08%
COM
DUK
0.07%
COM NEW
ETP
0.07%
UNIT LTD PARTN
IYR
0.07%
U.S. REAL ES ETF
CLX
0.07%
COM
LLY
0.07%
COM
IYZ
0.06%
U.S. TELECOM ETF
MA
0.06%
CL A
BRK.B
0.06%
CL B NEW
DGRW
0.06%
US DIVD GRT FD
HBAN
0.06%
COM
VEEV
0.06%
CL A COM
BYLD
0.05%
YLD OPTIM BD
PFE
0.05%
COM
FTLS
0.05%
LNG/SHT EQUITY
DIA
0.05%
UT SER 1
PII
0.05%
COM
EVO
0.05%
SH BEN INT
EEM
0.05%
MSCI EMG MKT ETF
AMZN
0.05%
COM
C
0.05%
COM NEW
UNP
0.05%
COM
FB
0.05%
CL A
EPD
0.05%
COM
ORLY
0.05%
COM
MRK
0.05%
COM
MDT
0.04%
SHS
WOR
0.04%
COM
WOOD
0.04%
GL TIMB FORE ETF
SNV
0.04%
COM NEW
SRLN
0.04%
BLKSTN GSOSRLN
CELG
0.04%
COM
ATO
0.04%
COM
OHI
0.04%
COM
PAGG
0.03%
GLOBL AGRI ETF
NVS
0.03%
SPONSORED ADR
SBR
0.03%
UNIT BEN INT
GOOGL
0.03%
CAP STK CL A
ULTA
0.03%
COM
MOO
0.03%
AGRIBUSINESS ETF
SLV
0.03%
ISHARES
ED
0.03%
COM
AVA
0.03%
COM
PM
0.03%
COM
FIS
0.03%
COM
SO
0.03%
COM
UAL
0.03%
COM
STI
0.03%
COM
UBM
0.03%
CMCI INDL ETN
IVE
0.03%
S&P 500 VAL ETF
CSJ
0.03%
1-3 YR CR BD ETF
NSC
0.03%
COM
MMM
0.03%
COM
MON
0.02%
COM
BMY
0.02%
COM
CERN
0.02%
COM
BLK
0.02%
COM
SNY
0.02%
SPONSORED ADR
VKQ
0.02%
COM
PGJ
0.02%
GOLDEN DRG CHINA
BCE
0.02%
COM NEW
VOD
0.02%
SPNSR ADR NO PAR
AAL
0.02%
COM
PSX
0.02%
COM
NTAP
0.02%
COM
CVX
0.02%
COM
PEP
0.02%
COM
BKLN
0.02%
SENIOR LN PORT
SRC
0.02%
COM
NEA
0.02%
COM
FLM
0.02%
COM
AZN
0.02%
SPONSORED ADR
LUV
0.02%
COM
CFT
0.02%
CREDIT BD ETF
AGCO
0.02%
COM
NGG
0.02%
SPON ADR NEW
SPG
0.02%
COM
BGS
0.02%
COM
AFL
0.02%
COM
CBRL
0.02%
COM
NOV
0.02%
COM
NEO
0.02%
COM NEW
HPF
0.02%
COM
EFX
0.02%
COM
CF
0.02%
COM
DD
0.02%
COM
LUK
0.02%
COM
CCI
0.02%
COM
CPB
0.02%
COM
PAC
0.01%
SPON ADR B
PPL
0.01%
COM
DAL
0.01%
COM NEW
SJM
0.01%
COM NEW
VNQ
0.01%
REIT ETF
BMS
0.01%
COM
JPS
0.01%
COM
COP
0.01%
COM
TLP
0.01%
COM UNIT L P
HAP
0.01%
NAT RES ETF
EMR
0.01%
COM
CGNX
0.01%
COM
HEP
0.01%
COM UT LTD PTN
EXAS
0.01%
COM
AEP
0.01%
COM
NVDA
0.01%
COM
PYPL
0.01%
COM
NI
0.01%
COM
CTSH
0.01%
CL A
TRGP
0.01%
COM
ROL
0.01%
COM
CBOE
0.01%
COM
PIO
0.01%
GBL WTR PORT
NFLX
0.01%
COM
CMI
0.01%
COM
PAYX
0.01%
COM
XEL
0.01%
COM
PEG
0.01%
COM
HCN
0.01%
COM
F
0.01%
COM PAR $0.01
MDLZ
0.01%
CL A
OXY
0.01%
COM
CASY
0.01%
COM
GEL
0.01%
UNIT LTD PARTN
AGG
0.01%
CORE TOTUSBD ETF
UTF
0.01%
COM
RPAI
0.01%
CL A
CBT
0.01%
COM
VTR
0.01%
COM
EVV
0.01%
COM
EEP
0.01%
COM
MORT
0.01%
MTG REIT INCOME
HFC
0.01%
COM
JPC
0.01%
COM
TOT
0.01%
SPONSORED ADR
UBSI
0.01%
COM
IEO
0.01%
US OIL&GS EX ETF
HL
0.01%
COM
COPX
0.01%
GLOBAL X COPPER
SGEN
0.01%
COM
DISCA
0.01%
COM SER A
KHC
0.01%
COM
PNC
0.01%
COM
BTZ
0.01%
COM
DISCK
0.01%
COM SER C
O
0.01%
COM
PTM
0.01%
LONG PLATN ETN18
VIAB
0.01%
CL B
TRN
< 0.01%
COM
JQC
< 0.01%
COM SHS
DX
< 0.01%
COM NEW
BOND
< 0.01%
TOTL RETN ETF
ECL
< 0.01%
COM
NWBI
< 0.01%
COM
NRO
< 0.01%
COM
EQC
< 0.01%
COM SH BEN INT
TSCO
< 0.01%
COM
WFM
< 0.01%
COM
AEE
< 0.01%
COM
AMBC
< 0.01%
COM NEW
V
< 0.01%
COM CL A
KMI
< 0.01%
COM
KKR
< 0.01%
COM UNITS
SBUX
< 0.01%
COM
MET
< 0.01%
COM
NKE
< 0.01%
CL B
DVMT
< 0.01%
COM CL V
HTM
< 0.01%
COM NEW
NUO
< 0.01%
COM
MPC
< 0.01%
COM
PIR
< 0.01%
COM
SIRI
< 0.01%
COM
HPT
< 0.01%
COM SH BEN INT
IWV
< 0.01%
RUSSELL 3000 ETF
FNF
< 0.01%
COM
HOG
< 0.01%
COM
EEQ
< 0.01%
SHS UNITS LLI
GST
< 0.01%
COM
DNOW
< 0.01%
COM
NLY
< 0.01%
COM
ZAGG
< 0.01%
COM
PDS
< 0.01%
COM 2010
CAG
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
GPRO
< 0.01%
CL A
MRO
< 0.01%
COM
LGCY
< 0.01%
UNIT LP INT
SIFY
< 0.01%
SPONSORED ADR
HYH
< 0.01%
COM
LW
< 0.01%
COM
FNFV
< 0.01%
FNFV GROUP COM
JAX
< 0.01%
COM
WPG
< 0.01%
COM
SE
0.02%
COM
COG
0.02%
COM
UL
0.01%
SPON ADR NEW
YELP
< 0.01%
CL A
WWAV
< 0.01%
COM CL A
ACAT
< 0.01%
COM