Top 50 Commonwealth Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.91% | 76.8K | $50.0M | +6.40%(+4.62K) | $486.26(+53.16%) | 2026-03-31 | |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 5.75% | 866.3K | $36.3M | +723.96%(+761.20K) | $41.15(+9.34%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 5.41% | 784.3K | $34.2M | +8.12%(+58.87K) | $43.37(+0.56%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.82% | 52.8K | $30.5M | -4.68%(-2.59K) | $396.98(+79.50%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.16% | 40.2K | $26.3M | +6.72%(+2.53K) | $495.16(+51.15%) | 2026-03-31 | |
| QMOM | EA SERIES TRUST | 3.3% | 305.5K | $20.9M | +9.85%(+27.40K) | $58.42(+29.85%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3% | 765.6K | $19.0M | +7.87%(+55.85K) | $24.26(+2.58%) | 2026-03-31 | |
| TLH | ISHARES TR | 2.6% | 163.3K | $16.5M | -21.80%(-45.53K) | $102.34(-2.71%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 2.54% | 293.6K | $16.0M | -4.33%(-13.27K) | $33.16(+106.39%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.32% | 294.0K | $14.6M | +7161.82%(+289.98K) | $49.88(-0.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.45% |
| Top 20 Holdings Unweighted | +9.61% | +31.70% |
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