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
UBSI
United Bankshares Inc

Financial Services
-243
- 2.83%
$34.03 - $39.27 $8.27K - $9.54K
8.35K $289M
CAT
Caterpillar Inc

Industrials
-3
- 0.31%
$326.75 - $407.63 $980 - $1.22K
969 $320M
PSA
Public Storage

Real Estate
-108
- 11.4%
$288.99 - $313.98 $31.2K - $33.9K
839 $251M
CMCSA
Comcast Corp

Communication Services
-741
- 11.35%
$33.19 - $38.23 $24.6K - $28.3K
5.79K $213M
IBMO
Ishares Tr Ibonds December 202

ETFs
-951
- 6.32%
$25.45 - $25.6 $24.2K - $24.3K
14.1K $360M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-950
- 8.21%
$25.08 - $25.39 $23.8K - $24.1K
10.6K $269M
IBMP
Ishares Tr Ibonds December 202

ETFs
-957
- 8.22%
$25.1 - $25.34 $24K - $24.3K
10.7K $270M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-907
- 6.25%
$26.63 - $26.75 $24.2K - $24.3K
13.6K $364M
DGRO
Ishares Core Dividend Growth E

ETFs
-451
- 2.56%
$60.46 - $64.42 $27.3K - $29.1K
17.2K $1.06B
VZ
Verizon Communications Inc

Communication Services
-1.77K
- 15.55%
$37.81 - $46.49 $67K - $82.3K
9.62K $436M
SJM
J M Smucker CO

Consumer Defensive
-346
- 11.84%
$100.41 - $118.41 $34.7K - $41K
2.58K $305M
CSM
Proshares Large Cap Core Plus

ETFs
-25
- 0.43%
$63.0 - $69.13 $1.58K - $1.73K
5.79K $369M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-254
- 3.71%
$59.15 - $62.71 $15K - $15.9K
6.59K $406M
FE
Firstenergy Corp

Utilities
-329
- 5.31%
$37.95 - $43.5 $12.5K - $14.3K
5.87K $237M
ADP
Automatic Data Processing Inc

Industrials
-83
- 5.97%
$286.85 - $318.64 $23.8K - $26.4K
1.31K $399M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-7
- 1.14%
$408.78 - $448.82 $2.86K - $3.14K
609 $256M
MCD
Mcdonalds Corp

Consumer Cyclical
-124
- 6.84%
$279.74 - $321.29 $34.7K - $39.8K
1.69K $527M
PAYX
Paychex Inc

Industrials
-187
- 7.65%
$136.06 - $154.52 $25.4K - $28.9K
2.26K $348M
LLY
Eli Lilly & CO

Healthcare
-54
- 5.61%
$725.72 - $929.72 $39.2K - $50.2K
908 $750M
SBUX
Starbucks Corp

Consumer Cyclical
-121
- 4.16%
$91.75 - $115.81 $11.1K - $14K
2.79K $274M
XLP
Consumer Staples Sector Spdr

ETFs
-7
- 0.24%
N/A
2.96K $242M
DGX
Quest Diagnostics Inc

Healthcare
-182
- 7.98%
N/A
2.1K $355M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.8%
$461.52 - $548.18 $3.69K - $4.39K
996 $522M
MMM
3 M CO

Industrials
-149
- 6.07%
$129.7 - $155.12 $19.3K - $23.1K
2.3K $338M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.18K
- 6.66%
$74.85 - $84.89 $238K - $270K
44.5K $3.64B
DUK
Duke Energy Corp

Utilities
-36
- 1.08%
$105.87 - $121.97 $3.81K - $4.39K
3.3K $403M
ICE
Intercontinental Exchange, Inc.

Financial Services
-10
- 0.48%
$142.8 - $176.36 $1.43K - $1.76K
2.09K $360M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-735
- 0.19%
$23.9 - $24.18 $17.6K - $17.8K
387K $9.35B
FDL
First Tr Morningstar Dividend

ETFs
-161
- 0.6%
$39.69 - $43.83 $6.39K - $7.06K
26.5K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.1%
$890.62 - $1076.86 $2.67K - $3.23K
3.03K $2.87B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.08K
- 0.29%
$24.79 - $25.26 $26.7K - $27.2K
369K $9.32B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-420
- 0.1%
$22.61 - $23.14 $9.5K - $9.72K
402K $9.3B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.13K
- 0.84%
$42.4 - $44.11 $260K - $270K
727K $31.9B
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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