Fund HoldingsCommonwealth Financial Services, LLC

Total Portfolio Value
$506.43M
Total Bought
$79.06M
Total Sold
$61.12M
Net Transaction
+$17.94M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
INTER GOVT ETF
01,053,833+1,053,833022,0674.36%+22,067
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0175,980+175,98007,8631.55%+7,863
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0133,858+133,85806,6221.31%+6,622
ISHARES TR
MSCI USA QLT FCT
1,70828,824+27,1162965,1351.01%+4,839
ISHARES TR21,23869,458+48,2202,1326,9691.38%+4,836
ISHARES TR024,279+24,27903,3480.66%+3,348
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
702,063734,287+32,22430,46333,3226.58%+2,859
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
9,81331,262+21,4491,1113,7470.74%+2,636
ISHARES TR012,694+12,69401,3450.27%+1,345
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
698,042727,319+29,27717,10918,2923.61%+1,183
SPDR S&P 500 ETF TR(SPY)63,36663,712+34635,18636,2287.15%+1,042
PACER FDS TR
US CASH COWS 100
122,797130,599+7,8026,5977,5431.49%+947
ISHARES TR375,713403,034+27,3218,0298,9231.76%+894
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
034,997+34,99701,3630.27%+1,363
ISHARES TR374,090396,090+22,0008,5149,2921.83%+778
PACER FDS TR
US SM CAP CA ETF
115,795123,620+7,8254,9665,6991.13%+732
ISHARES TR
IBDS DEC28 ETF
344,891364,269+19,3788,5609,2821.83%+721
ISHARES TR
IBONDS DEC2026
361,693385,024+23,3318,6199,3291.84%+710
ISHARES TR
IBONDS 27 ETF
361,497382,256+20,7598,5969,2931.83%+696
FIRST TR EXCHNG TRADED FD VI
FT VEST US
30,53147,505+16,9741,1421,8080.36%+666
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
32,74149,844+17,1031,1661,8120.36%+646
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
29,56745,690+16,1231,1381,7830.35%+645
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
158,014167,947+9,9336,3026,9091.36%+608
LOCKHEED MARTIN CORP(LMT)4,0994,102+31,8932,4850.49%+592
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
92,04293,969+1,9275,4445,9971.18%+553
ISHARES TR0426,962+426,96209,9441.96%+9,944
ISHARES TR324,153340,110+15,9577,1447,6421.51%+497
PACER FDS TR
DEVELOPED MRKT
154,330166,330+12,0004,7865,2631.04%+477
SPDR GOLD TR(GLD)04,968+4,96801,2200.24%+1,220
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
018,074+18,07404490.09%+449
ISHARES TR48,52351,125+2,6025,0375,4641.08%+428
WALMART INC(WMT)24,54426,216+1,6721,7102,1310.42%+420
ISHARES BITCOIN TRUST ETF(IBIT)011,407+11,40704010.08%+401
JPMORGAN CHASE & CO.(JPM)13,48715,243+1,7562,7673,1560.62%+389
ORACLE CORP(ORCL)02,286+2,28603820.08%+382
SPDR SER TR
ST STR P500ETF
42,28046,388+4,1082,7623,1020.61%+341
BUILDERS FIRSTSOURCE INC(BLDR)05,555+5,55501,0820.21%+1,082
INNOVATOR ETFS TRUST
EQUI DEFI 1 AUG
010,365+10,36502550.05%+255
STARBUCKS CORP(SBUX)02,379+2,37902320.05%+232
PHILIP MORRIS INTL INC(PM)01,850+1,85002230.04%+223
SCHWAB STRATEGIC TR02,581+2,58102180.04%+218
PALO ALTO NETWORKS INC(PANW)0655+65502160.04%+216
VANGUARD INTL EQUITY INDEX F03,046+3,04602140.04%+214
VERTEX PHARMACEUTICALS INC(VRTX)0437+43702050.04%+205
ABBVIE INC(ABBV)05,386+5,38601,0610.21%+1,061
AMERICAN ELEC PWR CO INC19,76018,649-1,1111,7211,9060.38%+185
EXXON MOBIL CORP17,33617,720+3841,9452,1250.42%+180
META PLATFORMS INC(META)1,9372,078+1411,0251,1980.24%+173
HUNTINGTON BANCSHARES INC(HBAN)010,771+10,77101540.03%+154
CISCO SYS INC(CSCO)021,329+21,32901,1250.22%+1,125
ISHARES TR8,74910,097+1,3486717930.16%+122
LOWES COS INC(LOW)01,992+1,99205430.11%+543
ISHARES TR050,377+50,37704,1820.83%+4,182
FRANKLIN TEMPLETON ETF TR
MUNICIPAL GRN BD
030,812+30,81207530.15%+753
SPDR SER TR
ST STR P500VAL
28,13828,13801,3701,4830.29%+113
UNITEDHEALTH GROUP INC(UNH)0795+79504640.09%+464
FIRST TR MORNINGSTAR DIVID L26,55326,517-361,0021,1080.22%+106
AT&T INC(T)33,32633,099-2276277320.14%+106
UNITED BANCORP INC OHIO090,209+90,20901,1830.23%+1,183
PROCTER AND GAMBLE CO(PG)13,72113,792+712,2852,3870.47%+102
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
17,76818,833+1,0655836770.13%+94
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
015,872+15,87208130.16%+813
ISHARES TR014,746+14,74603490.07%+349
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
015,956+15,95608110.16%+811
MCDONALDS CORP(MCD)01,529+1,52904630.09%+463
INTERNATIONAL BUSINESS MACHS(IBM)1,8001,814+143203980.08%+78
ISHARES TR
CORE DIV GRWTH
017,594+17,59401,1000.22%+1,100
SPDR SER TR
ST STR SP600SM C
08,803+8,80307530.15%+753
BERKSHIRE HATHAWAY INC DEL01,210+1,21005530.11%+553
DOMINION ENERGY INC(D)05,225+5,22503040.06%+304
ISHARES TR
CORE 1 5 YR USD
16,47217,467+9957828480.17%+66
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
130,984130,632-3524,8624,9270.97%+65
ISHARES TR06,308+6,30807280.14%+728
ALLISON TRANSMISSION HLDGS I(ALSN)2,8002,80002102730.05%+62
FIRSTENERGY CORP(FE)5,8696,477+6082262880.06%+62
VISA INC(V)02,359+2,35906550.13%+655
UNITED RENTALS INC(URI)317320+32022580.05%+56
PUBLIC STORAGE OPER CO(PSA)0920+92003310.07%+331
CATERPILLAR INC(CAT)0963+96303780.07%+378
PAYCHEX INC(PAYX)02,236+2,23603150.06%+315
AUTOMATIC DATA PROCESSING IN01,118+1,11803130.06%+313
ABBOTT LABS03,411+3,41103870.08%+387
3M CO(MMM)02,186+2,18603000.06%+300
DUKE ENERGY CORP NEW(DUK)03,131+3,13103640.07%+364
VERIZON COMMUNICATIONS INC(VZ)6,9277,351+4242883320.07%+45
INVESCO EXCH TRADED FD TR II06,839+6,83904160.08%+416
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,6444,585-594004410.09%+40
SPDR SER TR
ST STR R1K LOWV
02,311+2,31103920.08%+392
COLGATE PALMOLIVE CO(CL)2,3132,598+2852262660.05%+40
QUANTA SVCS INC01,123+1,12303320.07%+332
MASTERCARD INCORPORATED(MA)01,038+1,03805150.10%+515
ISHARES TR02,645+2,64503560.07%+356
SPDR SER TR
ST STR SP400VAL
011,849+11,84909330.18%+933
ISHARES TR4,4454,447+24234590.09%+36
GOLDMAN SACHS ETF TR10,64910,654+51,1571,1920.24%+35
ISHARES TR
IBONDS DEC 28
011,576+11,57602960.06%+296
SPDR SER TR
ST STR SP600GRWO
05,180+5,18004770.09%+477
ISHARES TR
IBONDS DEC 26
015,046+15,04603850.08%+385
ISHARES TR
IBONDS DEC 27
011,648+11,64802960.06%+296
SMUCKER J M CO(SJM)03,013+3,01303650.07%+365
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