Commonwealth Equity Services, LLC Incresed Positions in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22K
+ 0.78%
$520.18 - $576.82 $11.4M - $12.7M
2.84M $1.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.8K
+ 0.7%
$517.38 - $573.86 $7.14M - $7.92M
1.99M $1.14B
VTV
Vanguard Value ETF

ETFs
103K
+ 3.17%
$159.75 - $174.57 $16.4M - $18M
3.35M $585M
CGDV
Capital Group Divid Value ETF

ETFs
1.12M
+ 18.9%
$32.96 - $36.48 $37M - $40.9M
7.06M $257M
RDVY
First Trust Rising Dividend Ac

ETFs
596K
+ 12.86%
$53.68 - $59.24 $32M - $35.3M
5.23M $310M
QUAL
Ishares Msci Usa Quality Facto

ETFs
223K
+ 14.66%
$162.64 - $179.3 $36.3M - $40M
1.74M $313M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
298K
+ 7.47%
$77.02 - $85.06 $22.9M - $25.3M
4.28M $362M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25.9K
+ 1.97%
$475.2 - $527.7 $12.3M - $13.7M
1.34M $708M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48.3K
+ 1.27%
$105.53 - $118.34 $5.1M - $5.72M
3.86M $452M
TLT
Ishares Barclays 20+ Year Trea

ETFs
355K
+ 25.44%
$89.91 - $101.33 $31.9M - $35.9M
1.75M $172M
American Healthcare Reit Inc
1.58M
+ 6875.63%
N/A
1.61M $41.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
401K
+ 8.25%
$53.41 - $57.9 $21.4M - $23.2M
5.26M $304M
DGRO
Ishares Core Dividend Growth E

ETFs
16.4K
+ 0.23%
$57.47 - $62.76 $942K - $1.03M
7.09M $445M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
670K
+ 39.19%
$44.65 - $47.21 $29.9M - $31.6M
2.38M $111M
IBM
International Business Machines Corp

Technology
3.99K
+ 0.57%
$175.1 - $223.38 $698K - $891K
700K $155M
VO
Vanguard Mid Cap ETF

ETFs
28.7K
+ 2.34%
$237.84 - $263.83 $6.82M - $7.57M
1.25M $331M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
863K
+ 13.18%
$28.1 - $29.89 $24.2M - $25.8M
7.41M $221M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
498K
+ 14.52%
$44.83 - $47.42 $22.3M - $23.6M
3.93M $185M
CGGR
Capital Group Growth ETF Shs C

ETFs
360K
+ 4.01%
$30.71 - $34.79 $11.1M - $12.5M
9.32M $324M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
364K
+ 338.83%
$69.16 - $76.64 $25.2M - $27.9M
471K $35.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
622K
+ 49.8%
$37.45 - $44.25 $23.3M - $27.5M
1.87M $80M
JEPI
J P Morgan Exchange Traded Fd

ETFs
285K
+ 8.44%
$54.98 - $59.51 $15.7M - $17M
3.67M $218M
VB
Vanguard Small Cap ETF

ETFs
25.9K
+ 2.5%
$214.77 - $237.72 $5.56M - $6.15M
1.06M $252M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
36.2K
+ 1.7%
$117.9 - $128.2 $4.27M - $4.65M
2.16M $277M
BND
Vanguard Bd Index Fd Inc Total

ETFs
259K
+ 15.6%
$71.45 - $75.64 $18.5M - $19.6M
1.92M $144M
FDVV
Fidelity High Dividend ETF

ETFs
288K
+ 11.61%
$46.26 - $50.65 $13.3M - $14.6M
2.77M $140M
VUG
Vanguard Growth ETF

ETFs
14K
+ 0.76%
$341.08 - $391.94 $4.78M - $5.49M
1.85M $709M
LOW
Lowes Companies Inc

Consumer Cyclical
5.83K
+ 1.39%
$213.3 - $270.78 $1.24M - $1.58M
424K $115M
T Rowe Price ETF Inc
526K
+ 21.13%
N/A
3.02M $100M
EFV
Msci Eafe Value ETF

ETFs
277K
+ 20.74%
$51.72 - $57.96 $14.3M - $16M
1.61M $92.7M
IWM
Ishares Russell 2000 ETF

ETFs
40.4K
+ 6.1%
$200.87 - $224.6 $8.11M - $9.07M
702K $155M
MUB
Ishares National Muni Bond ETF

ETFs
139K
+ 5.1%
$106.13 - $108.7 $14.7M - $15.1M
2.86M $311M
IJS
Ishares S&P Smallcap 600 Value

ETFs
142K
+ 28.01%
$95.81 - $109.03 $13.6M - $15.4M
647K $69.7M
PLTR
Palantir Technologies Inc.

Technology
116K
+ 8.64%
$24.09 - $37.95 $2.78M - $4.39M
1.45M $54.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
331K
+ 25.56%
$44.24 - $49.47 $14.6M - $16.4M
1.63M $80.5M
First Tr Exchng Traded Fd Vi
555K
+ 1236.36%
N/A
600K $20.9M
GE
General Electric CO

Industrials
46.4K
+ 12.96%
$156.66 - $189.66 $7.27M - $8.8M
404K $76.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.29K
+ 0.35%
$162.83 - $179.16 $699K - $769K
1.24M $221M
ORCL
Oracle Corp

Technology
6.27K
+ 1.03%
$125.9 - $170.35 $789K - $1.07M
612K $104M
IAU
Ishares Gold Trust

ETFs
23.1K
+ 0.76%
$44.06 - $50.5 $1.02M - $1.16M
3.06M $152M
CGCP
Capital Group Core Plus Income

ETFs
731K
+ 38.7%
$22.12 - $23.31 $16.2M - $17M
2.62M $60.6M
MDT
Medtronic PLC

Healthcare
105K
+ 13.05%
$76.84 - $91.03 $8.04M - $9.52M
906K $81.6M
ETN
Eaton Corp PLC

Industrials
44.1K
+ 21.15%
$272.52 - $333.02 $12M - $14.7M
252K $83.6M
HYMU
Blackrock ETF Tr Ii High Yield
782K
+ 483.46%
$22.51 - $23.25 $17.6M - $18.2M
944K $21.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25.2K
+ 23.25%
$523.84 - $572.02 $13.2M - $14.4M
133K $76M
BOND
Pimco Active Bond Exchange Tra

ETFs
173K
+ 48.47%
$90.01 - $95.32 $15.6M - $16.5M
530K $50.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
394K
+ 85.3%
$36.98 - $41.55 $14.6M - $16.4M
856K $35.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
162K
+ 25.95%
$84.81 - $93.54 $13.7M - $15.1M
785K $72.2M
PM
Philip Morris International Inc.

Consumer Defensive
52.2K
+ 9.66%
$101.25 - $127.45 $5.29M - $6.65M
593K $71.9M
Activity Summary
Buys All Purchases 1961 New Holdings 211 Increased Positions 1750 Sells All Sells 1993 Reductions 1993 Sold out 0 Options Calls 0 Puts 0
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