Commonwealth Financial Services, LLC Sells in Q1 2025

Commonwealth Financial Services, LLC

  • $488 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-64K
- 80.02%
$140.44 - $166.79 $8.99M - $10.7M
16K $2.24B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-344K
- 86.91%
N/A
51.8K $1.25B
IBHE
Ishares Ibonds 2025 Term High

ETFs
-353K
- 69.81%
$23.16 - $23.32 $8.17M - $8.22M
152K $3.54B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-303K
- 71.33%
$23.13 - $23.41 $7M - $7.08M
122K $2.82B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-122K
- 91.41%
$36.64 - $45.76 $4.47M - $5.58M
11.5K $430M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-69.9K
- 25.79%
$55.52 - $69.21 $3.88M - $4.83M
201K $11.9B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-41.3K
- 81.67%
$110.9 - $132.93 $4.58M - $5.49M
9.26K $1.05B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-35K
- 26.56%
$68.07 - $78.99 $2.38M - $2.76M
96.8K $6.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
-891
- 1.37%
$551.42 - $612.93 $491K - $546K
64.2K $35.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.78K
- 4.69%
$554.06 - $615.85 $985K - $1.09M
36.1K $20.3B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-22.8K
- 45.47%
$47.25 - $67.02 $1.08M - $1.53M
27.3K $1.3B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-21.7K
- 12.47%
$40.44 - $43.17 $876K - $935K
152K $6.22B
MSFT
Microsoft Corp

Technology
-10
- 0.05%
$375.39 - $447.2 $3.75K - $4.47K
21.6K $8.11B
Ea Series Trust
-8.41K
- 20.44%
N/A
32.7K $3.65B
First Tr Exchng Traded Fd Vi
-19.8K
- 15.19%
N/A
111K $4.16B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.4K
- 8.35%
$114.9 - $139.6 $161K - $195K
15.4K $1.8B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.91K
- 13.57%
$100.34 - $100.68 $292K - $293K
18.6K $1.87B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-13.5K
- 1.85%
$24.5 - $24.95 $330K - $336K
714K $17.7B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-687
- 34.11%
$203.38 - $274.79 $140K - $189K
1.33K $273M
TSLA
Tesla, Inc.

Consumer Cyclical
-143
- 13.48%
$222.15 - $428.22 $31.8K - $61.2K
918 $238M
LMT
Lockheed Martin Corp

Industrials
-22
- 0.53%
$423.19 - $506.29 $9.31K - $11.1K
4.09K $1.83B
WMT
Walmart Inc.

Consumer Defensive
-923
- 3.62%
$84.5 - $105.05 $78K - $97K
24.5K $2.15B
GOOG
Alphabet Inc.

Communication Services
-103
- 2.98%
$156.06 - $207.71 $16.1K - $21.4K
3.35K $523M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1.74K
- 3.13%
$37.69 - $39.76 $65.5K - $69.1K
53.7K $2.04B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.87K
- 14.28%
$25.05 - $25.16 $122K - $123K
29.3K $736M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.66K
- 3.07%
$38.06 - $40.36 $63.1K - $66.9K
52.4K $2.01B
RFG
Invesco Exchange Traded Fd Tr

ETFs
-245
- 1.07%
$43.07 - $51.51 $10.6K - $12.6K
22.6K $989M
SPYG
Spdr Portfolio

ETFs
-741
- 11.0%
$80.05 - $92.39 $59.3K - $68.5K
6K $482M
MRK
Merck & Co., Inc.

Healthcare
-521
- 8.04%
$83.01 - $101.02 $43.2K - $52.6K
5.96K $535M
BLDR
Builders First Source, Inc.

Industrials
-3
- 0.05%
$122.8 - $173.51 $368 - $521
5.48K $684M
CSX
Csx Corp

Industrials
-606
- 2.28%
$29.11 - $33.67 $17.6K - $20.4K
26K $765M
FLMB
Franklin Muni Green Bd ETF

ETFs
-3.49K
- 11.15%
$23.25 - $24.05 $81.1K - $83.9K
27.8K $653M
DAUG
First Tr ETF Viii Cboe Vest Us
-1.47K
- 4.5%
N/A
31.3K $1.21B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-269
- 2.52%
$108.02 - $120.45 $29.1K - $32.4K
10.4K $1.14B
VLO
Valero Energy Corp

Energy
-793
- 33.86%
$121.76 - $142.99 $96.6K - $113K
1.55K $205M
First Tr Exchng Traded Fd Vi
-1.88K
- 11.73%
N/A
14.1K $520M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-2.03K
- 3.48%
$36.57 - $37.91 $74.1K - $76.8K
56.2K $2.09B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.32K
- 8.24%
$49.69 - $50.76 $65.3K - $66.7K
14.6K $732M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.36K
- 8.54%
$50.72 - $50.92 $69.1K - $69.4K
14.6K $742M
ITW
Illinois Tool Works Inc

Industrials
-189
- 11.48%
$244.9 - $274.48 $46.3K - $51.9K
1.46K $362M
PFE
Pfizer Inc

Healthcare
-549
- 1.57%
$25.01 - $27.13 $13.7K - $14.9K
34.5K $875M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-3.54K
- 1.02%
$22.21 - $22.56 $78.6K - $79.8K
342K $7.63B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.12K
- 11.51%
$42.38 - $43.28 $47.6K - $48.6K
8.63K $367M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.71%
$347.25 - $424.87 $4.51K - $5.52K
1.83K $669M
ADBE
Adobe Inc.

Technology
-5
- 0.72%
$377.84 - $464.11 $1.89K - $2.32K
687 $263M
CL
Colgate Palmolive CO

Consumer Defensive
-524
- 19.29%
$85.68 - $97.5 $44.9K - $51.1K
2.19K $205M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-26
- 0.22%
$75.47 - $84.24 $1.96K - $2.19K
11.7K $900M
FAST
Fastenal CO

Industrials
-826
- 17.91%
$71.11 - $79.98 $58.7K - $66.1K
3.79K $294M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-164
- 3.32%
N/A
4.77K $420M
Activity Summary
Buys All Purchases 89 New Holdings 17 Increased Positions 72 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 3
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