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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.98K
+ 13.47%
N/A
58.8K $1.42B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.36K
+ 0.83%
$22.7 - $23.33 $76.2K - $78.3K
406K $9.46B
UBCP
United Bancorp Inc

Financial Services
1.89K
+ 2.3%
$12.41 - $14.5 $23.5K - $27.5K
84.4K $1.27B
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
601
+ 0.2%
$22.15 - $23.69 $13.3K - $14.2K
306K $7.25B
PWR
Quanta Services, Inc.

Industrials
19
+ 1.59%
$239.47 - $381.26 $4.55K - $7.24K
1.21K $458M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
27
+ 2.03%
$177.93 - $313.14 $4.8K - $8.45K
1.35K $424M
IBM
International Business Machines Corp

Technology
19
+ 0.73%
$221.03 - $294.78 $4.2K - $5.6K
2.62K $772M
PEBO
Peoples Bancorp Inc

Financial Services
3.37K
+ 13.24%
$26.85 - $31.02 $90.4K - $104K
28.8K $879M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
262
+ 0.08%
$22.36 - $23.73 $5.86K - $6.22K
319K $7.57B
NFLX
Netflix Inc

Communication Services
20
+ 8.47%
$855.86 - $1339.13 $17.1K - $26.8K
256 $343M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.75K
+ 6.92%
$29.52 - $35.31 $51.8K - $61.9K
27.1K $956M
ASML
Asml Holding Nv

Technology
54
+ 13.53%
$595.37 - $815.24 $32.1K - $44K
453 $363M
CCL
Carnival Corp

Consumer Cyclical
29
+ 0.27%
$16.43 - $28.12 $476 - $815
10.6K $297M
CSX
Csx Corp

Industrials
147
+ 0.57%
$26.69 - $32.91 $3.92K - $4.84K
26.1K $853M
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 3.4%
$149.23 - $184.95 $13.9K - $17.2K
2.83K $515M
IBHG
Ishares Tr Ibonds 2027 Term Hi
324
+ 0.09%
$21.56 - $22.54 $6.99K - $7.3K
342K $7.71B
LMT
Lockheed Martin Corp

Industrials
28
+ 0.68%
$430.82 - $486.45 $12.1K - $13.6K
4.12K $1.91B
CMCSA
Comcast Corp

Communication Services
2.27K
+ 39.27%
$32.84 - $36.72 $74.6K - $83.4K
8.06K $288M
V
Visa Inc.

Financial Services
166
+ 5.99%
$308.27 - $373.31 $51.2K - $62K
2.94K $1.04B
PANW
Palo Alto Networks Inc

Technology
46
+ 2.72%
$152.44 - $204.64 $7.01K - $9.41K
1.74K $356M
VIG
Vanguard Dividend Appreciation

ETFs
261
+ 21.71%
N/A
1.46K $299M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$470.37 - $663.28 $470 - $663
545 $361M
CAT
Caterpillar Inc

Industrials
15
+ 1.55%
$273.94 - $388.21 $4.11K - $5.82K
984 $382M
PFE
Pfizer Inc

Healthcare
4.13K
+ 11.96%
$21.59 - $24.84 $89.1K - $103K
38.6K $937M
RTX
Raytheon Technologies Corp

Industrials
267
+ 16.77%
$113.75 - $148.48 $30.4K - $39.6K
1.86K $271M
GLD
Spdr Gold Trust

ETFs
25
+ 0.92%
$273.71 - $316.29 $6.84K - $7.91K
2.74K $834M
URI
United Rentals, Inc.

Industrials
8
+ 2.45%
$551.94 - $753.4 $4.42K - $6.03K
334 $252M
MA
Mastercard Inc

Financial Services
56
+ 4.93%
$479.92 - $590.74 $26.9K - $33.1K
1.19K $670M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$99.23 - $120.99 $198 - $242
4.45K $539M
ITOT
Ishares Core S&P Total U.S. St

ETFs
79
+ 4.25%
$108.12 - $135.04 $8.54K - $10.7K
1.94K $262M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
156
+ 1.36%
$32.0 - $39.87 $4.99K - $6.22K
11.6K $463M
IYJ
Ishares Tr

ETFs
1
+ 0.04%
$115.07 - $142.31 $115 - $142
2.46K $349M
KO
Coca Cola CO

Consumer Defensive
482
+ 4.26%
$68.37 - $73.9 $33K - $35.6K
11.8K $835M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 10.6%
$41.67 - $45.62 $42.5K - $46.5K
10.6K $460M
FAST
Fastenal CO

Industrials
3.77K
+ 99.47%
$40.65 - $83.16 $153K - $313K
7.55K $317M
ABT
Abbott Laboratories

Healthcare
47
+ 1.21%
$123.95 - $138.08 $5.83K - $6.49K
3.94K $536M
MMM
3 M CO

Industrials
27
+ 1.17%
$126.09 - $154.15 $3.4K - $4.16K
2.33K $355M
WSBC
Wesbanco Inc

Financial Services
20
+ 0.19%
$26.79 - $32.33 $536 - $647
10.4K $328M
WM
Waste Management Inc

Industrials
43
+ 3.38%
$216.47 - $242.1 $9.31K - $10.4K
1.32K $301M
ITW
Illinois Tool Works Inc

Industrials
28
+ 1.92%
$218.41 - $252.43 $6.12K - $7.07K
1.49K $367M
PSX
Phillips 66

Energy
111
+ 5.61%
$92.87 - $125.73 $10.3K - $14K
2.09K $249M
FDX
Fedex Corp

Industrials
85
+ 8.46%
$198.07 - $245.17 $16.8K - $20.8K
1.09K $248M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.22%
$335.24 - $380.78 $1.34K - $1.52K
1.83K $671M
XLE
Energy Sector Spdr

ETFs
231
+ 9.64%
$76.44 - $94.13 $17.7K - $21.7K
2.63K $223M
DUK
Duke Energy Corp

Utilities
4
+ 0.12%
$112.46 - $124.05 $450 - $496
3.31K $390M
PAYX
Paychex Inc

Industrials
8
+ 0.35%
$137.01 - $159.78 $1.1K - $1.28K
2.27K $330M
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 1.58%
$210.83 - $235.28 $8.22K - $9.18K
2.51K $556M
SJM
J M Smucker CO

Consumer Defensive
43
+ 1.67%
$94.41 - $118.52 $4.06K - $5.1K
2.62K $257M
MRK
Merck & Co., Inc.

Healthcare
91
+ 1.53%
$73.47 - $87.12 $6.69K - $7.93K
6.05K $479M
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
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