Commonwealth Financial Services, LLC Purchases in Q2 2025

Commonwealth Financial Services, LLC

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
450K
+ 222.88%
N/A
652K $20.9B
SOXX
Ishares Semiconductor ETF

ETFs
31.1K
New
$154.86 - $239.07 $4.81M - $7.43M
31.1K $7.41B
IEFA
Ishares Tr

ETFs
84.5K
New
$67.83 - $84.09 $5.73M - $7.11M
84.5K $7.06B
First Tr Exchange Traded Fd
437K
New
N/A
437K $6.94B
TLT
Ishares Barclays 20+ Year Trea

ETFs
77.1K
New
$83.97 - $92.85 $6.48M - $7.16M
77.1K $6.81B
IYW
Ishares Dj Us Tech ETF

ETFs
23.8K
+ 149.19%
$122.57 - $173.27 $2.92M - $4.13M
39.8K $6.9B
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
45.9K
New
$67.28 - $97.53 $3.09M - $4.47M
45.9K $4.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
634
+ 0.99%
$496.48 - $617.85 $315K - $392K
64.8K $40.1B
NVDA
Nvidia Corp

Technology
3.58K
+ 5.62%
$94.31 - $157.99 $338K - $566K
67.3K $10.6B
MSFT
Microsoft Corp

Technology
244
+ 1.13%
$354.56 - $497.45 $86.5K - $121K
21.9K $10.9B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
16.4K
+ 8.16%
$52.11 - $64.98 $855K - $1.07M
217K $14.1B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.17K
+ 0.84%
$30.96 - $40.6 $67.3K - $88.2K
260K $10.5B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
13.8K
+ 7.04%
$27.79 - $34.16 $383K - $471K
210K $7.13B
AVGO
Broadcom Inc.

Technology
75
+ 0.93%
$146.29 - $275.65 $11K - $20.7K
8.11K $2.24B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.95K
+ 8.67%
$56.84 - $65.5 $509K - $586K
112K $7.35B
JPM
Jpmorgan Chase & CO

Financial Services
83
+ 0.49%
$210.28 - $289.91 $17.5K - $24.1K
17K $4.92B
FTCS
First Trust Capital Strength E

ETFs
6.22K
+ 9.09%
$81.6 - $92.39 $507K - $574K
74.6K $6.78B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.52K
+ 6.21%
$58.41 - $72.69 $205K - $256K
60.2K $4.38B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.81K
New
$59.24 - $71.39 $522K - $629K
8.81K $628M
HOOD
Robinhood Markets, Inc.

Technology
6.26K
New
$34.17 - $93.63 $214K - $586K
6.26K $586M
META
Meta Platforms, Inc.

Communication Services
148
+ 5.08%
$484.66 - $738.09 $71.7K - $109K
3.06K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
435
+ 2.72%
$167.32 - $223.3 $72.8K - $97.1K
16.4K $3.61B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
93
+ 0.62%
$171.4 - $227.1 $15.9K - $21.1K
15.1K $3.43B
MAR
Marriott International Inc

Consumer Cyclical
1.71K
New
$211.12 - $274.14 $362K - $470K
1.71K $468M
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 14.84%
$144.7 - $178.6 $187K - $230K
9.98K $1.76B
IWP
Ishares Russell Mid Cap Growth

ETFs
563
+ 3.67%
$104.34 - $138.68 $58.7K - $78.1K
15.9K $2.21B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.9K
+ 131.59%
$24.32 - $27.87 $313K - $359K
22.6K $600M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.96K
+ 61.96%
N/A
7.72K $724M
AXON
Axon Enterprise, Inc.

Industrials
361
New
$497.13 - $827.94 $179K - $299K
361 $299M
NOW
Service Now, Inc.

Technology
277
New
$721.65 - $1040.18 $200K - $288K
277 $285M
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 8.52%
$321.63 - $509.31 $37.6K - $59.6K
1.49K $759M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.71K
+ 11.67%
$68.63 - $85.78 $117K - $147K
16.4K $1.4B
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 11.87%
$168.34 - $195.42 $172K - $199K
9.61K $1.88B
AMD
Advanced Micro Devices Inc

Technology
1.68K
New
$78.21 - $143.81 $131K - $241K
1.68K $238M
DIS
Walt Disney CO

Communication Services
1.87K
New
$81.72 - $124.01 $152K - $231K
1.87K $231M
CASY
Caseys General Stores Inc

Consumer Cyclical
431
New
$415.82 - $510.91 $179K - $220K
431 $220M
Blackrock Inc
206
New
N/A
206 $217M
ORCL
Oracle Corp

Technology
31
+ 1.18%
$122.82 - $218.63 $3.81K - $6.78K
2.66K $582M
UTG
Reaves Utility Income Fund

Financial Services
5.82K
New
$29.08 - $36.18 $169K - $211K
5.82K $211M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.94K
+ 1.61%
$24.94 - $25.42 $148K - $151K
375K $9.53B
GE
General Electric CO

Industrials
814
New
$166.81 - $257.39 $136K - $210K
814 $210M
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $145K - $209K
1.14K $209M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.54K
New
$108.06 - $135.3 $166K - $208K
1.54K $208M
First Tr Exchng Traded Fd Vi
6.5K
New
N/A
6.5K $204M
IONQ
Ion Q, Inc.

Technology
4.68K
New
$20.68 - $48.04 $96.7K - $225K
4.68K $201M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
353
New
$456.74 - $568.03 $161K - $201K
353 $201M
TSLA
Tesla, Inc.

Consumer Cyclical
436
+ 47.49%
$221.86 - $362.89 $96.7K - $158K
1.35K $430M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.23K
+ 1.61%
$23.96 - $24.27 $149K - $151K
393K $9.53B
Ishares Bitcoin Trust ETF
70
+ 0.57%
N/A
12.4K $760M
Activity Summary
Buys All Purchases 105 New Holdings 22 Increased Positions 83 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Commonwealth Financial Services, LLC Portfolio

Follow Commonwealth Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email