Commonwealth Financial Services, LLC New Holdings in Q3 2025

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.2K
New
$55.61 - $57.37 $733K - $756K
13.2K $753M
SPSB
Spdr Portfolio Short Term Corp

ETFs
20.6K
New
$30.02 - $30.29 $620K - $625K
20.6K $625M
SLV
I Shares Silver Trust

ETFs
8.42K
New
$32.73 - $42.5 $276K - $358K
8.42K $357M
MPC
Marathon Petroleum Corp

Energy
1.67K
New
$158.59 - $198.69 $265K - $332K
1.67K $322M
Oddity Tech LTD
4.75K
New
N/A
4.75K $296M
ALL
Allstate Corp

Financial Services
1.31K
New
$192.0 - $214.65 $252K - $282K
1.31K $282M
ROL
Rollins Inc

Consumer Cyclical
4.68K
New
$55.05 - $58.74 $258K - $275K
4.68K $275M
SJNK
Spdr Bloomberg Short Term High

ETFs
10.4K
New
$25.28 - $25.63 $263K - $266K
10.4K $266M
MU
Micron Technology Inc

Technology
1.52K
New
$104.88 - $168.89 $160K - $257K
1.52K $255M
VLO
Valero Energy Corp

Energy
1.44K
New
$131.77 - $175.63 $190K - $253K
1.44K $245M
SHOP
Shopify Inc.

Technology
1.59K
New
$112.11 - $157.12 $178K - $249K
1.59K $236M
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
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
F
Ford Motor CO

Consumer Cyclical
10.8K
New
$10.82 - $12.09 $117K - $131K
10.8K $129M
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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