Commonwealth Financial Services, LLC Reduced Holdings in Q3 2024

Commonwealth Financial Services, LLC

  • $506 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-139K
- 96.02%
$89.91 - $101.33 $12.5M - $14.1M
5.76K $567M
VNLA
Janus Henderson Short Duration

ETFs
-136K
- 90.66%
$48.34 - $49.08 $6.59M - $6.69M
14.1K $687M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-121K
- 47.46%
$55.15 - $64.23 $6.7M - $7.8M
134K $8.61B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-62.6K
- 96.56%
$100.75 - $111.62 $6.31M - $6.99M
2.23K $244M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.51K
- 18.1%
$520.18 - $576.82 $4.95M - $5.49M
43.1K $24.6B
IWM
Ishares Russell 2000 ETF

ETFs
-23.2K
- 42.63%
$200.87 - $224.6 $4.65M - $5.2M
31.2K $6.79B
RPG
Invesco Exchange Traded Fd Tr

ETFs
-69.3K
- 53.63%
$33.68 - $39.31 $2.33M - $2.72M
59.9K $2.33B
IYW
Ishares Dj Us Tech ETF

ETFs
-4.56K
- 4.13%
$133.16 - $158.73 $607K - $724K
106K $15.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.17K
- 2.14%
$434.77 - $502.96 $507K - $586K
53.2K $25.6B
NVDA
Nvidia Corp

Technology
-4.44K
- 7.03%
$98.91 - $134.91 $439K - $599K
58.7K $6.87B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.66K
- 3.29%
$84.77 - $97.13 $395K - $453K
137K $12.9B
JNJ
Johnson & Johnson

Healthcare
-3.95K
- 52.31%
$145.48 - $167.38 $575K - $662K
3.61K $584M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.7K
- 1.76%
$63.74 - $73.47 $172K - $199K
151K $10.7B
PEBO
Peoples Bancorp Inc

Financial Services
-16.9K
- 40.53%
$28.87 - $34.3 $489K - $581K
24.9K $733M
UBSI
United Bankshares Inc

Financial Services
-15K
- 61.92%
$31.56 - $39.32 $474K - $590K
9.24K $333M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-13.5K
- 2.58%
$23.03 - $23.3 $311K - $314K
508K $11.8B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-12.7K
- 26.02%
$24.78 - $25.11 $313K - $318K
36K $900M
PFE
Pfizer Inc

Healthcare
-11K
- 42.99%
$27.7 - $31.39 $306K - $347K
14.6K $420M
PPG
Ppg Industries Inc

Basic Materials
-2.26K
- 13.24%
$118.32 - $134.55 $268K - $304K
14.8K $1.94B
IBHD
Ishares Ibonds 2024 Term High

ETFs
-9.52K
- 14.25%
$23.11 - $23.29 $220K - $222K
57.3K $1.33B
CRWD
Crowd Strike Holdings, Inc.

Technology
-53
- 3.84%
$217.89 - $392.15 $11.5K - $20.8K
1.33K $365M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-6.72K
- 16.29%
$25.04 - $25.21 $168K - $170K
34.6K $868M
SRLN
Ssga Active Trust

ETFs
-3.47K
- 40.52%
$40.93 - $41.85 $142K - $145K
5.1K $212M
HD
Home Depot, Inc.

Consumer Cyclical
-770
- 30.81%
$333.64 - $405.2 $257K - $312K
1.73K $707M
MUB
Ishares National Muni Bond ETF

ETFs
-1.2K
- 21.03%
$106.13 - $108.7 $127K - $130K
4.5K $489M
XLK
Technology Sector Spdr

ETFs
-320
- 10.94%
$197.34 - $237.68 $63.1K - $76.1K
2.61K $574M
SOXX
Ishares Semiconductor ETF

ETFs
-276
- 20.34%
$199.29 - $265.49 $55K - $73.3K
1.08K $242M
MRK
Merck & Co., Inc.

Healthcare
-32
- 0.52%
$111.15 - $128.97 $3.56K - $4.13K
6.13K $704M
GOOG
Alphabet Inc.

Communication Services
-20
- 0.72%
$149.54 - $192.66 $2.99K - $3.85K
2.75K $464M
AAPL
Apple Inc.

Technology
-106
- 0.69%
$207.23 - $234.82 $22K - $24.9K
15.2K $3.44B
CVX
Chevron Corp

Energy
-126
- 3.75%
$137.88 - $161.97 $17.4K - $20.4K
3.23K $484M
KO
Coca Cola CO

Consumer Defensive
-1.97K
- 15.29%
$62.69 - $73.01 $123K - $143K
10.9K $781M
VLO
Valero Energy Corp

Energy
-9
- 0.37%
$132.81 - $163.48 $1.2K - $1.47K
2.42K $332M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-833
- 4.03%
$25.97 - $26.11 $21.6K - $21.7K
19.9K $517M
TSCO
Tractor Supply CO

Consumer Cyclical
-142
- 17.21%
$251.95 - $290.93 $35.8K - $41.3K
683 $202M
WSBC
Wesbanco Inc

Financial Services
-996
- 8.69%
$27.11 - $34.28 $27K - $34.1K
10.5K $302M
HSY
Hershey CO

Consumer Defensive
-70
- 5.76%
$182.45 - $203.25 $12.8K - $14.2K
1.15K $220M
MIN
Mfs Intermediate Income Trust

Financial Services
-871
- 6.77%
$2.65 - $2.79 $2.31K - $2.43K
12K $33.1M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-60
- 1.23%
$40.6 - $42.32 $2.44K - $2.54K
4.81K $203M
AMGN
Amgen Inc

Healthcare
-45
- 2.59%
$309.38 - $337.38 $13.9K - $15.2K
1.69K $543M
PPT
Putnam Premier Income Trust

Financial Services
-1.05K
- 2.56%
$3.55 - $3.73 $3.74K - $3.93K
40.2K $150M
TGT
Target Corp

Consumer Defensive
-25
- 1.39%
$133.47 - $159.25 $3.34K - $3.98K
1.77K $269M
GIS
General Mills Inc

Consumer Defensive
-662
- 14.91%
$62.5 - $75.15 $41.4K - $49.7K
3.78K $282M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-101
- 3.1%
$67.43 - $74.23 $6.81K - $7.5K
3.16K $228M
BMY
Bristol Myers Squibb CO

Healthcare
-1.73K
- 22.4%
$39.66 - $51.75 $68.7K - $89.7K
6.01K $318M
PEP
Pepsico Inc

Consumer Defensive
-162
- 4.08%
$161.9 - $179.3 $26.2K - $29K
3.81K $653M
CSM
Proshares Large Cap Core Plus

ETFs
-33
- 0.56%
$58.62 - $65.37 $1.93K - $2.16K
5.82K $377M
First Tr Exchng Traded Fd Vi
-42
- 0.25%
N/A
16.6K $604M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 1.6%
$386.81 - $423.12 $3.87K - $4.23K
616 $259M
Activity Summary
Buys All Purchases 99 New Holdings 14 Increased Positions 85 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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