Commonwealth Financial Services, LLC Purchases in Q1 2025

Commonwealth Financial Services, LLC

  • $488 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.77K
+ 9.95%
$47.59 - $48.35 $84K - $85.4K
19.5K $943M
ABT
Abbott Laboratories

Healthcare
57
+ 1.48%
$111.1 - $140.22 $6.33K - $7.99K
3.9K $517M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.66K
+ 16.87%
$32.49 - $37.99 $119K - $139K
25.3K $849M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
180
+ 25.17%
$522.96 - $601.18 $94.1K - $108K
895 $478M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.22K
+ 19.01%
$102.49 - $119.96 $125K - $146K
7.61K $796M
CSCO
Cisco Systems, Inc.

Technology
51
+ 0.23%
$58.74 - $64.87 $3K - $3.31K
21.8K $1.34B
UBCP
United Bancorp Inc

Financial Services
1.01K
+ 1.23%
$12.41 - $14.03 $12.5K - $14.1K
82.5K $1.11B
ASML
Asml Holding Nv

Technology
82
+ 25.87%
$662.63 - $776.99 $54.3K - $63.7K
399 $264M
VTI
Vanguard Total Stock Market Et

ETFs
219
+ 21.18%
$271.18 - $303.12 $59.4K - $66.4K
1.25K $344M
BMY
Bristol Myers Squibb CO

Healthcare
163
+ 2.36%
$53.9 - $63.11 $8.79K - $10.3K
7.07K $431M
PSX
Phillips 66

Energy
112
+ 6.0%
$113.93 - $131.55 $12.8K - $14.7K
1.98K $244M
MA
Mastercard Inc

Financial Services
13
+ 1.16%
$504.67 - $576.31 $6.56K - $7.49K
1.14K $623M
PEP
Pepsico Inc

Consumer Defensive
184
+ 4.5%
$142.64 - $156.42 $26.2K - $28.8K
4.27K $640M
UNP
Union Pacific Corp

Industrials
21
+ 1.51%
$225.21 - $254.42 $4.73K - $5.34K
1.41K $334M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.44%
$308.86 - $455.36 $1.85K - $2.73K
1.37K $484M
PEBO
Peoples Bancorp Inc

Financial Services
2.09K
+ 8.96%
$29.2 - $33.78 $61.1K - $70.6K
25.4K $754M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162
+ 1.68%
$27.01 - $28.54 $4.38K - $4.62K
9.78K $273M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$107.69 - $119.37 $215 - $239
4.45K $502M
D
Dominion Energy, Inc

Utilities
7
+ 0.17%
$52.85 - $57.43 $370 - $402
4.22K $236M
PANW
Palo Alto Networks Inc

Technology
128
+ 8.18%
$167.82 - $208.28 $21.5K - $26.7K
1.69K $289M
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.02%
$104.71 - $107.69 $105 - $108
4.2K $443M
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 2.36%
$476.63 - $610.45 $6.2K - $7.94K
564 $279M
WSBC
Wesbanco Inc

Financial Services
1
+ 0.01%
$30.36 - $37.08 $30.4 - $37.1
10.3K $320M
LOW
Lowes Companies Inc

Consumer Cyclical
58
+ 2.41%
$222.66 - $268.42 $12.9K - $15.6K
2.47K $575M
FDX
Fedex Corp

Industrials
61
+ 6.46%
$230.33 - $281.53 $14.1K - $17.2K
1.01K $245M
URI
United Rentals, Inc.

Industrials
5
+ 1.56%
$594.17 - $789.56 $2.97K - $3.95K
326 $204M
Ishares Bitcoin Trust ETF
944
+ 8.28%
N/A
12.4K $578M
ORCL
Oracle Corp

Technology
211
+ 8.72%
$139.81 - $186.47 $29.5K - $39.3K
2.63K $368M
XLK
Technology Sector Spdr

ETFs
80
+ 3.14%
$206.38 - $242.18 $16.5K - $19.4K
2.63K $542M
ETN
Eaton Corp PLC

Industrials
33
+ 2.89%
$271.83 - $371.23 $8.97K - $12.3K
1.18K $319M
PWR
Quanta Services, Inc.

Industrials
41
+ 3.56%
$236.71 - $358.03 $9.71K - $14.7K
1.19K $303M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 14.59%
$154.33 - $206.19 $171K - $228K
8.69K $1.34B
PPG
Ppg Industries Inc

Basic Materials
115
+ 0.77%
$107.44 - $124.29 $12.4K - $14.3K
15K $1.64B
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 7.73%
$190.26 - $242.06 $219K - $278K
16K $3.05B
AAPL
Apple Inc.

Technology
1.31K
+ 6.24%
$209.68 - $247.1 $276K - $325K
22.4K $4.97B
AVGO
Broadcom Inc.

Technology
305
+ 3.94%
$167.43 - $244.7 $51.1K - $74.6K
8.04K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.21K
+ 4.1%
$468.34 - $539.52 $1.03M - $1.19M
56K $26.3B
NVDA
Nvidia Corp

Technology
917
+ 1.46%
$106.98 - $149.43 $98.1K - $137K
63.7K $6.9B
Activity Summary
Buys All Purchases 89 New Holdings 17 Increased Positions 72 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 3
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