Commonwealth Financial Services, LLC Incresed Positions in Q4 2024

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
209
+ 26.29%
$485.52 - $625.25 $101K - $131K
1K $508M
SPYG
Spdr Portfolio

ETFs
17
+ 0.25%
$81.74 - $91.38 $1.39K - $1.55K
6.74K $592M
ETN
Eaton Corp PLC

Industrials
115
+ 11.2%
$326.96 - $377.52 $37.6K - $43.4K
1.14K $379M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.24K
+ 1.54%
$22.11 - $22.54 $116K - $118K
345K $7.68B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
14
+ 0.13%
$111.85 - $120.71 $1.57K - $1.69K
10.7K $1.23B
SBUX
Starbucks Corp

Consumer Cyclical
531
+ 22.32%
$87.44 - $102.5 $46.4K - $54.4K
2.91K $266M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$102.7 - $119.05 $205 - $238
4.45K $492M
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 4.95%
$471.27 - $550.62 $12.3K - $14.3K
551 $288M
PWR
Quanta Services, Inc.

Industrials
29
+ 2.58%
$296.05 - $346.6 $8.59K - $10.1K
1.15K $364M
PAYX
Paychex Inc

Industrials
210
+ 9.39%
$135.86 - $148.73 $28.5K - $31.2K
2.45K $343M
IVE
Ishares S&P 500 Value ETF

ETFs
304
+ 4.94%
$189.5 - $206.17 $57.6K - $62.7K
6.45K $1.23B
ORCL
Oracle Corp

Technology
134
+ 5.86%
$165.41 - $192.43 $22.2K - $25.8K
2.42K $403M
FDX
Fedex Corp

Industrials
25
+ 2.72%
$260.5 - $305.15 $6.51K - $7.63K
944 $266M
MMM
3 M CO

Industrials
267
+ 12.21%
$124.74 - $137.12 $33.3K - $36.6K
2.45K $317M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
348
+ 7.59%
N/A
4.93K $457M
PM
Philip Morris International Inc.

Consumer Defensive
107
+ 5.78%
$118.38 - $133.06 $12.7K - $14.2K
1.96K $236M
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.88%
$280.04 - $302.45 $2.52K - $2.72K
1.03K $300M
FAST
Fastenal CO

Industrials
106
+ 2.35%
$69.99 - $84.35 $7.42K - $8.94K
4.61K $332M
EFG
Msci Eafe Growth ETF

ETFs
5.42K
+ 10.59%
$96.83 - $106.88 $524K - $579K
56.5K $5.47B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 1.71%
$563.99 - $620.12 $6.77K - $7.44K
715 $408M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85
+ 1.35%
$113.92 - $127.38 $9.68K - $10.8K
6.39K $737M
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 6.36%
$385.02 - $431.37 $42.4K - $47.5K
1.84K $715M
LLY
Eli Lilly & CO

Healthcare
131
+ 15.76%
$727.2 - $932.06 $95.3K - $122K
962 $743M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
104
+ 2.16%
$42.25 - $43.54 $4.39K - $4.53K
4.92K $211M
ICE
Intercontinental Exchange, Inc.

Financial Services
191
+ 10.01%
$148.29 - $166.93 $28.3K - $31.9K
2.1K $313M
DGX
Quest Diagnostics Inc

Healthcare
63
+ 2.84%
N/A
2.28K $344M
ADBE
Adobe Inc.

Technology
85
+ 14.0%
$437.39 - $552.96 $37.2K - $47K
692 $308M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16
+ 0.11%
$26.55 - $26.67 $425 - $427
14.5K $387M
PG
Procter & Gamble CO

Consumer Defensive
444
+ 3.22%
$161.05 - $179.7 $71.5K - $79.8K
14.2K $2.39B
IYJ
Ishares Tr

ETFs
1
+ 0.04%
$132.97 - $143.93 $133 - $144
2.46K $328M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
273
+ 1.56%
$47.58 - $48.56 $13K - $13.3K
17.7K $847M
DUK
Duke Energy Corp

Utilities
206
+ 6.58%
$105.76 - $120.76 $21.8K - $24.9K
3.34K $360M
JNJ
Johnson & Johnson

Healthcare
403
+ 11.18%
$143.34 - $165.86 $57.8K - $66.8K
4.01K $580M
WM
Waste Management Inc

Industrials
15
+ 1.2%
$201.79 - $228.46 $3.03K - $3.43K
1.27K $255M
FLMB
Franklin Muni Green Bd ETF

ETFs
451
+ 1.46%
$23.71 - $24.42 $10.7K - $11K
31.3K $744M
XLP
Consumer Staples Sector Spdr

ETFs
7
+ 0.24%
N/A
2.97K $233M
TGT
Target Corp

Consumer Defensive
135
+ 7.64%
$121.59 - $160.69 $16.4K - $21.7K
1.9K $257M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
79
+ 0.5%
$50.02 - $51.24 $3.95K - $4.05K
16K $800M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.02K
+ 1.31%
$23.88 - $24.32 $120K - $122K
387K $9.28B
HSY
Hershey CO

Consumer Defensive
64
+ 5.59%
$168.67 - $193.65 $10.8K - $12.4K
1.21K $205M
CL
Colgate Palmolive CO

Consumer Defensive
118
+ 4.54%
$90.22 - $102.31 $10.6K - $12.1K
2.72K $247M
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.07%
$60.73 - $64.94 $789 - $844
17.6K $1.08B
CAT
Caterpillar Inc

Industrials
9
+ 0.93%
$360.37 - $416.88 $3.24K - $3.75K
972 $353M
ABBV
Abb Vie Inc.

Healthcare
422
+ 7.84%
$164.99 - $203.87 $69.6K - $86K
5.81K $1.03B
PEP
Pepsico Inc

Consumer Defensive
277
+ 7.27%
$151.29 - $176.1 $41.9K - $48.8K
4.09K $621M
URI
United Rentals, Inc.

Industrials
1
+ 0.31%
$704.44 - $880.32 $704 - $880
321 $226M
CSX
Csx Corp

Industrials
702
+ 2.71%
$31.58 - $36.88 $22.2K - $25.9K
26.6K $859M
FDL
First Tr Morningstar Dividend

ETFs
111
+ 0.42%
$39.59 - $43.95 $4.39K - $4.88K
26.6K $1.07B
GIS
General Mills Inc

Consumer Defensive
3
+ 0.08%
$62.78 - $74.62 $188 - $224
3.78K $241M
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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