Commonwealth Financial Services, LLC Reduced Holdings in Q4 2024

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-48K
- 69.09%
$100.16 - $100.7 $4.81M - $4.83M
21.5K $2.15B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-22.2K
- 91.38%
$134.53 - $150.65 $2.98M - $3.34M
2.09K $284M
IYW
Ishares Dj Us Tech ETF

ETFs
-25.9K
- 24.43%
$148.14 - $166.23 $3.83M - $4.3M
80K $12.8B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.2K
- 12.08%
$570.51 - $610.59 $2.97M - $3.18M
37.9K $22.3B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-801
- 0.11%
$42.84 - $45.38 $34.3K - $36.3K
733K $31.5B
First Tr Exchange Traded Fd
-9.41K
- 0.89%
N/A
1.04M $20.7B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-19.2K
- 12.71%
$70.54 - $79.61 $1.35M - $1.53M
132K $10B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.71K
- 5.38%
$75.1 - $82.99 $204K - $225K
47.7K $3.6B
GLD
Spdr Gold Trust

ETFs
-2.28K
- 45.81%
$236.59 - $257.5 $538K - $586K
2.69K $652M
IWM
Ishares Russell 2000 ETF

ETFs
-2.55K
- 8.19%
$216.13 - $242.4 $552K - $619K
28.6K $6.32B
AEP
American Electric Power CO Inc

Utilities
-364
- 1.95%
$90.91 - $102.21 $33.1K - $37.2K
18.3K $1.69B
VNLA
Janus Henderson Short Duration

ETFs
-3.9K
- 27.72%
$48.82 - $49.11 $190K - $191K
10.2K $497M
UBCP
United Bancorp Inc

Financial Services
-8.75K
- 9.7%
$12.25 - $14.7 $107K - $129K
81.5K $1.05B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-2.69K
- 0.63%
$23.03 - $23.33 $62K - $62.8K
424K $9.82B
D
Dominion Energy, Inc

Utilities
-1.02K
- 19.43%
$52.63 - $60.92 $53.4K - $61.8K
4.21K $227M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-3.17K
- 0.62%
$23.08 - $23.28 $73.2K - $73.8K
505K $11.7B
DAUG
First Tr ETF Viii Cboe Vest Us
-2.26K
- 6.45%
N/A
32.7K $1.3B
VLO
Valero Energy Corp

Energy
-75
- 3.1%
$118.59 - $144.02 $8.89K - $10.8K
2.34K $287M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.82K
- 5.07%
$25.0 - $25.11 $45.6K - $45.8K
34.1K $855M
SJM
J M Smucker CO

Consumer Defensive
-90
- 2.99%
$106.92 - $121.75 $9.62K - $11K
2.92K $322M
MUB
Ishares National Muni Bond ETF

ETFs
-301
- 6.68%
$105.78 - $108.7 $31.8K - $32.7K
4.2K $448M
FE
Firstenergy Corp

Utilities
-279
- 4.31%
$39.14 - $44.52 $10.9K - $12.4K
6.2K $247M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-283
- 1.23%
$47.9 - $53.39 $13.6K - $15.1K
22.8K $1.1B
DVY
Ishares Tr

ETFs
-109
- 4.12%
$129.55 - $143.41 $14.1K - $15.6K
2.54K $333M
VIG
Vanguard Dividend Appreciation

ETFs
-108
- 8.24%
N/A
1.2K $235M
HNDL
Strategy Shs

ETFs
-341
- 2.68%
$21.25 - $22.4 $7.25K - $7.64K
12.4K $264M
FIW
First Trust Water ETF

ETFs
-32
- 1.27%
$102.02 - $110.91 $3.26K - $3.55K
2.48K $253M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-226
- 2.26%
$42.33 - $43.3 $9.57K - $9.79K
9.75K $416M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-83
- 3.18%
$88.59 - $94.57 $7.35K - $7.85K
2.52K $224M
UBSI
United Bankshares Inc

Financial Services
-647
- 7.01%
$35.53 - $43.29 $23K - $28K
8.59K $322M
First Tr Exchng Traded Fd Vi
-564
- 3.4%
N/A
16K $598M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-360
- 2.84%
$104.59 - $118.05 $37.7K - $42.5K
12.3K $1.34B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-146
- 1.23%
$78.43 - $87.17 $11.5K - $12.7K
11.7K $939M
T
At&T Inc.

Communication Services
-651
- 1.97%
$21.22 - $23.88 $13.8K - $15.5K
32.4K $739M
PEBO
Peoples Bancorp Inc

Financial Services
-1.52K
- 6.1%
$28.88 - $36.02 $43.8K - $54.6K
23.3K $740M
CSM
Proshares Large Cap Core Plus

ETFs
-5
- 0.09%
$64.59 - $69.02 $323 - $345
5.81K $384M
XLK
Technology Sector Spdr

ETFs
-58
- 2.23%
$220.26 - $241.44 $12.8K - $14K
2.55K $592M
VGT
Vanguard Information Technolog

ETFs
-1
- 0.18%
$571.78 - $647.97 $572 - $648
544 $338M
WSBC
Wesbanco Inc

Financial Services
-127
- 1.21%
$28.7 - $36.45 $3.64K - $4.63K
10.3K $337M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-517
- 3.89%
$198.04 - $221.51 $102K - $115K
12.8K $2.69B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.78K
- 6.41%
$94.43 - $105.47 $829K - $926K
128K $13B
First Tr Exchng Traded Fd Vi
-290
- 0.22%
N/A
130K $5.04B
WMT
Walmart Inc.

Consumer Defensive
-753
- 2.87%
$79.1 - $95.7 $59.6K - $72.1K
25.5K $2.3B
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
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