Commonwealth Financial Services, LLC Purchases in Q3 2025

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
7.81K
+ 2.55%
$23.43 - $23.88 $183K - $187K
314K $7.49B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
7.54K
+ 1.86%
$20.77 - $21.32 $157K - $161K
413K $8.76B
AEP
American Electric Power CO Inc

Utilities
606
+ 3.27%
$103.26 - $115.0 $62.6K - $69.7K
19.2K $2.16B
EFV
Msci Eafe Value ETF

ETFs
3.28K
New
$62.79 - $68.42 $206K - $225K
3.28K $223M
MS
Morgan Stanley

Financial Services
1.39K
New
$139.09 - $161.16 $193K - $224K
1.39K $220M
AXP
American Express CO

Financial Services
662
New
$294.27 - $342.31 $195K - $227K
662 $220M
UTG
Reaves Utility Income Fund

Financial Services
4.95K
+ 85.13%
$35.81 - $39.62 $177K - $196K
10.8K $427M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.98K
New
$89.32 - $107.82 $176K - $213K
1.98K $213M
D
Dominion Energy, Inc

Utilities
3.44K
New
$56.32 - $62.1 $194K - $214K
3.44K $211M
KLAC
Kla Corp

Technology
194
New
$843.9 - $1078.6 $164K - $209K
194 $209M
IAU
Ishares Gold Trust

ETFs
2.83K
New
$61.62 - $72.77 $175K - $206K
2.83K $206M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.64K
New
$50.79 - $76.4 $134K - $202K
2.64K $202M
BX
Blackstone Inc.

Financial Services
1.18K
New
$152.77 - $188.68 $180K - $222K
1.18K $201M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.74K
New
$20.41 - $20.67 $199K - $201K
9.74K $200M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.6K
New
$18.61 - $18.94 $198K - $202K
10.6K $200M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.61 - $19.79 $199K - $201K
10.1K $200M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.2K
New
$19.49 - $19.61 $199K - $200K
10.2K $200M
XLE
Energy Sector Spdr

ETFs
2.1K
+ 79.94%
$84.25 - $91.99 $177K - $193K
4.73K $422M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.53K
+ 2.39%
$45.41 - $48.26 $69.3K - $73.7K
65.4K $3.12B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.57K
+ 7.55%
$23.09 - $23.43 $175K - $177K
108K $2.52B
JNJ
Johnson & Johnson

Healthcare
166
+ 3.38%
$155.17 - $185.42 $25.8K - $30.8K
5.08K $943M
WMT
Walmart Inc.

Consumer Defensive
601
+ 2.46%
$94.4 - $104.27 $56.7K - $62.7K
25K $2.58B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
6.07K
+ 1.9%
$23.53 - $23.89 $143K - $145K
325K $7.76B
GLD
Spdr Gold Trust

ETFs
112
+ 4.1%
$300.96 - $355.47 $33.7K - $39.8K
2.85K $1.01B
LOW
Lowes Companies Inc

Consumer Cyclical
313
+ 12.5%
$215.01 - $273.02 $67.3K - $85.5K
2.82K $708M
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 10.82%
$357.4 - $423.42 $70.8K - $83.8K
2.03K $822M
UNH
Unitedhealth Group Inc

Healthcare
282
+ 28.0%
$237.77 - $353.61 $67.1K - $99.7K
1.29K $445M
F
Ford Motor CO

Consumer Cyclical
10.8K
New
$10.82 - $12.09 $117K - $131K
10.8K $129M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.89K
+ 34.22%
$42.75 - $43.37 $124K - $125K
11.3K $491M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
444
+ 0.89%
$41.02 - $43.2 $18.2K - $19.2K
50.2K $2.17B
CAT
Caterpillar Inc

Industrials
69
+ 7.01%
$390.92 - $477.15 $27K - $32.9K
1.05K $503M
AMZN
Amazon Com Inc

Consumer Cyclical
532
+ 3.24%
$211.65 - $238.24 $113K - $127K
17K $3.73B
AMD
Advanced Micro Devices Inc

Technology
476
+ 28.35%
$134.8 - $184.42 $64.2K - $87.8K
2.16K $349M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.53K
+ 1.62%
$22.38 - $22.53 $124K - $125K
348K $7.82B
CSX
Csx Corp

Industrials
745
+ 2.85%
$32.05 - $36.52 $23.9K - $27.2K
26.9K $955M
DIS
Walt Disney CO

Communication Services
1.03K
+ 54.98%
$112.25 - $124.0 $115K - $127K
2.89K $331M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
164
+ 0.32%
$40.28 - $42.14 $6.61K - $6.91K
50.9K $2.14B
T
At&T Inc.

Communication Services
4.03K
+ 11.94%
$26.94 - $29.62 $109K - $119K
37.8K $1.07B
Ishares Bitcoin Trust ETF
350
+ 2.82%
N/A
12.8K $830M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 24.93%
$567.77 - $614.76 $50K - $54.1K
441 $270M
GE
General Electric CO

Industrials
106
+ 13.02%
$244.75 - $305.63 $25.9K - $32.4K
920 $277M
PWR
Quanta Services, Inc.

Industrials
50
+ 4.13%
$372.29 - $421.68 $18.6K - $21.1K
1.26K $523M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 3.36%
$459.11 - $506.91 $29.4K - $32.4K
1.97K $990M
MRK
Merck & Co., Inc.

Healthcare
398
+ 6.57%
$77.6 - $87.37 $30.9K - $34.8K
6.45K $542M
GS
Goldman Sachs Group Inc

Financial Services
31
+ 7.51%
$696.56 - $806.32 $21.6K - $25K
444 $354M
RTX
Raytheon Technologies Corp

Industrials
116
+ 6.24%
$144.19 - $167.33 $16.7K - $19.4K
1.98K $330M
SBUX
Starbucks Corp

Consumer Cyclical
825
+ 34.4%
$81.9 - $96.86 $67.6K - $79.9K
3.22K $273M
BMY
Bristol Myers Squibb CO

Healthcare
1.28K
+ 18.25%
$43.31 - $48.98 $55.3K - $62.5K
8.28K $373M
KO
Coca Cola CO

Consumer Defensive
1.5K
+ 12.71%
$65.67 - $71.67 $98.5K - $108K
13.3K $882M
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 1
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